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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
+4.74%
1 Year Est. Return
+16.63%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$517M
AUM Growth
+$7.33M
Cap. Flow
-$6.98M
Cap. Flow %
-1.35%
Top 10 Hldgs %
45.47%
Holding
200
New
34
Increased
41
Reduced
39
Closed
9

Top Buys

Rank Stock Value
1
ETN icon
Eaton
ETN
+$8.58M
2
GEV icon
GE Vernova
GEV
+$5.32M
3
LLY icon
Eli Lilly
LLY
+$1.56M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$861K
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$270K

Top Sells

Rank Stock Value
1
GEHC icon
GE HealthCare
GEHC
+$7.82M
2
UBER icon
Uber
UBER
+$5.74M
3
NVO
Novo Nordisk
NVO
+$4.13M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$2.93M
5
MRK icon
Merck
MRK
+$2.1M

Sector Composition

Rank Sector Weight
1 Technology 40.08%
2 Financials 14.85%
3 Communication Services 11.93%
4 Healthcare 8.93%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INTU icon
26
Intuit
INTU
$86.5B
$8.71M 1.68%
13,859
-30
-0.2% -$19.2K
SYK icon
27
Stryker
SYK
$125B
$8.62M 1.67%
23,931
+269
+1% +$99.7K
NEE icon
28
NextEra Energy
NEE
$181B
$8.58M 1.66%
119,675
+472
+0.4% +$36.7K
LIN icon
29
Linde
LIN
$221B
$8.3M 1.6%
19,818
-68
-0.3% -$31K
VRTX icon
30
Vertex Pharmaceuticals
VRTX
$121B
$8.21M 1.59%
20,384
-6,313
-24% -$2.93M
ETN icon
31
Eaton
ETN
$161B
$8.11M 1.57%
+24,452
New +$8.58M
TMO icon
32
Thermo Fisher Scientific
TMO
$213B
$6.91M 1.34%
13,275
-140
-1% -$77K
LHX icon
33
L3Harris
LHX
$51.6B
$6.88M 1.33%
32,736
-2,886
-8% -$692K
ROL icon
34
Rollins
ROL
$18.3B
$6.51M 1.26%
140,499
-453
-0.3% -$22.2K
GEV icon
35
GE Vernova
GEV
$264B
$5.59M 1.08%
+17,009
New +$5.32M
GOOG icon
36
Alphabet (Google) Class C
GOOG
$4.36T
$2.97M 0.57%
15,580
+180
+1% +$31.8K
QCOM icon
37
Qualcomm
QCOM
$155B
$1.97M 0.38%
12,845
+45
+0.4% +$7.37K
BRK.B icon
38
Berkshire Hathaway Class B
BRK.B
$1.1T
$1.88M 0.36%
4,139
-300
-7% -$139K
UBER icon
39
Uber
UBER
$143B
$1.78M 0.34%
29,543
-80,412
-73% -$5.74M
REGN icon
40
Regeneron Pharmaceuticals
REGN
$78.5B
$1.63M 0.32%
2,293
-15
-0.6% -$12.6K
ZBRA icon
41
Zebra Technologies
ZBRA
$14B
$1.09M 0.21%
2,825
– –
APD icon
42
Air Products & Chemicals
APD
$65.7B
$1.04M 0.2%
3,597
+37
+1% +$11.6K
J icon
43
Jacobs Solutions
J
$15.9B
$1.03M 0.2%
7,777
– –
SSNC icon
44
SS&C Technologies
SSNC
$18.1B
$1M 0.19%
13,197
– –
ASML icon
45
ASML
ASML
$626B
$970K 0.19%
1,400
– –
VOO icon
46
Vanguard S&P 500 ETF
VOO
$979B
$921K 0.18%
1,711
+1,589
+1,302% +$861K
MCD icon
47
McDonald's
MCD
$192B
$906K 0.18%
3,126
-139
-4% -$41.4K
BAC icon
48
Bank of America
BAC
$435B
$761K 0.15%
17,336
+36
+0.2% +$1.58K
JNJ icon
49
Johnson & Johnson
JNJ
$618B
$744K 0.14%
5,146
-101
-2% -$15.7K
MRK icon
50
Merck
MRK
$322B
$706K 0.14%
7,106
-20,354
-74% -$2.1M
1
2
3 4 5

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Cyrus J. Lawrence's Q4 2024 Portfolio in Review

As of Q4 2024, Cyrus J. Lawrence held 200 positions worth $517M, up 1.4% from $510M the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Cyrus J. Lawrence's Q4 2024 filing shows 34 new, 41 increased, 39 reduced and 9 closed positions. Its largest new stake was Eaton: 24,452 shares worth $8.11M. The largest sale was GE HealthCare, an estimated $7.82M.

By sector, the portfolio is most concentrated in Technology at 40% of assets, up from 40% a quarter earlier, followed by Financials and Communication Services.

  • Cyrus J. Lawrence's largest Q4 2024 buy was Eaton: 24,452 shares worth $8.11M.
  • Cyrus J. Lawrence added most to Eli Lilly in Q4 2024, an estimated $1.56M increase.
  • Cyrus J. Lawrence's biggest Q4 2024 reduction was Uber, cutting an estimated $5.74M.
  • Cyrus J. Lawrence fully exited GE HealthCare in Q4 2024, selling an estimated $7.82M.
  • Cyrus J. Lawrence's ten largest holdings make up 45% of its $517M portfolio in Q4 2024.
  • Cyrus J. Lawrence opened 34 new positions and closed 9 in Q4 2024.
  • Cyrus J. Lawrence's portfolio value rose 1.4% quarter-over-quarter to $517M.

Based on Cyrus J. Lawrence's 13F filing for Q4 2024, filed 11 Feb 2025.