CJL
Cyrus J. Lawrence Portfolio holdings
AUM
$26.4M
1-Year Est. Return
16.62%
1 Year Est. Return
+16.62%
AUM
$517M
AUM Growth
+$7.33M
(+1.4%)
Holding
200
Top Buys
| 1 | +$8.11M | |
| 2 | +$5.59M | |
| 3 | +$1.46M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$855K |
| 5 |
Invesco S&P 500 Quality ETF
SPHQ
|
+$267K |
Top Sells
| 1 | +$7.82M | |
| 2 | +$4.85M | |
| 3 | +$3.18M | |
| 4 |
Vertex Pharmaceuticals
VRTX
|
+$2.54M |
| 5 |
Merck
MRK
|
+$2.02M |
Sector Composition
| 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 | |
|---|---|---|---|---|---|---|
26
Intuit
INTU
$187B
| $8.71M | 1.68% |
13,859
-30
|
|
||
27
Stryker
SYK
$149B
| $8.62M | 1.67% |
23,931
+269
|
|
||
28
NextEra Energy
NEE
$171B
| $8.58M | 1.66% |
119,675
+472
|
|
||
29
Linde
LIN
$211B
| $8.3M | 1.6% |
19,818
-68
|
|
||
|
30
Vertex Pharmaceuticals
VRTX
$110B
| $8.21M | 1.59% |
20,384
-6,313
|
|
||
31
Eaton
ETN
$139B
| $8.11M | 1.57% |
+24,452
|
|
||
32
Thermo Fisher Scientific
TMO
$214B
| $6.91M | 1.34% |
13,275
-140
|
|
||
33
L3Harris
LHX
$54.2B
| $6.88M | 1.33% |
32,736
-2,886
|
|
||
34
Rollins
ROL
$27.5B
| $6.51M | 1.26% |
140,499
-453
|
|
||
35
GE Vernova
GEV
$151B
| $5.59M | 1.08% |
+17,009
|
|
||
36
Alphabet (Google) Class C
GOOG
$3.03T
| $2.97M | 0.57% |
15,580
+180
|
|
||
37
Qualcomm
QCOM
$180B
| $1.97M | 0.38% |
12,845
+45
|
|
||
38
Berkshire Hathaway Class B
BRK.B
$1.06T
| $1.88M | 0.36% |
4,139
-300
|
|
||
39
Uber
UBER
$191B
| $1.78M | 0.34% |
29,543
-80,412
|
|
||
40
Regeneron Pharmaceuticals
REGN
$61.8B
| $1.63M | 0.32% |
2,293
-15
|
|
||
41
Zebra Technologies
ZBRA
$15.2B
| $1.09M | 0.21% |
2,825
|
|
||
42
Air Products & Chemicals
APD
$56.4B
| $1.04M | 0.2% |
3,597
+37
|
|
||
43
Jacobs Solutions
J
$18.9B
| $1.03M | 0.2% |
7,777
|
|
||
44
SS&C Technologies
SSNC
$20.1B
| $1M | 0.19% |
13,197
|
|
||
45
ASML
ASML
$388B
| $970K | 0.19% |
1,400
|
|
||
|
46
Vanguard S&P 500 ETF
VOO
$756B
| $921K | 0.18% |
1,711
+1,589
|
|
||
47
McDonald's
MCD
$222B
| $906K | 0.18% |
3,126
-139
|
|
||
48
Bank of America
BAC
$370B
| $761K | 0.15% |
17,336
+36
|
|
||
49
Johnson & Johnson
JNJ
$465B
| $744K | 0.14% |
5,146
-101
|
|
||
|
50
Merck
MRK
$220B
| $706K | 0.14% |
7,106
-20,354
|
|