Cyrus J. Lawrence, LLC
Follow13F 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
| Security | Shares change | Approx. 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
| Security | Shares change | Approx. 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.
Back to all 42 share positions
Sold out in Q1 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| ADBEADOBE INC | 20,248 | $9M | shares |
| LHXL3HARRIS TECHNOLOGIES INC | 32,736 | $6.88M | shares |
| GOOGALPHABET INC | 15,580 | $2.97M | shares |
| QCOMQUALCOMM INC | 12,845 | $1.97M | shares |
| REGNREGENERON PHARMACEUTICALS | 2,293 | $1.63M | shares |
| ZBRAZEBRA TECHNOLOGIES CORPORATI | 2,825 | $1.09M | shares |
| APDAIR PRODUCTS AND CHEMICALS I | 3,597 | $1.04M | shares |
| JJACOBS SOLUTIONS INC | 7,700 | $1.03M | shares |
| SSNCSS&C TECH HLDGS | 13,197 | $1M | shares |
| ASMLASML HLDG NV | 1,400 | $970K | shares |
| VOOVANGUARD INDEX FDS | 1,711 | $921K | shares |
| BACBANK OF AMER CORP | 17,336 | $761K | shares |
| JNJJOHNSON & JOHNSON | 5,146 | $744K | shares |
| MRKMERCK & CO INC | 7,106 | $706K | shares |
| CBCHUBB LIMITED | 2,053 | $567K | shares |
| VOTVANGUARD INDEX FDS | 2,109 | $535K | shares |
| SHOPSHOPIFY INC | 4,510 | $479K | shares |
| CLCOLGATE PALMOLIVE CO | 4,975 | $452K | shares |
| ROKROCKWELL AUTOMATION INC | 1,458 | $416K | shares |
| IBMINTERNATIONAL BUSINESS MACHS | 1,740 | $382K | shares |
| PEPPEPSICO INC | 2,193 | $333K | shares |
| UNHUNITEDHEALTH GROUP INC | 611 | $309K | shares |
| INTRA-CELLULAR THERAPIES INCINTRA-CELLULAR THERAPIES INC | 3,550 | $296K | shares |
| DTEGYDEUTSCHE TELEKOM AG-SPON ADR | 9,650 | $288K | shares |
| DEDEERE & CO | 671 | $284K | shares |
| SPHQINVESCO EXCHANGE TRADED FD T | 3,986 | $267K | shares |
| ITWILLINOIS TOOL WKS INC | 1,028 | $260K | shares |
| NJRNEW JERSEY RES CORP | 5,250 | $244K | shares |
| BNYBANK OF NY MELLON CORP | 3,021 | $232K | shares |
| AXPAMERICAN EXPRESS CO | 754 | $223K | shares |
| DVYISHARES TR | 1,680 | $220K | shares |
| VYMVANGUARD WHITEHALL FDS | 1,701 | $217K | shares |
| PGPROCTER & GAMBLE CO | 1,282 | $214K | shares |
| NSRGYNESTLE SA-SPONS ADR | 2,625 | $214K | shares |
| DISDISNEY WALT CO | 1,900 | $211K | shares |
| SPYSTATE STR SPDR S&P 500 ETF T | 326 | $191K | shares |
| PLTRPALANTIR TECHNOLOGIES INC | 2,490 | $188K | shares |
| LMTLOCKHEED MARTIN CORP | 364 | $176K | shares |
| ABBVABBVIE INC | 959 | $170K | shares |
| QQQINVESCO QQQ TR | 333 | $170K | shares |
| Deutsche Telekom AGDeutsche Telekom AG | 4,900 | $144K | shares |
| BMOBANK OF MONTREAL | 1,400 | $135K | shares |
| ALIZYALLIANZ SE - UNSP ADR | 4,400 | $134K | shares |
| IFFINTERNATIONAL FLAVORS&FRAGRA | 1,550 | $131K | shares |
| WMWASTE MGMT INC DEL | 605 | $122K | shares |
| VUGVANGUARD INDEX FDS | 291 | $119K | shares |
| VXUSVANGUARD STAR FDS | 1,930 | $113K | shares |
| XOMEXXON MOBIL CORP | 1,035 | $111K | shares |
| ABTABBOTT LABORATORIES | 954 | $107K | shares |
| KOCOCA COLA CO | 1,626 | $101K | shares |
| PWRQUANTA SVCS INC | 288 | $91K | shares |
| GSGOLDMAN SACHS GROUP INC | 153 | $87K | shares |
| SPSMSPDR SERIES TRUST | 1,947 | $87K | shares |
| OEFISHARES TR | 300 | $86K | shares |
| KMBKIMBERLY-CLARK CORP | 640 | $83K | shares |
| XLKSELECT SECTOR SPDR TR | 350 | $81K | shares |
| PNCPNC FINL SVCS GROUP INC | 425 | $81K | shares |
| ROYAL DUTCH SHELL PLC SPN A…ROYAL DUTCH SHELL PLC SPN ADR | 1,300 | $81K | shares |
| TDIVFIRST TR EXCHANGE TRADED FD | 1,000 | $78K | shares |
| TRTOOTSIE ROLL INDS INC | 2,425 | $78K | shares |
| Heidelberg Materials AGHeidelberg Materials AG | 600 | $75K | shares |
| SWPPXSCHWAB S&P 500 INDEX-SEL | 825 | $74K | shares |
| PTCPTC INC | 395 | $72K | shares |
| CSCOCISCO SYS INC | 1,216 | $71K | shares |
| ULTAULTA BEAUTY INC | 165 | $71K | shares |
| ACNACCENTURE PLC IRELAND | 200 | $70K | shares |
| AEPAMERICAN ELEC PWR CO INC | 756 | $69K | shares |
| SBUXSTARBUCKS CORP | 725 | $66K | shares |
| WFCWELLS FARGO & CO | 945 | $66K | shares |
| MMM3M CO | 515 | $66K | shares |
| BMYBRISTOL-MYERS SQUIBB CO | 1,100 | $62K | shares |
| VZVERIZON COMMUNICATIONS INC | 1,557 | $62K | shares |
| SAPGFSAP SE | 250 | $61K | shares |
| BNP Paribas SABNP Paribas SA | 1,000 | $61K | shares |
| AESAES CORP | 4,146 | $53K | shares |
| INFINEON TECHNOLOGIES AGINFINEON TECHNOLOGIES AG | 1,600 | $52K | shares |
| RHHBYROCHE HOLDINGS LTD-SPONS ADR | 1,450 | $50K | shares |
| CVXCHEVRON CORPORATION | 341 | $49K | shares |
| SDYSPDR SERIES TRUST | 362 | $47K | shares |
| FMCFMC CORP | 950 | $46K | shares |
| DHRDANAHER CORP DEL | 200 | $45K | shares |
| TSLATESLA INC | 110 | $44K | shares |
| Veolia Environnement SAVeolia Environnement SA | 1,600 | $44K | shares |
| SOFISOFI TECHNOLOGIES INC | 2,800 | $43K | shares |
| VUSBVANGUARD BD INDEX FDS | 852 | $42K | shares |
| USFRWISDOMTREE TR | 837 | $42K | shares |
| TAT&T INC | 1,806 | $41K | shares |
| OXYOCCIDENTAL PETE CORP | 780 | $38K | shares |
| CLXCLOROX CO DEL | 225 | $36K | shares |
| DDOMINION ENERGY INC | 675 | $36K | shares |
| PJTPJT PARTNERS INC | 231 | $36K | shares |
| ADPAUTOMATIC DATA PROCESSING IN | 122 | $35K | shares |
| XYLXYLEM INC | 310 | $35K | shares |
| BKHBLACK HILLS CORP | 567 | $33K | shares |
| CMCSACOMCAST CORP NEW | 872 | $32K | shares |
| GWWWW GRAINGER INC | 30 | $31K | shares |
| JPSTJ P MORGAN EXCHANGE TRADED F | 635 | $31K | shares |
| NFGNATIONAL FUEL GAS CO | 500 | $30K | shares |
| CTASCINTAS CORP | 160 | $29K | shares |
| CATCATERPILLAR INC | 75 | $27K | shares |
| FBINFORTUNE BRANDS INNOVATIONS I | 400 | $27K | shares |
| CAHCARDINAL HEALTH INC | 225 | $26K | shares |
| OKEONEOK INC NEW | 250 | $25K | shares |
| AVAVAEROVIRONMENT INC | 157 | $24K | shares |
| ENPHENPHASE ENERGY INC | 328 | $22K | shares |
| AFLAFLAC INC | 220 | $22K | shares |
| GISGENERAL MILLS INC | 350 | $22K | shares |
| CVSCVS HEALTH CORP | 486 | $21K | shares |
| KINDER MORGAN INC KANSKINDER MORGAN INC KANS | 800 | $21K | shares |
| KVUEKENVUE INC | 1,000 | $21K | shares |
| CSLCARLISLE COS INC | 58 | $21K | shares |
| CCITIGROUP INC | 285 | $20K | shares |
| GEGE AEROSPACE | 125 | $20K | shares |
| NVONOVO-NORDISK A S | 240 | $20K | shares |
| LOWLOWES COS INC | 80 | $19K | shares |
| DVNDEVON ENERGY CORP NEW | 600 | $19K | shares |
| PMPHILIP MORRIS INTL INC | 150 | $18K | shares |
| ALGTALLEGIANT TRAVEL CO | 200 | $18K | shares |
| SLBSLB LIMITED | 460 | $17K | shares |
| VBVANGUARD INDEX FDS | 72 | $17K | shares |
| EMREMERSON ELEC CO | 145 | $17K | shares |
| PNRPENTAIR PLC | 175 | $17K | shares |
| ZTSZOETIS INC | 108 | $17K | shares |
| KEYKEYCORP | 1,000 | $17K | shares |
| HIGHARTFORD INSURANCE GROUP INC | 164 | $17K | shares |
| HONHONEYWELL INTL INC | 73 | $16K | shares |
| SOSOUTHERN CO | 200 | $16K | shares |
| NUENUCOR CORP | 140 | $16K | shares |
| KRKROGER CO | 275 | $16K | shares |
| SHWSHERWIN WILLIAMS CO | 45 | $15K | shares |
| GDGENERAL DYNAMICS CORP | 60 | $15K | shares |
| NEMNEWMONT CORP | 381 | $14K | shares |
| CINFCINCINNATI FINL CORP | 100 | $14K | shares |
| Sanofi SASanofi SA | 150 | $14K | shares |
| DUKDUKE ENERGY CORP NEW | 121 | $13K | shares |
| CHRWC H ROBINSON WORLDWIDE IN | 130 | $13K | shares |
| ATOATMOS ENERGY CORP | 95 | $13K | shares |
| EXPDEXPEDITORS INTL WASH INC | 110 | $12K | shares |
| BROBROWN & BROWN INC | 125 | $12K | shares |
| PRUPRUDENTIAL FINL INC | 106 | $12K | shares |
| ECLECOLAB INC | 55 | $12K | shares |
| PFEPFIZER INC | 441 | $11K | shares |
| CRMSALESFORCE INC | 35 | $11K | shares |
| RIVNRIVIAN AUTOMOTIVE INC | 850 | $11K | shares |
| AMLPALPS ETF TR | 245 | $11K | shares |
| AMERICAN WATER WORKS INCAMERICAN WATER WORKS INC | 93 | $11K | shares |
| EDCONSOLIDATED EDISON INC | 120 | $10K | shares |
| ADMARCHER DANIELS MIDLAND CO | 215 | $10K | shares |
| CHDCHURCH & DWIGHT CO INC | 97 | $10K | shares |
| ROPROPER TECHNOLOGIES INC | 20 | $10K | shares |
| TGTTARGET CORP | 75 | $10K | shares |
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).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001919920-25-000002 | base | 2025-05-15 | acceptance 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.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001919920-25-000002 | Quarter ended 2025-03-31 | 2025-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001919920-25-000001 | Quarter ended 2024-12-31 | 2025-02-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001919920-24-000010 | Quarter ended 2024-09-30 | 2024-11-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001919920-24-000004 | Quarter ended 2024-06-30 | 2024-08-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001919920-24-000002 | Quarter ended 2024-03-31 | 2024-05-08 | acceptance time not in the bulk data set | |
| 13F-HR 0001919920-23-000007 | Quarter ended 2023-09-30 | 2023-11-09 | acceptance time not in the bulk data set | |
| 13F-HR 0001919920-23-000004 | Quarter ended 2023-06-30 | 2023-08-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001919920-23-000002 | Quarter ended 2023-03-31 | 2023-05-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001919920-23-000001 | Quarter ended 2022-12-31 | 2023-02-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001919920-22-000004 | Quarter ended 2022-09-30 | 2022-11-09 | acceptance time not in the bulk data set | |
| 13F-HR 0001919920-22-000003 | Quarter ended 2022-06-30 | 2022-08-05 | acceptance time not in the bulk data set | |
| 13F-HR 0001919920-22-000001 | Quarter ended 2022-03-31 | 2022-04-27 | acceptance time not in the bulk data set |