We are live on
!
Find out more
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 | |
|---|---|---|---|---|---|---|---|
76
Cisco
CSCO
$451B
| – | – |
-1,216
| Closed | -$71K | – |
|
77
Carlisle Companies
CSL
$12.8B
| – | – |
-58
| Closed | -$21K | – |
|
78
Cintas
CTAS
$81.6B
| – | – |
-160
| Closed | -$29K | – |
|
79
CVS Health
CVS
$112B
| – | – |
-486
| Closed | -$21K | – |
|
80
Chevron
CVX
$428B
| – | – |
-341
| Closed | -$49K | – |
|
81
Dominion Energy
D
$54.8B
| – | – |
-675
| Closed | -$36K | – |
|
82
Deere & Co
DE
$173B
| – | – |
-671
| Closed | -$284K | – |
|
83
Danaher
DHR
$157B
| – | – |
-200
| Closed | -$45K | – |
|
84
Walt Disney
DIS
$189B
| – | – |
-1,900
| Closed | -$211K | – |
|
85
Duke Energy
DUK
$91.7B
| – | – |
-121
| Closed | -$13K | – |
|
86
Devon Energy
DVN
$54.7B
| – | – |
-600
| Closed | -$19K | – |
|
87
iShares Select Dividend ETF
DVY
$22.7B
| – | – |
-1,680
| Closed | -$220K | – |
|
88
Ecolab
ECL
$80B
| – | – |
-55
| Closed | -$12K | – |
|
89
Consolidated Edison
ED
$39.7B
| – | – |
-120
| Closed | -$10K | – |
|
90
Emerson Electric
EMR
$89.8B
| – | – |
-145
| Closed | -$17K | – |
|
91
Enphase Energy
ENPH
$4.11B
| – | – |
-328
| Closed | -$22K | – |
|
92
Expeditors International
EXPD
$25.2B
| – | – |
-110
| Closed | -$12K | – |
|
93
Fortune Brands Innovations
FBIN
$4.62B
| – | – |
-400
| Closed | -$27K | – |
|
94
FMC
FMC
$1.29B
| – | – |
-950
| Closed | -$46K | – |
|
95
General Dynamics
GD
$89.2B
| – | – |
-60
| Closed | -$15K | – |
|
96
GE Aerospace
GE
$318B
| – | – |
-125
| Closed | -$20K | – |
|
97
General Mills
GIS
$17.1B
| – | – |
-350
| Closed | -$22K | – |
|
98
Alphabet (Google) Class C
GOOG
$4.3T
| – | – |
-15,580
| Closed | -$2.97M | – |
|
99
Goldman Sachs
GS
$262B
| – | – |
-153
| Closed | -$87K | – |
|
100
W.W. Grainger
GWW
$61.6B
| – | – |
-30
| Closed | -$31K | – |
|
Similar funds
FGN
SFAM
NTIMCH
GDCML
AA
GIS
TC
OWP
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.