Filed: 5/15/2025ACC: 0001919920-25-000002
📋 What this filing means
CYRUS J. LAWRENCE, LLC filed this quarterly 13F‑HR report disclosing 42 equity positions with a total reported market value of $26.4K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
42
Positions
$26.4K
Total AUM (reported)
122.15K
Total Shares
Allocation by class
US EQUITIES$26.4K100.0%
Portfolio Concentration
Top 3$4.2K15.8%
4–10$7.2K27.3%
11–25$9.7K36.8%
Rest$5.3K20.1%
Top 3 weight
15.8%
Top 10 weight
43.1%
Voting Authority Distribution
Total shares with voting rights: 122.15K
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
122.15K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole42
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings42
Rows:
Microsoft Corp
SOLEShares4.17K
TypeSH
Market value$1.6K
5.92%
Sole
0.00
Shared
0.00
None
4.17K
Apple Inc
SOLEShares6.16K
TypeSH
Market value$1.4K
5.18%
Sole
0.00
Shared
0.00
None
6.16K
Amazon.com Inc
SOLEShares6.54K
TypeSH
Market value$1.2K
4.71%
Sole
0.00
Shared
0.00
None
6.54K
Meta Platforms Class A Common
SOLEShares2.04K
TypeSH
Market value$1.2K
4.46%
Sole
0.00
Shared
0.00
None
2.04K
Eli Lilly & Co
SOLEShares1.32K
TypeSH
Market value$1.1K
4.13%
Sole
0.00
Shared
0.00
None
1.32K
Costco Wholesale Co
SOLEShares1.14K
TypeSH
Market value$1.1K
4.09%
Sole
0.00
Shared
0.00
None
1.14K
T-Mobile US Inc.
SOLEShares3.96K
TypeSH
Market value$1.1K
4.00%
Sole
0.00
Shared
0.00
None
3.96K
Fiserv Inc
SOLEShares4.56K
TypeSH
Market value$1.0K
3.81%
Sole
0.00
Shared
0.00
None
4.56K
Nvidia Corp.
SOLEShares8.71K
TypeSH
Market value$943.00
3.57%
Sole
0.00
Shared
0.00
None
8.71K
JPMorgan Chase & Co
SOLEShares3.46K
TypeSH
Market value$847.00
3.21%
Sole
0.00
Shared
0.00
None
3.46K
Mastercard Inc Class A
SOLEShares1.44K
TypeSH
Market value$789.00
2.99%
Sole
0.00
Shared
0.00
None
1.44K
Palo Alto Networks Inc
SOLEShares4.61K
TypeSH
Market value$786.00
2.98%
Sole
0.00
Shared
0.00
None
4.61K
Alphabet Inc. Class A
SOLEShares5.07K
TypeSH
Market value$783.00
2.97%
Sole
0.00
Shared
0.00
None
5.07K
Broadcom Limited
SOLEShares4.63K
TypeSH
Market value$774.00
2.93%
Sole
0.00
Shared
0.00
None
4.63K
S&P Global Inc
SOLEShares1.37K
TypeSH
Market value$696.00
2.64%
Sole
0.00
Shared
0.00
None
1.37K
Broadridge Financial Solutions
SOLEShares2.82K
TypeSH
Market value$683.00
2.59%
Sole
0.00
Shared
0.00
None
2.82K
Vertex Pharmaceuticals Inc
SOLEShares1.37K
TypeSH
Market value$665.00
2.52%
Sole
0.00
Shared
0.00
None
1.37K
Motorola Solutions Inc
SOLEShares1.43K
TypeSH
Market value$623.00
2.36%
Sole
0.00
Shared
0.00
None
1.43K
Blackstone Group Inc. Cl A
SOLEShares4.37K
TypeSH
Market value$601.00
2.28%
Sole
0.00
Shared
0.00
None
4.37K
Blackrock Inc
SOLEShares617.00
TypeSH
Market value$583.00
2.21%
Sole
0.00
Shared
0.00
None
617.00
Wal-Mart Stores Inc
SOLEShares6.64K
TypeSH
Market value$583.00
2.21%
Sole
0.00
Shared
0.00
None
6.64K
Parker-Hannifin Corp
SOLEShares912.00
TypeSH
Market value$554.00
2.10%
Sole
0.00
Shared
0.00
None
912.00
Stryker Corp
SOLEShares1.48K
TypeSH
Market value$552.00
2.09%
Sole
0.00
Shared
0.00
None
1.48K
Home Depot Inc
SOLEShares1.50K
TypeSH
Market value$549.00
2.08%
Sole
0.00
Shared
0.00
None
1.50K
Morgan Stanley
SOLEShares4.33K
TypeSH
Market value$505.00
1.91%
Sole
0.00
Shared
0.00
None
4.33K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Microsoft CorpSOLE | US EQUITIES | 4.17K | SH | $1.6K 5.92% | 0.00 | 0.00 | 4.17K |
Apple IncSOLE | US EQUITIES | 6.16K | SH | $1.4K 5.18% | 0.00 | 0.00 | 6.16K |
Amazon.com IncSOLE | US EQUITIES | 6.54K | SH | $1.2K 4.71% | 0.00 | 0.00 | 6.54K |
Meta Platforms Class A CommonSOLE | US EQUITIES | 2.04K | SH | $1.2K 4.46% | 0.00 | 0.00 | 2.04K |
Eli Lilly & CoSOLE | US EQUITIES | 1.32K | SH | $1.1K 4.13% | 0.00 | 0.00 | 1.32K |
Costco Wholesale CoSOLE | US EQUITIES | 1.14K | SH | $1.1K 4.09% | 0.00 | 0.00 | 1.14K |
T-Mobile US Inc.SOLE | US EQUITIES | 3.96K | SH | $1.1K 4.00% | 0.00 | 0.00 | 3.96K |
Fiserv IncSOLE | US EQUITIES | 4.56K | SH | $1.0K 3.81% | 0.00 | 0.00 | 4.56K |
Nvidia Corp.SOLE | US EQUITIES | 8.71K | SH | $943.00 3.57% | 0.00 | 0.00 | 8.71K |
JPMorgan Chase & CoSOLE | US EQUITIES | 3.46K | SH | $847.00 3.21% | 0.00 | 0.00 | 3.46K |
Mastercard Inc Class ASOLE | US EQUITIES | 1.44K | SH | $789.00 2.99% | 0.00 | 0.00 | 1.44K |
Palo Alto Networks IncSOLE | US EQUITIES | 4.61K | SH | $786.00 2.98% | 0.00 | 0.00 | 4.61K |
Alphabet Inc. Class ASOLE | US EQUITIES | 5.07K | SH | $783.00 2.97% | 0.00 | 0.00 | 5.07K |
Broadcom LimitedSOLE | US EQUITIES | 4.63K | SH | $774.00 2.93% | 0.00 | 0.00 | 4.63K |
S&P Global IncSOLE | US EQUITIES | 1.37K | SH | $696.00 2.64% | 0.00 | 0.00 | 1.37K |
Broadridge Financial SolutionsSOLE | US EQUITIES | 2.82K | SH | $683.00 2.59% | 0.00 | 0.00 | 2.82K |
Vertex Pharmaceuticals IncSOLE | US EQUITIES | 1.37K | SH | $665.00 2.52% | 0.00 | 0.00 | 1.37K |
Motorola Solutions IncSOLE | US EQUITIES | 1.43K | SH | $623.00 2.36% | 0.00 | 0.00 | 1.43K |
Blackstone Group Inc. Cl ASOLE | US EQUITIES | 4.37K | SH | $601.00 2.28% | 0.00 | 0.00 | 4.37K |
Blackrock IncSOLE | US EQUITIES | 617.00 | SH | $583.00 2.21% | 0.00 | 0.00 | 617.00 |
Wal-Mart Stores IncSOLE | US EQUITIES | 6.64K | SH | $583.00 2.21% | 0.00 | 0.00 | 6.64K |
Parker-Hannifin CorpSOLE | US EQUITIES | 912.00 | SH | $554.00 2.10% | 0.00 | 0.00 | 912.00 |
Stryker CorpSOLE | US EQUITIES | 1.48K | SH | $552.00 2.09% | 0.00 | 0.00 | 1.48K |
Home Depot IncSOLE | US EQUITIES | 1.50K | SH | $549.00 2.08% | 0.00 | 0.00 | 1.50K |
Morgan StanleySOLE | US EQUITIES | 4.33K | SH | $505.00 1.91% | 0.00 | 0.00 | 4.33K |
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