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CIK: 0001919920
Total reported value
$26.4M
$26.4M
166 檔
510.7%
The Q3 2024 SEC filing reveals that Cyrus J. Lawrence, LLC held a total portfolio value of $26.4M, covering 166 public equity positions.
During Q3 2024, Cyrus J. Lawrence, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, , ) accounted for 510.7% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.45% | — | +0.56% | |
| 2 | ✓ | Stock-Other | 5.65% | — | -0.46% | ||
| 3 | ✓ | Stock-Other | 4.81% | — | +0.40% | ||
| 4 | AAPL | Apple Inc | Stock-Tech | 4.78% | — | -0.80% | |
| 5 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.76% | — | +1.79% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.60% | — | +0.72% | |
| 7 | ✓ | Broadcom Inc. | Stock-Other | 3.22% | — | +902.81% | |
| 8 | ✓ | Stock-Other | 3.21% | — | -0.25% | ||
| 9 | ✓ | Stock-Other | 3.17% | — | +0.13% | ||
| 10 | ✓ | Stock-Other | 3.04% | — | -0.13% | ||
| 11 | FISV | Fiserv Inc | Stock-Other | 2.98% | — | +0.72% | |
| 12 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.87% | — | -11.37% | |
| 13 | TMUS | T-mobile US Inc | Stock-Comm Services | 2.68% | — | +0.72% | |
| 14 | ✓ | Stock-Other | 2.44% | — | +0.79% | ||
| 15 | ✓ | Stock-Other | 2.38% | — | +0.77% | ||
| 16 | ✓ | Stock-Other | 2.33% | — | +0.79% | ||
| 17 | ✓ | Stock-Other | 2.20% | — | +0.89% | ||
| 18 | ✓ | Stock-Other | 2.15% | — | -2.35% | ||
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 2.15% | — | +0.30% | |
| 20 | MSI | Motorola Solutions Inc | Stock-Tech | 2.07% | — | +0.86% | |
| 21 | ✓ | Stock-Other | 2.04% | — | -0.09% | ||
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 2.00% | — | +546.56% | |
| 23 | ✓ | Stock-Other | 1.98% | — | +1.27% | ||
| 24 | ✓ | Stock-Other | 1.94% | — | +1.11% | ||
| 25 | LIN | Linde plc | Stock-Materials | 1.86% | — | +0.98% | |
| 26 | PH | Parker Hannifin CORP | Stock-Industrials | 1.81% | — | +1.70% | |
| 27 | INTU | Intuit Inc | Stock-Tech | 1.69% | — | +1.39% | |
| 28 | SYK | Stryker CORP | Stock-Healthcare | 1.68% | — | +0.11% | |
| 29 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.66% | — | +2.55% | |
| 30 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.63% | — | -0.16% | |
| 31 | ✓ | Stock-Other | 1.62% | — | +0.16% | ||
| 32 | ✓ | Stock-Other | 1.58% | — | — | ||
| 33 | ✓ | Stock-Other | 1.53% | — | +0.68% | ||
| 34 | MS | Morgan Stanley | Stock-Financials | 1.45% | — | -1.28% | |
| 35 | ROL | Rollins Inc | Stock-Consumer Disc | 1.40% | — | +3.74% | |
| 36 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.90% | — | -39.94% | |
| 37 | ✓ | Stock-Other | 0.61% | — | -0.11% | ||
| 38 | ✓ | Stock-Other | 0.51% | — | — | ||
| 39 | ✓ | Stock-Other | 0.48% | — | — | ||
| 40 | QCOM | Qualcomm Inc | Stock-Tech | 0.43% | — | -0.02% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.40% | — | +16.39% | |
| 42 | ✓ | Stock-Other | 0.23% | — | — | ||
| 43 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.21% | — | — | |
| 44 | ZBRA | Zebra Technologies Corp-cl A | Stock-Tech | 0.21% | — | — | |
| 45 | J | Jacobs Solutions Inc | Stock-Industrials | 0.20% | — | -2.67% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.20% | — | -3.63% | |
| 47 | ✓ | Stock-Other | 0.19% | — | -0.57% | ||
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.17% | — | -8.29% | |
| 49 | BAC | Bank Of America CORP | Stock-Financials | 0.13% | — | -1.54% | |
| 50 | ✓ | Stock-Other | 0.11% | — | — |
According to official SEC Form 13F filings, Cyrus J. Lawrence, LLC reported a total U.S. public equity portfolio value of $26.4M across 166 disclosed positions in Q3 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.
During Q3 2024, Cyrus J. Lawrence, LLC's top holdings by market value included MSFT (7.5%)、 (5.7%)、 (4.8%). The largest single position, MSFT, represented 7.5% of total portfolio value.
In Q3 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.
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