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, AAPL, PANW, GOOGL, AMZN, and represent 24.86% of Cyrus J. Lawrence's stock portfolio.
Added to shares of these 10 stocks: MRK (+$9.2M), META (+$8.1M), ORCL (+$5.9M), BLK (+$5.6M), NVO (+$5.6M), AAPL, GOOGL, MSFT, LLY, Broad.
Started 4 new stock positions in NVO, KVUE, BLK, MRK.
Reduced shares in these 10 stocks: JNJ (-$71M), CB (-$6.9M), RTX (-$5.8M), F, COST, ASML, BMO, DTEGF, , DVY.
Sold out of its positions in AES, ALGT, American Wtr Wks, ADP, BMO, CSL, DHR, D, HIG, ILMN. OEF, DVY, MET, WOOF, RTX, UL, DTEGF, ENAKF, HLBZF, IFNNF, SAPGF, SMAWF, SNYNF, ACN.
Cyrus J. Lawrence was a net seller of stock by $-50M.
Cyrus J. Lawrence has $365M in assets under management (AUM), dropping by -21.13%.
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 128 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corp Us Equities (MSFT)	8.2	$30M		95k	315.74	View chart
Apple Us Equities (AAPL)	5.7	$21M	+2%	122k	171.21	View chart
Palo Alto Networks Us Equities (PANW)	3.9	$14M		61k	234.43	View chart
Alphabet Inc. Class A Us Equities (GOOGL)	3.6	$13M		99k	130.86	View chart
Amazon.com Us Equities (AMZN)	3.4	$13M		98k	127.12	View chart
Eli Lilly & Co Us Equities (LLY)	3.2	$12M		22k	537.11	View chart
Costco Wholesale Us Equities (COST)	2.9	$11M		19k	564.93	View chart
Johnson & Johnson Us Equities (JNJ)	2.8	$10M	-87%	6.6k	1557.38	View chart
Exxon Mobil Corp Us Equities (XOM)	2.8	$10M		86k	117.57	View chart
Meta Platforms Class A Common Us Equities (META)	2.8	$10M	+408%	34k	300.18	View chart
Mastercard Inc Class A Us Equities (MA)	2.6	$9.5M		24k	395.88	View chart
T-Mobile US Us Equities (TMUS)	2.5	$9.3M		66k	139.90	View chart
Merck & Co Us Equities (MRK)	2.5	$9.2M	NEW	90k	102.94	View chart
JPMorgan Chase & Co Us Equities (JPM)	2.3	$8.5M		58k	145.02	View chart
Home Depot Us Equities (HD)	2.3	$8.3M		28k	302.15	View chart
Broadridge Financial Solutions Us Equities (BR)	2.3	$8.3M		46k	179.04	View chart
Unitedhealth Grp Us Equities (UNH)	2.2	$8.2M		16k	504.16	View chart
Schlumberger Us Equities (SLB)	2.2	$8.0M		137k	58.30	View chart
Broadcom Us Equities	2.2	$8.0M		9.6k	830.51	View chart
S&P Global Us Equities (SPGI)	2.2	$7.9M		22k	365.41	View chart
Rockwell Automation Us Equities (ROK)	2.1	$7.5M		26k	285.87	View chart
Linde Us Equities (LIN)	2.0	$7.5M		20k	372.30	View chart
Medtronic Us Equities	2.0	$7.4M		95k	78.36	View chart
NextEra Energy Us Equities (NEE)	1.9	$7.1M		123k	57.29	View chart
Intuit Us Equities (INTU)	1.9	$7.0M		14k	510.92	View chart
Thermo Fisher Scntfc Us Equities (TMO)	1.9	$7.0M		14k	506.11	View chart
Oracle Corporation Us Equities (ORCL)	1.9	$6.7M	+716%	64k	105.92	View chart
Air Products & Chemicals International Equity (APD)	1.8	$6.7M		24k	283.38	View chart
Ulta Beauty Us Equities (ULTA)	1.7	$6.3M		16k	399.45	View chart
Deere & Co Us Equities (DE)	1.7	$6.2M		16k	377.33	View chart
Fiserv Us Equities (FI)	1.6	$6.0M		53k	112.96	View chart
Morgan Stanley Us Equities (MS)	1.6	$5.9M		72k	81.66	View chart
Blackrock Us Equities (BLK)	1.5	$5.6M	NEW	8.7k	646.46	View chart
Novo Nordisk A/S Us Equities (NVO)	1.5	$5.6M	NEW	62k	90.92	View chart
Pepsico Us Equities (PEP)	1.4	$5.2M		31k	169.42	View chart
Starbucks Corp Us Equities (SBUX)	1.4	$5.2M		57k	91.26	View chart
Blackstone Group Inc. Cl A Us Equities (BX)	1.0	$3.7M		35k	107.12	View chart
Stryker Corp Us Equities (SYK)	0.8	$3.0M		11k	273.26	View chart
Zimmer Biomet Holdings Us Equities (ZBH)	0.7	$2.7M		24k	112.20	View chart
Alphabet Inc. Class C Us Equities (GOOG)	0.6	$2.0M		15k	131.81	View chart
Regeneron Pharmaceuticals Us Equities (REGN)	0.5	$1.9M		2.3k	822.79	View chart
CVS Health Corp Us Equities (CVS)	0.5	$1.8M		26k	69.82	View chart
Qualcomm Us Equities (QCOM)	0.4	$1.4M		13k	110.99	View chart
Berkshire Hathaway Inc. Del Cl Us Equities (BRK.B)	0.4	$1.3M		3.8k	350.22	View chart
Adobe International Equity (ADBE)	0.3	$1.2M		23k	50.96	View chart
Jacobs Engineering Group Us Equities (J)	0.3	$1.1M		7.9k	136.39	View chart
Wal-Mart Stores Us Equities (WMT)	0.3	$914k		5.7k	159.79	View chart
McDonalds Corp Us Equities (MCD)	0.2	$861k		3.3k	263.38	View chart
Ford Motor Us Equities (F)	0.2	$848k	-69%	68k	12.41	View chart
SS&C Technologies Hldgs Us Equities (SSNC)	0.2	$702k		13k	52.50	View chart
Zebra Technologies Corp Cl A Us Equities (ZBRA)	0.2	$668k		2.8k	236.46	View chart
ASML Holding International Equity (ASML)	0.2	$647k	-21%	1.1k	588.18	View chart
Roche Holding Ltd. Spons Us Equities (RHHBY)	0.2	$577k	-2%	17k	33.92	View chart
Bank of America Corp Us Equities (BAC)	0.1	$481k		18k	27.38	View chart
Chubb LTD F Us Equities (CB)	0.1	$417k	-94%	2.0k	207.88	View chart
Vanguard ETF Index Funds Mid C Us Equities (VOT)	0.1	$408k		2.1k	194.75	View chart
Colgate Palmolive Us Equities (CL)	0.1	$376k		5.3k	70.94	View chart
Nestle SA Spons Us Equities (NSRGY)	0.1	$297k		2.6k	113.14	View chart
Illinois Tool Works Us Equities (ITW)	0.1	$273k		1.2k	229.80	View chart
Cisco Systems Us Equities (CSCO)	0.1	$250k		4.7k	53.61	View chart
International Business Machine Us Equities (IBM)	0.1	$238k		1.7k	140.16	View chart
New Jersey Resources Corp Us Equities (NJR)	0.1	$213k		5.3k	40.57	View chart
Deutsche Telekom Us Equities (DTEGY)	0.1	$202k		9.7k	20.93	View chart
Walt Disney Us Equities (DIS)	0.1	$194k		2.4k	80.83	View chart
Crown Castle International Cor Us Equities (CCI)	0.1	$185k	-6%	2.0k	91.95	View chart
Intra-Cellular Therapies Us Equities (ITCI)	0.1	$184k		3.6k	51.83	View chart
AbbVie International Equity (ABBV)	0.0	$176k		1.2k	148.90	View chart
Procter & Gamble Us Equities (PG)	0.0	$172k	-2%	1.2k	145.52	View chart
Nvidia Corp. Us Equities (NVDA)	0.0	$162k	-3%	373.00	434.32	View chart
Lockheed Martin Corp Us Equities (LMT)	0.0	$140k		344.00	406.98	View chart
Bank of NY Mellon Corp Us Equities (BK)	0.0	$128k		3.0k	42.37	View chart
FMC Corp. Us Equities (FMC)	0.0	$127k		1.9k	66.84	View chart
Invesco QQQ TR Unit Ser 1 Us Equities (QQQ)	0.0	$119k		333.00	357.36	View chart
International Flavors & Fragra Us Equities (IFF)	0.0	$117k		1.7k	67.83	View chart
American Express Company Us Equities (AXP)	0.0	$106k		711.00	149.09	View chart
Allianz ADS Ord Shares Us Equities (ALIZY)	0.0	$104k		4.4k	23.64	View chart
Vanguard Star Fd Total Intl. S Us Equities (VXUS)	0.0	$103k		1.9k	53.37	View chart
Pfizer Us Equities (PFE)	0.0	$100k	-18%	3.0k	32.96	View chart
Waste Management Us Equities (WM)	0.0	$98k		645.00	151.94	View chart
Newmont Mining Corp Us Equities (NEM)	0.0	$90k		2.4k	36.93	View chart
Kenvue Us Equities (KVUE)	0.0	$88k	NEW	4.4k	20.01	View chart
Abbott Laboratories International Equity (ABT)	0.0	$84k		875.00	96.00	View chart
Royal Dutch Shell PLC ADS CL A Us Equities	0.0	$83k		1.3k	63.85	View chart
Edwards Lifesciences Corp Us Equities (EW)	0.0	$83k		1.2k	69.17	View chart
Coca Cola Us Equities (KO)	0.0	$81k		1.5k	55.82	View chart
Visa Inc. Class A Us Equities (V)	0.0	$78k		340.00	229.41	View chart
Kimberly-Clark Corp Us Equities (KMB)	0.0	$77k		640.00	120.31	View chart
Spdr S&p500 Etf Us Equities (SPY)	0.0	$75k		176.00	426.14	View chart
CNFinance Holdings Limited ADS Us Equities (CNF)	0.0	$75k		20k	3.73	View chart
Tootsie Roll Industries Us Equities (TR)	0.0	$70k		2.4k	29.72	View chart
Mondelez Intl Us Equities (MDLZ)	0.0	$69k	-20%	1.0k	69.00	View chart
Bristol-Myers Squibb Us Equities (BMY)	0.0	$63k		1.1k	57.27	View chart
Technology Select Sector SPDR Us Equities (XLK)	0.0	$57k		350.00	162.86	View chart
American Electric Power Us Equities (AEP)	0.0	$56k		756.00	74.07	View chart
Verizon Communications Us Equities (VZ)	0.0	$56k	-20%	1.7k	32.11	View chart
Consolidated Water Us Equities (CWCO)	0.0	$56k		2.0k	28.00	View chart
First Tr NASDAQ Tech Div Indx Us Equities (TDIV)	0.0	$56k		1.0k	56.00	View chart
Ptc Us Equities (PTC)	0.0	$55k		395.00	139.24	View chart
Schwab Cap Trs&p 500 Select Us Equities (SWPPX)	0.0	$54k		825.00	65.45	View chart
Quanta Services Us Equities (PWR)	0.0	$53k		288.00	184.03	View chart
PNC Financial Svcs Group Us Equities (PNC)	0.0	$52k		425.00	122.35	View chart
Goldman Sachs Group Us Equities (GS)	0.0	$48k	-25%	150.00	320.00	View chart
Philip Morris Intl Us Equities (PM)	0.0	$46k		500.00	92.00	View chart
Corning Us Equities (GLW)	0.0	$45k		1.5k	30.00	View chart
Invesco Exchange Traded FD TR Us Equities (PEY)	0.0	$42k		2.2k	18.92	View chart
SPDR S&P Dividend ETF Us Equities (SDY)	0.0	$41k		362.00	113.26	View chart
Comcast Corp New Class A Us Equities (CMCSA)	0.0	$38k		872.00	43.58	View chart
Wells Fargo & Co Us Equities (WFC)	0.0	$36k		900.00	40.00	View chart
Occidental Petroleum Corp Us Equities (OXY)	0.0	$34k		530.00	64.15	View chart
Chevron Corporation Us Equities (CVX)	0.0	$29k		174.00	166.67	View chart
Clorox Us Equities (CLX)	0.0	$29k		225.00	128.89	View chart
Devon Energy Corp. Us Equities (DVN)	0.0	$28k		600.00	46.67	View chart
Xylem Us Equities (XYL)	0.0	$28k		310.00	90.32	View chart
Black Hills Corp Us Equities (BKH)	0.0	$28k		567.00	49.38	View chart
National Fuel Gas Us Equities (NFG)	0.0	$25k		500.00	50.00	View chart
Fortune Brands Home & Sec Us Equities (FBIN)	0.0	$24k		400.00	60.00	View chart
General Mills Us Equities (GIS)	0.0	$22k		350.00	62.86	View chart
At&t International Equity (T)	0.0	$19k		1.3k	14.55	View chart
PJT Partners Us Equities (PJT)	0.0	$18k		231.00	77.92	View chart
Zoetis Us Equities (ZTS)	0.0	$18k		108.00	166.67	View chart
J.M. Smucker Us Equities (SJM)	0.0	$18k		150.00	120.00	View chart
Vanguard Index Growth ETF Us Equities (VUG)	0.0	$16k		60.00	266.67	View chart
Vanguard Index Fd Small-Cap ET Us Equities (VB)	0.0	$13k		72.00	180.56	View chart
Honeywell International Us Equities (HON)	0.0	$13k		73.00	178.08	View chart
Prologis Us Equities (PLD)	0.0	$13k		120.00	108.33	View chart
Kroger Us Equities (KR)	0.0	$12k		275.00	43.64	View chart
Southern Us Equities (SO)	0.0	$12k		200.00	60.00	View chart
Duke Energy Corporation Us Equities (DUK)	0.0	$10k		121.00	82.64	View chart

Past Filings by Cyrus J. Lawrence

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

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