Cyrus J. Lawrence, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 8, 2024), Cyrus J. Lawrence, LLC reported 150 stock positions worth $450.8 million. Its top holding was Microsoft (MSFT) at 8.2% of the portfolio, followed by Nvidia (NVDA, 4.7%) and Apple (AAPL, 4.0%).
- Most Recent 13F
- Q1 2025
- Location
- NEW YORK, NY
- CIK
- 0001919920
- Portfolio Value
- $450.8M (Q1 2024)
- SEC Filing
- 0001919920-24-000002 ↗ filed May 8, 2024
Holdings Value
Holdings 150 stocks · $450.8M
| MSFT Microsoft Corp. | 8.18% | 87,655 | $36.9M | — |
| NVDA Nvidia Corp. | 4.67% | 23,319 | $21.1M | — |
| AAPL Apple Inc. | 4.01% | 105,498 | $18.1M | — |
| AMZN Amazon.com Inc. | 3.87% | 96,609 | $17.4M | — |
| LLY Eli Lilly & Co. | 3.67% | 21,276 | $16.6M | — |
| META Meta Platforms Inc. Class A | 3.58% | 33,250 | $16.1M | — |
| GOOGL Alphabet Inc. Class A | 3.26% | 97,434 | $14.7M | — |
| PANW Palo Alto Networks Inc. | 3.05% | 48,328 | $13.7M | — |
| COST Costco Wholesale Corp. | 2.96% | 18,228 | $13.4M | — |
| BX Blackstone Inc. | 2.95% | 101,373 | $13.3M | — |
| AVGO Broadcom Inc. | 2.79% | 9,485 | $12.6M | — |
| ADBE Adobe Inc. | 2.55% | 22,769 | $11.5M | — |
| JPM JPMorgan Chase & Co. | 2.54% | 57,257 | $11.5M | — |
| MA Mastercard Inc. Class A | 2.54% | 23,800 | $11.5M | — |
| TMUS T-Mobile US Inc. | 2.37% | 65,386 | $10.7M | — |
| HD Home Depot Inc. | 2.29% | 26,912 | $10.3M | — |
| BR Broadridge Financial Solutio | 2.06% | 45,350 | $9.3M | — |
| LIN Linde PLC | 2.03% | 19,721 | $9.2M | — |
| SPGI S&P Global Inc. | 2.01% | 21,334 | $9.1M | — |
| INTU Intuit Inc. | 1.97% | 13,666 | $8.9M | — |
| FISV Fiserv Inc. | 1.88% | 52,909 | $8.5M | — |
| SYK Stryker Corp. | 1.87% | 23,532 | $8.4M | — |
| MSI Motorola Solutions Inc. | 1.82% | 23,123 | $8.2M | — |
| CVS CVS Health Corp. | 1.82% | 102,616 | $8.2M | — |
| NVO Novo-Nordisk A/S-Spons ADR | 1.80% | 63,331 | $8.1M | — |
| ULTA Ulta Beauty Inc. | 1.80% | 15,488 | $8.1M | — |
| ROK Rockwell Automation Inc. | 1.76% | 27,183 | $7.9M | — |
| UNH Unitedhealth Group Inc. | 1.74% | 15,885 | $7.9M | — |
| TMO Thermo Fisher Scientific Inc. | 1.73% | 13,416 | $7.8M | — |
| ORCL Oracle Corp. | 1.68% | 60,388 | $7.6M | — |
| NEE Nextera Energy Inc. | 1.66% | 117,267 | $7.5M | — |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 1.63% | 133,848 | $7.3M | — |
| LHX L3HARRIS Technologies Inc. | 1.58% | 33,486 | $7.1M | — |
| BLK BlackRock Finance Inc. | 1.57% | 8,488 | $7.1M | — |
| MS Morgan Stanley | 1.50% | 71,987 | $6.8M | — |
| ROL Rollins Inc. | 1.38% | 134,496 | $6.2M | — |
| VRTX Vertex Pharmaceuticals Inc. | 1.27% | 13,719 | $5.7M | — |
| MRK Merck & Co. Inc. | 0.80% | 27,490 | $3.6M | — |
| SBUX Starbucks Corp. | 0.69% | 34,275 | $3.1M | — |
| GOOG Alphabet Inc. Class C | 0.52% | 15,400 | $2.3M | — |
| REGN Regeneron Pharmaceuticals | 0.49% | 2,308 | $2.2M | — |
| QCOM Qualcomm Inc. | 0.48% | 12,803 | $2.2M | — |
| WMT Walmart Inc. | 0.38% | 28,560 | $1.7M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.36% | 3,829 | $1.6M | — |
| ASML ASML Holding NV-NY Reg SHS | 0.30% | 1,400 | $1.4M | — |
| J Jacobs Solutions Inc. | 0.27% | 7,911 | $1.2M | — |
| MDT Medtronic Inc | 0.26% | 13,677 | $1.2M | — |
| JNJ Johnson & Johnson | 0.22% | 6,248 | $988K | — |
| MCD McDonald's Corp. | 0.20% | 3,269 | $921K | — |
| APD Air Products & Chemicals Inc. | 0.19% | 3,560 | $862K | — |
| SSNC Ss&c Technologies Holdings | 0.19% | 13,272 | $854K | — |
| ZBRA Zebra Technologies Corp. Class A | 0.19% | 2,825 | $851K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.17% | 1,478 | $773K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.15% | 17,570 | $666K | — |
| RHHBY Roche Holdings Ltd.-Spons ADR | 0.12% | 17,010 | $542K | — |
| CB Chubb Ltd. | 0.11% | 2,006 | $518K | — |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.11% | 2,157 | $508K | — |
| CL Colgate-Palmolive Co. | 0.11% | 5,300 | $477K | — |
| PEP Pepsico Inc. | 0.09% | 2,334 | $408K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 1,628 | $319K | — |
| ITW Illinois Tool Works | 0.07% | 1,188 | $318K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.07% | 2,415 | $295K | — |
| DE Deere & Co. | 0.06% | 704 | $289K | — |
| NSRGY Nestle SA-Spons ADR | 0.06% | 2,625 | $278K | — |
| ITCI Intra-Cellular Therapies Inc. | 0.05% | 3,550 | $245K | — |
| DTEGY Deutsche Telekom AG-Spon ADR | 0.05% | 9,650 | $233K | — |
| NJR New Jersey Resources Corp. | 0.05% | 5,250 | $225K | — |
| CSCO Cisco Systems Inc. | 0.05% | 4,463 | $222K | — |
| ABBV Abbvie Inc. | 0.04% | 1,114 | $202K | — |
| PG The Procter & Gamble Co. | 0.04% | 1,182 | $181K | — |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.04% | 3,021 | $174K | — |
| CCI Crown Castle Inc. | 0.04% | 1,592 | $168K | — |
| AXP American Express Co. | 0.04% | 729 | $165K | — |
| LMT Lockheed Martin Corp. | 0.03% | 344 | $156K | — |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.03% | 1,725 | $148K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.03% | 333 | $147K | — |
| WM Waste Management Inc. | 0.03% | 645 | $137K | — |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.03% | 1,400 | $136K | — |
| ALIZY Allianz SE - Unsp ADR | 0.03% | 4,400 | $131K | — |
| FMC FMC Corp. | 0.03% | 1,900 | $121K | — |
| DTEGF Deutsche Telekom AG-Reg | 0.03% | 4,900 | $119K | — |
| VXUS Vanguard Total Intl Stock | 0.03% | 1,930 | $116K | — |
| EW Edwards Lifesciences Corp. | 0.03% | 1,200 | $114K | — |
| XOM Exxon Mobil Corp. | 0.02% | 958 | $111K | — |
| ACN Accenture PLC Class A | 0.02% | 300 | $103K | — |
| V Visa Inc. Class A | 0.02% | 367 | $102K | — |
| ABT Abbott Laboratories | 0.02% | 875 | $99K | — |
| RDS.A Shell PLC-Spon ADR-A filed as Royal Dutch Shell PLC ADS CL A | 0.02% | 1,300 | $87K | — |
| KO The Coca-Cola Co. | 0.02% | 1,381 | $84K | — |
| PFE Pfizer Inc. | 0.02% | 3,034 | $84K | — |
| KMB Kimberly-Clark Corp. | 0.02% | 640 | $82K | — |
| TR Tootsie Roll Inds | 0.02% | 2,355 | $75K | — |
| OEF iShares S&P 100 ETF | 0.02% | 300 | $74K | — |
| PTC PTC Inc. | 0.02% | 395 | $74K | — |
| PWR Quanta Services Inc. | 0.02% | 288 | $74K | — |
| XLK SS Technology Select Sector | 0.02% | 350 | $72K | — |
| BNPQF BNP Paribas | 0.02% | 1,000 | $71K | — |
| MDLZ Mondelez International Inc. Class A | 0.02% | 1,000 | $70K | — |
| TDIV FT Nasdaq Tech DVD Index FD | 0.02% | 1,000 | $69K | — |
| PNC PNC Financial Services Group | 0.02% | 425 | $68K | — |
| SWPPX Schwab S&P 500 Index-Sel | 0.01% | 825 | $66K | — |
| HLBZF Heidelberg Materials AG | 0.01% | 600 | $66K | — |
| AEP American Electric Power | 0.01% | 756 | $65K | — |
| NEM Newmont Corp. | 0.01% | 1,826 | $65K | — |
| GS Goldman Sachs Group Inc. | 0.01% | 150 | $62K | — |
| BMY Bristol-Myers Squibb Co. | 0.01% | 1,100 | $59K | — |
| CWCO Consolidated Water Co.-Ord SH | 0.01% | 2,000 | $58K | — |
| VZ Verizon Communications Inc. | 0.01% | 1,357 | $56K | — |
| IFNNF Infineon Technologies AG | 0.01% | 1,600 | $54K | — |
| WFC Wells Fargo & Co. | 0.01% | 900 | $52K | — |
| VEOEF Veolia Environnement | 0.01% | 1,600 | $52K | — |
| GLW Corning Inc. | 0.01% | 1,500 | $49K | — |
| DHR Danaher Corp. | 0.01% | 200 | $49K | — |
| SAPGF Sap SE | 0.01% | 250 | $48K | — |
| SDY SS SPDR S&P Dividend ETF | 0.01% | 362 | $47K | — |
| PM Philip Morris International | 0.01% | 500 | $45K | — |
| CNF Cnfinance Hldgs Ltd. | 0.01% | 20,086 | $41K | — |
| XYL Xylem Inc. | 0.01% | 310 | $40K | — |
| ENPH Enphase Energy Inc. | 0.01% | 328 | $39K | — |
| CMCSA Comcast Corp. Class A | 0.01% | 872 | $37K | — |
| CLX Clorox Company | 0.01% | 225 | $34K | — |
| OXY Occidental Petroleum Corp. | 0.01% | 530 | $34K | — |
| SMAWF Siemens AG-Reg | 0.01% | 180 | $34K | — |
| FBIN Fortune Brands Innovations I | 0.01% | 400 | $33K | — |
| PLTR Palantir Technologies Inc. Class A | 0.01% | 1,430 | $32K | — |
| BKH Black Hills Corp. | 0.01% | 567 | $30K | — |
| DVN Devon Energy Corp. | 0.01% | 600 | $30K | — |
| CSL Carlisle Cos Inc. | 0.01% | 70 | $27K | — |
| NFG National Fuel Gas Co. | 0.01% | 500 | $26K | — |
| GIS General Mills Inc. | 0.01% | 350 | $24K | — |
| DVY iShares Select Dividend ETF | 0.01% | 200 | $24K | — |
| CVX Chevron Corp. | 0.01% | 150 | $23K | — |
| T AT&T Inc. | 0.00% | 1,306 | $22K | — |
| PJT PJT Partners Inc. Class A | 0.00% | 231 | $21K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.00% | 60 | $20K | — |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.00% | 150 | $18K | — |
| ZTS Zoetis Inc. | 0.00% | 108 | $18K | — |
| F Ford Motor Co. filed as FORD MTR CO DEL | 0.00% | 1,240 | $16K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.00% | 72 | $16K | — |
| ALGT Allegiant Travel Co. | 0.00% | 200 | $15K | — |
| HIG Hartford Insurance Group Inc. | 0.00% | 150 | $15K | — |
| KR Kroger Co. | 0.00% | 275 | $15K | — |
| PLD Prologis Inc. | 0.00% | 120 | $15K | — |
| HON Honeywell International Inc. | 0.00% | 73 | $14K | — |
| SO The Southern Co. | 0.00% | 200 | $14K | — |
| SNYNF Sanofi | 0.00% | 150 | $14K | — |
| ADP Automatic Data Processing | 0.00% | 55 | $13K | — |
| AMLP Alerian MLP ETF | 0.00% | 245 | $11K | — |
| AWK American Water Works Co. Inc. | 0.00% | 93 | $11K | — |
| DUK Duke Energy Corp. | 0.00% | 121 | $11K | — |
Portfolio Sells Q1 2024
No earlier filing to compare with.
Portfolio Buys Q1 2024
No earlier filing to compare with.