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CJL
Cyrus J. Lawrence Portfolio holdings
AUM
$26.4M
1-Year Est. Return
16.63%
This Fund
S&P 500
This Quarter
Est. Return
-3.08%
1 Year Est. Return
+16.63%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$26.4M
AUM Growth
-$491M
(-95%)
Cap. Flow
-$494M
Cap. Flow
% of AUM
-1,869.42%
Top 10 Holdings %
Top 10 Hldgs %
43.09%
Holding
193
New
2
Increased
2
Reduced
37
Closed
151
Avg Time Held
9.1
quarters
Top 10 Avg Time Held
4.4
quarters
Top 20 Avg Time Held
6.1
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Corning
GLW
|
+$439K |
| 2 |
Netflix
NFLX
|
+$411K |
| 3 |
Intuitive Surgical
ISRG
|
+$244K |
| 4 |
ServiceNow
NOW
|
+$173K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$34.2M |
| 2 |
NVIDIA
NVDA
|
+$28.8M |
| 3 |
Meta Platforms (Facebook)
META
|
+$26.3M |
| 4 |
Apple
AAPL
|
+$22.7M |
| 5 |
Amazon
AMZN
|
+$20.1M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 35.65% |
| 2 | Financials | 16% |
| 3 | Communication Services | 13% |
| 4 | Healthcare | 11.4% |
| 5 | Consumer Discretionary | 8.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
Microsoft
MSFT
$4.07T
| $1.56M | 5.92% |
4,166
-83,999
| -95% | -$34.2M |
2022 Q1
12 quarters
|
|
|
2
Apple
AAPL
$5.05T
| $1.37M | 5.18% |
6,163
-98,178
| -94% | -$22.7M |
2022 Q1
12 quarters
|
|
|
3
Amazon
AMZN
$2.81T
| $1.24M | 4.71% |
6,536
-92,558
| -93% | -$20.1M |
2022 Q1
12 quarters
|
|
|
4
Meta Platforms (Facebook)
META
$1.95T
| $1.18M | 4.46% |
2,045
-40,765
| -95% | -$26.3M |
2022 Q1
12 quarters
|
|
5
Eli Lilly
LLY
$1.05T
| $1.09M | 4.13% |
1,320
-22,201
| -94% | -$18.5M |
2022 Q1
12 quarters
|
|
6
Costco
COST
$425B
| $1.08M | 4.09% |
1,144
-17,389
| -94% | -$17M |
2022 Q1
12 quarters
|
|
7
T-Mobile US
TMUS
$165B
| $1.06M | 4% |
3,962
-62,185
| -94% | -$15.3M |
2022 Q3
10 quarters
|
|
8
Fiserv Inc
FISV
$24.8B
| $1.01M | 3.81% |
4,562
-80,428
| -95% | -$17.6M |
2023 Q1
8 quarters
|
|
|
9
NVIDIA
NVDA
$5.43T
| $943K | 3.57% |
8,706
-227,357
| -96% | -$28.8M |
2022 Q1
12 quarters
|
|
10
JPMorgan Chase
JPM
$898B
| $847K | 3.21% |
3,456
-53,892
| -94% | -$13.7M |
2022 Q1
12 quarters
|
|
11
Mastercard
MA
$526B
| $789K | 2.99% |
1,441
-22,435
| -94% | -$12.2M |
2022 Q1
12 quarters
|
|
12
Palo Alto Networks
PANW
$328B
| $786K | 2.98% |
4,607
-80,971
| -95% | -$15M |
2022 Q1
12 quarters
|
|
13
Alphabet (Google) Class A
GOOGL
$4.35T
| $783K | 2.97% |
5,065
-92,017
| -95% | -$16.7M |
2022 Q1
12 quarters
|
|
14
Broadcom
AVGO
$1.69T
| $774K | 2.93% |
4,628
-90,122
| -95% | -$19.1M |
2023 Q2
7 quarters
|
|
15
S&P Global
SPGI
$122B
| $696K | 2.64% |
1,370
-20,412
| -94% | -$10.4M |
2022 Q1
12 quarters
|
|
16
Broadridge
BR
$19B
| $683K | 2.59% |
2,818
-42,978
| -94% | -$10.1M |
2022 Q1
12 quarters
|
|
17
Vertex Pharmaceuticals
VRTX
$125B
| $665K | 2.52% |
1,373
-19,011
| -93% | -$8.86M |
2024 Q1
4 quarters
|
|
18
Motorola Solutions
MSI
$73.5B
| $623K | 2.36% |
1,425
-22,006
| -94% | -$9.82M |
2024 Q1
4 quarters
|
|
19
Blackstone
BX
$83.7B
| $601K | 2.28% |
4,369
-97,615
| -96% | -$15.8M |
2022 Q1
12 quarters
|
|
20
Blackrock
BLK
$166B
| $583K | 2.21% |
617
-7,930
| -93% | -$7.77M |
2023 Q3
6 quarters
|
|
21
Walmart Inc
WMT
$902B
| $583K | 2.21% |
6,642
-117,827
| -95% | -$11.1M |
2022 Q1
12 quarters
|
|
22
Parker-Hannifin
PH
$120B
| $554K | 2.1% |
912
-13,824
| -94% | -$9.04M |
2024 Q2
3 quarters
|
|
23
Stryker
SYK
$108B
| $552K | 2.09% |
1,483
-22,448
| -94% | -$8.54M |
2022 Q1
12 quarters
|
|
24
Home Depot
HD
$292B
| $549K | 2.08% |
1,500
-25,569
| -94% | -$9.96M |
2022 Q1
12 quarters
|
|
25
Morgan Stanley
MS
$297B
| $505K | 1.91% |
4,330
-66,368
| -94% | -$8.55M |
2022 Q1
12 quarters
|
|
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Cyrus J. Lawrence's Q1 2025 Portfolio in Review
As of Q1 2025, Cyrus J. Lawrence held 193 positions worth $26.4M, down 95% from $517M the previous quarter. Its ten largest holdings account for 43% of the portfolio.
Cyrus J. Lawrence withdrew a net $494M in Q1 2025, closing 151 positions and reducing 37 holdings. Its most notable exit was Adobe, an estimated $9M position sold in full.
By sector, the portfolio is most concentrated in Technology at 36% of assets, down from 40% a quarter earlier, followed by Financials and Communication Services.
Against the trend, Cyrus J. Lawrence opened a new position in Intuitive Surgical worth $218K.
- Cyrus J. Lawrence's largest Q1 2025 buy was Intuitive Surgical: 441 shares worth $218K.
- Cyrus J. Lawrence added most to Corning in Q1 2025, an estimated $439K increase.
- Cyrus J. Lawrence's biggest Q1 2025 reduction was Microsoft, cutting an estimated $34.2M.
- Cyrus J. Lawrence fully exited Adobe in Q1 2025, selling an estimated $9M.
- Cyrus J. Lawrence's ten largest holdings make up 43% of its $26.4M portfolio in Q1 2025.
- Cyrus J. Lawrence opened 2 new positions and closed 151 in Q1 2025.
- Cyrus J. Lawrence's portfolio value fell 95% quarter-over-quarter to $26.4M.
Based on Cyrus J. Lawrence's 13F filing for Q1 2025, filed 15 May 2025.