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Cyrus J. Lawrence, LLC

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13F filer, CIK 1919920, NEW YORK, NY

Cyrus J. Lawrence, LLC reported $26,400,000 across 42 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 43.09% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001919920-25-000002

Period
2025-03-31
Reported value
$26.4M
Holdings
42
Top 10 weight
43.09%
New
2
Sold out
151

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GLWadded+8,900$407K
NFLXadded+432$402K
ISRGnew+441$218K
NOWnew+179$142K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MSFTreduced-83,999-$31.5M
NVDAreduced-227,357-$24.6M
METAreduced-40,765-$23.5M
AAPLreduced-98,178-$21.8M
LLYreduced-22,201-$18.3M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001919920-25-000002, largest first. % of portfolio is the value over $26,400,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 94,046 shares; 2023Q3: 94,701 shares; 2023Q4: not loaded; 2024Q1: 87,655 shares; 2024Q2: 87,785 shares; 2024Q3: 88,279 shares; 2024Q4: 88,165 shares; 2025Q1: 4,166 shares 4,166$1.56M5.92%-83,999Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 119,586 shares; 2023Q3: 122,245 shares; 2023Q4: not loaded; 2024Q1: 105,498 shares; 2024Q2: 105,392 shares; 2024Q3: 104,554 shares; 2024Q4: 104,341 shares; 2025Q1: 6,163 shares 6,163$1.37M5.18%-98,178Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 97,566 shares; 2023Q3: 98,209 shares; 2023Q4: not loaded; 2024Q1: 96,609 shares; 2024Q2: 97,804 shares; 2024Q3: 98,513 shares; 2024Q4: 99,094 shares; 2025Q1: 6,536 shares 6,536$1.24M4.71%-92,558Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 6,607 shares; 2023Q3: 33,593 shares; 2023Q4: not loaded; 2024Q1: 33,250 shares; 2024Q2: 42,667 shares; 2024Q3: 42,837 shares; 2024Q4: 42,810 shares; 2025Q1: 2,045 shares 2,045$1.18M4.46%-40,765Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 21,415 shares; 2023Q3: 21,653 shares; 2023Q4: not loaded; 2024Q1: 21,276 shares; 2024Q2: 21,251 shares; 2024Q3: 21,632 shares; 2024Q4: 23,521 shares; 2025Q1: 1,320 shares 1,320$1.09M4.13%-22,201Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 19,221 shares; 2023Q3: 18,891 shares; 2023Q4: not loaded; 2024Q1: 18,228 shares; 2024Q2: 18,509 shares; 2024Q3: 18,462 shares; 2024Q4: 18,533 shares; 2025Q1: 1,144 shares 1,144$1.08M4.09%-17,389Timeline
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 66,591 shares; 2023Q3: 66,356 shares; 2023Q4: not loaded; 2024Q1: 65,386 shares; 2024Q2: 65,629 shares; 2024Q3: 66,104 shares; 2024Q4: 66,147 shares; 2025Q1: 3,962 shares 3,962$1.06M4%-62,185Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 52,471 shares; 2023Q3: 53,136 shares; 2023Q4: not loaded; 2024Q1: 52,909 shares; 2024Q2: 83,947 shares; 2024Q3: 84,552 shares; 2024Q4: 84,990 shares; 2025Q1: 4,562 shares 4,562$1.01M3.81%-80,428Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 388 shares; 2023Q3: 373 shares; 2023Q4: not loaded; 2024Q1: 23,319 shares; 2024Q2: 238,228 shares; 2024Q3: 237,125 shares; 2024Q4: 236,063 shares; 2025Q1: 8,706 shares 8,706$943K3.57%-227,357Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 58,082 shares; 2023Q3: 58,392 shares; 2023Q4: not loaded; 2024Q1: 57,257 shares; 2024Q2: 57,023 shares; 2024Q3: 57,460 shares; 2024Q4: 57,348 shares; 2025Q1: 3,456 shares 3,456$847K3.21%-53,892Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 23,812 shares; 2023Q3: 24,050 shares; 2023Q4: not loaded; 2024Q1: 23,800 shares; 2024Q2: 23,823 shares; 2024Q3: 24,012 shares; 2024Q4: 23,876 shares; 2025Q1: 1,441 shares 1,441$789K2.99%-22,435Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 61,183 shares; 2023Q3: 61,199 shares; 2023Q4: not loaded; 2024Q1: 48,328 shares; 2024Q2: 48,283 shares; 2024Q3: 42,793 shares; 2024Q4: 85,578 shares; 2025Q1: 4,607 shares 4,607$786K2.98%-80,971Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 97,311 shares; 2023Q3: 99,140 shares; 2023Q4: not loaded; 2024Q1: 97,434 shares; 2024Q2: 97,387 shares; 2024Q3: 97,510 shares; 2024Q4: 97,082 shares; 2025Q1: 5,065 shares 5,065$783K2.97%-92,017Timeline
BROADCOM LTDBROADCOM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 9,480 shares; 2023Q3: 9,617 shares; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 9,479 shares; 2024Q3: 95,056 shares; 2024Q4: 94,750 shares; 2025Q1: 4,628 shares 4,628$774K2.93%-90,122
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 21,635 shares; 2023Q3: 21,677 shares; 2023Q4: not loaded; 2024Q1: 21,334 shares; 2024Q2: 21,501 shares; 2024Q3: 21,692 shares; 2024Q4: 21,782 shares; 2025Q1: 1,370 shares 1,370$696K2.64%-20,412Timeline
BRBROADRIDGE FINL SOLUTIONS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 46,275 shares; 2023Q3: 46,202 shares; 2023Q4: not loaded; 2024Q1: 45,350 shares; 2024Q2: 45,433 shares; 2024Q3: 45,939 shares; 2024Q4: 45,796 shares; 2025Q1: 2,818 shares 2,818$683K2.59%-42,978Timeline
VRTXVERTEX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: 13,719 shares; 2024Q2: 26,488 shares; 2024Q3: 26,697 shares; 2024Q4: 20,384 shares; 2025Q1: 1,373 shares 1,373$665K2.52%-19,011Timeline
MSIMOTOROLA SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: 23,123 shares; 2024Q2: 23,305 shares; 2024Q3: 23,506 shares; 2024Q4: 23,431 shares; 2025Q1: 1,425 shares 1,425$623K2.36%-22,006Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 34,737 shares; 2023Q3: 34,737 shares; 2023Q4: not loaded; 2024Q1: 101,373 shares; 2024Q2: 101,426 shares; 2024Q3: 101,294 shares; 2024Q4: 101,984 shares; 2025Q1: 4,369 shares 4,369$601K2.28%-97,615Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,476 shares; 2024Q4: 8,547 shares; 2025Q1: 617 shares 617$583K2.21%-7,930Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,720 shares; 2023Q3: 5,720 shares; 2023Q4: not loaded; 2024Q1: 28,560 shares; 2024Q2: 19,560 shares; 2024Q3: 126,467 shares; 2024Q4: 124,469 shares; 2025Q1: 6,642 shares 6,642$583K2.21%-117,827Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 14,321 shares; 2024Q3: 14,564 shares; 2024Q4: 14,736 shares; 2025Q1: 912 shares 912$554K2.1%-13,824Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 11,039 shares; 2023Q3: 11,114 shares; 2023Q4: not loaded; 2024Q1: 23,532 shares; 2024Q2: 23,637 shares; 2024Q3: 23,662 shares; 2024Q4: 23,931 shares; 2025Q1: 1,483 shares 1,483$552K2.09%-22,448Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 27,403 shares; 2023Q3: 27,559 shares; 2023Q4: not loaded; 2024Q1: 26,912 shares; 2024Q2: 26,911 shares; 2024Q3: 26,991 shares; 2024Q4: 27,069 shares; 2025Q1: 1,500 shares 1,500$549K2.08%-25,569Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 71,205 shares; 2023Q3: 71,809 shares; 2023Q4: not loaded; 2024Q1: 71,987 shares; 2024Q2: 72,034 shares; 2024Q3: 71,109 shares; 2024Q4: 70,698 shares; 2025Q1: 4,330 shares 4,330$505K1.91%-66,368Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 13,723 shares; 2023Q3: 13,783 shares; 2023Q4: not loaded; 2024Q1: 13,666 shares; 2024Q2: 13,699 shares; 2024Q3: 13,889 shares; 2024Q4: 13,859 shares; 2025Q1: 816 shares 816$501K1.9%-13,043Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 19,833 shares; 2023Q3: 20,032 shares; 2023Q4: not loaded; 2024Q1: 19,721 shares; 2024Q2: 19,693 shares; 2024Q3: 19,886 shares; 2024Q4: 19,818 shares; 2025Q1: 1,057 shares 1,057$492K1.86%-18,761Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 17,009 shares; 2025Q1: 1,611 shares 1,611$491K1.86%-15,398Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 7,804 shares; 2023Q3: 63,709 shares; 2023Q4: not loaded; 2024Q1: 60,388 shares; 2024Q2: 61,146 shares; 2024Q3: 61,091 shares; 2024Q4: 60,834 shares; 2025Q1: 3,498 shares 3,498$486K1.84%-57,336Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,500 shares; 2023Q3: 1,500 shares; 2023Q4: not loaded; 2024Q1: 1,500 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 9,900 shares 9,900$453K1.72%+8,900Timeline
ROLROLLINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: 134,496 shares; 2024Q2: 135,875 shares; 2024Q3: 140,952 shares; 2024Q4: 140,499 shares; 2025Q1: 8,159 shares 8,159$440K1.67%-132,340Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 123,474 shares; 2023Q3: 123,411 shares; 2023Q4: not loaded; 2024Q1: 117,267 shares; 2024Q2: 117,710 shares; 2024Q3: 119,203 shares; 2024Q4: 119,675 shares; 2025Q1: 6,150 shares 6,150$435K1.65%-113,525Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 24,452 shares; 2025Q1: 1,554 shares 1,554$422K1.6%-22,898Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 15 shares; 2025Q1: 447 shares 447$416K1.58%+432Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 13,738 shares; 2023Q3: 13,758 shares; 2023Q4: not loaded; 2024Q1: 13,416 shares; 2024Q2: 13,436 shares; 2024Q3: 13,415 shares; 2024Q4: 13,275 shares; 2025Q1: 803 shares 803$399K1.51%-12,472Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 441 shares 441$218K0.83%newTimeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 179 shares 179$142K0.54%newTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,849 shares; 2023Q3: 3,829 shares; 2023Q4: not loaded; 2024Q1: 3,829 shares; 2024Q2: 3,814 shares; 2024Q3: 4,439 shares; 2024Q4: 4,139 shares; 2025Q1: 250 shares 250$133K0.5%-3,889Timeline
EWEDWARDS LIFESCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,200 shares; 2023Q3: 1,200 shares; 2023Q4: not loaded; 2024Q1: 1,200 shares; 2024Q2: 1,200 shares; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares 1,200$86K0.33%0Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 109,783 shares; 2024Q3: 109,955 shares; 2024Q4: 29,543 shares; 2025Q1: 1,148 shares 1,148$83K0.31%-28,395Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 340 shares; 2023Q3: 340 shares; 2023Q4: not loaded; 2024Q1: 367 shares; 2024Q2: 367 shares; 2024Q3: 367 shares; 2024Q4: 422 shares; 2025Q1: 200 shares 200$70K0.27%-222Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,269 shares; 2023Q3: 3,269 shares; 2023Q4: not loaded; 2024Q1: 3,269 shares; 2024Q2: 3,388 shares; 2024Q3: 3,265 shares; 2024Q4: 3,126 shares; 2025Q1: 100 shares 100$31K0.12%-3,026Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

The largest 100 of 151. All 151

SecurityShares beforeValue beforeType
ADBEADOBE INC20,248$9Mshares
LHXL3HARRIS TECHNOLOGIES INC32,736$6.88Mshares
GOOGALPHABET INC15,580$2.97Mshares
QCOMQUALCOMM INC12,845$1.97Mshares
REGNREGENERON PHARMACEUTICALS2,293$1.63Mshares
ZBRAZEBRA TECHNOLOGIES CORPORATI2,825$1.09Mshares
APDAIR PRODUCTS AND CHEMICALS I3,597$1.04Mshares
JJACOBS SOLUTIONS INC7,700$1.03Mshares
SSNCSS&C TECH HLDGS13,197$1Mshares
ASMLASML HLDG NV1,400$970Kshares
VOOVANGUARD INDEX FDS1,711$921Kshares
BACBANK OF AMER CORP17,336$761Kshares
JNJJOHNSON & JOHNSON5,146$744Kshares
MRKMERCK & CO INC7,106$706Kshares
CBCHUBB LIMITED2,053$567Kshares
VOTVANGUARD INDEX FDS2,109$535Kshares
SHOPSHOPIFY INC4,510$479Kshares
CLCOLGATE PALMOLIVE CO4,975$452Kshares
ROKROCKWELL AUTOMATION INC1,458$416Kshares
IBMINTERNATIONAL BUSINESS MACHS1,740$382Kshares
PEPPEPSICO INC2,193$333Kshares
UNHUNITEDHEALTH GROUP INC611$309Kshares
INTRA-CELLULAR THERAPIES INCINTRA-CELLULAR THERAPIES INC3,550$296Kshares
DTEGYDEUTSCHE TELEKOM AG SPONSORED9,650$288Kshares
DEDEERE & CO671$284Kshares
SPHQINVESCO EXCHANGE TRADED FD T3,986$267Kshares
ITWILLINOIS TOOL WKS INC1,028$260Kshares
NJRNEW JERSEY RES CORP5,250$244Kshares
BNYBANK OF NY MELLON CORP3,021$232Kshares
AXPAMERICAN EXPRESS CO754$223Kshares
DVYISHARES TR1,680$220Kshares
VYMVANGUARD WHITEHALL FDS1,701$217Kshares
PGPROCTER & GAMBLE CO1,282$214Kshares
NSRGYNESTLE SA-SPONS ADR2,625$214Kshares
DISDISNEY WALT CO1,900$211Kshares
SPYSTATE STR SPDR S&P 500 ETF T326$191Kshares
PLTRPALANTIR TECHNOLOGIES INC2,490$188Kshares
LMTLOCKHEED MARTIN CORP364$176Kshares
ABBVABBVIE INC959$170Kshares
QQQINVESCO QQQ TR333$170Kshares
Deutsche Telekom AGDeutsche Telekom AG4,900$144Kshares
BMOBANK OF MONTREAL1,400$135Kshares
ALIZYALLIANZ SE4,400$134Kshares
IFFINTERNATIONAL FLAVORS&FRAGRA1,550$131Kshares
WMWASTE MGMT INC DEL605$122Kshares
VUGVANGUARD INDEX FDS291$119Kshares
VXUSVANGUARD STAR FDS1,930$113Kshares
XOMEXXON MOBIL CORP1,035$111Kshares
ABTABBOTT LABORATORIES954$107Kshares
KOCOCA COLA CO1,626$101Kshares
PWRQUANTA SVCS INC288$91Kshares
GSGOLDMAN SACHS GROUP INC153$87Kshares
SPSMSPDR SERIES TRUST1,947$87Kshares
OEFISHARES TR300$86Kshares
KMBKIMBERLY-CLARK CORP640$83Kshares
XLKSELECT SECTOR SPDR TR350$81Kshares
PNCPNC FINL SVCS GROUP INC425$81Kshares
ROYAL DUTCH SHELL PLC SPN A…ROYAL DUTCH SHELL PLC SPN ADR1,300$81Kshares
TDIVFIRST TR EXCHANGE TRADED FD1,000$78Kshares
TRTOOTSIE ROLL INDS INC2,425$78Kshares
Heidelberg Materials AGHeidelberg Materials AG600$75Kshares
SCHWAB LARGE-CAP INDEX MFSCHWAB LARGE-CAP INDEX MF825$74Kshares
PTCPTC INC395$72Kshares
CSCOCISCO SYS INC1,216$71Kshares
ULTAULTA BEAUTY INC165$71Kshares
ACNACCENTURE PLC IRELAND200$70Kshares
AEPAMERICAN ELEC PWR CO INC756$69Kshares
SBUXSTARBUCKS CORP725$66Kshares
WFCWELLS FARGO & CO945$66Kshares
MMM3M CO515$66Kshares
BMYBRISTOL-MYERS SQUIBB CO1,100$62Kshares
VZVERIZON COMMUNICATIONS INC1,557$62Kshares
SAP SESAP SE250$61Kshares
BNP Paribas SABNP Paribas SA1,000$61Kshares
AESAES CORP4,146$53Kshares
INFINEON TECHNOLOGIES AGINFINEON TECHNOLOGIES AG1,600$52Kshares
RHHBYROCHE HOLDINGS LTD-SPONS ADR1,450$50Kshares
CVXCHEVRON CORPORATION341$49Kshares
SDYSPDR SERIES TRUST362$47Kshares
FMCFMC CORP950$46Kshares
DHRDANAHER CORP DEL200$45Kshares
TSLATESLA INC110$44Kshares
Veolia Environnement SAVeolia Environnement SA1,600$44Kshares
SOFISOFI TECHNOLOGIES INC2,800$43Kshares
VUSBVANGUARD BD INDEX FDS852$42Kshares
USFRWISDOMTREE TR837$42Kshares
TAT&T INC1,806$41Kshares
OXYOCCIDENTAL PETE CORP780$38Kshares
CLXCLOROX CO DEL225$36Kshares
DDOMINION ENERGY INC675$36Kshares
PJTPJT PARTNERS INC231$36Kshares
ADPAUTOMATIC DATA PROCESSING IN122$35Kshares
XYLXYLEM INC310$35Kshares
BKHBLACK HILLS CORP567$33Kshares
CMCSACOMCAST CORP NEW872$32Kshares
GWWWW GRAINGER INC30$31Kshares
JPSTJ P MORGAN EXCHANGE TRADED F635$31Kshares
NFGNATIONAL FUEL GAS CO500$30Kshares
CTASCINTAS CORP160$29Kshares
CATCATERPILLAR INC75$27Kshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001919920-25-000002 base2025-05-15acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001919920-25-000002 Quarter ended 2025-03-312025-05-15acceptance time not in the bulk data set
13F-HR 0001919920-25-000001 Quarter ended 2024-12-312025-02-11acceptance time not in the bulk data set
13F-HR 0001919920-24-000010 Quarter ended 2024-09-302024-11-12acceptance time not in the bulk data set
13F-HR 0001919920-24-000004 Quarter ended 2024-06-302024-08-13acceptance time not in the bulk data set
13F-HR 0001919920-24-000002 Quarter ended 2024-03-312024-05-08acceptance time not in the bulk data set
13F-HR 0001919920-23-000007 Quarter ended 2023-09-302023-11-09acceptance time not in the bulk data set
13F-HR 0001919920-23-000004 Quarter ended 2023-06-302023-08-11acceptance time not in the bulk data set
13F-HR 0001919920-23-000002 Quarter ended 2023-03-312023-05-12acceptance time not in the bulk data set
13F-HR 0001919920-23-000001 Quarter ended 2022-12-312023-02-10acceptance time not in the bulk data set
13F-HR 0001919920-22-000004 Quarter ended 2022-09-302022-11-09acceptance time not in the bulk data set
13F-HR 0001919920-22-000003 Quarter ended 2022-06-302022-08-05acceptance time not in the bulk data set
13F-HR 0001919920-22-000001 Quarter ended 2022-03-312022-04-27acceptance time not in the bulk data set