Cyrus J. Lawrence, LLC

CIK

1919920

Location

NEW YORK, NY

Portfolio Value

Micro $25,169,653

Diversification

Diversified

Filing Date

Global Rank

#7,031 / 7,977 ▼ 4584

Top Industry

Software - Infrastructure 11.8%

3Y Alpha vs SPY

-4.7%

Period ended 1 year ago

Filed May 15, 2025 · 1y

12 quarters · since Mar 2022

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+56.6%

SPY

+76.5%

Annualised alpha

-4.7%

Max drawdown

−19.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

41 positions · as of Mar 31, 2025 · Δ vs Dec 31, 2024

Top Position

6.2%

−1.4 pts

Top 5

25.6%

−3.4 pts

Top 10

45.2%

−2.0 pts

HHI

335

Diversified−8

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2025

Sector	% Portfolio	Value	Positions
Technology	29.9%	$7,525,122	11
Financial Services	16.8%	$4,236,787	8
Communication Services	12.2%	$3,060,296	4
Healthcare	12.0%	$3,012,866	6
Consumer Cyclical	9.0%	$2,265,341	4
Consumer Defensive	6.6%	$1,665,073	2
Industrials	5.8%	$1,468,588	3
Unclassified	4.0%	$1,007,426	1
Basic Materials	2.0%	$492,181	1
Utilities	1.7%	$435,973	1

Last Quarter's Activity

Export CSV

Mar 31, 2025 vs Dec 31, 2024

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
GLW	Corning Inc /Ny	+8,900	9,900	$453,222
NFLX	Netflix Inc	+432	447	$41,684
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−227,357	8,706	$943,556
ROL	Rollins Inc	−132,340	8,159	$440,830
WMT	Walmart Inc.	−117,827	6,642	$583,101
NEE	Nextera Energy Inc	−113,525	6,150	$435,973
AAPL	Apple Inc.	−98,178	6,163	$1,368,987
BX	Blackstone Inc.	−97,615	4,369	$610,698
AMZN	Amazon Com Inc	−92,558	6,536	$1,243,539
GOOGL	Alphabet Inc.	−92,017	5,065	$783,251
MSFT	Microsoft Corp	−83,999	4,166	$1,563,874
PANW	Palo Alto Networks Inc	−80,971	4,607	$786,138
FISV	Fiserv Inc	−80,428	4,562	$1,007,426
MS	Morgan Stanley	−66,368	4,330	$505,181
TMUS	T-Mobile US, Inc.	−62,185	3,962	$1,056,705
ORCL	Oracle Corp	−57,336	3,498	$489,055
JPM	Jpmorgan Chase & Co	−53,892	3,456	$847,756
BR	Broadridge Financial Solutions, Inc.	−42,978	2,818	$683,252
META	Meta Platforms, Inc.	−40,765	2,045	$1,178,656
UBER	Uber Technologies, Inc	−28,395	1,148	$83,643
HD	Home Depot, Inc.	−25,569	1,500	$549,735
ETN	Eaton Corp plc	−22,898	1,554	$422,423
SYK	Stryker Corp	−22,448	1,483	$552,046
MA	Mastercard Inc	−22,435	1,441	$789,840
LLY	ELI LILLY & Co	−22,201	1,320	$1,090,201
MSI	Motorola Solutions, Inc.	−22,006	1,425	$623,879
SPGI	S&P Global Inc.	−20,412	1,370	$696,097
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
ISRG	Intuitive Surgical Inc	441	$218,414
NOW	ServiceNow, Inc.	179	$28,501
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
ADBE	Adobe Inc.	20,248	$9,003,880
LHX	L3harris Technologies, Inc. /De/	32,736	$6,883,726
QCOM	Qualcomm Inc/De	12,845	$1,973,248
REGN	Regeneron Pharmaceuticals, Inc.	2,293	$1,633,372
ZBRA	Zebra Technologies Corp	2,825	$1,091,071
APD	Air Products & Chemicals, Inc.	3,597	$1,043,273
J	Jacobs Solutions Inc.	7,700	$1,018,686
SSNC	SS&C Technologies Holdings Inc	13,197	$1,000,068
ASML	Asml Holding NV	1,400	$970,312
BAC	Bank Of America Corp /De/	17,336	$761,917
JNJ	Johnson & Johnson	5,146	$744,214
MRK	Merck & Co., Inc.	7,106	$706,904
CB	Chubb Ltd	2,053	$567,243
SHOP	Shopify Inc.	4,510	$479,548
CL	Colgate Palmolive Co	4,975	$452,277
ROK	Rockwell Automation, Inc	1,458	$416,681
IBM	International Business Machines Corp	1,740	$382,504
PEP	Pepsico Inc	2,193	$333,467
UNH	Unitedhealth Group Inc	611	$309,080
DTEGY	Deutsche Telekom AG	9,650	$288,052
DE	Deere & Co	671	$284,302
ITW	Illinois Tool Works Inc	1,028	$260,659
NJR	New Jersey Resources Corp	5,250	$244,912
BNY	Bank of New York Mellon Corp	3,021	$232,103
AXP	American Express Co	754	$223,779
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

41 positions · $25,169,653 total · as of Mar 31, 2025

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Reduced	4,166	-83,999	$1,563,874	−95.8%	6.21%
AAPL	Apple Inc. Technology	Reduced	6,163	-98,178	$1,368,987	−94.8%	5.44%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	6,536	-92,558	$1,243,539	−94.3%	4.94%
META	Meta Platforms, Inc. Communication Services	Reduced	2,045	-40,765	$1,178,656	−95.3%	4.68%
LLY	ELI LILLY & Co Healthcare	Reduced	1,320	-22,201	$1,090,201	−94.0%	4.33%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,144	-17,389	$1,081,972	−93.6%	4.30%
TMUS	T-Mobile US, Inc. Communication Services	Reduced	3,962	-62,185	$1,056,705	−92.8%	4.20%
FISV	Fiserv Inc	Reduced	4,562	-80,428	$1,007,426	−94.2%	4.00%
NVDA	Nvidia Corp Technology	Reduced	8,706	-227,357	$943,556	−97.0%	3.75%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	3,456	-53,892	$847,756	−93.8%	3.37%
MA	Mastercard Inc Financial Services	Reduced	1,441	-22,435	$789,840	−93.7%	3.14%
PANW	Palo Alto Networks Inc Technology	Reduced	4,607	-80,971	$786,138	−95.0%	3.12%
GOOGL	Alphabet Inc. Communication Services	Reduced	5,065	-92,017	$783,251	−95.7%	3.11%
SPGI	S&P Global Inc. Financial Services	Reduced	1,370	-20,412	$696,097	−93.6%	2.77%
BR	Broadridge Financial Solutions, Inc. Technology	Reduced	2,818	-42,978	$683,252	−93.4%	2.71%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Reduced	1,373	-19,011	$665,657	−91.9%	2.64%
MSI	Motorola Solutions, Inc. Technology	Reduced	1,425	-22,006	$623,879	−94.2%	2.48%
BX	Blackstone Inc. Financial Services	Reduced	4,369	-97,615	$610,698	−96.5%	2.43%
BLK	BlackRock, Inc. Financial Services	Reduced	617	-7,930	$583,978	−93.3%	2.32%
WMT	Walmart Inc. Consumer Defensive	Reduced	6,642	-117,827	$583,101	−94.8%	2.32%
PH	Parker-Hannifin Corp Industrials	Reduced	912	-13,824	$554,359	−94.1%	2.20%
SYK	Stryker Corp Healthcare	Reduced	1,483	-22,448	$552,046	−93.6%	2.19%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,500	-25,569	$549,735	−94.8%	2.18%
MS	Morgan Stanley Financial Services	Reduced	4,330	-66,368	$505,181	−94.3%	2.01%
INTU	Intuit Inc. Technology	Reduced	816	-13,043	$501,015	−94.2%	1.99%
LIN	Linde PLC Basic Materials	Reduced	1,057	-18,761	$492,181	−94.1%	1.96%
GEV	GE Vernova Inc. Industrials	Reduced	1,611	-15,398	$491,806	−91.2%	1.95%
ORCL	Oracle Corp Technology	Reduced	3,498	-57,336	$489,055	−95.2%	1.94%
GLW	Corning Inc /Ny Technology	Added	9,900	+8,900	$453,222	+853.8%	1.80%
ROL	Rollins Inc Consumer Cyclical	Reduced	8,159	-132,340	$440,830	−93.2%	1.75%
NEE	Nextera Energy Inc Utilities	Reduced	6,150	-113,525	$435,973	−94.9%	1.73%
ETN	Eaton Corp plc Industrials	Reduced	1,554	-22,898	$422,423	−94.8%	1.68%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	803	-12,472	$399,572	−94.2%	1.59%
ISRG	Intuitive Surgical Inc Healthcare	NEW	441	NEW	$218,414	NEW	0.87%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	250	-3,889	$133,145	−92.9%	0.53%
EW	Edwards Lifesciences Corp Healthcare	Held	1,200	0	$86,976	−2.1%	0.35%
UBER	Uber Technologies, Inc Technology	Reduced	1,148	-28,395	$83,643	−95.3%	0.33%
V	Visa Inc. Financial Services	Reduced	200	-222	$70,092	−47.4%	0.28%
NFLX	Netflix Inc Communication Services	Added	447	+432	$41,684	+3020.1%	0.17%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	100	-3,026	$31,237	−96.6%	0.12%
NOW	ServiceNow, Inc. Technology	NEW	179	NEW	$28,501	NEW	0.11%