13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001919920
Total reported value
$26.4M
$26.4M
150 檔
416.7%
During the Q1 2024 filing period, Cyrus J. Lawrence, LLC (CIK: 0001919920) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $26.4M across 150 reported positions.
During Q1 2024, Cyrus J. Lawrence, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 8.18% | — | -7.44% | |
| 2 | ✓ | Stock-Other | 4.67% | — | +6151.74% | ||
| 3 | AAPL | Apple Inc | Stock-Tech | 4.01% | — | -13.70% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.87% | — | -1.63% | |
| 5 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.67% | — | -1.74% | |
| 6 | ✓ | Stock-Other | 3.58% | — | -1.02% | ||
| 7 | ✓ | Stock-Other | 3.26% | — | -1.72% | ||
| 8 | PANW | Palo Alto Networks Inc | Stock-Tech | 3.05% | — | -21.03% | |
| 9 | ✓ | Stock-Other | 2.96% | — | -3.51% | ||
| 10 | ✓ | Stock-Other | 2.95% | — | +191.83% | ||
| 11 | ✓ | Stock-Other | 2.79% | — | — | ||
| 12 | ✓ | Stock-Other | 2.55% | — | -1.42% | ||
| 13 | ✓ | Stock-Other | 2.54% | — | -1.94% | ||
| 14 | ✓ | Stock-Other | 2.54% | — | -1.04% | ||
| 15 | TMUS | T-mobile US Inc | Stock-Comm Services | 2.37% | — | -1.46% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 2.29% | — | -2.35% | |
| 17 | ✓ | Stock-Other | 2.06% | — | -1.84% | ||
| 18 | LIN | Linde plc | Stock-Materials | 2.03% | — | -1.55% | |
| 19 | ✓ | Stock-Other | 2.01% | — | -1.58% | ||
| 20 | INTU | Intuit Inc | Stock-Tech | 1.97% | — | -0.85% | |
| 21 | FISV | Fiserv Inc | Stock-Other | 1.88% | — | -0.43% | |
| 22 | SYK | Stryker CORP | Stock-Healthcare | 1.87% | — | +111.73% | |
| 23 | MSI | Motorola Solutions Inc | Stock-Tech | 1.82% | — | — | |
| 24 | CVS | Cvs Health CORP | Stock-Healthcare | 1.82% | — | +296.71% | |
| 25 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.80% | — | +2.79% | |
| 26 | ✓ | Stock-Other | 1.80% | — | -2.45% | ||
| 27 | ROK | Rockwell Automation Inc | Stock-Industrials | 1.76% | — | +2.92% | |
| 28 | ✓ | Stock-Other | 1.74% | — | -2.05% | ||
| 29 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.73% | — | -2.49% | |
| 30 | ✓ | Stock-Other | 1.68% | — | -5.21% | ||
| 31 | ✓ | Stock-Other | 1.66% | — | -4.98% | ||
| 32 | SLB | Slb LTD | Stock-Energy | 1.63% | — | -2.36% | |
| 33 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.58% | — | — | |
| 34 | ✓ | Stock-Other | 1.57% | — | -2.73% | ||
| 35 | MS | Morgan Stanley | Stock-Financials | 1.50% | — | +0.25% | |
| 36 | ROL | Rollins Inc | Stock-Consumer Disc | 1.38% | — | — | |
| 37 | ✓ | Stock-Other | 1.27% | — | — | ||
| 38 | ✓ | Stock-Other | 0.80% | — | -69.30% | ||
| 39 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.69% | — | -40.06% | |
| 40 | ✓ | Stock-Other | 0.52% | — | +0.39% | ||
| 41 | ✓ | Stock-Other | 0.49% | — | — | ||
| 42 | QCOM | Qualcomm Inc | Stock-Tech | 0.48% | — | — | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.38% | — | +399.30% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.36% | — | — | |
| 45 | ✓ | Stock-Other | 0.30% | — | +27.27% | ||
| 46 | J | Jacobs Solutions Inc | Stock-Industrials | 0.27% | — | — | |
| 47 | MDT | Medtronic plc | Stock-Healthcare | 0.26% | — | -85.58% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.22% | — | -5.03% | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.20% | — | — | |
| 50 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.19% | — | -85.01% |
According to official SEC Form 13F filings, Cyrus J. Lawrence, LLC reported a total U.S. public equity portfolio value of $26.4M across 150 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, , AAPL) accounted for 416.7% of total reported equity market value during Q1 2024.
During Q1 2024, Cyrus J. Lawrence, LLC's top holdings by market value included MSFT (8.2%)、 (4.7%)、AAPL (4.0%). The largest single position, MSFT, represented 8.2% of total portfolio value.
In Q1 2024, Cyrus J. Lawrence, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.