Filed: 2/11/2025ACC: 0001919920-25-000001
📋 What this filing means
CYRUS J. LAWRENCE, LLC filed this quarterly 13F‑HR report disclosing 191 equity positions with a total reported market value of $517.0K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
191
Positions
$517.0K
Total AUM (reported)
2.33M
Total Shares
Allocation by class
US EQUITIES$516.4K99.9%
INTERNATIONAL EQUITY$586.000.1%
Portfolio Concentration
Top 3$95.0K18.4%
4–10$140.1K27.1%
11–25$173.4K33.5%
Rest$108.5K21.0%
Top 3 weight
18.4%
Top 10 weight
45.5%
Voting Authority Distribution
Total shares with voting rights: 2.33M
Sole
Full voting authority
2.33M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole191
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings191
Rows:
Microsoft Corp
SOLEShares88.17K
TypeSH
Market value$37.2K
7.19%
Sole
88.17K
Shared
0.00
None
0.00
Nvidia Corp.
SOLEShares236.06K
TypeSH
Market value$31.7K
6.13%
Sole
236.06K
Shared
0.00
None
0.00
Apple Inc
SOLEShares104.34K
TypeSH
Market value$26.1K
5.05%
Sole
104.34K
Shared
0.00
None
0.00
Meta Platforms Class A Common
SOLEShares42.81K
TypeSH
Market value$25.1K
4.85%
Sole
42.81K
Shared
0.00
None
0.00
Broadcom Limited
SOLEShares94.75K
TypeSH
Market value$22.0K
4.25%
Sole
94.75K
Shared
0.00
None
0.00
Amazon.com Inc
SOLEShares99.09K
TypeSH
Market value$21.5K
4.15%
Sole
99.09K
Shared
0.00
None
0.00
Alphabet Inc. Class A
SOLEShares97.08K
TypeSH
Market value$18.4K
3.55%
Sole
97.08K
Shared
0.00
None
0.00
Eli Lilly & Co
SOLEShares23.52K
TypeSH
Market value$18.2K
3.51%
Sole
23.52K
Shared
0.00
None
0.00
Blackstone Group Inc. Cl A
SOLEShares101.98K
TypeSH
Market value$17.6K
3.40%
Sole
101.98K
Shared
0.00
None
0.00
Fiserv Inc
SOLEShares84.99K
TypeSH
Market value$17.5K
3.38%
Sole
84.99K
Shared
0.00
None
0.00
Costco Wholesale Co
SOLEShares18.53K
TypeSH
Market value$17.0K
3.28%
Sole
18.53K
Shared
0.00
None
0.00
Palo Alto Networks Inc
SOLEShares85.58K
TypeSH
Market value$15.6K
3.01%
Sole
85.58K
Shared
0.00
None
0.00
T-Mobile US Inc.
SOLEShares66.15K
TypeSH
Market value$14.6K
2.82%
Sole
66.15K
Shared
0.00
None
0.00
JPMorgan Chase & Co
SOLEShares57.35K
TypeSH
Market value$13.7K
2.66%
Sole
57.35K
Shared
0.00
None
0.00
Mastercard Inc Class A
SOLEShares23.88K
TypeSH
Market value$12.6K
2.43%
Sole
23.88K
Shared
0.00
None
0.00
Wal-Mart Stores Inc
SOLEShares124.47K
TypeSH
Market value$11.2K
2.18%
Sole
124.47K
Shared
0.00
None
0.00
S&P Global Inc
SOLEShares21.78K
TypeSH
Market value$10.8K
2.10%
Sole
21.78K
Shared
0.00
None
0.00
Motorola Solutions Inc
SOLEShares23.43K
TypeSH
Market value$10.8K
2.09%
Sole
23.43K
Shared
0.00
None
0.00
Home Depot Inc
SOLEShares27.07K
TypeSH
Market value$10.5K
2.04%
Sole
27.07K
Shared
0.00
None
0.00
Broadridge Financial Solutions
SOLEShares45.80K
TypeSH
Market value$10.4K
2.00%
Sole
45.80K
Shared
0.00
None
0.00
Oracle Corporation
SOLEShares60.83K
TypeSH
Market value$10.1K
1.96%
Sole
60.83K
Shared
0.00
None
0.00
Parker-Hannifin Corp
SOLEShares14.74K
TypeSH
Market value$9.4K
1.81%
Sole
14.74K
Shared
0.00
None
0.00
Adobe Inc
SOLEShares20.25K
TypeSH
Market value$9.0K
1.74%
Sole
20.25K
Shared
0.00
None
0.00
Morgan Stanley
SOLEShares70.70K
TypeSH
Market value$8.9K
1.72%
Sole
70.70K
Shared
0.00
None
0.00
Blackrock Inc
SOLEShares8.55K
TypeSH
Market value$8.8K
1.69%
Sole
8.55K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Microsoft CorpSOLE | US EQUITIES | 88.17K | SH | $37.2K 7.19% | 88.17K | 0.00 | 0.00 |
Nvidia Corp.SOLE | US EQUITIES | 236.06K | SH | $31.7K 6.13% | 236.06K | 0.00 | 0.00 |
Apple IncSOLE | US EQUITIES | 104.34K | SH | $26.1K 5.05% | 104.34K | 0.00 | 0.00 |
Meta Platforms Class A CommonSOLE | US EQUITIES | 42.81K | SH | $25.1K 4.85% | 42.81K | 0.00 | 0.00 |
Broadcom LimitedSOLE | US EQUITIES | 94.75K | SH | $22.0K 4.25% | 94.75K | 0.00 | 0.00 |
Amazon.com IncSOLE | US EQUITIES | 99.09K | SH | $21.5K 4.15% | 99.09K | 0.00 | 0.00 |
Alphabet Inc. Class ASOLE | US EQUITIES | 97.08K | SH | $18.4K 3.55% | 97.08K | 0.00 | 0.00 |
Eli Lilly & CoSOLE | US EQUITIES | 23.52K | SH | $18.2K 3.51% | 23.52K | 0.00 | 0.00 |
Blackstone Group Inc. Cl ASOLE | US EQUITIES | 101.98K | SH | $17.6K 3.40% | 101.98K | 0.00 | 0.00 |
Fiserv IncSOLE | US EQUITIES | 84.99K | SH | $17.5K 3.38% | 84.99K | 0.00 | 0.00 |
Costco Wholesale CoSOLE | US EQUITIES | 18.53K | SH | $17.0K 3.28% | 18.53K | 0.00 | 0.00 |
Palo Alto Networks IncSOLE | US EQUITIES | 85.58K | SH | $15.6K 3.01% | 85.58K | 0.00 | 0.00 |
T-Mobile US Inc.SOLE | US EQUITIES | 66.15K | SH | $14.6K 2.82% | 66.15K | 0.00 | 0.00 |
JPMorgan Chase & CoSOLE | US EQUITIES | 57.35K | SH | $13.7K 2.66% | 57.35K | 0.00 | 0.00 |
Mastercard Inc Class ASOLE | US EQUITIES | 23.88K | SH | $12.6K 2.43% | 23.88K | 0.00 | 0.00 |
Wal-Mart Stores IncSOLE | US EQUITIES | 124.47K | SH | $11.2K 2.18% | 124.47K | 0.00 | 0.00 |
S&P Global IncSOLE | US EQUITIES | 21.78K | SH | $10.8K 2.10% | 21.78K | 0.00 | 0.00 |
Motorola Solutions IncSOLE | US EQUITIES | 23.43K | SH | $10.8K 2.09% | 23.43K | 0.00 | 0.00 |
Home Depot IncSOLE | US EQUITIES | 27.07K | SH | $10.5K 2.04% | 27.07K | 0.00 | 0.00 |
Broadridge Financial SolutionsSOLE | US EQUITIES | 45.80K | SH | $10.4K 2.00% | 45.80K | 0.00 | 0.00 |
Oracle CorporationSOLE | US EQUITIES | 60.83K | SH | $10.1K 1.96% | 60.83K | 0.00 | 0.00 |
Parker-Hannifin CorpSOLE | US EQUITIES | 14.74K | SH | $9.4K 1.81% | 14.74K | 0.00 | 0.00 |
Adobe IncSOLE | US EQUITIES | 20.25K | SH | $9.0K 1.74% | 20.25K | 0.00 | 0.00 |
Morgan StanleySOLE | US EQUITIES | 70.70K | SH | $8.9K 1.72% | 70.70K | 0.00 | 0.00 |
Blackrock IncSOLE | US EQUITIES | 8.55K | SH | $8.8K 1.69% | 8.55K | 0.00 | 0.00 |
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