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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
Cap. Flow
-$494M
Cap. Flow %
-1,869.42%
Top 10 Hldgs %
43.09%
Holding
193
New
2
Increased
2
Reduced
37
Closed
151

Top Buys

Rank Stock Value
1
GLW icon
Corning
GLW
+$439K
2
NFLX icon
Netflix
NFLX
+$411K
3
ISRG icon
Intuitive Surgical
ISRG
+$244K
4
NOW icon
ServiceNow
NOW
+$173K

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$34.2M
2
NVDA icon
NVIDIA
NVDA
+$28.8M
3
META icon
Meta Platforms (Facebook)
META
+$26.3M
4
AAPL icon
Apple
AAPL
+$22.7M
5
AMZN icon
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%

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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.