Basic Stats
Portfolio Value $ 26,400
Current Positions 42
Latest Holdings, Performance, AUM (from 13F, 13D)

Cyrus J. Lawrence, LLC has disclosed 42 total holdings in their latest SEC filings. Most recent portfolio value is calculated to be $ 26,400 USD. Actual Assets Under Management (AUM) is this value plus cash (which is not disclosed). Cyrus J. Lawrence, LLC’s top holdings are Microsoft Corporation (US:MSFT) , Apple Inc. (US:AAPL) , Amazon.com, Inc. (US:AMZN) , Meta Platforms, Inc. (US:META) , and Eli Lilly and Company (US:LLY) . Cyrus J. Lawrence, LLC’s new positions include Intuitive Surgical, Inc. (US:ISRG) , ServiceNow, Inc. (US:NOW) , .

Cyrus J. Lawrence, LLC - Portfolio Value
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Top Increases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
0.01 0.00 1.7159 1.7068
0.00 0.00 1.5758 1.5732
0.00 0.00 4.0000 1.1760
0.00 0.00 2.5189 0.9313
0.00 0.00 0.8258 0.8258
0.00 0.00 4.0947 0.8103
0.00 0.00 1.8598 0.7778
0.00 0.00 4.1288 0.6166
0.00 0.00 2.5871 0.5846
0.00 0.00 2.9886 0.5569
Top Decreases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
0.01 0.00 3.5720 -2.5596
0.00 0.00 2.9318 -1.3169
0.00 0.00 5.9205 -1.2674
0.00 0.00 2.2765 -1.1247
0.01 0.00 2.9659 -0.5887
0.00 0.00 4.4621 -0.3861
0.00 0.00 -0.2110
0.00 0.00 -0.2017
0.00 0.00 -0.1988
0.00 0.00 -0.1934
13F and Fund Filings

This form was filed on 2025-05-15 for the reporting period 2025-03-31. Click the link icon to see the full transaction history.

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2022-07-28: Important Note - We have changed the treatment of the Δ Portfolio % column in this table. Previously, we were reporting it as the percent change in the portfolio allocation. We are now reporting it as the raw change in the portfolio allocation (still reported as a percent). In formula terms, we were previously reporting it as 100 * (current allocation - prior allocation ) / prior allocation. We are now reporting it as (current allocation - prior allocation).
Security Type Avg Share Price Shares
(MM)		 ΔShares
(%)		 ΔShares
(%)		 Value
($MM)		 Portfolio
(%)		 ΔPortfolio
(%)
MSFT / Microsoft Corporation 0.00 -95.27 0.00 -97.30 5.9205 -1.2674
AAPL / Apple Inc. 0.01 -94.09 0.00 -96.15 5.1818 0.1278
AMZN / Amazon.com, Inc. 0.01 -93.40 0.00 -95.24 4.7083 0.5555
META / Meta Platforms, Inc. 0.00 -95.22 0.00 -96.00 4.4621 -0.3861
LLY / Eli Lilly and Company 0.00 -94.39 0.00 -94.44 4.1288 0.6166
COST / Costco Wholesale Corporation 0.00 -93.83 0.00 -93.75 4.0947 0.8103
TMUS / T-Mobile US, Inc. 0.00 -94.01 0.00 -92.86 4.0000 1.1760
XPRO / Expro Group Holdings N.V. 0.00 -94.63 0.00 -94.12 3.8144 0.4376
NVDA / NVIDIA Corporation 0.01 -96.31 0.00 -100.00 3.5720 -2.5596
JPM / JPMorgan Chase & Co. 0.00 -93.97 0.00 -100.00 3.2083 0.5495
MA / Mastercard Incorporated 0.00 -93.96 0.00 -100.00 2.9886 0.5569
PANW / Palo Alto Networks, Inc. 0.00 -94.62 0.00 -100.00 2.9773 -0.0345
GOOG.L / Alphabet Inc. 0.01 -94.78 0.00 -100.00 2.9659 -0.5887
AVGO / Broadcom Inc. 0.00 -95.12 0.00 -100.00 2.9318 -1.3169
SPGI / S&P Global Inc. 0.00 -93.71 0.00 -100.00 2.6364 0.5383
BR / Broadridge Financial Solutions, Inc. 0.00 -93.85 0.00 -100.00 2.5871 0.5846
VX1D / Vertex Pharmaceuticals Incorporated 0.00 -93.26 0.00 -100.00 2.5189 0.9313
MSI / Motorola Solutions, Inc. 0.00 -93.92 0.00 -100.00 2.3598 0.2651
BX / Blackstone Inc. 0.00 -95.72 0.00 -100.00 2.2765 -1.1247
BLK / BlackRock, Inc. 0.00 -92.78 0.00 -100.00 2.2083 0.5135
WMT / Walmart Inc. 0.01 -94.66 0.00 -100.00 2.2083 0.0333
PH / Parker-Hannifin Corporation 0.00 -93.81 0.00 -100.00 2.0985 0.2857
SYK / Stryker Corporation 0.00 -93.80 0.00 -100.00 2.0909 0.4244
HD / The Home Depot, Inc. 0.00 -94.46 0.00 -100.00 2.0795 0.0430
MS / Morgan Stanley 0.00 -93.88 0.00 -100.00 1.9129 0.1937
INTU / Intuit Inc. 0.00 -94.11 0.00 -100.00 1.8977 0.2130
LIN / Linde plc 0.00 -94.67 0.00 -100.00 1.8636 0.2588
GEV / GE Vernova Inc. 0.00 -90.53 0.00 -100.00 1.8598 0.7778
ORCL / Oracle Corporation 0.00 -94.25 0.00 -100.00 1.8409 -0.1198
GLW / Corning Incorporated 0.01 890.00 0.00 1.7159 1.7068
ROL / Rollins, Inc. 0.01 -94.19 0.00 -100.00 1.6667 0.4071
NEE / NextEra Energy, Inc. 0.01 -94.86 0.00 -100.00 1.6477 -0.0117
ETN / Eaton Corporation plc 0.00 -93.64 0.00 -100.00 1.5985 0.0290
NFLX / Netflix, Inc. 0.00 2,880.00 0.00 1.5758 1.5732
TMO / Thermo Fisher Scientific Inc. 0.00 -93.95 0.00 -100.00 1.5114 0.1758
ISRG / Intuitive Surgical, Inc. 0.00 0.00 0.8258 0.8258
NOW / ServiceNow, Inc. 0.00 0.00 0.5379 0.5379
BRK.B / Berkshire Hathaway Inc. 0.00 -93.96 0.00 -100.00 0.5038 0.1409
EW / Edwards Lifesciences Corporation 0.00 0.00 0.00 0.3258 0.3087
UBER / Uber Technologies, Inc. 0.00 -96.11 0.00 -100.00 0.3144 -0.0303
V / Visa Inc. 0.00 -52.61 0.00 0.2652 0.2394
MCD / McDonald's Corporation 0.00 -96.80 0.00 0.1174 -0.0578
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF 0.00 -100.00 0.00 0.0000 -0.0219
ITW / Illinois Tool Works Inc. 0.00 -100.00 0.00 0.0000 -0.0503
LHX / L3Harris Technologies, Inc. 0.00 -100.00 0.00 0.0000
PEP / PepsiCo, Inc. 0.00 -100.00 0.00 0.0000 -0.0644
SHOP / Shopify Inc. 0.00 -100.00 0.00 0.0000
CHRW / C.H. Robinson Worldwide, Inc. 0.00 -100.00 0.00 0.0000
BMO / Bank of Montreal 0.00 -100.00 0.00 0.0000 -0.0261
CL / Colgate-Palmolive Company 0.00 -100.00 0.00 0.0000
IBM / International Business Machines Corporation 0.00 -100.00 0.00 0.0000 -0.0739
GWW / W.W. Grainger, Inc. 0.00 -100.00 0.00 0.0000
DUK / Duke Energy Corporation 0.00 -100.00 0.00 0.0000
CVS / CVS Health Corporation 0.00 -100.00 0.00 0.0000 -0.0041
SWPPX / Schwab Capital Trust - Schwab S&P 500 Index Fund 0.00 -100.00 0.00 0.0000 -0.0143
AEP / American Electric Power Company, Inc. 0.00 -100.00 0.00 0.0000
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.00 -100.00 0.00 0.0000 -0.1781
VZ / Verizon Communications Inc. 0.00 -100.00 0.00 0.0000 -0.0120
EXPD / Expeditors International of Washington, Inc. 0.00 -100.00 0.00 0.0000
PM / Philip Morris International Inc. 0.00 -100.00 0.00 0.0000 -0.0035
C / Citigroup Inc. 0.00 -100.00 0.00 0.0000 -0.0039
CAT / Caterpillar Inc. 0.00 -100.00 0.00 0.0000
ADBE / Adobe Inc. 0.00 -100.00 0.00 0.0000
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund 0.00 -100.00 0.00 0.0000
CSL / Carlisle Companies Incorporated 0.00 -100.00 0.00 0.0000
WM / Waste Management, Inc. 0.00 -100.00 0.00 0.0000 -0.0236
GJR / Strats Trust For Procter & Gambel Security - Preferred Security 0.00 -100.00 0.00 0.0000
PLTR / Palantir Technologies Inc. 0.00 -100.00 0.00 0.0000 -0.0364
VB / Vanguard Index Funds - Vanguard Small-Cap ETF 0.00 -100.00 0.00 0.0000 -0.0033
ATO / Atmos Energy Corporation 0.00 -100.00 0.00 0.0000 -0.0025
FMC / FMC Corporation 0.00 -100.00 0.00 0.0000 -0.0089
CAH / Cardinal Health, Inc. 0.00 -100.00 0.00 0.0000
AWK / American Water Works Company, Inc. 0.00 -100.00 0.00 0.0000 -0.0021
ALIZY / Allianz SE - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000 -0.0259
GE / General Electric Company 0.00 -100.00 0.00 0.0000
FBIN / Fortune Brands Innovations, Inc. 0.00 -100.00 0.00 0.0000
MMM / 3M Company 0.00 -100.00 0.00 0.0000
HIG / The Hartford Insurance Group, Inc. 0.00 -100.00 0.00 0.0000
ENPH / Enphase Energy, Inc. 0.00 -100.00 0.00 0.0000
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 0.00 -100.00 0.00 0.0000
CB / Chubb Limited 0.00 -100.00 0.00 0.0000 -0.1097
BNPQY / BNP Paribas SA - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000
ECL / Ecolab Inc. 0.00 -100.00 0.00 0.0000
SNY / Sanofi - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000
CMCSA / Comcast Corporation 0.00 -100.00 0.00 0.0000
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000
LOW / Lowe's Companies, Inc. 0.00 -100.00 0.00 0.0000
AVAV / AeroVironment, Inc. 0.00 -100.00 0.00 0.0000 -0.0046
ROK / Rockwell Automation, Inc. 0.00 -100.00 0.00 0.0000
BK / The Bank of New York Mellon Corporation 0.00 -100.00 0.00 0.0000
DHR / Danaher Corporation 0.00 -100.00 0.00 0.0000
QQQ / Invesco QQQ Trust, Series 1 0.00 -100.00 0.00 0.0000 -0.0329
REGN / Regeneron Pharmaceuticals, Inc. 0.00 -100.00 0.00 0.0000
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF 0.00 -100.00 0.00 0.0000 -0.0081
ED / Consolidated Edison, Inc. 0.00 -100.00 0.00 0.0000
CVX / Chevron Corporation 0.00 -100.00 0.00 0.0000
ITCI / Intra-Cellular Therapies, Inc. 0.00 -100.00 0.00 0.0000 -0.0573
BKH / Black Hills Corporation 0.00 -100.00 0.00 0.0000 -0.0064
ZTS / Zoetis Inc. 0.00 -100.00 0.00 0.0000 -0.0033
KO / The Coca-Cola Company 0.00 -100.00 0.00 0.0000
ROP / Roper Technologies, Inc. 0.00 -100.00 0.00 0.0000 -0.0019
DVN / Devon Energy Corporation 0.00 -100.00 0.00 0.0000 -0.0037
NUE / Nucor Corporation 0.00 -100.00 0.00 0.0000
QCOM / QUALCOMM Incorporated 0.00 -100.00 0.00 0.0000
SSNC / SS&C Technologies Holdings, Inc. 0.00 -100.00 0.00 -100.00 -0.1934
KVUE / Kenvue Inc. 0.00 -100.00 0.00 0.0000
CINF / Cincinnati Financial Corporation 0.00 -100.00 0.00 0.0000
DTEGY / Deutsche Telekom AG - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000 -0.0279
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF 0.00 -100.00 0.00 0.0000
RIVN / Rivian Automotive, Inc. 0.00 -100.00 0.00 0.0000 -0.0021
XOM / Exxon Mobil Corporation 0.00 -100.00 0.00 0.0000 -0.0215
ABBV / AbbVie Inc. 0.00 -100.00 0.00 0.0000
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund 0.00 -100.00 0.00 0.0000
GIS / General Mills, Inc. 0.00 -100.00 0.00 0.0000
AES / The AES Corporation 0.00 -100.00 0.00 0.0000 -0.0103
GD / General Dynamics Corporation 0.00 -100.00 0.00 0.0000
SDY / SPDR Series Trust - SPDR S&P Dividend ETF 0.00 -100.00 0.00 0.0000
OEF / iShares Trust - iShares S&P 100 ETF 0.00 -100.00 0.00 0.0000
GOOG / Alphabet Inc. 0.00 -100.00 0.00 0.0000
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF 0.00 -100.00 0.00 0.0000
RHHBY / Roche Holding AG - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000
DE / Deere & Company 0.00 -100.00 0.00 0.0000
AMLP / ALPS ETF Trust - Alerian MLP ETF 0.00 -100.00 0.00 0.0000
IFF / International Flavors & Fragrances Inc. 0.00 -100.00 0.00 0.0000
HDLMY / Heidelberg Materials AG - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000 -0.0145
PWR / Quanta Services, Inc. 0.00 -100.00 0.00 0.0000 -0.0176
DVY / iShares Trust - iShares Select Dividend ETF 0.00 -100.00 0.00 0.0000
ADP / Automatic Data Processing, Inc. 0.00 -100.00 0.00 0.0000
IFNNY / Infineon Technologies AG - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000 -0.0101
AXP / American Express Company 0.00 -100.00 0.00 0.0000 -0.0431
NJR / New Jersey Resources Corporation 0.00 -100.00 0.00 0.0000 -0.0472
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000 -0.0039
TR / Tootsie Roll Industries, Inc. 0.00 -100.00 0.00 0.0000 -0.0151
SOFI / SoFi Technologies, Inc. 0.00 -100.00 0.00 0.0000 -0.0083
KR / The Kroger Co. 0.00 -100.00 0.00 0.0000 -0.0031
SO / The Southern Company 0.00 -100.00 0.00 0.0000 -0.0031
PJT / PJT Partners Inc. 0.00 -100.00 0.00 0.0000 -0.0070
OKE / ONEOK, Inc. 0.00 -100.00 0.00 0.0000 -0.0048
WFC / Wells Fargo & Company 0.00 -100.00 0.00 0.0000 -0.0128
LMT / Lockheed Martin Corporation 0.00 -100.00 0.00 0.0000 -0.0340
PFE / Pfizer Inc. 0.00 -100.00 0.00 0.0000 -0.0021
RDS.A / Shell Plc - ADR (Representing Ordinary Shares - Class A) 0.00 -100.00 0.00 0.0000 -0.0157
XYL / Xylem Inc. 0.00 -100.00 0.00 0.0000 -0.0068
ABT / Abbott Laboratories 0.00 -100.00 0.00 0.0000 -0.0207
PTC / PTC Inc. 0.00 -100.00 0.00 0.0000 -0.0139
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF 0.00 -100.00 0.00 0.0000 -0.1035
ZBRA / Zebra Technologies Corporation 0.00 -100.00 0.00 -100.00 -0.2110
APD / Air Products and Chemicals, Inc. 0.00 -100.00 0.00 -100.00 -0.2017
BMY / Bristol-Myers Squibb Company 0.00 -100.00 0.00 0.0000 -0.0120
TSLA / Tesla, Inc. 0.00 -100.00 0.00 0.0000 -0.0085
T / AT&T Inc. 0.00 -100.00 0.00 0.0000 -0.0079
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund 0.00 -100.00 0.00 0.0000 -0.0081
NEM / Newmont Corporation 0.00 -100.00 0.00 0.0000 -0.0027
CRM / Salesforce, Inc. 0.00 -100.00 0.00 0.0000 -0.0021
MRK / Merck & Co., Inc. 0.00 -100.00 0.00 0.0000 -0.1366
D / Dominion Energy, Inc. 0.00 -100.00 0.00 0.0000 -0.0070
VEOEY / Veolia Environnement SA - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000 -0.0085
NFG / National Fuel Gas Company 0.00 -100.00 0.00 0.0000 -0.0058
ADM / Archer-Daniels-Midland Company 0.00 -100.00 0.00 0.0000 -0.0019
PRU / Prudential Financial, Inc. 0.00 -100.00 0.00 0.0000 -0.0023
NSRGY / Nestlé S.A. - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000 -0.0414
SLB / Schlumberger Limited 0.00 -100.00 0.00 0.0000 -0.0033
ACN / Accenture plc 0.00 -100.00 0.00 0.0000 -0.0135
OXY / Occidental Petroleum Corporation 0.00 -100.00 0.00 0.0000 -0.0074
CSCO / Cisco Systems, Inc. 0.00 -100.00 0.00 0.0000 -0.0137
ALGT / Allegiant Travel Company 0.00 -100.00 0.00 0.0000
SAP / SAP SE - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000
PNR / Pentair plc 0.00 -100.00 0.00 0.0000
HON / Honeywell International Inc. 0.00 -100.00 0.00 0.0000 -0.0031
DTEGY / Deutsche Telekom AG - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000 -0.0557
ULTA / Ulta Beauty, Inc. 0.00 -100.00 0.00 0.0000
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.00 -100.00 0.00 0.0000
KEY / KeyCorp 0.00 -100.00 0.00 0.0000 -0.0033
UNH / UnitedHealth Group Incorporated 0.00 -100.00 0.00 0.0000 -0.0598
AFL / Aflac Incorporated 0.00 -100.00 0.00 0.0000
EMR / Emerson Electric Co. 0.00 -100.00 0.00 0.0000 -0.0033
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF 0.00 -100.00 0.00 0.0000 -0.0420
CTAS / Cintas Corporation 0.00 -100.00 0.00 0.0000
J / Jacobs Solutions Inc. 0.00 -100.00 0.00 -100.00 -0.1988
SBUX / Starbucks Corporation 0.00 -100.00 0.00 0.0000
BRO / Brown & Brown, Inc. 0.00 -100.00 0.00 0.0000
SHW / The Sherwin-Williams Company 0.00 -100.00 0.00 0.0000
TGT / Target Corporation 0.00 -100.00 0.00 0.0000
DIS / The Walt Disney Company 0.00 -100.00 0.00 0.0000 -0.0408
KMI / Kinder Morgan, Inc. 0.00 -100.00 0.00 0.0000
GS / The Goldman Sachs Group, Inc. 0.00 -100.00 0.00 0.0000 -0.0168
JNJ / Johnson & Johnson 0.00 -100.00 0.00 0.0000
CHD / Church & Dwight Co., Inc. 0.00 -100.00 0.00 0.0000
CLX / The Clorox Company 0.00 -100.00 0.00 0.0000
KMB / Kimberly-Clark Corporation 0.00 -100.00 0.00 0.0000 -0.0161
SPY / SPDR S&P 500 ETF 0.00 -100.00 0.00 0.0000 -0.0369
PNC / The PNC Financial Services Group, Inc. 0.00 -100.00 0.00 0.0000 -0.0157
BAC / Bank of America Corporation 0.00 -100.00 0.00 0.0000