AI Portfolio Summary
In 2025 Q1, Cyrus J. Lawrence, LLC maintained a portfolio of 193 distinct positions. The most significant new addition to the portfolio was Intuitive Surgical I, which now represents 0.83% of the total fund value. They heavily accumulated shares in Corning Inc, increasing their position by 890.0%. Conversely, Cyrus J. Lawrence, LLC completely exited their position in Archer Daniels Midla.
Total Positions
193
Quarter
2025 Q1
Top Holding
MSFT (5.9%)
Top 10 Concentration
43.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 193
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
MSFT
Microsoft Corp
|
Technology | 5.92% | 7.19% |
#1
Prev: #1
|
4.4 | -83,999 | -95.3% |
P
S
|
4,166 | $1,563,000 | 2022 Q1 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
AAPL
Apple Inc
|
Technology | 5.18% | 5.05% |
#2
1
Prev: #3
|
3.6 | -98,178 | -94.1% |
P
S
|
6,163 | $1,368,000 | 2022 Q1 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
AMZN
Amazon.com Inc
|
Consumer Cyclical | 4.71% | 4.15% |
#3
3
Prev: #6
|
2.9 | -92,558 | -93.4% |
P
S
|
6,536 | $1,243,000 | 2022 Q1 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
META
Meta Platforms ...
|
Communication Services | 4.46% | 4.85% |
#4
Prev: #4
|
2.3 | -40,765 | -95.2% |
P
S
|
2,045 | $1,178,000 | 2022 Q1 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
LLY
Eli Lilly & Co
|
Healthcare | 4.13% | 3.51% |
#5
3
Prev: #8
|
2.2 | -22,201 | -94.4% |
P
S
|
1,320 | $1,090,000 | 2022 Q1 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
COST
Costco Wholesal...
|
Consumer Defensive | 4.09% | 3.28% |
#6
5
Prev: #11
|
1.6 | -17,389 | -93.8% |
P
S
|
1,144 | $1,081,000 | 2022 Q1 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
TMUS
T-Mobile US Inc...
|
Communication Services | 4.00% | 2.82% |
#7
6
Prev: #13
|
1.6 | -62,185 | -94.0% |
P
S
|
3,962 | $1,056,000 | 2022 Q3 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
FISV
Fiserv Inc
|
Unknown | 3.81% | 3.38% |
#8
2
Prev: #10
|
1.5 | -80,428 | -94.6% |
P
S
|
4,562 | $1,007,000 | 2023 Q1 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
NVDA
Nvidia Corp.
|
Technology | 3.57% | 6.13% |
#9
7
Prev: #2
|
1.4 | -227,357 | -96.3% |
P
S
|
8,706 | $943,000 | 2022 Q1 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
JPM
JPMorgan Chase ...
|
Financial Services | 3.21% | 2.66% |
#10
4
Prev: #14
|
1.3 | -53,892 | -94.0% |
P
S
|
3,456 | $847,000 | 2022 Q1 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
MA
Mastercard Inc ...
|
Financial Services | 2.99% | 2.43% |
#11
4
Prev: #15
|
1.2 | -22,435 | -94.0% |
P
S
|
1,441 | $789,000 | 2022 Q1 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
PANW
Palo Alto Netwo...
|
Technology | 2.98% | 3.01% |
#12
Prev: #12
|
1.2 | -80,971 | -94.6% |
P
S
|
4,607 | $786,000 | 2022 Q1 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
GOOGL
Alphabet Inc. C...
|
Communication Services | 2.97% | 3.55% |
#13
6
Prev: #7
|
1.2 | -92,017 | -94.8% |
P
S
|
5,065 | $783,000 | 2022 Q1 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
AVGO
Broadcom Limite...
|
Technology | 2.93% | 4.25% |
#14
9
Prev: #5
|
1.2 | -90,122 | -95.1% |
P
S
|
4,628 | $774,000 | 2022 Q1 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
SPGI
S&P Global Inc
|
Financial Services | 2.64% | 2.10% |
#15
2
Prev: #17
|
1.1 | -20,412 | -93.7% |
P
S
|
1,370 | $696,000 | 2022 Q1 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
BR
Broadridge Fina...
|
Technology | 2.59% | 2.00% |
#16
4
Prev: #20
|
1.0 | -42,978 | -93.8% |
P
S
|
2,818 | $683,000 | 2022 Q1 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
VRTX
Vertex Pharmace...
|
Healthcare | 2.52% | 1.59% |
#17
13
Prev: #30
|
1.0 | -19,011 | -93.3% |
P
S
|
1,373 | $665,000 | 2024 Q1 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
MSI
Motorola Soluti...
|
Technology | 2.36% | 2.09% |
#18
Prev: #18
|
0.9 | -22,006 | -93.9% |
P
S
|
1,425 | $623,000 | 2024 Q1 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
BX
Blackstone Grou...
|
Financial Services | 2.28% | 3.40% |
#19
10
Prev: #9
|
0.9 | -97,615 | -95.7% |
P
S
|
4,369 | $601,000 | 2022 Q1 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
BLK
Blackrock Inc
|
Financial Services | 2.21% | 1.69% |
#21
4
Prev: #25
|
0.9 | -7,930 | -92.8% |
P
S
|
617 | $583,000 | 2023 Q3 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
WMT
Wal-Mart Stores...
|
Consumer Defensive | 2.21% | 2.18% |
#20
4
Prev: #16
|
0.9 | -117,827 | -94.7% |
P
S
|
6,642 | $583,000 | 2022 Q1 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
PH
Parker-Hannifin...
|
Industrials | 2.10% | 1.81% |
#22
Prev: #22
|
0.8 | -13,824 | -93.8% |
P
S
|
912 | $554,000 | 2022 Q1 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
SYK
Stryker Corp
|
Healthcare | 2.09% | 1.67% |
#23
4
Prev: #27
|
0.8 | -22,448 | -93.8% |
P
S
|
1,483 | $552,000 | 2022 Q1 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
HD
Home Depot Inc
|
Consumer Cyclical | 2.08% | 2.04% |
#24
5
Prev: #19
|
0.8 | -25,569 | -94.5% |
P
S
|
1,500 | $549,000 | 2022 Q1 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
MS
Morgan Stanley
|
Financial Services | 1.91% | 1.72% |
#25
1
Prev: #24
|
0.8 | -66,368 | -93.9% |
P
S
|
4,330 | $505,000 | 2022 Q1 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
INTU
Intuit Inc
|
Technology | 1.90% | 1.68% |
#26
Prev: #26
|
0.8 | -13,043 | -94.1% |
P
S
|
816 | $501,000 | 2022 Q3 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
LIN
Linde PLC ADR
|
Basic Materials | 1.86% | 1.60% |
#27
2
Prev: #29
|
0.7 | -18,761 | -94.7% |
P
S
|
1,057 | $492,000 | 2022 Q1 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
GEV
GE Vernova Inc.
|
Industrials | 1.86% | 1.08% |
#28
7
Prev: #35
|
0.7 | -15,398 | -90.5% |
P
S
|
1,611 | $491,000 | 2024 Q4 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
ORCL
Oracle Corporat...
|
Technology | 1.84% | 1.96% |
#29
8
Prev: #21
|
0.7 | -57,336 | -94.2% |
P
S
|
3,498 | $486,000 | 2022 Q4 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
GLW
Corning Inc
|
Technology | 1.72% | 0.01% |
#30
88
Prev: #118
|
3.7 | 8,900 | 890.0% |
P
S
|
9,900 | $453,000 | 2022 Q1 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
ROL
Rollins Inc
|
Consumer Cyclical | 1.67% | 1.26% |
#31
3
Prev: #34
|
0.7 | -132,340 | -94.2% |
P
S
|
8,159 | $440,000 | 2024 Q1 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
NEE
NextEra Energy ...
|
Utilities | 1.65% | 1.66% |
#32
4
Prev: #28
|
0.7 | -113,525 | -94.9% |
P
S
|
6,150 | $435,000 | 2022 Q1 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
ETN
Eaton Corporati...
|
Industrials | 1.60% | 1.57% |
#33
2
Prev: #31
|
0.6 | -22,898 | -93.6% |
P
S
|
1,554 | $422,000 | 2022 Q1 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
NFLX
Netflix Inc. Co...
|
ETF | 1.58% | 0.00% |
#34
143
Prev: #177
|
3.6 | 432 | 2880.0% |
P
S
|
447 | $416,000 | 2022 Q2 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
TMO
Thermo Fisher S...
|
Healthcare | 1.51% | 1.34% |
#35
3
Prev: #32
|
0.6 | -12,472 | -94.0% |
P
S
|
803 | $399,000 | 2022 Q1 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
ISRG
Intuitive Surgi...
|
Healthcare | 0.83% | — |
#36
Prev: #—
|
3.8 | 441 | no change |
NEW
|
441 | $218,000 | 2025 Q1 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
NOW
ServiceNow, Inc...
|
Technology | 0.54% | — |
#37
Prev: #—
|
3.7 | 179 | no change |
NEW
|
179 | $142,000 | 2025 Q1 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
BRK/B
Berkshire Hatha...
|
Financial Services | 0.50% | 0.36% |
#38
Prev: #38
|
0.2 | -3,889 | -94.0% |
P
S
|
250 | $133,000 | 2022 Q1 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
EW
Edwards Lifesci...
|
Healthcare | 0.33% | 0.02% |
#39
50
Prev: #89
|
1.1 | no change | no change |
P
S
|
1,200 | $86,000 | 2022 Q1 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
UBER
Uber Technologi...
|
Technology | 0.31% | 0.34% |
#40
1
Prev: #39
|
0.1 | -28,395 | -96.1% |
P
S
|
1,148 | $83,000 | 2024 Q2 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
V
Visa Inc. Class...
|
Financial Services | 0.27% | 0.03% |
#41
39
Prev: #80
|
0.1 | -222 | -52.6% |
P
S
|
200 | $70,000 | 2022 Q1 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
MCD
McDonalds Corp
|
Consumer Cyclical | 0.12% | 0.18% |
#42
5
Prev: #47
|
0.0 | -3,026 | -96.8% |
P
S
|
100 | $31,000 | 2022 Q1 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
ADM
Archer Daniels ...
|
Consumer Defensive | 0.00% | 0.00% |
Sold All 😨
(Was: #187) |
0.0 | -215 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
ED
Consolidated Ed...
|
Utilities | 0.00% | 0.00% |
Sold All 😨
(Was: #188) |
0.0 | -120 | -100.0% |
CLOSED
|
— | $— | 2022 Q1 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
TGT
Target Corp.
|
Consumer Defensive | 0.00% | 0.00% |
Sold All 😨
(Was: #191) |
0.0 | -75 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
CHD
Church & Dwight...
|
Consumer Defensive | 0.00% | 0.00% |
Sold All 😨
(Was: #189) |
0.0 | -97 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
ROP
Roper Industrie...
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #190) |
0.0 | -20 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
RIVN
Rivian Automoti...
|
Consumer Cyclical | 0.00% | 0.00% |
Sold All 😨
(Was: #185) |
0.0 | -850 | -100.0% |
CLOSED
|
— | $— | 2024 Q2 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
CRM
Salesforce.com
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #186) |
0.0 | -35 | -100.0% |
CLOSED
|
— | $— | 2022 Q1 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) | |||
|
PFE
Pfizer Inc
|
Healthcare | 0.00% | 0.00% |
Sold All 😨
(Was: #184) |
0.0 | -441 | -100.0% |
CLOSED
|
— | $— | 2022 Q1 | 13F Filing | 2025-03-31 | 2025-05-15 (Est.) |
Showing 1-50 of 193 holdings