Latest Cyrus J. Lawrence, LLC Stock Portfolio
Cyrus J. Lawrence, LLC Performance:
2025 Q1: 0.17%YTD: 0.17%2024: 12.57%
Performance for 2025 Q1 is 0.17%, and YTD is 0.17%, and 2024 is 12.57%.
About Cyrus J. Lawrence, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Cyrus J. Lawrence, LLC reported an equity portfolio of $26.4 Millions as of 31 Mar, 2025.
The top stock holdings of Cyrus J. Lawrence, LLC are MSFT, AAPL, AMZN. The fund has invested 5.9% of it's portfolio in MICROSOFT CORP and 5.2% of portfolio in APPLE INC.
The fund managers got completely rid off ADOBE INC (ADBE), L3HARRIS TECHNOLOGIES INC. (LHX) and ALPHABET INC. CLASS C (GOOG) stocks. They significantly reduced their stock positions in MCDONALDS CORP (MCD), NVIDIA CORP. (NVDA) and UBER TECHNOLOGIES INC. (UBER). Cyrus J. Lawrence, LLC opened new stock positions in INTUITIVE SURGICAL INC. (ISRG) and SERVICENOW, INC. (NOW). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC. COM (NFLX) and CORNING INC (GLW).
The top stock holdings of Cyrus J. Lawrence, LLC are MSFT, AAPL, AMZN. The fund has invested 5.9% of it's portfolio in MICROSOFT CORP and 5.2% of portfolio in APPLE INC.
The fund managers got completely rid off ADOBE INC (ADBE), L3HARRIS TECHNOLOGIES INC. (LHX) and ALPHABET INC. CLASS C (GOOG) stocks. They significantly reduced their stock positions in MCDONALDS CORP (MCD), NVIDIA CORP. (NVDA) and UBER TECHNOLOGIES INC. (UBER). Cyrus J. Lawrence, LLC opened new stock positions in INTUITIVE SURGICAL INC. (ISRG) and SERVICENOW, INC. (NOW). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC. COM (NFLX) and CORNING INC (GLW).
Cyrus J. Lawrence, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Cyrus J. Lawrence, LLC made a return of 0.17% in the last quarter. In trailing 12 months, it's portfolio return was 9.09%.
New Buys
| Ticker | $ Bought |
|---|---|
| intuitive surgical inc. | 218,000 |
| servicenow, inc. | 142,000 |
New stocks bought by Cyrus J. Lawrence, LLC
Additions
| Ticker | % Inc. |
|---|---|
| netflix inc. com | 2,880 |
| corning inc | 890 |
Additions to existing portfolio by Cyrus J. Lawrence, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| mcdonalds corp | -96.8 |
| nvidia corp. | -96.31 |
| uber technologies inc. | -96.11 |
| blackstone group inc. cl a | -95.72 |
| microsoft corp | -95.27 |
| meta platforms class a common | -95.22 |
| broadcom limited | -95.12 |
| nextera energy inc | -94.86 |
Cyrus J. Lawrence, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| l3harris technologies inc. | -6,883,000 |
| adobe inc | -9,003,000 |
| bank of america corp | -761,000 |
| alphabet inc. class c | -2,967,000 |
| ss&c technologies hldgs inc. | -1,000,000 |
| qualcomm inc | -1,973,000 |
| deutsche telekom ag adr | -288,000 |
| jacobs engineering group inc | -1,028,000 |
Cyrus J. Lawrence, LLC got rid off the above stocks
Sector Distribution
Cyrus J. Lawrence, LLC has about 31.8% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 31.8 |
| Financial Services | 13.3 |
| Communication Services | 13 |
| Healthcare | 11.4 |
| Consumer Cyclical | 8.6 |
| Others | 8.4 |
| Consumer Defensive | 6.3 |
| Industrials | 3.7 |
| Basic Materials | 1.9 |
| Utilities | 1.6 |
Market Cap. Distribution
Cyrus J. Lawrence, LLC has about 91.6% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 59.5 |
| LARGE-CAP | 32.1 |
| UNALLOCATED | 8.4 |
Stocks belong to which Index?
About 91.3% of the stocks held by Cyrus J. Lawrence, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 91.3 |
| Others | 8.7 |
Cyrus J. Lawrence, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Cyrus J. Lawrence, LLC
Cyrus J. Lawrence, LLC has 42 stocks in it's portfolio. About 43.1% of the portfolio is in top 10 stocks. NVDA proved to be the most loss making stock for the portfolio. TMUS was the most profitable stock for Cyrus J. Lawrence, LLC last quarter.
Last Reported on: 15 May, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| MSFT | microsoft corp | 5.92 | 4,166 | 1,563,000 | reduced | -95.27 | ||
Historical Trend of MICROSOFT CORP Position Held By Cyrus J. Lawrence, LLCWhat % of Portfolio is MSFT?:Number of MSFT shares held:Change in No. of Shares Held: | ||||||||
| AAPL | apple inc | 5.18 | 6,163 | 1,368,000 | reduced | -94.09 | ||
| AMZN | amazon.com inc | 4.71 | 6,536 | 1,243,000 | reduced | -93.4 | ||
| META | meta platforms class a common | 4.46 | 2,045 | 1,178,000 | reduced | -95.22 | ||
| LLY | eli lilly & co | 4.13 | 1,320 | 1,090,000 | reduced | -94.39 | ||
| COST | costco wholesale co | 4.10 | 1,144 | 1,081,000 | reduced | -93.83 | ||
| TMUS | t-mobile us inc. | 4.00 | 3,962 | 1,056,000 | reduced | -94.01 | ||
| fiserv inc | 3.81 | 4,562 | 1,007,000 | reduced | -94.63 | |||
| NVDA | nvidia corp. | 3.57 | 8,706 | 943,000 | reduced | -96.31 | ||
| JPM | jpmorgan chase & co | 3.21 | 3,456 | 847,000 | reduced | -93.97 | ||
| MA | mastercard inc class a | 2.99 | 1,441 | 789,000 | reduced | -93.96 | ||
| PANW | palo alto networks inc | 2.98 | 4,607 | 786,000 | reduced | -94.62 | ||
| GOOG | alphabet inc. class a | 2.97 | 5,065 | 783,000 | reduced | -94.78 | ||
| AVGO | broadcom limited | 2.93 | 4,628 | 774,000 | reduced | -95.12 | ||
| SPGI | s&p global inc | 2.64 | 1,370 | 696,000 | reduced | -93.71 | ||
| BR | broadridge financial solutions | 2.59 | 2,818 | 683,000 | reduced | -93.85 | ||
| VRTX | vertex pharmaceuticals inc | 2.52 | 1,373 | 665,000 | reduced | -93.26 | ||
| MSI | motorola solutions inc | 2.36 | 1,425 | 623,000 | reduced | -93.92 | ||
| BX | blackstone group inc. cl a | 2.28 | 4,369 | 601,000 | reduced | -95.72 | ||
| WMT | wal-mart stores inc | 2.21 | 6,642 | 583,000 | reduced | -94.66 | ||
