Cyrus J. Lawrence, LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 12, 2024), Cyrus J. Lawrence, LLC reported 166 stock positions worth $509.7 million. Its top holding was Microsoft (MSFT) at 7.5% of the portfolio, followed by Nvidia (NVDA, 5.7%) and Meta Platforms Class A (META, 4.8%). Compared with Q2 2024, it opened 5 new positions, sold out of 11, added to 37 and reduced 37. The biggest buy was Walmart (WMT, shares +547%) and the biggest sale Jacobs Solutions (J, shares −3%).

Most Recent 13F
Q1 2025
Location
NEW YORK, NY
CIK
0001919920
Portfolio Value
$509.7M (Q3 2024)
SEC Filing
0001919920-24-000010 ↗ filed Nov 12, 2024

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $450.8M Q1 2024 Q2 2024: $493.5M Q2 2024 Q3 2024: $509.7M $509.7M Q3 2024 Q4 2024: $517.0M Q4 2024 Q1 2025: $26.4M Q1 2025

Holdings 166 stocks · $509.7M
MSFT Microsoft Corp. 7.45% 88,279 $38.0M Add +0.6%
NVDA Nvidia Corp. 5.65% 237,125 $28.8M Reduce -0.5%
META Meta Platforms Inc. Class A 4.81% 42,837 $24.5M Add +0.4%
AAPL Apple Inc. 4.78% 104,554 $24.4M Reduce -0.8%
LLY Eli Lilly & Co. 3.76% 21,632 $19.2M Add +1.8%
AMZN Amazon.com Inc. 3.60% 98,513 $18.4M Add +0.7%
AVGO Broadcom Pte Ltd. 3.22% 95,056 $16.4M Add +0.3%
COST Costco Wholesale Corp. 3.21% 18,462 $16.4M Reduce -0.3%
GOOGL Alphabet Inc. Class A 3.17% 97,510 $16.2M Add +0.1%
BX Blackstone Inc. 3.04% 101,294 $15.5M Reduce -0.1%
FISV Fiserv Inc. 2.98% 84,552 $15.2M Add +0.7%
PANW Palo Alto Networks Inc. 2.87% 42,793 $14.6M Reduce -11.4%
TMUS T-Mobile US Inc. 2.68% 66,104 $13.6M Add +0.7%
VRTX Vertex Pharmaceuticals Inc. 2.44% 26,697 $12.4M Add +0.8%
JPM JPMorgan Chase & Co. 2.38% 57,460 $12.1M Add +0.8%
MA Mastercard Inc. Class A 2.33% 24,012 $11.9M Add +0.8%
SPGI S&P Global Inc. 2.20% 21,692 $11.2M Add +0.9%
ADBE Adobe Inc. 2.15% 21,141 $10.9M Reduce -2.4%
HD Home Depot Inc. 2.15% 26,991 $10.9M Add +0.3%
MSI Motorola Solutions Inc. 2.07% 23,506 $10.6M Add +0.9%
ORCL Oracle Corp. 2.04% 61,091 $10.4M Reduce -0.1%
WMT Walmart Inc. 2.00% 126,467 $10.2M Add +546.6%
NEE Nextera Energy Inc. 1.98% 119,203 $10.1M Add +1.3%
BR Broadridge Financial Solutio 1.94% 45,939 $9.9M Add +1.1%
LIN Linde PLC 1.86% 19,886 $9.5M Add +1.0%
PH Parker Hannifin Corp. 1.81% 14,564 $9.2M Add +1.7%
INTU Intuit Inc. 1.69% 13,889 $8.6M Add +1.4%
SYK Stryker Corp. 1.68% 23,662 $8.5M Add +0.1%
LHX L3HARRIS Technologies Inc. 1.66% 35,622 $8.5M Add +2.5%
TMO Thermo Fisher Scientific Inc. 1.63% 13,415 $8.3M Reduce -0.2%
UBER Uber Technologies Inc. 1.62% 109,955 $8.3M Add +0.2%
BLK BlackRock Inc. 1.58% 8,476 $8.0M No change
GEHC GE Healthcare Technology 1.53% 83,365 $7.8M Add +0.7%
MS Morgan Stanley 1.45% 71,109 $7.4M Reduce -1.3%
ROL Rollins Inc. 1.40% 140,952 $7.1M Add +3.7%
NVO Novo-Nordisk A/S-Spons ADR 0.90% 38,452 $4.6M Reduce -39.9%
MRK Merck & Co. Inc. 0.61% 27,460 $3.1M Reduce -0.1%
GOOG Alphabet Inc. Class C 0.51% 15,400 $2.6M No change
REGN Regeneron Pharmaceuticals 0.48% 2,308 $2.4M No change
QCOM Qualcomm Inc. 0.43% 12,800 $2.2M Reduce -0.0%
BRK.B Berkshire Hathaway Inc. Class B 0.40% 4,439 $2.0M Add +16.4%
ASML ASML Holding NV-NY Reg SHS 0.23% 1,400 $1.2M No change
APD Air Products & Chemicals Inc. 0.21% 3,560 $1.1M No change
ZBRA Zebra Technologies Corp. Class A 0.21% 2,825 $1.0M No change
J Jacobs Solutions Inc. 0.20% 7,700 $1.0M Reduce -2.7%
MCD McDonald's Corp. 0.20% 3,265 $994K Reduce -3.6%
SSNC Ss&c Technologies Holdings 0.19% 13,197 $979K Reduce -0.6%
JNJ Johnson & Johnson 0.17% 5,247 $850K Reduce -8.3%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.13% 17,300 $686K Reduce -1.5%
CB Chubb Ltd. 0.11% 2,006 $578K No change
CL Colgate-Palmolive Co. 0.11% 5,300 $550K No change
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.10% 2,157 $525K No change
ROK Rockwell Automation Inc. 0.08% 1,458 $391K Reduce -6.1%
PEP Pepsico Inc. 0.07% 2,191 $372K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.07% 1,654 $365K Add +1.9%
SHOP Shopify Inc. Class A 0.07% 4,510 $361K New
UNH Unitedhealth Group Inc. 0.07% 581 $339K Reduce -5.7%
DTEGY Deutsche Telekom AG-Spon ADR 0.06% 9,650 $283K No change
DE Deere & Co. 0.05% 651 $271K Reduce -13.8%
NSRGY Nestle SA-Spons ADR 0.05% 2,625 $264K No change
ITW Illinois Tool Works 0.05% 1,000 $262K Reduce -15.8%
ITCI Intra-Cellular Therapies Inc. 0.05% 3,550 $259K No change
AMTM Amentum Holdings Inc. 0.05% 7,700 $248K Reduce -2.7%
NJR New Jersey Resources Corp. 0.05% 5,250 $247K No change
PG The Procter & Gamble Co. 0.04% 1,283 $222K Add +8.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.04% 2,300 $221K Reduce -11.5%
ABBV Abbvie Inc. 0.04% 1,109 $219K Reduce -0.5%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.04% 3,021 $217K No change
LMT Lockheed Martin Corp. 0.04% 364 $212K Add +5.8%
AXP American Express Co. 0.04% 729 $197K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.04% 325 $186K Reduce -78.1%
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 0.03% 1,550 $162K No change
QQQ Invesco QQQ Trust Series 1 0.03% 333 $162K No change
ALIZY Allianz SE - Unsp ADR 0.03% 4,400 $144K No change
DTEGF Deutsche Telekom AG-Reg 0.03% 4,900 $144K No change
BMO Bank of Montreal filed as BANK MONTREAL QUE 0.02% 1,400 $126K No change
WM Waste Management Inc. 0.02% 605 $125K Reduce -6.2%
VXUS Vanguard Total Intl Stock 0.02% 1,930 $124K No change
CCI Crown Castle Inc. 0.02% 970 $115K No change
CVS CVS Health Corp. 0.02% 1,791 $112K Reduce -68.7%
XOM Exxon Mobil Corp. 0.02% 861 $100K Reduce -6.5%
V Visa Inc. Class A 0.02% 367 $100K No change
ABT Abbott Laboratories 0.02% 875 $99K No change
KO The Coca-Cola Co. 0.02% 1,381 $99K Reduce -6.8%
PLTR Palantir Technologies Inc. Class A 0.02% 2,490 $92K Add +1.0%
AES AES Corp. 0.02% 4,541 $91K New
KMB Kimberly-Clark Corp. 0.02% 640 $91K No change
PWR Quanta Services Inc. 0.02% 288 $85K No change
RDS.A Shell PLC-Spon ADR-A filed as Royal Dutch Shell PLC ADS CL A 0.02% 1,300 $85K No change
OEF iShares S&P 100 ETF 0.02% 300 $83K No change
TDIV FT Nasdaq Tech DVD Index FD 0.02% 1,000 $80K No change
EW Edwards Lifesciences Corp. 0.02% 1,200 $79K No change
XLK SS Technology Select Sector 0.02% 350 $79K No change
PNC PNC Financial Services Group 0.02% 425 $78K No change
AEP American Electric Power 0.02% 756 $77K No change
NEM Newmont Corp. 0.01% 1,436 $76K No change
TR Tootsie Roll Inds 0.01% 2,425 $75K No change
GS Goldman Sachs Group Inc. 0.01% 150 $74K No change
SWPPX Schwab S&P 500 Index-Sel 0.01% 825 $73K No change
PTC PTC Inc. 0.01% 395 $71K No change
SBUX Starbucks Corp. 0.01% 725 $70K Reduce -41.8%
MMM 3M Co. 0.01% 515 $70K Add +21.2%
ACN Accenture PLC Class A 0.01% 200 $70K Reduce -33.3%
VZ Verizon Communications Inc. 0.01% 1,557 $69K Add +14.7%
BNPQF BNP Paribas 0.01% 1,000 $68K No change
CSCO Cisco Systems Inc. 0.01% 1,263 $67K Reduce -17.9%
HLBZF Heidelberg Materials AG 0.01% 600 $65K No change
ULTA Ulta Beauty Inc. 0.01% 165 $64K Reduce -98.9%
VOO Vanguard S&P 500 ETF 0.01% 122 $64K New
FMC FMC Corp. 0.01% 950 $62K No change
WFC Wells Fargo & Co. 0.01% 1,112 $62K Add +23.6%
PFE Pfizer Inc. 0.01% 1,974 $57K Add +5.7%
RHHBY Roche Holdings Ltd.-Spons ADR 0.01% 1,450 $57K No change
SAPGF Sap SE 0.01% 250 $57K No change
BMY Bristol-Myers Squibb Co. 0.01% 1,100 $56K No change
IFNNF Infineon Technologies AG 0.01% 1,600 $56K No change
DHR Danaher Corp. 0.01% 200 $55K No change
VEOEF Veolia Environnement 0.01% 1,600 $52K No change
SDY SS SPDR S&P Dividend ETF 0.01% 362 $51K No change
GLW Corning Inc. 0.01% 1,000 $45K No change
XYL Xylem Inc. 0.01% 310 $41K No change
OXY Occidental Petroleum Corp. 0.01% 780 $40K Add +47.2%
T AT&T Inc. 0.01% 1,806 $39K Reduce -21.7%
D Dominion Energy Inc. 0.01% 675 $39K Add +35.0%
ENPH Enphase Energy Inc. 0.01% 328 $37K No change
CVX Chevron Corp. 0.01% 250 $36K No change
CLX Clorox Company 0.01% 225 $36K No change
CMCSA Comcast Corp. Class A 0.01% 872 $36K No change
SMAWF Siemens AG-Reg 0.01% 180 $36K No change
FBIN Fortune Brands Innovations I 0.01% 400 $35K No change
BKH Black Hills Corp. 0.01% 567 $34K No change
FSTA Fidelity MSCI Cons Stap Indx 0.01% 623 $31K New
NFG National Fuel Gas Co. 0.01% 500 $30K No change
PJT PJT Partners Inc. Class A 0.01% 231 $30K No change
DVY iShares Select Dividend ETF 0.01% 200 $27K No change
CSL Carlisle Cos Inc. 0.01% 58 $26K Reduce -17.1%
GIS General Mills Inc. 0.00% 350 $25K No change
DVN Devon Energy Corp. 0.00% 600 $23K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.00% 60 $23K No change
SOFI Sofi Technologies Inc. 0.00% 2,800 $22K No change
EOG EOG Resources Inc. 0.00% 175 $21K Add +75.0%
ZTS Zoetis Inc. 0.00% 108 $21K No change
AVAV Aerovironment Inc. 0.00% 100 $20K No change
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.00% 460 $19K Reduce -50.0%
GE General Electric filed as GE AEROSPACE 0.00% 100 $18K No change
PM Philip Morris International 0.00% 150 $18K No change
SO The Southern Co. 0.00% 200 $18K No change
HIG Hartford Insurance Group Inc. 0.00% 150 $17K No change
TSM Taiwan Semiconductor-SP ADR 0.00% 100 $17K No change
VB Vanguard Most SM-Cap ETF-Usd 0.00% 72 $17K No change
SNYNF Sanofi 0.00% 150 $17K No change
AMD Advanced Micro Devices 0.00% 100 $16K No change
KEY Keycorp 0.00% 1,000 $16K No change
ADP Automatic Data Processing 0.00% 55 $15K No change
C Citigroup Inc. 0.00% 250 $15K No change
HON Honeywell International Inc. 0.00% 73 $15K No change
KR Kroger Co. 0.00% 275 $15K No change
AWK American Water Works Co. Inc. 0.00% 93 $13K No change
DUK Duke Energy Corp. 0.00% 121 $13K No change
KINDER MORGAN KANSAS INC 0.00% 600 $13K No change
OKE Oneok Inc. 0.00% 150 $13K No change
PRU Prudential Financial Inc. 0.00% 106 $12K No change
AMLP Alerian MLP ETF 0.00% 245 $11K No change
ALGT Allegiant Travel Co. 0.00% 200 $11K No change
KVUE Kenvue Inc. 0.00% 500 $11K New
AMAT Applied Materials Inc. 0.00% 51 $10K Reduce -49.5%

Portfolio Sells Q2 2024 → Q3 2024
J Jacobs Solutions Inc. Reduce -2.7% 0.20% −2.05
ULTA Ulta Beauty Inc. Reduce -98.9% 0.01% −1.18
NVO Novo-Nordisk A/S-Spons ADR Reduce -39.9% 0.90% −0.95
PANW Palo Alto Networks Inc. Reduce -11.4% 2.87% −0.45
NVDA Nvidia Corp. Reduce -0.5% 5.65% −0.31
ADBE Adobe Inc. Reduce -2.4% 2.15% −0.29
SPY SS SPDR S&P 500 ETF Trust-US Reduce -78.1% 0.04% −0.13
QCOM Qualcomm Inc. Reduce -0.0% 0.43% −0.09
MRK Merck & Co. Inc. Reduce -0.1% 0.61% −0.08
CVS CVS Health Corp. Reduce -68.7% 0.02% −0.05
TSLA Tesla Inc. Sold out 0.00% −0.02
ROK Rockwell Automation Inc. Reduce -6.1% 0.08% −0.01
DIS The Walt Disney Co. Reduce -11.5% 0.04% −0.01
MAR Marriott International Class A Sold out 0.00% −0.01
BAC Bank of America Corp. Reduce -1.5% 0.13% −0.01
SBUX Starbucks Corp. Reduce -41.8% 0.01% −0.01
ITW Illinois Tool Works Reduce -15.8% 0.05% −0.01
INTC Intel Corp. Sold out 0.00% −0.01
SLB SLB Ltd. Reduce -50.0% 0.00% −0.01
ACN Accenture PLC Class A Reduce -33.3% 0.01% −0.00
DE Deere & Co. Reduce -13.8% 0.05% −0.00
FCOM Fidelity MSCI Comm Serv Indx Sold out 0.00% −0.00
F Ford Motor Co. Sold out 0.00% −0.00
MDT Medtronic Inc Sold out 0.00% −0.00
WM Waste Management Inc. Reduce -6.2% 0.02% −0.00
AMTM Amentum Holdings Inc. Reduce -2.7% 0.05% −0.00
GM General Motors Co. Sold out 0.00% −0.00
PSX Phillips 66 Sold out 0.00% −0.00
AMAT Applied Materials Inc. Reduce -49.5% 0.00% −0.00
JNJ Johnson & Johnson Reduce -8.3% 0.17% −0.00
DXCM Dexcom Inc. Sold out 0.00% −0.00
FSLR First Solar Inc. Sold out 0.00% −0.00
RIVN Rivian Automotive Inc. Class A Sold out 0.00% −0.00
XOM Exxon Mobil Corp. Reduce -6.5% 0.02% −0.00
CSCO Cisco Systems Inc. Reduce -17.9% 0.01% −0.00
T AT&T Inc. Reduce -21.7% 0.01% −0.00
CSL Carlisle Cos Inc. Reduce -17.1% 0.01% −0.00
KO The Coca-Cola Co. Reduce -6.8% 0.02% +0.00
UNH Unitedhealth Group Inc. Reduce -5.7% 0.07% +0.00
ABBV Abbvie Inc. Reduce -0.5% 0.04% +0.00
MCD McDonald's Corp. Reduce -3.6% 0.20% +0.02
COST Costco Wholesale Corp. Reduce -0.3% 3.21% +0.02
SSNC Ss&c Technologies Holdings Reduce -0.6% 0.19% +0.02
MS Morgan Stanley Reduce -1.3% 1.45% +0.04
TMO Thermo Fisher Scientific Inc. Reduce -0.2% 1.63% +0.12
AAPL Apple Inc. Reduce -0.8% 4.78% +0.28
ORCL Oracle Corp. Reduce -0.1% 2.04% +0.29
BX Blackstone Inc. Reduce -0.1% 3.04% +0.50

Portfolio Buys Q2 2024 → Q3 2024
WMT Walmart Inc. Add +546.6% 2.00% +1.74
META Meta Platforms Inc. Class A Add +0.4% 4.81% +0.45
FISV Fiserv Inc. Add +0.7% 2.98% +0.45
PH Parker Hannifin Corp. Add +1.7% 1.81% +0.34
TMUS T-Mobile US Inc. Add +0.7% 2.68% +0.33
NEE Nextera Energy Inc. Add +1.3% 1.98% +0.29
HD Home Depot Inc. Add +0.3% 2.15% +0.27
SPGI S&P Global Inc. Add +0.9% 2.20% +0.26
MSI Motorola Solutions Inc. Add +0.9% 2.07% +0.25
GEHC GE Healthcare Technology Add +0.7% 1.53% +0.23
MA Mastercard Inc. Class A Add +0.8% 2.33% +0.20
AVGO Broadcom Pte Ltd. Add +0.3% 3.22% +0.13
BR Broadridge Financial Solutio Add +1.1% 1.94% +0.12
LIN Linde PLC Add +1.0% 1.86% +0.11
BRK.B Berkshire Hathaway Inc. Class B Add +16.4% 0.40% +0.09
LHX L3HARRIS Technologies Inc. Add +2.5% 1.66% +0.08
SHOP Shopify Inc. Class A New 0.07% +0.07
ROL Rollins Inc. Add +3.7% 1.40% +0.06
SYK Stryker Corp. Add +0.1% 1.68% +0.05
JPM JPMorgan Chase & Co. Add +0.8% 2.38% +0.04
AES AES Corp. New 0.02% +0.02
IBM Intl Business Machines Corp. Add +1.9% 0.07% +0.01
VOO Vanguard S&P 500 ETF New 0.01% +0.01
LMT Lockheed Martin Corp. Add +5.8% 0.04% +0.01
FSTA Fidelity MSCI Cons Stap Indx New 0.01% +0.01
PLTR Palantir Technologies Inc. Class A Add +1.0% 0.02% +0.01
MMM 3M Co. Add +21.2% 0.01% +0.01
UBER Uber Technologies Inc. Add +0.2% 1.62% +0.00
PG The Procter & Gamble Co. Add +8.5% 0.04% +0.00
D Dominion Energy Inc. Add +35.0% 0.01% +0.00
VZ Verizon Communications Inc. Add +14.7% 0.01% +0.00
KVUE Kenvue Inc. New 0.00% +0.00
EOG EOG Resources Inc. Add +75.0% 0.00% +0.00
WFC Wells Fargo & Co. Add +23.6% 0.01% +0.00
OXY Occidental Petroleum Corp. Add +47.2% 0.01% +0.00
PFE Pfizer Inc. Add +5.7% 0.01% +0.00
VRTX Vertex Pharmaceuticals Inc. Add +0.8% 2.44% −0.08
INTU Intuit Inc. Add +1.4% 1.69% −0.13
LLY Eli Lilly & Co. Add +1.8% 3.76% −0.14
AMZN Amazon.com Inc. Add +0.7% 3.60% −0.23
GOOGL Alphabet Inc. Class A Add +0.1% 3.17% −0.42
MSFT Microsoft Corp. Add +0.6% 7.45% −0.52

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q1 2025 42$26.4MMSFT, AAPL, AMZN, META, LLY
Q4 2024 191$517.0MMSFT, NVDA, AAPL, META, AVGO
Q3 2024 166$509.7MMSFT, NVDA, META, AAPL, LLY
Q2 2024 171$493.5MMSFT, NVDA, AAPL, META, LLY
Q1 2024 150$450.8MMSFT, NVDA, AAPL, AMZN, LLY