Cyrus J. Lawrence, LLC
CIK 1919920 · Holdings on Sep 30, 2023 · First reported Nov 9, 2023
Top ten holdings
Q3 2023- MSFT8.20%
- AAPL5.74%
- PANW3.93%
- GOOGL3.56%
- AMZN3.42%
- LLY3.19%
- COST2.93%
- JNJ2.81%
- EXMOC2.77%
- META2.77%
Share classes counted separately39.32%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MSFTMICROSOFT CORPUS EQUITIES View history and evidence | $29.90M | 8.20% | 94.70K shares | — | ↗▾ | |
| 02 | AAPLAPPLE INCUS EQUITIES View history and evidence | $20.93M | 5.74% | 122.25K shares | — | ↗▾ | |
| 03 | PANWPALO ALTO NETWORKS INCUS EQUITIES View history and evidence | $14.35M | 3.93% | 61.20K shares | — | ↗▾ | |
| 04 | GOOGLALPHABET INC-CL AUS EQUITIES View history and evidence | $12.97M | 3.56% | 99.14K shares | — | ↗▾ | |
| 05 | AMZNAMAZON.COM INCUS EQUITIES View history and evidence | $12.48M | 3.42% | 98.21K shares | — | ↗▾ | |
| 06 | LLYELI LILLY & COUS EQUITIES View history and evidence | $11.63M | 3.19% | 21.65K shares | — | ↗▾ | |
| 07 | COSTCOSTCO WHOLESALE CORPUS EQUITIES View history and evidence | $10.67M | 2.93% | 18.89K shares | — | ↗▾ | |
| 08 | JNJJOHNSON & JOHNSONUS EQUITIES View history and evidence | $10.25M | 2.81% | 6.58K shares | — | ↗▾ | |
| 09 | EXMOCEXXON MOBIL CORPUS EQUITIES View history and evidence | $10.10M | 2.77% | 85.91K shares | — | ↗▾ | |
| 10 | METAMETA PLATFORMS INC-CLASS AUS EQUITIES View history and evidence | $10.08M | 2.77% | 33.59K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 24
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| RTX RTX CORP | Non-derivative | — | — | SEC filing ↗ | |
| BMO BANK OF MONTREAL | Non-derivative | — | — | SEC filing ↗ | |
| DTEGF DEUTSCHE TELEKOM AG-REG | Non-derivative | — | — | SEC filing ↗ |
3 / 24 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1919920 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-09
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2245
}Research all 128 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.