Cyrus J. Lawrence, LLC

CIK

1919920

Location

NEW YORK, NY

Portfolio Value

Micro $25,658,817

Diversification

Diversified

Filing Date

Global Rank

#8,002 / 8,136 ▼ 4781 · as of Mar 2025

Top Industry

Software - Infrastructure 11.5%

Period ended 1 year ago

Filed May 15, 2025 · 1y

12 quarters · since Mar 2022

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Mar 31, 2025, never from the firm's own description.

Style

Diversified active

Top 10 weight 44.4%, 30.8 effective positions, active share 61.2% against the S&P 500 as of 2025-03-31; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

15.9% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 10.8 quarters (4 to under 12)

Closest benchmark: the S&P 500 as of 2025-03-31, active share 61.2%; sector active share 18.7% against the combined 13F book's sector weights.

Over time 12 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

6.1%

−1.4 pts

Top 5

25.1%

−3.6 pts

Top 10

44.4%

−2.9 pts

HHI

325

Diversified−14

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2025

Sector	% Portfolio	Value	Positions
Technology	29.8%	$7,639,130	11
Financial Services	16.5%	$4,236,787	8
Communication Services	13.4%	$3,435,452	4
Healthcare	11.7%	$3,012,866	6
Consumer Cyclical	8.8%	$2,265,341	4
Consumer Defensive	6.5%	$1,665,073	2
Industrials	5.7%	$1,468,588	3
Unclassified	3.9%	$1,007,426	1
Basic Materials	1.9%	$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	+8,900	9,900	$453,222
NFLX	Netflix Inc	+432	447	$416,840
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	$142,509
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.	32,736	$6,883,726
GOOG	Alphabet Inc.	15,580	$2,967,055
QCOM	Qualcomm Inc	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	$1,028,873
SSNC	SS&C Technologies Holdings Inc	13,197	$1,000,068
ASML	Asml Holding NV	1,400	$970,312
VOO	VANGUARD 500 INDEX FUND	1,711	$921,903
BAC	Bank Of America Corp	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
VOT	VANGUARD MID-CAP GROWTH INDEX FUND	2,109	$535,158
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
SPHQ	Invesco S&P 500 Quality ETF	3,986	$267,181
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

41 tracked positions · $25,658,817 total · filing declares 43 positions · $26,400 · 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	Held (qtrs)	Est. cost/share	% of Portfolio
MSFT	Microsoft Corp Technology	Reduced	4,166	-83,999	$1,563,874	−95.8%	13	before history	6.09%
AAPL	Apple Inc. Technology	Reduced	6,163	-98,178	$1,368,987	−94.8%	13	before history	5.34%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	6,536	-92,558	$1,243,539	−94.3%	13	before history	4.85%
META	Meta Platforms, Inc. Communication Services	Reduced	2,045	-40,765	$1,178,656	−95.3%	13	before history	4.59%
LLY	ELI LILLY & Co Healthcare	Reduced	1,320	-22,201	$1,090,201	−94.0%	13	before history	4.25%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	1,144	-17,389	$1,081,972	−93.6%	13	before history	4.22%
TMUS	T-Mobile US, Inc. Communication Services	Reduced	3,962	-62,185	$1,056,705	−92.8%	11	before history	4.12%
FISV	Fiserv Inc	Reduced	4,562	-80,428	$1,007,426	−94.2%	9	before history	3.93%
NVDA	Nvidia Corp Technology	Reduced	8,706	-227,357	$943,556	−97.0%	13	before history	3.68%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	3,456	-53,892	$847,756	−93.8%	13	before history	3.30%
MA	Mastercard Inc Financial Services	Reduced	1,441	-22,435	$789,840	−93.7%	13	before history	3.08%
PANW	Palo Alto Networks Inc Technology	Reduced	4,607	-80,971	$786,138	−95.0%	13	before history	3.06%
GOOGL	Alphabet Inc. Communication Services	Reduced	5,065	-92,017	$783,251	−95.7%	13	before history	3.05%
SPGI	S&P Global Inc. Financial Services	Reduced	1,370	-20,412	$696,097	−93.6%	13	before history	2.71%
BR	Broadridge Financial Solutions, Inc. Technology	Reduced	2,818	-42,978	$683,252	−93.4%	13	before history	2.66%
VRTX	Vertex Pharmaceuticals Inc Healthcare	Reduced	1,373	-19,011	$665,657	−91.9%	5	before history	2.59%
MSI	Motorola Solutions, Inc. Technology	Reduced	1,425	-22,006	$623,879	−94.2%	5	before history	2.43%
BX	Blackstone Inc. Financial Services	Reduced	4,369	-97,615	$610,698	−96.5%	13	before history	2.38%
BLK	BlackRock, Inc. Financial Services	Reduced	617	-7,930	$583,978	−93.3%	3	$866.70	2.28%
WMT	Walmart Inc. Consumer Defensive	Reduced	6,642	-117,827	$583,101	−94.8%	13	before history	2.27%
PH	Parker-Hannifin Corp Industrials	Reduced	912	-13,824	$554,359	−94.1%	4	$538.25	2.16%
SYK	Stryker Corp Healthcare	Reduced	1,483	-22,448	$552,046	−93.6%	13	before history	2.15%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,500	-25,569	$549,735	−94.8%	13	before history	2.14%
MS	Morgan Stanley Financial Services	Reduced	4,330	-66,368	$505,181	−94.3%	13	before history	1.97%
INTU	Intuit Inc. Technology	Reduced	816	-13,043	$501,015	−94.2%	11	before history	1.95%
LIN	Linde PLC Basic Materials	Reduced	1,057	-18,761	$492,181	−94.1%	9	before history	1.92%
GEV	GE Vernova Inc. Industrials	Reduced	1,611	-15,398	$491,806	−91.2%	2	$312.60	1.92%
ORCL	Oracle Corp Technology	Reduced	3,498	-57,336	$489,055	−95.2%	8	before history	1.91%
GLW	Corning Inc Technology	Added	9,900	+8,900	$453,222	+853.8%	13	before history	1.77%
ROL	Rollins Inc Consumer Cyclical	Reduced	8,159	-132,340	$440,830	−93.2%	5	before history	1.72%
NEE	Nextera Energy Inc Utilities	Reduced	6,150	-113,525	$435,973	−94.9%	13	before history	1.70%
ETN	Eaton Corp plc Industrials	Reduced	1,554	-22,898	$422,423	−94.8%	2	$350.97	1.65%
NFLX	Netflix Inc Communication Services	Added	447	+432	$416,840	+3018.0%	2	$946.72	1.62%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	803	-12,472	$399,572	−94.2%	13	before history	1.56%
ISRG	Intuitive Surgical Inc Healthcare	NEW	441	NEW	$218,414	NEW	1	$553.02	0.85%
NOW	ServiceNow, Inc. Technology	NEW	179	NEW	$142,509	NEW	1	$963.73	0.56%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	250	-3,889	$133,145	−92.9%	13	before history	0.52%
EW	Edwards Lifesciences Corp Healthcare	Held	1,200	0	$86,976	−2.1%	13	before history	0.34%
UBER	Uber Technologies, Inc Technology	Reduced	1,148	-28,395	$83,643	−95.3%	4	$69.51	0.33%
V	Visa Inc. Financial Services	Reduced	200	-222	$70,092	−47.4%	13	before history	0.27%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	100	-3,026	$31,237	−96.6%	13	before history	0.12%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.