Cyrus J. Lawrence, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 11, 2025), Cyrus J. Lawrence, LLC reported 191 stock positions worth $517.0 million. Its top holding was Microsoft (MSFT) at 7.2% of the portfolio, followed by Nvidia (NVDA, 6.1%) and Apple (AAPL, 5.1%). Compared with Q3 2024, it opened 34 new positions, sold out of 9, added to 41 and reduced 38. The biggest buy was a new position in Eaton (ETN) and the biggest sale an exit from GE Healthcare Technology (GEHC).

Most Recent 13F
Q1 2025
Location
NEW YORK, NY
CIK
0001919920
Portfolio Value
$517.0M (Q4 2024)
SEC Filing
0001919920-25-000001 ↗ filed Feb 11, 2025

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 Q3 2024 Q4 2024: $517.0M $517.0M Q4 2024 Q1 2025: $26.4M Q1 2025

Holdings 191 stocks · $517.0M
MSFT Microsoft Corp. 7.19% 88,165 $37.2M Reduce -0.1%
NVDA Nvidia Corp. 6.13% 236,063 $31.7M Reduce -0.5%
AAPL Apple Inc. 5.05% 104,341 $26.1M Reduce -0.2%
META Meta Platforms Inc. Class A 4.85% 42,810 $25.1M Reduce -0.1%
AVGO Broadcom Pte Ltd. 4.25% 94,750 $22.0M Reduce -0.3%
AMZN Amazon.com Inc. 4.15% 99,094 $21.5M Add +0.6%
GOOGL Alphabet Inc. Class A 3.55% 97,082 $18.4M Reduce -0.4%
LLY Eli Lilly & Co. 3.51% 23,521 $18.2M Add +8.7%
BX Blackstone Inc. 3.40% 101,984 $17.6M Add +0.7%
FISV Fiserv Inc. 3.38% 84,990 $17.5M Add +0.5%
COST Costco Wholesale Corp. 3.28% 18,533 $17.0M Add +0.4%
PANW Palo Alto Networks Inc. 3.01% 85,578 $15.6M No change
TMUS T-Mobile US Inc. 2.82% 66,147 $14.6M Add +0.1%
JPM JPMorgan Chase & Co. 2.66% 57,348 $13.7M Reduce -0.2%
MA Mastercard Inc. Class A 2.43% 23,876 $12.6M Reduce -0.6%
WMT Walmart Inc. 2.18% 124,469 $11.2M Reduce -1.6%
SPGI S&P Global Inc. 2.10% 21,782 $10.8M Add +0.4%
MSI Motorola Solutions Inc. 2.09% 23,431 $10.8M Reduce -0.3%
HD Home Depot Inc. 2.04% 27,069 $10.5M Add +0.3%
BR Broadridge Financial Solutio 2.00% 45,796 $10.4M Reduce -0.3%
ORCL Oracle Corp. 1.96% 60,834 $10.1M Reduce -0.4%
PH Parker Hannifin Corp. 1.81% 14,736 $9.4M Add +1.2%
ADBE Adobe Inc. 1.74% 20,248 $9.0M Reduce -4.2%
MS Morgan Stanley 1.72% 70,698 $8.9M Reduce -0.6%
BLK BlackRock Inc. 1.69% 8,547 $8.8M Add +0.8%
INTU Intuit Inc. 1.68% 13,859 $8.7M Reduce -0.2%
SYK Stryker Corp. 1.67% 23,931 $8.6M Add +1.1%
NEE Nextera Energy Inc. 1.66% 119,675 $8.6M Add +0.4%
LIN Linde PLC 1.60% 19,818 $8.3M Reduce -0.3%
VRTX Vertex Pharmaceuticals Inc. 1.59% 20,384 $8.2M Reduce -23.6%
ETN Eaton Corp. PLC 1.57% 24,452 $8.1M New
TMO Thermo Fisher Scientific Inc. 1.34% 13,275 $6.9M Reduce -1.0%
LHX L3HARRIS Technologies Inc. 1.33% 32,736 $6.9M Reduce -8.1%
ROL Rollins Inc. 1.26% 140,499 $6.5M Reduce -0.3%
GEV GE Vernova Inc. 1.08% 17,009 $5.6M New
GOOG Alphabet Inc. Class C 0.57% 15,580 $3.0M Add +1.2%
QCOM Qualcomm Inc. 0.38% 12,845 $2.0M Add +0.3%
BRK.B Berkshire Hathaway Inc. Class B 0.36% 4,139 $1.9M Reduce -6.8%
UBER Uber Technologies Inc. 0.34% 29,543 $1.8M Reduce -73.1%
REGN Regeneron Pharmaceuticals 0.32% 2,293 $1.6M Reduce -0.7%
ZBRA Zebra Technologies Corp. Class A 0.21% 2,825 $1.1M No change
APD Air Products & Chemicals Inc. 0.20% 3,597 $1.0M Add +1.0%
J Jacobs Solutions Inc. 0.20% 7,700 $1.0M No change
SSNC Ss&c Technologies Holdings 0.19% 13,197 $1.0M No change
ASML ASML Holding NV-NY Reg SHS 0.19% 1,400 $970K No change
VOO Vanguard S&P 500 ETF 0.18% 1,711 $921K Add +1302.5%
MCD McDonald's Corp. 0.18% 3,126 $906K Reduce -4.3%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.15% 17,336 $761K Add +0.2%
JNJ Johnson & Johnson 0.14% 5,146 $744K Reduce -1.9%
MRK Merck & Co. Inc. 0.14% 7,106 $706K Reduce -74.1%
CB Chubb Ltd. 0.11% 2,053 $567K Add +2.3%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.10% 2,109 $535K Reduce -2.2%
SHOP Shopify Inc. Class A 0.09% 4,510 $479K No change
CL Colgate-Palmolive Co. 0.09% 4,975 $452K Reduce -6.1%
ROK Rockwell Automation Inc. 0.08% 1,458 $416K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.07% 1,740 $382K Add +5.2%
PEP Pepsico Inc. 0.06% 2,193 $333K Add +0.1%
UNH Unitedhealth Group Inc. 0.06% 611 $309K Add +5.2%
ITCI Intra-Cellular Therapies Inc. 0.06% 3,550 $296K No change
DTEGY Deutsche Telekom AG-Spon ADR 0.06% 9,650 $288K No change
DE Deere & Co. 0.05% 671 $284K Add +3.1%
SPHQ Invesco S&P 500 Quality ETF 0.05% 3,986 $267K New
ITW Illinois Tool Works 0.05% 1,028 $260K Add +2.8%
NJR New Jersey Resources Corp. 0.05% 5,250 $244K No change
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.04% 3,021 $232K No change
AXP American Express Co. 0.04% 754 $223K Add +3.4%
DVY iShares Select Dividend ETF 0.04% 1,680 $220K Add +740.0%
VYM Vanguard High DVD Yield ETF 0.04% 1,701 $217K New
NSRGY Nestle SA-Spons ADR 0.04% 2,625 $214K No change
PG The Procter & Gamble Co. 0.04% 1,282 $214K Reduce -0.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.04% 1,900 $211K Reduce -17.4%
SPY SS SPDR S&P 500 ETF Trust-US 0.04% 326 $191K Add +0.3%
PLTR Palantir Technologies Inc. Class A 0.04% 2,490 $188K No change
LMT Lockheed Martin Corp. 0.03% 364 $176K No change
ABBV Abbvie Inc. 0.03% 959 $170K Reduce -13.5%
QQQ Invesco QQQ Trust Series 1 0.03% 333 $170K No change
DTEGF Deutsche Telekom AG-Reg 0.03% 4,900 $144K No change
BMO Bank of Montreal filed as BANK MONTREAL QUE 0.03% 1,400 $135K No change
ALIZY Allianz SE - Unsp ADR 0.03% 4,400 $134K No change
V Visa Inc. Class A 0.03% 422 $133K Add +15.0%
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 0.03% 1,550 $131K No change
WM Waste Management Inc. 0.02% 605 $122K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.02% 291 $119K Add +385.0%
VXUS Vanguard Total Intl Stock 0.02% 1,930 $113K No change
XOM Exxon Mobil Corp. 0.02% 1,035 $111K Add +20.2%
ABT Abbott Laboratories 0.02% 954 $107K Add +9.0%
KO The Coca-Cola Co. 0.02% 1,626 $101K Add +17.7%
PWR Quanta Services Inc. 0.02% 288 $91K No change
EW Edwards Lifesciences Corp. 0.02% 1,200 $88K No change
GS Goldman Sachs Group Inc. 0.02% 153 $87K Add +2.0%
SPSM SS SPDR P S&P 600 Small Cap 0.02% 1,947 $87K New
OEF iShares S&P 100 ETF 0.02% 300 $86K No change
KMB Kimberly-Clark Corp. 0.02% 640 $83K No change
PNC PNC Financial Services Group 0.02% 425 $81K No change
RDS.A Shell PLC-Spon ADR-A filed as Royal Dutch Shell PLC ADS CL A 0.02% 1,300 $81K No change
XLK SS Technology Select Sector 0.02% 350 $81K No change
TDIV FT Nasdaq Tech DVD Index FD 0.02% 1,000 $78K No change
TR Tootsie Roll Inds 0.02% 2,425 $78K No change
HLBZF Heidelberg Materials AG 0.01% 600 $75K No change
SWPPX Schwab S&P 500 Index-Sel 0.01% 825 $74K No change
PTC PTC Inc. 0.01% 395 $72K No change
CSCO Cisco Systems Inc. 0.01% 1,216 $71K Reduce -3.7%
ULTA Ulta Beauty Inc. 0.01% 165 $71K No change
ACN Accenture PLC Class A 0.01% 200 $70K No change
AEP American Electric Power 0.01% 756 $69K No change
SBUX Starbucks Corp. 0.01% 725 $66K No change
MMM 3M Co. 0.01% 515 $66K No change
WFC Wells Fargo & Co. 0.01% 945 $66K Reduce -15.0%
BMY Bristol-Myers Squibb Co. 0.01% 1,100 $62K No change
VZ Verizon Communications Inc. 0.01% 1,557 $62K No change
SAPGF Sap SE 0.01% 250 $61K No change
BNPQF BNP Paribas 0.01% 1,000 $61K No change
AES AES Corp. 0.01% 4,146 $53K Reduce -8.7%
IFNNF Infineon Technologies AG 0.01% 1,600 $52K No change
RHHBY Roche Holdings Ltd.-Spons ADR 0.01% 1,450 $50K No change
CVX Chevron Corp. 0.01% 341 $49K Add +36.4%
GLW Corning Inc. 0.01% 1,000 $47K No change
SDY SS SPDR S&P Dividend ETF 0.01% 362 $47K No change
FMC FMC Corp. 0.01% 950 $46K No change
DHR Danaher Corp. 0.01% 200 $45K No change
TSLA Tesla Inc. 0.01% 110 $44K New
VEOEF Veolia Environnement 0.01% 1,600 $44K No change
SOFI Sofi Technologies Inc. 0.01% 2,800 $43K No change
VUSB Vanguard Ultra Short Bond Et 0.01% 852 $42K New
USFR Wisdomtree Floating Rate Tre 0.01% 837 $42K New
T AT&T Inc. 0.01% 1,806 $41K No change
OXY Occidental Petroleum Corp. 0.01% 780 $38K No change
CLX Clorox Company 0.01% 225 $36K No change
D Dominion Energy Inc. 0.01% 675 $36K No change
PJT PJT Partners Inc. Class A 0.01% 231 $36K No change
ADP Automatic Data Processing 0.01% 122 $35K Add +121.8%
XYL Xylem Inc. 0.01% 310 $35K No change
BKH Black Hills Corp. 0.01% 567 $33K No change
CMCSA Comcast Corp. Class A 0.01% 872 $32K No change
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.01% 30 $31K New
JPST JPMorgan Ultra-Short Income 0.01% 635 $31K New
NFG National Fuel Gas Co. 0.01% 500 $30K No change
CTAS Cintas Corp. 0.01% 160 $29K New
CAT Caterpillar Inc. 0.01% 75 $27K New
FBIN Fortune Brands Innovations I 0.01% 400 $27K No change
CAH Cardinal Health Inc. 0.01% 225 $26K New
OKE Oneok Inc. 0.00% 250 $25K Add +66.7%
AVAV Aerovironment Inc. 0.00% 157 $24K Add +57.0%
AFL Aflac Inc. 0.00% 220 $22K New
ENPH Enphase Energy Inc. 0.00% 328 $22K No change
GIS General Mills Inc. 0.00% 350 $22K No change
CVS CVS Health Corp. 0.00% 486 $21K Reduce -72.9%
CSL Carlisle Cos Inc. 0.00% 58 $21K No change
KVUE Kenvue Inc. 0.00% 1,000 $21K Add +100.0%
KINDER MORGAN KANSAS INC 0.00% 800 $21K Add +33.3%
C Citigroup Inc. 0.00% 285 $20K Add +14.0%
GE General Electric filed as GE AEROSPACE 0.00% 125 $20K Add +25.0%
NVO Novo-Nordisk A/S-Spons ADR 0.00% 240 $20K Reduce -99.4%
DVN Devon Energy Corp. 0.00% 600 $19K No change
LOW Lowe's Cos Inc. 0.00% 80 $19K New
ALGT Allegiant Travel Co. 0.00% 200 $18K No change
PM Philip Morris International 0.00% 150 $18K No change
EMR Emerson Electric Co. 0.00% 145 $17K New
HIG Hartford Insurance Group Inc. 0.00% 164 $17K Add +9.3%
KEY Keycorp 0.00% 1,000 $17K No change
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.00% 460 $17K No change
VB Vanguard Most SM-Cap ETF-Usd 0.00% 72 $17K No change
ZTS Zoetis Inc. 0.00% 108 $17K No change
PNR Pentair PLC 0.00% 175 $17K New
HON Honeywell International Inc. 0.00% 73 $16K No change
KR Kroger Co. 0.00% 275 $16K No change
NUE Nucor Corp. 0.00% 140 $16K New
SO The Southern Co. 0.00% 200 $16K No change
GD General Dynamics Corp. 0.00% 60 $15K New
SHW The Sherwin-Williams Co. 0.00% 45 $15K New
CINF Cincinnati Financial Corp. 0.00% 100 $14K New
NEM Newmont Corp. 0.00% 381 $14K Reduce -73.5%
SNYNF Sanofi 0.00% 150 $14K No change
ATO Atmos Energy Corp. 0.00% 95 $13K New
CHRW C.H. Robinson Worldwide Inc. 0.00% 130 $13K New
DUK Duke Energy Corp. 0.00% 121 $13K No change
NFLX Netflix Inc. 0.00% 15 $13K New
BRO Brown & Brown Inc. 0.00% 125 $12K New
ECL Ecolab Inc. 0.00% 55 $12K New
EXPD Expeditors Intl Wash Inc. 0.00% 110 $12K New
PRU Prudential Financial Inc. 0.00% 106 $12K No change
AMLP Alerian MLP ETF 0.00% 245 $11K No change
AWK American Water Works Co. Inc. 0.00% 93 $11K No change
PFE Pfizer Inc. 0.00% 441 $11K Reduce -77.7%
RIVN Rivian Automotive Inc. Class A 0.00% 850 $11K New
CRM Salesforce Inc. 0.00% 35 $11K New
ADM Archer-Daniels-Midland Co. 0.00% 215 $10K New
CHD Church & Dwight Co. Inc. 0.00% 97 $10K New
ED Consolidated Edison Inc. 0.00% 120 $10K New
ROP Roper Technologies Inc. 0.00% 20 $10K New
TGT Target Corp. 0.00% 75 $10K New

Portfolio Sells Q3 2024 → Q4 2024
GEHC GE Healthcare Technology Sold out 0.00% −1.53
UBER Uber Technologies Inc. Reduce -73.1% 0.34% −1.28
NVO Novo-Nordisk A/S-Spons ADR Reduce -99.4% 0.00% −0.89
VRTX Vertex Pharmaceuticals Inc. Reduce -23.6% 1.59% −0.85
MRK Merck & Co. Inc. Reduce -74.1% 0.14% −0.48
ADBE Adobe Inc. Reduce -4.2% 1.74% −0.41
LHX L3HARRIS Technologies Inc. Reduce -8.1% 1.33% −0.33
TMO Thermo Fisher Scientific Inc. Reduce -1.0% 1.34% −0.29
MSFT Microsoft Corp. Reduce -0.1% 7.19% −0.27
LIN Linde PLC Reduce -0.3% 1.60% −0.26
REGN Regeneron Pharmaceuticals Reduce -0.7% 0.32% −0.16
ROL Rollins Inc. Reduce -0.3% 1.26% −0.14
ORCL Oracle Corp. Reduce -0.4% 1.96% −0.08
AMTM Amentum Holdings Inc. Sold out 0.00% −0.05
BRK.B Berkshire Hathaway Inc. Class B Reduce -6.8% 0.36% −0.04
JNJ Johnson & Johnson Reduce -1.9% 0.14% −0.02
CCI Crown Castle Inc. Sold out 0.00% −0.02
CL Colgate-Palmolive Co. Reduce -6.1% 0.09% −0.02
MCD McDonald's Corp. Reduce -4.3% 0.18% −0.02
CVS CVS Health Corp. Reduce -72.9% 0.00% −0.02
NEM Newmont Corp. Reduce -73.5% 0.00% −0.01
ABBV Abbvie Inc. Reduce -13.5% 0.03% −0.01
PFE Pfizer Inc. Reduce -77.7% 0.00% −0.01
AES AES Corp. Reduce -8.7% 0.01% −0.01
INTU Intuit Inc. Reduce -0.2% 1.68% −0.01
SMAWF Siemens AG-Reg Sold out 0.00% −0.01
FSTA Fidelity MSCI Cons Stap Indx Sold out 0.00% −0.01
EOG EOG Resources Inc. Sold out 0.00% −0.00
TSM Taiwan Semiconductor-SP ADR Sold out 0.00% −0.00
AMD Advanced Micro Devices Sold out 0.00% −0.00
DIS The Walt Disney Co. Reduce -17.4% 0.04% −0.00
PG The Procter & Gamble Co. Reduce -0.1% 0.04% −0.00
AMAT Applied Materials Inc. Sold out 0.00% −0.00
VOT Vngrd Mrngstr MC GRW ETF-Usd Reduce -2.2% 0.10% +0.00
CSCO Cisco Systems Inc. Reduce -3.7% 0.01% +0.00
WFC Wells Fargo & Co. Reduce -15.0% 0.01% +0.00
MSI Motorola Solutions Inc. Reduce -0.3% 2.09% +0.02
META Meta Platforms Inc. Class A Reduce -0.1% 4.85% +0.04
BR Broadridge Financial Solutio Reduce -0.3% 2.00% +0.06
MA Mastercard Inc. Class A Reduce -0.6% 2.43% +0.11
WMT Walmart Inc. Reduce -1.6% 2.18% +0.17
MS Morgan Stanley Reduce -0.6% 1.72% +0.26
AAPL Apple Inc. Reduce -0.2% 5.05% +0.27
JPM JPMorgan Chase & Co. Reduce -0.2% 2.66% +0.28
GOOGL Alphabet Inc. Class A Reduce -0.4% 3.55% +0.38
NVDA Nvidia Corp. Reduce -0.5% 6.13% +0.48
AVGO Broadcom Pte Ltd. Reduce -0.3% 4.25% +1.03

Portfolio Buys Q3 2024 → Q4 2024
ETN Eaton Corp. PLC New 1.57% +1.57
GEV GE Vernova Inc. New 1.08% +1.08
AMZN Amazon.com Inc. Add +0.6% 4.15% +0.55
FISV Fiserv Inc. Add +0.5% 3.38% +0.40
BX Blackstone Inc. Add +0.7% 3.40% +0.36
VOO Vanguard S&P 500 ETF Add +1302.5% 0.18% +0.17
TMUS T-Mobile US Inc. Add +0.1% 2.82% +0.15
BLK BlackRock Inc. Add +0.8% 1.69% +0.12
COST Costco Wholesale Corp. Add +0.4% 3.28% +0.07
GOOG Alphabet Inc. Class C Add +1.2% 0.57% +0.07
SPHQ Invesco S&P 500 Quality ETF New 0.05% +0.05
VYM Vanguard High DVD Yield ETF New 0.04% +0.04
DVY iShares Select Dividend ETF Add +740.0% 0.04% +0.04
VUG Vanguard Mrngstar GR ETF-Sui Add +385.0% 0.02% +0.02
SPSM SS SPDR P S&P 600 Small Cap New 0.02% +0.02
BAC Bank of America Corp. Add +0.2% 0.15% +0.01
TSLA Tesla Inc. New 0.01% +0.01
VUSB Vanguard Ultra Short Bond Et New 0.01% +0.01
USFR Wisdomtree Floating Rate Tre New 0.01% +0.01
PH Parker Hannifin Corp. Add +1.2% 1.81% +0.01
V Visa Inc. Class A Add +15.0% 0.03% +0.01
GWW WW Grainger Inc. New 0.01% +0.01
JPST JPMorgan Ultra-Short Income New 0.01% +0.01
CTAS Cintas Corp. New 0.01% +0.01
CAT Caterpillar Inc. New 0.01% +0.01
CAH Cardinal Health Inc. New 0.01% +0.01
AXP American Express Co. Add +3.4% 0.04% +0.00
AFL Aflac Inc. New 0.00% +0.00
ADP Automatic Data Processing Add +121.8% 0.01% +0.00
LOW Lowe's Cos Inc. New 0.00% +0.00
EMR Emerson Electric Co. New 0.00% +0.00
PNR Pentair PLC New 0.00% +0.00
NUE Nucor Corp. New 0.00% +0.00
GD General Dynamics Corp. New 0.00% +0.00
SHW The Sherwin-Williams Co. New 0.00% +0.00
CINF Cincinnati Financial Corp. New 0.00% +0.00
ATO Atmos Energy Corp. New 0.00% +0.00
CHRW C.H. Robinson Worldwide Inc. New 0.00% +0.00
NFLX Netflix Inc. New 0.00% +0.00
CVX Chevron Corp. Add +36.4% 0.01% +0.00
BRO Brown & Brown Inc. New 0.00% +0.00
ECL Ecolab Inc. New 0.00% +0.00
EXPD Expeditors Intl Wash Inc. New 0.00% +0.00
GS Goldman Sachs Group Inc. Add +2.0% 0.02% +0.00
IBM Intl Business Machines Corp. Add +5.2% 0.07% +0.00
OKE Oneok Inc. Add +66.7% 0.00% +0.00
RIVN Rivian Automotive Inc. Class A New 0.00% +0.00
CRM Salesforce Inc. New 0.00% +0.00
ADM Archer-Daniels-Midland Co. New 0.00% +0.00
CHD Church & Dwight Co. Inc. New 0.00% +0.00

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