CJ
Cyrus J. Lawrence, LLC Historical SEC 13F Holdings & Archive (Q1 2025)
Cyrus J. Lawrence, LLCCIK: 0001919920
Diversified strategyQuality / disciplined sizingLong-term holder
Total reported value
$26.4M
Reporting period: 2025-03-31 · Number of holdings: 42
Cyrus J. Lawrence, LLC disclosed 42 holdings in its latest 13F filing for the period ending 2025-03-31, with total reported value of $26.4M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 12.6
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 70.52
- Diversification
- 84
- Sizing Uniformity
- 94.25
Cyrus J. Lawrence, LLC's disclosed holdings carry a Herfindahl concentration index of 0.032 — mathematically equivalent to about 32 equally-sized positions, close to its 42 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.58), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 64% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.92% | — | -95.27% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.18% | — | -94.09% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.71% | — | -93.40% | |
| 4 | ✓ | Stock-Other | 4.46% | — | -95.22% | ||
| 5 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.13% | — | -94.39% | |
| 6 | ✓ | Stock-Other | 4.09% | — | -93.83% | ||
| 7 | TMUS | T-mobile US Inc | Stock-Comm Services | 4.00% | — | -94.01% | |
| 8 | FISV | Fiserv Inc | Stock-Other | 3.81% | — | -94.63% | |
| 9 | ✓ | Stock-Other | 3.57% | — | -96.31% | ||
| 10 | ✓ | Stock-Other | 3.21% | — | -93.97% | ||
| 11 | ✓ | Stock-Other | 2.99% | — | -93.96% | ||
| 12 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.98% | — | -94.62% | |
| 13 | ✓ | Stock-Other | 2.97% | — | -94.78% | ||
| 14 | ✓ | Broadcom Inc. | Stock-Other | 2.93% | — | -95.12% | |
| 15 | ✓ | Stock-Other | 2.64% | — | -93.71% | ||
| 16 | ✓ | Stock-Other | 2.59% | — | -93.85% | ||
| 17 | ✓ | Stock-Other | 2.52% | — | -93.26% | ||
| 18 | MSI | Motorola Solutions Inc | Stock-Tech | 2.36% | — | -93.92% | |
| 19 | ✓ | Stock-Other | 2.28% | — | -95.72% | ||
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 2.21% | — | -94.66% | |
| 21 | ✓ | Stock-Other | 2.21% | — | -92.78% | ||
| 22 | PH | Parker Hannifin CORP | Stock-Industrials | 2.10% | — | -93.81% | |
| 23 | SYK | Stryker CORP | Stock-Healthcare | 2.09% | — | -93.80% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 2.08% | — | -94.46% | |
| 25 | MS | Morgan Stanley | Stock-Financials | 1.91% | — | -93.88% | |
| 26 | INTU | Intuit Inc | Stock-Tech | 1.90% | — | -94.11% | |
| 27 | LIN | Linde plc | Stock-Materials | 1.86% | — | -94.67% | |
| 28 | ✓ | Stock-Other | 1.86% | — | -90.53% | ||
| 29 | ✓ | Stock-Other | 1.84% | — | -94.25% | ||
| 30 | GLW | Corning Inc | Stock-Tech | 1.72% | — | +890.00% | |
| 31 | ROL | Rollins Inc | Stock-Consumer Disc | 1.67% | — | -94.19% | |
| 32 | ✓ | Stock-Other | 1.65% | — | -94.86% | ||
| 33 | ✓ | Stock-Other | 1.60% | — | -93.64% | ||
| 34 | ✓ | Stock-Other | 1.58% | — | +2880.00% | ||
| 35 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.51% | — | -93.95% | |
| 36 | ✓ | Stock-Other | 0.83% | — | — | ||
| 37 | NOW | Servicenow Inc | Stock-Tech | 0.54% | — | — | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | — | -93.96% | |
| 39 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.33% | — | — | |
| 40 | ✓ | Stock-Other | 0.31% | — | -96.11% | ||
| 41 | ✓ | Stock-Other | 0.27% | — | -52.61% | ||
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.12% | — | -96.80% |
Portfolio Performance
Performance for Q3 2026
+1.9%
Performance Last 4 Quarters
+13.5%
- Stdev
- +13.1%
- Beta
- +0.98
- Alpha
- -1.6%
- Max Drawdown
- -8.2%
- Annualized Perf
- +18.5%
- Batting Avg vs S&P
- +44.4%
- Sortino
- +2.71
- Stutzer
- +0.4
- Treynor
- +0.18
- Sterling
- +1.15
- Calmar
- +2.26
- Information Ratio
- -0.58
- Tracking Error
- +3.6%
- Stdev Down
- +6.6%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- +34.3%
- Worst 12 Months
- +7.6%
- Efficiency Ratio
- +0.6
- Sharpe
- +1.37
- Stdev Sectors
- +11.5%
- Skewness
- +0.01
- Kurtosis
- +0.32
- Upside Potential
- +4.16
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is Cyrus J. Lawrence, LLC and what type of investor is it?
Cyrus J. Lawrence, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2025-03-31), the firm manages a tracked equity portfolio valued at approximately $26.4M, spread across 42 disclosed positions.
What are Cyrus J. Lawrence, LLC's largest equity positions?
Based on the latest 13F filing, Cyrus J. Lawrence, LLC's top holdings by market value are:
1. Microsoft CORP (MSFT) — $1.6M (5.9%)
2. Apple Inc (AAPL) — $1.4M (5.2%)
3. Amazon.com Inc (AMZN) — $1.2M (4.7%)
4. — $1.2M (4.5%)
5. Eli Lilly & Co (LLY) — $1.1M (4.1%)
What changes did Cyrus J. Lawrence, LLC make in its most recent portfolio filing?
No notable portfolio changes were recorded for Cyrus J. Lawrence, LLC in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Cyrus J. Lawrence, LLC focus on?
Cyrus J. Lawrence, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 39.1%
• Communication Services: 20.5%
• Consumer Discretionary: 10.9%
• Health Care: 10.2%
• Consumer Staples: 9.9%
• Financials: 8.9%
Investment Profile
Cyrus J. Lawrence, LLC returned an annualized 18.5% over the trailing 36 months — underperforming the S&P 500 by 1.6 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.98 (roughly in line with the market) and a 44% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 39.1% of the portfolio concentrated in Information Technology.
It has added to its GLW position over the past two quarters (+$408.0K, now $453.0K), while trimming MSFT over the same stretch (-$36.4M, still holding $1.6M).
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