Laraway Financial Advisors Inc
SEC Form 13F institutional filer · CIK 0001908275
13F-HR · 80 reported holdings · 2026-03-31
Reported long-US-equity value
$0.10B
Top-10 concentration
48.9%
Laraway Financial Advisors Inc — $100M AUM allocation strategy
Laraway Financial Advisors Inc files SEC Form 13F and reports $100M of long US equity value across 80 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 20.0%, followed by Financials 16.5% and Communication Services 7.9%.
The top 10 holdings account for 49% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Laraway Financial Advisors Inc — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$100M
total across 80 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
49% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$XLE +1.42K sh · +$208K+$CVX +818 sh · +$272K+$SPYM +286 sh · +$3.38K
Biggest trims (shares)
−$SCHW −6.69K sh · −$117K−$NVDA −4.28K sh · −$1.05M−$INTC −2.9K sh · −$40K
Exited to nil (held last quarter, gone now)
$NEE ($814K last qtr)$AMD ($237K last qtr)$PYPL ($229K last qtr)$FICO ($169K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals11.3%—
- Asset Management & Custody Banks7.7%—
- Interactive Media & Services6.2%—
- Investment Banking & Brokerage3.8%—
- Multi-Sector Holdings3.7%—
- Semiconductors3.7%—
- Consumer Staples Merchandise Retail3.5%—
- Systems Software3.3%—
- Other holdings56.7%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 44.7K | $11.4M | -2.1K | 11.3% |
| $IVZ | Invesco Ltd | 102K | $7.68M | +137 | 7.7% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 14.4K | $4.16M | -1.26K | 4.1% |
| $SCHW | Charles Schwab Corporation | 139K | $3.79M | -6.69K | 3.8% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 7.83K | $3.75M | -500 | 3.7% |
| $NVDA | NVIDIA Corporation | 21K | $3.66M | -4.28K | 3.6% |
| $MSFT | Microsoft Corporation | 9K | $3.33M | -575 | 3.3% |
…and 73 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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