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Cyrus J. Lawrence, LLC Top Holdings and 13F Report (2025)

About Cyrus J. Lawrence, LLC

Investment Activity

  • Cyrus J. Lawrence, LLC has $517.00 thousand in total holdings as of December 31, 2024.
  • Cyrus J. Lawrence, LLC owns shares of 191 different stocks, but just 26 companies or ETFs make up 80% of its holdings.
  • Approximately 5.23% of the portfolio was purchased this quarter.
  • About 4.52% of the portfolio was sold this quarter.
  • This quarter, Cyrus J. Lawrence, LLC has purchased 166 new stocks and bought additional shares in 43 stocks.
  • Cyrus J. Lawrence, LLC sold shares of 38 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

Microsoft
$37,161
NVIDIA
$31,700
Apple
$26,129
Broadcom Limited
$21,966

Largest New Holdings this Quarter

Eaton
$8,114 Holding
GE Vernova Inc.
$5,594 Holding

Largest Purchases this Quarter

Eaton
24,452 shares (about $8.11K)
Palo Alto Networks
42,785 shares (about $7.78K)
GE Vernova Inc.
17,009 shares (about $5.59K)
Eli Lilly and Company
1,889 shares (about $1.46K)
Vanguard S&P 500 ETF
1,589 shares (about $855.33)

Largest Sales this Quarter

Uber Technologies
80,412 shares (about $4.85K)
Novo Nordisk A/S
38,212 shares (about $3.18K)
Vertex Pharmaceuticals
6,313 shares (about $2.54K)
Merck & Co., Inc.
20,354 shares (about $2.02K)
L3Harris Technologies
2,886 shares (about $606.80)

Sector Allocation Over Time

Map of 500 Largest Holdings ofCyrus J. Lawrence, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Microsoft Co. stock logo
MSFT
Microsoft
$37,161$48 -0.1%88,1657.2%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$31,700$143 -0.4%236,0636.1%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$26,129$53 -0.2%104,3415.1%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$25,065$16 -0.1%42,8104.8%Computer and Technology
Broadcom Limited
$21,966$71 -0.3%94,7504.2%US EQUITIES
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$21,470$126 0.6%99,0944.2%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$18,377$81 -0.4%97,0823.6%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$18,158$1,458 8.7%23,5213.5%Medical
Blackstone Inc. stock logo
BX
Blackstone
$17,584$119 0.7%101,9843.4%Finance
Fiserv, Inc. stock logo
FI
Fiserv
$17,458$90 0.5%84,9903.4%Business Services
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$16,980$65 0.4%18,5333.3%Retail/Wholesale
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$15,571$7,785 100.0%85,5783.0%Computer and Technology
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$14,600$9 0.1%66,1472.8%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$13,746$27 -0.2%57,3482.7%Finance
Mastercard Incorporated stock logo
MA
Mastercard
$12,572$72 -0.6%23,8762.4%Business Services
Walmart Inc. stock logo
WMT
Walmart
$11,245$181 -1.6%124,4692.2%Retail/Wholesale
S&P Global Inc. stock logo
SPGI
S&P Global
$10,847$45 0.4%21,7822.1%Business Services
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$10,830$35 -0.3%23,4312.1%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$10,529$30 0.3%27,0692.0%Retail/Wholesale
Broadridge Financial Solutions, Inc. stock logo
BR
Broadridge Financial Solutions
$10,353$32 -0.3%45,7962.0%Business Services
Oracle Co. stock logo
ORCL
Oracle
$10,137$43 -0.4%60,8342.0%Computer and Technology
Parker-Hannifin Co. stock logo
PH
Parker-Hannifin
$9,372$109 1.2%14,7361.8%Industrial Products
Adobe Inc. stock logo
ADBE
Adobe
$9,003$397 -4.2%20,2481.7%Computer and Technology
Morgan Stanley stock logo
MS
Morgan Stanley
$8,888$52 -0.6%70,6981.7%Finance
Blackrock Inc
$8,762$73 0.8%8,5471.7%US EQUITIES
Intuit Inc. stock logo
INTU
Intuit
$8,710$19 -0.2%13,8591.7%Computer and Technology
Stryker Co. stock logo
SYK
Stryker
$8,616$97 1.1%23,9311.7%Medical
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$8,579$34 0.4%119,6751.7%Utilities
Linde PLC ADR
$8,297$28 -0.3%19,8181.6%US EQUITIES
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$8,208$2,542 -23.6%20,3841.6%Medical
Eaton Co. plc stock logo
ETN
Eaton
$8,114$8,114 New Holding24,4521.6%Industrial Products
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$6,905$73 -1.0%13,2751.3%Medical
L3Harris Technologies, Inc. stock logo
LHX
L3Harris Technologies
$6,883$607 -8.1%32,7361.3%Aerospace
Rollins, Inc. stock logo
ROL
Rollins
$6,512$21 -0.3%140,4991.3%Construction
GE Vernova Inc.
$5,594$5,594 New Holding17,0091.1%US EQUITIES
Alphabet Inc. stock logo
GOOG
Alphabet
$2,967$34 1.2%15,5800.6%Computer and Technology
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$1,973$7 0.4%12,8450.4%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,876$136 -6.8%4,1390.4%Finance
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$1,782$4,850 -73.1%29,5430.3%Computer and Technology
Regeneron Pharmaceuticals, Inc. stock logo
REGN
Regeneron Pharmaceuticals
$1,633$11 -0.6%2,2930.3%Medical
Zebra Technologies Co. stock logo
ZBRA
Zebra Technologies
$1,0910.0%2,8250.2%Industrial Products
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$1,043$11 1.0%3,5970.2%Basic Materials
Jacobs Solutions Inc. stock logo
J
Jacobs Solutions
$1,0280.0%7,7000.2%Business Services
SS&C Technologies Holdings, Inc. stock logo
SSNC
SS&C Technologies
$1,0000.0%13,1970.2%Computer and Technology
ASML Holding stock logo
ASML
ASML
$970$762 366.7%1,4000.2%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$921$855 1,302.5%1,7110.2%ETF
McDonald's Co. stock logo
MCD
McDonald's
$906$40 -4.3%3,1260.2%Retail/Wholesale
Bank of America Co. stock logo
BAC
Bank of America
$761$2 0.2%17,3360.1%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$744$15 -1.9%5,1460.1%Medical
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$706$2,022 -74.1%7,1060.1%Medical
Chubb Limited stock logo
CB
Chubb
$567$13 2.3%2,0530.1%Finance
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$535$12 -2.2%2,1090.1%ETF
Shopify Inc. stock logo
SHOP
Shopify
$4790.0%4,5100.1%Computer and Technology
Colgate-Palmolive stock logo
CL
Colgate-Palmolive
$452$30 -6.1%4,9750.1%Consumer Staples
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$4160.0%1,4580.1%Computer and Technology
International Business Machines Co. stock logo
IBM
International Business Machines
$382$19 5.2%1,7400.1%Computer and Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$333$0 0.1%2,1930.1%Consumer Staples
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$309$15 5.2%6110.1%Medical
Intra-Cellular Therapies, Inc. stock logo
ITCI
Intra-Cellular Therapies
$2960.0%3,5500.1%Medical
Deutsche Telekom AG stock logo
DTEGY
Deutsche Telekom
$2880.0%9,6500.1%Utilities
Deere & Company stock logo
DE
Deere & Company
$284$8 3.1%6710.1%Industrial Products
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$267$267 New Holding3,9860.1%ETF
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$260$7 2.8%1,0280.1%Industrial Products
New Jersey Resources Co. stock logo
NJR
New Jersey Resources
$2440.0%5,2500.0%Utilities
The Bank of New York Mellon Co. stock logo
BK
Bank of New York Mellon
$2320.0%3,0210.0%Finance
American Express stock logo
AXP
American Express
$223$7 3.4%7540.0%Finance
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$220$194 740.0%1,6800.0%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$217$217 New Holding1,7010.0%ETF
Nestlé S.A. stock logo
NSRGY
Nestlé
$2140.0%2,6250.0%Consumer Staples
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$214$0 -0.1%1,2820.0%Consumer Staples
The Walt Disney Company stock logo
DIS
Walt Disney
$211$44 -17.4%1,9000.0%Consumer Discretionary
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$191$1 0.3%3260.0%Finance
Palantir Technologies Inc.
$1880.0%2,4900.0%US EQUITIES
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$1760.0%3640.0%Aerospace
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1700.0%3330.0%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$170$27 -13.5%9590.0%Medical
Deutsche Telekom AG (EUROS)
$1440.0%4,9000.0%INTERNATIONAL EQUITY
Bank of Montreal stock logo
BMO
Bank of Montreal
$1350.0%1,4000.0%Finance
Allianz SE stock logo
ALIZY
Allianz
$1340.0%4,4000.0%Finance
Visa Inc. stock logo
V
Visa
$133$17 15.0%4220.0%Business Services
International Flavors & Fragrances Inc. stock logo
IFF
International Flavors & Fragrances
$1310.0%1,5500.0%Basic Materials
Waste Management, Inc. stock logo
WM
Waste Management
$1220.0%6050.0%Business Services
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$119$94 385.0%2910.0%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$1130.0%1,9300.0%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$111$19 20.2%1,0350.0%Oils/Energy
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$107$9 9.0%9540.0%Medical
The Coca-Cola Company stock logo
KO
Coca-Cola
$101$15 17.7%1,6260.0%Consumer Staples
Quanta Services, Inc. stock logo
PWR
Quanta Services
$910.0%2880.0%Construction
Edwards Lifesciences Co. stock logo
EW
Edwards Lifesciences
$880.0%1,2000.0%Medical
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$87$2 2.0%1530.0%Finance
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$87$87 New Holding1,9470.0%ETF
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$860.0%3000.0%ETF
Kimberly-Clark Co. stock logo
KMB
Kimberly-Clark
$830.0%6400.0%Consumer Staples
The PNC Financial Services Group, Inc. stock logo
PNC
The PNC Financial Services Group
$810.0%4250.0%Finance
Royal Dutch Shell PLC ADS CL A
$810.0%1,3000.0%US EQUITIES
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$810.0%3500.0%ETF
Tootsie Roll Industries, Inc. stock logo
TR
Tootsie Roll Industries
$780.0%2,4250.0%Consumer Staples
First Trust NASDAQ Technology Dividend Index Fund stock logo
TDIV
First Trust NASDAQ Technology Dividend Index Fund
$780.0%1,0000.0%Manufacturing
Heidelberg Materials AG stock logo
HLBZF
Heidelberg Materials
$750.0%6000.0%Basic Materials
Schwab Cap Trs&p 500 Select
$740.0%8250.0%US EQUITIES

Showing largest 100 holdings. View all holdings.
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