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Cyrus J. Lawrence

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

Top 5 stock holdings are MSFT, NVDA, AAPL, AMZN, LLY, and represent 24.41% of Cyrus J. Lawrence's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$21M), AVGO (+$13M), BX (+$8.8M), MSI (+$8.2M), LHX (+$7.1M), ROL (+$6.2M), CVS (+$6.1M), VRTX (+$5.7M), SYK, WMT.
Started 26 new stock positions in OEF, BMO, IFNNF, AVGO, BNPQF, SNYNF, American Wtr Wks, VRTX, ROL, LHX.
Reduced shares in these 10 stocks: XOM (-$9.8M), MRK (-$8.2M), Broad (-$8.0M), Medtronic (-$7.1M), DE (-$6.4M), PEP, APD, PANW, MSFT, AAPL.
Sold out of its positions in PEY, KVUE, ZBH, Broad.
Cyrus J. Lawrence was a net buyer of stock by $14M.
Cyrus J. Lawrence has $451M in assets under management (AUM), dropping by 23.63%.
Central Index Key (CIK): 0001919920

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

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Portfolio Holdings for Cyrus J. Lawrence

Cyrus J. Lawrence holds 150 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corp Us Equities (MSFT)	8.2	$37M	-7%	88k	420.72	View chart
Nvidia Corp. Us Equities (NVDA)	4.7	$21M	+6151%	23k	903.55	View chart
Apple Us Equities (AAPL)	4.0	$18M	-13%	106k	171.47	View chart
Amazon.com Us Equities (AMZN)	3.9	$17M		97k	180.38	View chart
Eli Lilly & Co Us Equities (LLY)	3.7	$17M		21k	777.97	View chart
Meta Platforms Class A Common Us Equities (META)	3.6	$16M		33k	485.56	View chart
Alphabet Inc. Class A Us Equities (GOOGL)	3.3	$15M		97k	150.92	View chart
Palo Alto Networks Us Equities (PANW)	3.0	$14M	-21%	48k	284.12	View chart
Costco Wholesale Us Equities (COST)	3.0	$13M	-3%	18k	732.61	View chart
Blackstone Group Inc. Cl A Us Equities (BX)	3.0	$13M	+191%	101k	131.37	View chart
Broadcom Us Equities (AVGO)	2.8	$13M	NEW	9.5k	1325.36	View chart
Adobe Us Equities (ADBE)	2.5	$12M		23k	504.59	View chart
JPMorgan Chase & Co Us Equities (JPM)	2.5	$12M		57k	200.29	View chart
Mastercard Inc Class A Us Equities (MA)	2.5	$12M		24k	481.55	View chart
T-Mobile US Us Equities (TMUS)	2.4	$11M		65k	163.22	View chart
Home Depot Us Equities (HD)	2.3	$10M	-2%	27k	383.58	View chart
Broadridge Financial Solutions Us Equities (BR)	2.1	$9.3M		45k	204.94	View chart
Linde Us Equities (LIN)	2.0	$9.2M		20k	464.28	View chart
S&P Global Us Equities (SPGI)	2.0	$9.1M		21k	425.42	View chart
Intuit Us Equities (INTU)	2.0	$8.9M		14k	650.01	View chart
Fiserv Us Equities (FI)	1.9	$8.5M		53k	159.80	View chart
Stryker Corp Us Equities (SYK)	1.9	$8.4M	+111%	24k	357.85	View chart
Motorola Solutions Us Equities (MSI)	1.8	$8.2M	NEW	23k	354.97	View chart
CVS Health Corp Us Equities (CVS)	1.8	$8.2M	+296%	103k	79.85	View chart
Novo Nordisk A/S Us Equities (NVO)	1.8	$8.1M	+2%	63k	128.39	View chart
Ulta Beauty Us Equities (ULTA)	1.8	$8.1M	-2%	16k	522.86	View chart
Rockwell Automation Us Equities (ROK)	1.8	$7.9M	+2%	27k	291.32	View chart
Unitedhealth Grp Us Equities (UNH)	1.7	$7.9M	-2%	16k	494.68	View chart
Thermo Fisher Scntfc Us Equities (TMO)	1.7	$7.8M	-2%	13k	581.17	View chart
Oracle Corporation Us Equities (ORCL)	1.7	$7.6M	-5%	60k	125.60	View chart
NextEra Energy Us Equities (NEE)	1.7	$7.5M	-4%	117k	63.91	View chart
Schlumberger Us Equities (SLB)	1.6	$7.3M	-2%	134k	54.81	View chart
L3Harris Technologies Us Equities (LHX)	1.6	$7.1M	NEW	34k	213.07	View chart
Blackrock Us Equities (BLK)	1.6	$7.1M	-2%	8.5k	833.65	View chart
Morgan Stanley Us Equities (MS)	1.5	$6.8M		72k	94.16	View chart
Rollins Us Equities (ROL)	1.4	$6.2M	NEW	135k	46.27	View chart
Vertex Pharmaceuticals Us Equities (VRTX)	1.3	$5.7M	NEW	14k	417.96	View chart
Merck & Co Us Equities (MRK)	0.8	$3.6M	-69%	28k	131.94	View chart
Starbucks Corp Us Equities (SBUX)	0.7	$3.1M	-40%	34k	91.38	View chart
Alphabet Inc. Class C Us Equities (GOOG)	0.5	$2.3M		15k	152.21	View chart
Regeneron Pharmaceuticals Us Equities (REGN)	0.5	$2.2M		2.3k	962.30	View chart
Qualcomm Us Equities (QCOM)	0.5	$2.2M		13k	169.26	View chart
Wal-Mart Stores Us Equities (WMT)	0.4	$1.7M	+399%	29k	60.15	View chart
Berkshire Hathaway Inc. Del Cl Us Equities (BRK.B)	0.4	$1.6M		3.8k	420.48	View chart
ASML Holding NV International Equity (ASML)	0.3	$1.4M	+27%	1.4k	970.00	View chart
Jacobs Engineering Group Us Equities (J)	0.3	$1.2M		7.9k	153.71	View chart
Medtronic Us Equities	0.3	$1.2M	-85%	14k	87.08	View chart
Johnson & Johnson Us Equities (JNJ)	0.2	$988k	-5%	6.2k	158.13	View chart
McDonalds Corp Us Equities (MCD)	0.2	$921k		3.3k	281.74	View chart
Air Products & Chemicals Us Equities (APD)	0.2	$862k	-85%	3.6k	242.13	View chart
SS&C Technologies Hldgs Us Equities (SSNC)	0.2	$854k		13k	64.35	View chart
Zebra Technologies Corp Cl A Us Equities (ZBRA)	0.2	$851k		2.8k	301.24	View chart
Spdr S&p500 Etf Us Equities (SPY)	0.2	$773k	+739%	1.5k	523.00	View chart
Bank of America Corp Us Equities (BAC)	0.1	$666k		18k	37.91	View chart
Roche Holding Ltd. Spons Us Equities (RHHBY)	0.1	$542k		17k	31.86	View chart
Chubb LTD F Us Equities (CB)	0.1	$518k		2.0k	258.23	View chart
Vanguard ETF Index Funds Mid C Us Equities (VOT)	0.1	$508k	+2%	2.2k	235.51	View chart
Colgate Palmolive Us Equities (CL)	0.1	$477k		5.3k	90.00	View chart
Pepsico Us Equities (PEP)	0.1	$408k	-92%	2.3k	174.81	View chart
International Business Machine Us Equities (IBM)	0.1	$319k	-4%	1.6k	195.95	View chart
Illinois Tool Works Us Equities (ITW)	0.1	$318k		1.2k	267.68	View chart
Walt Disney Us Equities (DIS)	0.1	$295k		2.4k	122.15	View chart
Deere & Co Us Equities (DE)	0.1	$289k	-95%	704.00	410.51	View chart
Nestle SA Spons Us Equities (NSRGY)	0.1	$278k		2.6k	105.90	View chart
Intra-Cellular Therapies Us Equities (ITCI)	0.1	$245k		3.6k	69.01	View chart
Deutsche Telekom Us Equities (DTEGY)	0.1	$233k		9.7k	24.15	View chart
New Jersey Resources Corp Us Equities (NJR)	0.0	$225k		5.3k	42.86	View chart
Cisco Systems Us Equities (CSCO)	0.0	$222k	-4%	4.5k	49.74	View chart
AbbVie Us Equities (ABBV)	0.0	$202k	-5%	1.1k	181.33	View chart
Procter & Gamble Us Equities (PG)	0.0	$181k		1.2k	153.13	View chart
Bank of NY Mellon Corp Us Equities (BK)	0.0	$174k		3.0k	57.60	View chart
Crown Castle International Cor Us Equities (CCI)	0.0	$168k	-20%	1.6k	105.53	View chart
American Express Company Us Equities (AXP)	0.0	$165k	+2%	729.00	226.34	View chart
Lockheed Martin Corp Us Equities (LMT)	0.0	$156k		344.00	453.49	View chart
International Flavors & Fragra Us Equities (IFF)	0.0	$148k		1.7k	85.80	View chart
Invesco QQQ TR Unit Ser 1 Us Equities (QQQ)	0.0	$147k		333.00	441.44	View chart
Waste Management Us Equities (WM)	0.0	$137k		645.00	212.40	View chart
Bank of Montreal International Equity (BMO)	0.0	$136k	NEW	1.4k	97.14	View chart
Allianz ADS Ord Shares Us Equities (ALIZY)	0.0	$131k		4.4k	29.77	View chart
FMC Corp. Us Equities (FMC)	0.0	$121k		1.9k	63.68	View chart
Deutsche Telekom International Equity (DTEGF)	0.0	$119k	NEW	4.9k	24.29	View chart
Vanguard Star Fd Total Intl. S Us Equities (VXUS)	0.0	$116k		1.9k	60.10	View chart
Edwards Lifesciences Corp Us Equities (EW)	0.0	$114k		1.2k	95.00	View chart
Exxon Mobil Corp Us Equities (XOM)	0.0	$111k	-98%	958.00	115.87	View chart
Accenture Plc F Class A Us Equities (ACN)	0.0	$103k	NEW	300.00	343.33	View chart
Visa Inc. Class A Us Equities (V)	0.0	$102k	+7%	367.00	277.93	View chart
Abbott Laboratories Us Equities (ABT)	0.0	$99k		875.00	113.14	View chart
Royal Dutch Shell PLC ADS CL A Us Equities	0.0	$87k		1.3k	66.92	View chart
Coca Cola Us Equities (KO)	0.0	$84k	-4%	1.4k	60.83	View chart
Pfizer Us Equities (PFE)	0.0	$84k		3.0k	27.69	View chart
Kimberly-Clark Corp Us Equities (KMB)	0.0	$82k		640.00	128.12	View chart
Tootsie Roll Industries Us Equities (TR)	0.0	$75k		2.4k	31.85	View chart
Ptc Us Equities (PTC)	0.0	$74k		395.00	187.34	View chart
iShares S&P 100 ETF Us Equities (OEF)	0.0	$74k	NEW	300.00	246.67	View chart
Quanta Services Us Equities (PWR)	0.0	$74k		288.00	256.94	View chart
Technology Select Sector SPDR Us Equities (XLK)	0.0	$72k		350.00	205.71	View chart
BNP Paribas SA International Equity (BNPQF)	0.0	$71k	NEW	1.0k	71.00	View chart
Mondelez Intl Us Equities (MDLZ)	0.0	$70k		1.0k	70.00	View chart
First Tr NASDAQ Tech Div Indx Us Equities (TDIV)	0.0	$69k		1.0k	69.00	View chart
PNC Financial Svcs Group Us Equities (PNC)	0.0	$68k		425.00	160.00	View chart
Schwab Cap Trs&p 500 Select Us Equities (SWPPX)	0.0	$66k		825.00	80.00	View chart
Heidelbergcement International Equity (HLBZF)	0.0	$66k	NEW	600.00	110.00	View chart
American Electric Power Us Equities (AEP)	0.0	$65k		756.00	85.98	View chart
Newmont Mining Corp Us Equities (NEM)	0.0	$65k	-25%	1.8k	35.60	View chart
Goldman Sachs Group Us Equities (GS)	0.0	$62k		150.00	413.33	View chart
Bristol-Myers Squibb Us Equities (BMY)	0.0	$59k		1.1k	53.64	View chart
Consolidated Water Us Equities (CWCO)	0.0	$58k		2.0k	29.00	View chart
Verizon Communications Us Equities (VZ)	0.0	$56k	-22%	1.4k	41.27	View chart
Infineon Technologies International Equity (IFNNF)	0.0	$54k	NEW	1.6k	33.75	View chart
Wells Fargo & Co Us Equities (WFC)	0.0	$52k		900.00	57.78	View chart
Veolia Environnement SA International Equity (VEOEF)	0.0	$52k	NEW	1.6k	32.50	View chart
Corning Us Equities (GLW)	0.0	$49k		1.5k	32.67	View chart
Danaher Corp Us Equities (DHR)	0.0	$49k	NEW	200.00	245.00	View chart
Sap Se International Equity (SAPGF)	0.0	$48k	NEW	250.00	192.00	View chart
SPDR S&P Dividend ETF Us Equities (SDY)	0.0	$47k		362.00	129.83	View chart
Philip Morris Intl Us Equities (PM)	0.0	$45k		500.00	90.00	View chart
CNFinance Holdings Limited ADS Us Equities (CNF)	0.0	$41k		20k	2.04	View chart
Xylem Us Equities (XYL)	0.0	$40k		310.00	129.03	View chart
Enphase Energyy Us Equities (ENPH)	0.0	$39k	NEW	328.00	118.90	View chart
Comcast Corp New Class A Us Equities (CMCSA)	0.0	$37k		872.00	42.43	View chart
Siemens International Equity (SMAWF)	0.0	$34k	NEW	180.00	188.89	View chart
Clorox Us Equities (CLX)	0.0	$34k		225.00	151.11	View chart
Occidental Petroleum Corp Us Equities (OXY)	0.0	$34k		530.00	64.15	View chart
Fortune Brands Home & Sec Us Equities (FBIN)	0.0	$33k		400.00	82.50	View chart
Palantir Technologies Us Equities (PLTR)	0.0	$32k	NEW	1.4k	22.38	View chart
Black Hills Corp Us Equities (BKH)	0.0	$30k		567.00	52.91	View chart
Devon Energy Corp. Us Equities (DVN)	0.0	$30k		600.00	50.00	View chart
Carlisle Cos Us Equities (CSL)	0.0	$27k	NEW	70.00	385.71	View chart
National Fuel Gas Us Equities (NFG)	0.0	$26k		500.00	52.00	View chart
iShares DJ Select Dividend ETF Us Equities (DVY)	0.0	$24k	NEW	200.00	120.00	View chart
General Mills Us Equities (GIS)	0.0	$24k		350.00	68.57	View chart
Chevron Corporation Us Equities (CVX)	0.0	$23k	-13%	150.00	153.33	View chart
At&t Us Equities (T)	0.0	$22k		1.3k	16.85	View chart
PJT Partners Us Equities (PJT)	0.0	$21k		231.00	90.91	View chart
Vanguard Index Growth ETF Us Equities (VUG)	0.0	$20k		60.00	333.33	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 Fd Small-Cap ET Us Equities (VB)	0.0	$16k		72.00	222.22	View chart
Ford Motor Us Equities (F)	0.0	$16k	-98%	1.2k	12.90	View chart
Kroger Us Equities (KR)	0.0	$15k		275.00	54.55	View chart
Hartford Financial Services Gr Us Equities (HIG)	0.0	$15k	NEW	150.00	100.00	View chart
Allegiant Travel Company Us Equities (ALGT)	0.0	$15k	NEW	200.00	75.00	View chart
Prologis Us Equities (PLD)	0.0	$15k		120.00	125.00	View chart
Southern Us Equities (SO)	0.0	$14k		200.00	70.00	View chart
Honeywell International Us Equities (HON)	0.0	$14k		73.00	191.78	View chart
Sanofi International Equity (SNYNF)	0.0	$14k	NEW	150.00	93.33	View chart
Automatic Data Processing Us Equities (ADP)	0.0	$13k	NEW	55.00	236.36	View chart
Alerian Master Limited Partner Us Equities (AMLP)	0.0	$11k	NEW	245.00	44.90	View chart
American Water Works Us Equities	0.0	$11k	NEW	93.00	118.28	View chart
Duke Energy Corporation Us Equities (DUK)	0.0	$11k		121.00	90.91	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 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

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