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
191 檔
538.0%
As reported in its official Q4 2024 Form 13F filing, Cyrus J. Lawrence, LLC's tracked investment portfolio stood at $26.4M with 191 total positions.
During Q4 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, , AAPL) accounted for 538.0% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.19% | — | -0.13% | |
| 2 | ✓ | Stock-Other | 6.13% | — | -0.45% | ||
| 3 | AAPL | Apple Inc | Stock-Tech | 5.05% | — | -0.20% | |
| 4 | ✓ | Stock-Other | 4.85% | — | -0.06% | ||
| 5 | ✓ | Broadcom Inc. | Stock-Other | 4.25% | — | -0.32% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.15% | — | +0.59% | |
| 7 | ✓ | Stock-Other | 3.55% | — | -0.44% | ||
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.51% | — | +8.73% | |
| 9 | ✓ | Stock-Other | 3.40% | — | +0.68% | ||
| 10 | FISV | Fiserv Inc | Stock-Other | 3.38% | — | +0.52% | |
| 11 | ✓ | Stock-Other | 3.28% | — | +0.38% | ||
| 12 | PANW | Palo Alto Networks Inc | Stock-Tech | 3.01% | — | +99.98% | |
| 13 | TMUS | T-mobile US Inc | Stock-Comm Services | 2.82% | — | +0.07% | |
| 14 | ✓ | Stock-Other | 2.66% | — | -0.19% | ||
| 15 | ✓ | Stock-Other | 2.43% | — | -0.57% | ||
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 2.18% | — | -1.58% | |
| 17 | ✓ | Stock-Other | 2.10% | — | +0.41% | ||
| 18 | MSI | Motorola Solutions Inc | Stock-Tech | 2.09% | — | -0.32% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 2.04% | — | +0.29% | |
| 20 | ✓ | Stock-Other | 2.00% | — | -0.31% | ||
| 21 | ✓ | Stock-Other | 1.96% | — | -0.42% | ||
| 22 | PH | Parker Hannifin CORP | Stock-Industrials | 1.81% | — | +1.18% | |
| 23 | ✓ | Stock-Other | 1.74% | — | -4.22% | ||
| 24 | MS | Morgan Stanley | Stock-Financials | 1.72% | — | -0.58% | |
| 25 | ✓ | Stock-Other | 1.69% | — | +0.84% | ||
| 26 | INTU | Intuit Inc | Stock-Tech | 1.68% | — | -0.22% | |
| 27 | SYK | Stryker CORP | Stock-Healthcare | 1.67% | — | +1.14% | |
| 28 | ✓ | Stock-Other | 1.66% | — | +0.40% | ||
| 29 | LIN | Linde plc | Stock-Materials | 1.60% | — | -0.34% | |
| 30 | ✓ | Stock-Other | 1.59% | — | -23.65% | ||
| 31 | ✓ | Stock-Other | 1.57% | — | — | ||
| 32 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.34% | — | -1.04% | |
| 33 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.33% | — | -8.10% | |
| 34 | ROL | Rollins Inc | Stock-Consumer Disc | 1.26% | — | -0.32% | |
| 35 | ✓ | Stock-Other | 1.08% | — | — | ||
| 36 | ✓ | Stock-Other | 0.57% | — | +1.17% | ||
| 37 | QCOM | Qualcomm Inc | Stock-Tech | 0.38% | — | +0.35% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.36% | — | -6.76% | |
| 39 | ✓ | Stock-Other | 0.34% | — | -73.13% | ||
| 40 | ✓ | Stock-Other | 0.32% | — | -0.65% | ||
| 41 | ZBRA | Zebra Technologies Corp-cl A | Stock-Tech | 0.21% | — | — | |
| 42 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.20% | — | +1.04% | |
| 43 | J | Jacobs Solutions Inc | Stock-Industrials | 0.20% | — | — | |
| 44 | ✓ | Stock-Other | 0.19% | — | — | ||
| 45 | ✓ | Stock-Other | 0.19% | — | — | ||
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.18% | — | +1302.46% | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.18% | — | -4.26% | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.15% | — | +0.21% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.14% | — | -1.92% | |
| 50 | ✓ | Stock-Other | 0.14% | — | -74.12% |
According to official SEC Form 13F filings, Cyrus J. Lawrence, LLC reported a total U.S. public equity portfolio value of $26.4M across 191 disclosed positions in Q4 2024.
During Q4 2024, Cyrus J. Lawrence, LLC's top holdings by market value included MSFT (7.2%)、 (6.1%)、AAPL (5.0%). The largest single position, MSFT, represented 7.2% of total portfolio value.
In Q4 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.
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.
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.