Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Cyrus J. Lawrence

Latest statistics and disclosures from Cyrus J. Lawrence's latest quarterly 13F-HR filing:

Top 5 stock holdings are MSFT, NVDA, META, AAPL, LLY, and represent 26.45% of Cyrus J. Lawrence's stock portfolio.
Added to shares of these 10 stocks: Broad (+$15M), WMT (+$8.6M), Blackrock (+$8.0M), SHOP, LLY, BRK.B, ROL, Amentum Holdings, MSFT, LHX.
Started 7 new stock positions in VOO, Blackrock, AES, SHOP, FSTA, KVUE, Amentum Holdings.
Reduced shares in these 10 stocks: , ULTA (-$5.8M), NVO, PANW, SPY, ADBE, CVS, AAPL, NVDA, MS.
Sold out of its positions in BLK, DXCM, FCOM, FSLR, F, GM, INTC, MAR, Medtronic, PSX. RIVN, TSLA.
Cyrus J. Lawrence was a net buyer of stock by $15M.
Cyrus J. Lawrence has $510M in assets under management (AUM), dropping by 3.27%.
Central Index Key (CIK): 0001919920

Tip: Access up to 7 years of quarterly data

Positions held by Cyrus J. Lawrence consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Cyrus J. Lawrence

Cyrus J. Lawrence holds 166 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corp Us Equities (MSFT)	7.5	$38M		88k	430.29	View chart
Nvidia Corp. Us Equities (NVDA)	5.7	$29M		237k	121.44	View chart
Meta Platforms Class A Common Us Equities (META)	4.8	$25M		43k	572.43	View chart
Apple Us Equities (AAPL)	4.8	$24M		105k	233.00	View chart
Eli Lilly & Co Us Equities (LLY)	3.8	$19M		22k	885.96	View chart
Amazon.com Us Equities (AMZN)	3.6	$18M		99k	186.32	View chart
Broadcom Us Equities	3.2	$16M	+902%	95k	172.50	View chart
Costco Wholesale Us Equities (COST)	3.2	$16M		19k	886.47	View chart
Alphabet Inc. Class A Us Equities (GOOGL)	3.2	$16M		98k	165.85	View chart
Blackstone Group Inc. Cl A Us Equities (BX)	3.0	$16M		101k	153.13	View chart
Fiserv Us Equities (FI)	3.0	$15M		85k	179.64	View chart
Palo Alto Networks Us Equities (PANW)	2.9	$15M	-11%	43k	341.78	View chart
T-Mobile US Us Equities (TMUS)	2.7	$14M		66k	206.36	View chart
Vertex Pharmaceuticals Us Equities (VRTX)	2.4	$12M		27k	465.07	View chart
JPMorgan Chase & Co Us Equities (JPM)	2.4	$12M		58k	210.86	View chart
Mastercard Inc Class A Us Equities (MA)	2.3	$12M		24k	493.79	View chart
S&P Global Us Equities (SPGI)	2.2	$11M		22k	516.60	View chart
Adobe Us Equities (ADBE)	2.1	$11M	-2%	21k	517.76	View chart
Home Depot Us Equities (HD)	2.1	$11M		27k	405.17	View chart
Motorola Solutions Us Equities (MSI)	2.1	$11M		24k	449.63	View chart
Oracle Corporation Us Equities (ORCL)	2.0	$10M		61k	170.39	View chart
Wal-Mart Stores Us Equities (WMT)	2.0	$10M	+546%	127k	80.75	View chart
NextEra Energy Us Equities (NEE)	2.0	$10M		119k	84.53	View chart
Broadridge Financial Solutions Us Equities (BR)	1.9	$9.9M		46k	215.02	View chart
Linde Us Equities (LIN)	1.9	$9.5M		20k	476.82	View chart
Parker-Hannifin Corp Us Equities (PH)	1.8	$9.2M		15k	631.76	View chart
Intuit Us Equities (INTU)	1.7	$8.6M		14k	621.00	View chart
Stryker Corp Us Equities (SYK)	1.7	$8.5M		24k	361.25	View chart
L3Harris Technologies Us Equities (LHX)	1.7	$8.5M	+2%	36k	237.86	View chart
Thermo Fisher Scntfc Us Equities (TMO)	1.6	$8.3M		13k	618.49	View chart
Uber Technologies Us Equities (UBER)	1.6	$8.3M		110k	75.16	View chart
Blackrock Us Equities	1.6	$8.0M	NEW	8.5k	949.50	View chart
GE Healthcare Technologies Us Equities (GEHC)	1.5	$7.8M		83k	93.84	View chart
Morgan Stanley Us Equities (MS)	1.5	$7.4M		71k	104.23	View chart
Rollins Us Equities (ROL)	1.4	$7.1M	+3%	141k	50.58	View chart
Novo Nordisk A/S Us Equities (NVO)	0.9	$4.6M	-39%	39k	119.06	View chart
Merck & Co Us Equities (MRK)	0.6	$3.1M		28k	113.55	View chart
Alphabet Inc. Class C Us Equities (GOOG)	0.5	$2.6M		15k	167.14	View chart
Regeneron Pharmaceuticals Us Equities (REGN)	0.5	$2.4M		2.3k	1051.13	View chart
Qualcomm Us Equities (QCOM)	0.4	$2.2M		13k	170.00	View chart
Berkshire Hathaway Inc. Del Cl Us Equities (BRK.B)	0.4	$2.0M	+16%	4.4k	460.24	View chart
ASML Holding NV International Equity (ASML)	0.2	$1.2M		1.4k	830.00	View chart
Air Products & Chemicals Us Equities (APD)	0.2	$1.1M		3.6k	297.47	View chart
Zebra Technologies Corp Cl A Us Equities (ZBRA)	0.2	$1.0M		2.8k	370.27	View chart
Jacobs Engineering Group Us Equities (J)	0.2	$1.0M	-2%	7.7k	130.78	View chart
McDonalds Corp Us Equities (MCD)	0.2	$994k	-3%	3.3k	304.44	View chart
SS&C Technologies Hldgs Us Equities (SSNC)	0.2	$979k		13k	74.18	View chart
Johnson & Johnson Us Equities (JNJ)	0.2	$850k	-8%	5.2k	162.00	View chart
Bank of America Corp Us Equities (BAC)	0.1	$686k		17k	39.65	View chart
Chubb LTD F Us Equities (CB)	0.1	$578k		2.0k	288.14	View chart
Colgate Palmolive Us Equities (CL)	0.1	$550k		5.3k	103.77	View chart
Vanguard ETF Index Funds Mid C Us Equities (VOT)	0.1	$525k		2.2k	243.39	View chart
Rockwell Automation Us Equities (ROK)	0.1	$391k	-6%	1.5k	268.18	View chart
Pepsico Us Equities (PEP)	0.1	$372k		2.2k	169.79	View chart
International Business Machine Us Equities (IBM)	0.1	$365k		1.7k	220.68	View chart
Shopify Us Equities (SHOP)	0.1	$361k	NEW	4.5k	80.04	View chart
Unitedhealth Grp Us Equities (UNH)	0.1	$339k	-5%	581.00	583.48	View chart
Deutsche Telekom Us Equities (DTEGY)	0.1	$283k		9.7k	29.33	View chart
Deere & Co Us Equities (DE)	0.1	$271k	-13%	651.00	416.28	View chart
Nestle SA Spons Us Equities (NSRGY)	0.1	$264k		2.6k	100.57	View chart
Illinois Tool Works Us Equities (ITW)	0.1	$262k	-15%	1.0k	262.00	View chart
Intra-Cellular Therapies Us Equities (ITCI)	0.1	$259k		3.6k	72.96	View chart
Amentum Holdings Us Equities	0.0	$248k	NEW	7.7k	32.21	View chart
New Jersey Resources Corp Us Equities (NJR)	0.0	$247k		5.3k	47.05	View chart
Procter & Gamble Us Equities (PG)	0.0	$222k	+8%	1.3k	173.03	View chart
Walt Disney Us Equities (DIS)	0.0	$221k	-11%	2.3k	96.09	View chart
AbbVie Us Equities (ABBV)	0.0	$219k		1.1k	197.48	View chart
Bank of NY Mellon Corp Us Equities (BK)	0.0	$217k		3.0k	71.83	View chart
Lockheed Martin Corp Us Equities (LMT)	0.0	$212k	+5%	364.00	582.42	View chart
American Express Company Us Equities (AXP)	0.0	$197k		729.00	270.23	View chart
Spdr S&p500 Etf Us Equities (SPY)	0.0	$186k	-78%	325.00	572.31	View chart
Invesco QQQ TR Unit Ser 1 Us Equities (QQQ)	0.0	$162k		333.00	486.49	View chart
International Flavors & Fragra Us Equities (IFF)	0.0	$162k		1.6k	104.52	View chart
Deutsche Telekom International Equity (DTEGF)	0.0	$144k		4.9k	29.39	View chart
Allianz ADS Ord Shares Us Equities (ALIZY)	0.0	$144k		4.4k	32.73	View chart
Bank of Montreal International Equity (BMO)	0.0	$126k		1.4k	90.00	View chart
Waste Management Us Equities (WM)	0.0	$125k	-6%	605.00	206.61	View chart
Vanguard Star Fd Total Intl. S Us Equities (VXUS)	0.0	$124k		1.9k	64.25	View chart
Crown Castle International Cor Us Equities (CCI)	0.0	$115k		970.00	118.56	View chart
CVS Health Corp Us Equities (CVS)	0.0	$112k	-68%	1.8k	62.53	View chart
Visa Inc. Class A Us Equities (V)	0.0	$100k		367.00	272.48	View chart
Exxon Mobil Corp Us Equities (XOM)	0.0	$100k	-6%	861.00	116.14	View chart
Abbott Laboratories Us Equities (ABT)	0.0	$99k		875.00	113.14	View chart
Coca Cola Us Equities (KO)	0.0	$99k	-6%	1.4k	71.69	View chart
Palantir Technologies Us Equities (PLTR)	0.0	$92k		2.5k	36.95	View chart
Kimberly-Clark Corp Us Equities (KMB)	0.0	$91k		640.00	142.19	View chart
AES Corp Us Equities (AES)	0.0	$91k	NEW	4.5k	20.04	View chart
Quanta Services Us Equities (PWR)	0.0	$85k		288.00	295.14	View chart
Royal Dutch Shell PLC ADS CL A Us Equities	0.0	$85k		1.3k	65.38	View chart
iShares S&P 100 ETF Us Equities (OEF)	0.0	$83k		300.00	276.67	View chart
First Tr NASDAQ Tech Div Indx Us Equities (TDIV)	0.0	$80k		1.0k	80.00	View chart
Technology Select Sector SPDR Us Equities (XLK)	0.0	$79k		350.00	225.71	View chart
Edwards Lifesciences Corp Us Equities (EW)	0.0	$79k		1.2k	65.83	View chart
PNC Financial Svcs Group Us Equities (PNC)	0.0	$78k		425.00	183.53	View chart
American Electric Power Us Equities (AEP)	0.0	$77k		756.00	101.85	View chart
Newmont Mining Corp Us Equities (NEM)	0.0	$76k		1.4k	52.92	View chart
Tootsie Roll Industries Us Equities (TR)	0.0	$75k		2.4k	30.93	View chart
Goldman Sachs Group Us Equities (GS)	0.0	$74k		150.00	493.33	View chart
Schwab Cap Trs&p 500 Select Us Equities (SWPPX)	0.0	$73k		825.00	88.48	View chart
Ptc Us Equities (PTC)	0.0	$71k		395.00	179.75	View chart
Accenture Plc F Class A Us Equities (ACN)	0.0	$70k	-33%	200.00	350.00	View chart
3M Company Us Equities (MMM)	0.0	$70k	+21%	515.00	135.92	View chart
Starbucks Corp Us Equities (SBUX)	0.0	$70k	-41%	725.00	96.55	View chart
Verizon Communications Us Equities (VZ)	0.0	$69k	+14%	1.6k	44.32	View chart
BNP Paribas SA International Equity (BNPQF)	0.0	$68k		1.0k	68.00	View chart
Cisco Systems Us Equities (CSCO)	0.0	$67k	-17%	1.3k	53.05	View chart
Heidelbergcement International Equity (HLBZF)	0.0	$65k		600.00	108.33	View chart
Vanguard Index Fund S&P 500 Us Equities (VOO)	0.0	$64k	NEW	122.00	524.59	View chart
Ulta Beauty Us Equities (ULTA)	0.0	$64k	-98%	165.00	387.88	View chart
FMC Corp. Us Equities (FMC)	0.0	$62k		950.00	65.26	View chart
Wells Fargo & Co Us Equities (WFC)	0.0	$62k	+23%	1.1k	55.76	View chart
Pfizer Us Equities (PFE)	0.0	$57k	+5%	2.0k	28.88	View chart
Sap Se International Equity (SAPGF)	0.0	$57k		250.00	228.00	View chart
Roche Holding Ltd. Spons Us Equities (RHHBY)	0.0	$57k		1.5k	39.31	View chart
Bristol-Myers Squibb Us Equities (BMY)	0.0	$56k		1.1k	50.91	View chart
Infineon Technologies International Equity (IFNNF)	0.0	$56k		1.6k	35.00	View chart
Danaher Corp Us Equities (DHR)	0.0	$55k		200.00	275.00	View chart
Veolia Environnement SA International Equity (VEOEF)	0.0	$52k		1.6k	32.50	View chart
SPDR S&P Dividend ETF Us Equities (SDY)	0.0	$51k		362.00	140.88	View chart
Corning Us Equities (GLW)	0.0	$45k		1.0k	45.00	View chart
Xylem Us Equities (XYL)	0.0	$41k		310.00	132.26	View chart
Occidental Petroleum Corp Us Equities (OXY)	0.0	$40k	+47%	780.00	51.28	View chart
At&t Us Equities (T)	0.0	$39k	-21%	1.8k	21.59	View chart
Dominion Resources Inc VA Us Equities (D)	0.0	$39k	+35%	675.00	57.78	View chart
Enphase Energyy Us Equities (ENPH)	0.0	$37k		328.00	112.80	View chart
Chevron Corporation Us Equities (CVX)	0.0	$36k		250.00	144.00	View chart
Clorox Us Equities (CLX)	0.0	$36k		225.00	160.00	View chart
Siemens International Equity (SMAWF)	0.0	$36k		180.00	200.00	View chart
Comcast Corp New Class A Us Equities (CMCSA)	0.0	$36k		872.00	41.28	View chart
Fortune Brands Home & Sec Us Equities (FBIN)	0.0	$35k		400.00	87.50	View chart
Black Hills Corp Us Equities (BKH)	0.0	$34k		567.00	59.96	View chart
Fidelity MSCI Consumer Staple Us Equities (FSTA)	0.0	$31k	NEW	623.00	49.76	View chart
National Fuel Gas Us Equities (NFG)	0.0	$30k		500.00	60.00	View chart
PJT Partners Us Equities (PJT)	0.0	$30k		231.00	129.87	View chart
iShares DJ Select Dividend ETF Us Equities (DVY)	0.0	$27k		200.00	135.00	View chart
Carlisle Cos Us Equities (CSL)	0.0	$26k	-17%	58.00	448.28	View chart
General Mills Us Equities (GIS)	0.0	$25k		350.00	71.43	View chart
Vanguard Index Growth ETF Us Equities (VUG)	0.0	$23k		60.00	383.33	View chart
Devon Energy Corp. Us Equities (DVN)	0.0	$23k		600.00	38.33	View chart
Sofi Technologies Us Equities (SOFI)	0.0	$22k		2.8k	7.86	View chart
EOG Resources Us Equities (EOG)	0.0	$21k	+75%	175.00	120.00	View chart
Zoetis Us Equities (ZTS)	0.0	$21k		108.00	194.44	View chart
Aerovironment Us Equities (AVAV)	0.0	$20k		100.00	200.00	View chart
Schlumberger Us Equities (SLB)	0.0	$19k	-50%	460.00	41.30	View chart
Philip Morris Intl Us Equities (PM)	0.0	$18k		150.00	120.00	View chart
Southern Us Equities (SO)	0.0	$18k		200.00	90.00	View chart
General Electric Us Equities (GE)	0.0	$18k		100.00	180.00	View chart
Taiwan Semiconductor Sponsored Us Equities (TSM)	0.0	$17k		100.00	170.00	View chart
Vanguard Index Fd Small-Cap ET Us Equities (VB)	0.0	$17k		72.00	236.11	View chart
Hartford Financial Services Gr Us Equities (HIG)	0.0	$17k		150.00	113.33	View chart
Sanofi International Equity (SNYNF)	0.0	$17k		150.00	113.33	View chart
Advanced Micro-Devices Us Equities (AMD)	0.0	$16k		100.00	160.00	View chart
Keycorp Us Equities (KEY)	0.0	$16k		1.0k	16.00	View chart
Kroger Us Equities (KR)	0.0	$15k		275.00	54.55	View chart
Honeywell International Us Equities (HON)	0.0	$15k		73.00	205.48	View chart
Automatic Data Processing Us Equities (ADP)	0.0	$15k		55.00	272.73	View chart
Citigroup Us Equities (C)	0.0	$15k		250.00	60.00	View chart
Kinder Morgan Us Equities	0.0	$13k		600.00	21.67	View chart
Oneok Us Equities (OKE)	0.0	$13k		150.00	86.67	View chart
Duke Energy Corporation Us Equities (DUK)	0.0	$13k		121.00	107.44	View chart
American Water Works Us Equities	0.0	$13k		93.00	139.78	View chart
Prudential Financial Us Equities (PRU)	0.0	$12k		106.00	113.21	View chart
Alerian Master Limited Partner Us Equities (AMLP)	0.0	$11k		245.00	44.90	View chart
Allegiant Travel Company Us Equities (ALGT)	0.0	$11k		200.00	55.00	View chart
Kenvue Us Equities (KVUE)	0.0	$11k	NEW	500.00	22.00	View chart
Applied Materials Us Equities (AMAT)	0.0	$10k	-49%	51.00	196.08	View chart

Past Filings by Cyrus J. Lawrence

SEC 13F filings are viewable for Cyrus J. Lawrence going back to 2022

Cyrus J. Lawrence 2024 Q3 filed Nov. 12, 2024
Cyrus J. Lawrence 2024 Q2 filed Aug. 13, 2024
Cyrus J. Lawrence 2024 Q1 filed May 8, 2024
Cyrus J. Lawrence 2023 Q3 filed Nov. 9, 2023
Cyrus J. Lawrence 2023 Q2 filed Aug. 11, 2023
Cyrus J. Lawrence 2023 Q1 filed May 12, 2023
Cyrus J. Lawrence 2022 Q4 filed Feb. 10, 2023
Cyrus J. Lawrence 2022 Q3 filed Nov. 9, 2022
Cyrus J. Lawrence 2022 Q2 filed Aug. 5, 2022
Cyrus J. Lawrence 2022 Q1 filed April 27, 2022

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z