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Cyrus J. Lawrence, LLC Top Holdings and 13F Report (2025)

About Cyrus J. Lawrence, LLC

Investment Activity

  • Cyrus J. Lawrence, LLC has $26.40 thousand in total holdings as of March 31, 2025.
  • Cyrus J. Lawrence, LLC owns shares of 42 different stocks, but just 26 companies or ETFs make up 80% of its holdings.
  • Approximately 4.43% of the portfolio was purchased this quarter.
  • About 1,767.73% of the portfolio was sold this quarter.
  • This quarter, Cyrus J. Lawrence, LLC has purchased 191 new stocks and bought additional shares in 2 stocks.
  • Cyrus J. Lawrence, LLC sold shares of 37 stocks and completely divested from 151 stocks this quarter.

Largest Holdings

Microsoft
$1,563
Apple
$1,368
Amazon.com
$1,243

Largest New Holdings this Quarter

46120e602 - Intuitive Surgical
$218 Holding
81762P102 - ServiceNow
$142 Holding

Largest Purchases this Quarter

Corning
8,900 shares (about $407.24)
Netflix
432 shares (about $402.04)
Intuitive Surgical
441 shares (about $218.00)
ServiceNow
179 shares (about $142.00)

Largest Sales this Quarter

Microsoft
83,999 shares (about $31.51K)
NVIDIA
227,357 shares (about $24.63K)
Meta Platforms
40,765 shares (about $23.48K)
Apple
98,178 shares (about $21.79K)
Eli Lilly and Company
22,201 shares (about $18.33K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofCyrus J. Lawrence, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Microsoft Co. stock logo
MSFT
Microsoft
$1,563$31,515 -95.3%4,1665.9%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$1,368$21,793 -94.1%6,1635.2%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,243$17,602 -93.4%6,5364.7%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,178$23,482 -95.2%2,0454.5%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,090$18,333 -94.4%1,3204.1%Medical
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$1,081$16,431 -93.8%1,1444.1%Retail/Wholesale
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$1,056$16,574 -94.0%3,9624.0%Computer and Technology
Fiserv, Inc. stock logo
FI
Fiserv
$1,007$17,753 -94.6%4,5623.8%Business Services
NVIDIA Co. stock logo
NVDA
NVIDIA
$943$24,626 -96.3%8,7063.6%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$847$13,208 -94.0%3,4563.2%Finance
Mastercard Incorporated stock logo
MA
Mastercard
$789$12,284 -94.0%1,4413.0%Business Services
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$786$13,814 -94.6%4,6073.0%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$783$14,225 -94.8%5,0653.0%Computer and Technology
Broadcom Limited
$774$15,072 -95.1%4,6282.9%US EQUITIES
S&P Global Inc. stock logo
SPGI
S&P Global
$696$10,370 -93.7%1,3702.6%Business Services
Broadridge Financial Solutions, Inc. stock logo
BR
Broadridge Financial Solutions
$683$10,417 -93.8%2,8182.6%Business Services
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$665$9,208 -93.3%1,3732.5%Medical
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$623$9,621 -93.9%1,4252.4%Computer and Technology
Blackstone Inc. stock logo
BX
Blackstone
$601$13,428 -95.7%4,3692.3%Finance
Blackrock Inc
$583$7,493 -92.8%6172.2%US EQUITIES
Walmart Inc. stock logo
WMT
Walmart
$583$10,342 -94.7%6,6422.2%Retail/Wholesale
Parker-Hannifin Co. stock logo
PH
Parker-Hannifin
$554$8,397 -93.8%9122.1%Industrials
Stryker Co. stock logo
SYK
Stryker
$552$8,356 -93.8%1,4832.1%Medical
The Home Depot, Inc. stock logo
HD
Home Depot
$549$9,358 -94.5%1,5002.1%Retail/Wholesale
Morgan Stanley stock logo
MS
Morgan Stanley
$505$7,740 -93.9%4,3301.9%Finance
Intuit Inc. stock logo
INTU
Intuit
$501$8,008 -94.1%8161.9%Computer and Technology
Linde PLC ADR
$492$8,733 -94.7%1,0571.9%US EQUITIES
GE Vernova Inc.
$491$4,693 -90.5%1,6111.9%US EQUITIES
Oracle Co. stock logo
ORCL
Oracle
$486$7,966 -94.2%3,4981.8%Computer and Technology
Corning Incorporated stock logo
GLW
Corning
$453$407 890.0%9,9001.7%Computer and Technology
Rollins, Inc. stock logo
ROL
Rollins
$440$7,137 -94.2%8,1591.7%Construction
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$435$8,030 -94.9%6,1501.6%Utilities
Eaton Co. plc stock logo
ETN
Eaton
$422$6,218 -93.6%1,5541.6%Industrials
Netflix, Inc. stock logo
NFLX
Netflix
$416$402 2,880.0%4471.6%Consumer Discretionary
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$399$6,197 -94.0%8031.5%Medical
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$218$218 New Holding4410.8%Medical
ServiceNow, Inc. stock logo
NOW
ServiceNow
$142$142 New Holding1790.5%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$133$2,069 -94.0%2500.5%Finance
Edwards Lifesciences Co. stock logo
EW
Edwards Lifesciences
$860.0%1,2000.3%Medical
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$83$2,053 -96.1%1,1480.3%Computer and Technology
Visa Inc. stock logo
V
Visa
$70$78 -52.6%2000.3%Business Services
McDonald's Co. stock logo
MCD
McDonald's
$31$938 -96.8%1000.1%Retail/Wholesale
Adobe Inc. stock logo
ADBE
Adobe
$0$9,003 -100.0%00.0%Computer and Technology
L3Harris Technologies, Inc. stock logo
LHX
L3Harris Technologies
$0$6,883 -100.0%00.0%Aerospace
Alphabet Inc. stock logo
GOOG
Alphabet
$0$2,967 -100.0%00.0%Computer and Technology
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$0$1,973 -100.0%00.0%Computer and Technology
Regeneron Pharmaceuticals, Inc. stock logo
REGN
Regeneron Pharmaceuticals
$0$1,633 -100.0%00.0%Medical
Zebra Technologies Co. stock logo
ZBRA
Zebra Technologies
$0$1,091 -100.0%00.0%Industrials
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$0$1,043 -100.0%00.0%Basic Materials
Jacobs Solutions Inc. stock logo
J
Jacobs Solutions
$0$1,028 -100.0%00.0%Business Services
SS&C Technologies Holdings, Inc. stock logo
SSNC
SS&C Technologies
$0$1,000 -100.0%00.0%Computer and Technology
ASML Holding stock logo
ASML
ASML
$0$970 -100.0%00.0%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$0$921 -100.0%00.0%ETF
Bank of America Co. stock logo
BAC
Bank of America
$0$761 -100.0%00.0%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$0$744 -100.0%00.0%Medical
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$0$706 -100.0%00.0%Medical
Chubb Limited stock logo
CB
Chubb
$0$567 -100.0%00.0%Finance
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$0$535 -100.0%00.0%ETF
Shopify Inc. stock logo
SHOP
Shopify
$0$479 -100.0%00.0%Computer and Technology
Colgate-Palmolive stock logo
CL
Colgate-Palmolive
$0$452 -100.0%00.0%Consumer Staples
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$0$416 -100.0%00.0%Computer and Technology
International Business Machines Co. stock logo
IBM
International Business Machines
$0$382 -100.0%00.0%Computer and Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$0$333 -100.0%00.0%Consumer Staples
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$0$309 -100.0%00.0%Medical
Intra-Cellular Therapies, Inc. stock logo
ITCI
Intra-Cellular Therapies
$0$296 -100.0%00.0%Medical
Deutsche Telekom AG stock logo
DTEGY
Deutsche Telekom
$0$288 -100.0%00.0%Utilities
Deere & Company stock logo
DE
Deere & Company
$0$284 -100.0%00.0%Industrials
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$0$267 -100.0%00.0%ETF
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$0$260 -100.0%00.0%Industrials
New Jersey Resources Co. stock logo
NJR
New Jersey Resources
$0$244 -100.0%00.0%Utilities
The Bank of New York Mellon Co. stock logo
BK
Bank of New York Mellon
$0$232 -100.0%00.0%Finance
American Express stock logo
AXP
American Express
$0$223 -100.0%00.0%Finance
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$0$220 -100.0%00.0%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$0$217 -100.0%00.0%ETF
Nestlé S.A. stock logo
NSRGY
Nestlé
$0$214 -100.0%00.0%Consumer Staples
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$0$214 -100.0%00.0%Consumer Staples
The Walt Disney Company stock logo
DIS
Walt Disney
$0$211 -100.0%00.0%Consumer Discretionary
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$0$191 -100.0%00.0%Finance
Palantir Technologies Inc.
$0$188 -100.0%00.0%US EQUITIES
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$0$176 -100.0%00.0%Aerospace
Invesco QQQ stock logo
QQQ
Invesco QQQ
$0$170 -100.0%00.0%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$0$170 -100.0%00.0%Medical
Deutsche Telekom AG (EUROS)
$0$144 -100.0%00.0%INTERNATIONAL EQUITY
Bank of Montreal stock logo
BMO
Bank of Montreal
$0$135 -100.0%00.0%Finance
Allianz SE stock logo
ALIZY
Allianz
$0$134 -100.0%00.0%Finance
International Flavors & Fragrances Inc. stock logo
IFF
International Flavors & Fragrances
$0$131 -100.0%00.0%Basic Materials
Waste Management, Inc. stock logo
WM
Waste Management
$0$122 -100.0%00.0%Business Services
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$0$119 -100.0%00.0%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$0$113 -100.0%00.0%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$0$111 -100.0%00.0%Energy
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$0$107 -100.0%00.0%Medical
The Coca-Cola Company stock logo
KO
Coca-Cola
$0$101 -100.0%00.0%Consumer Staples
Quanta Services, Inc. stock logo
PWR
Quanta Services
$0$91 -100.0%00.0%Construction
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$0$87 -100.0%00.0%Finance
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$0$87 -100.0%00.0%ETF
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$0$86 -100.0%00.0%ETF
Kimberly-Clark Co. stock logo
KMB
Kimberly-Clark
$0$83 -100.0%00.0%Consumer Staples
The PNC Financial Services Group, Inc. stock logo
PNC
The PNC Financial Services Group
$0$81 -100.0%00.0%Finance
Royal Dutch Shell PLC ADS CL A
$0$81 -100.0%00.0%US EQUITIES
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$0$81 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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