$437 Million is the total value of Cyrus J. Lawrence, LLC's 269 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Microsoft Corp | 7 | Q3 2023 | 8.2% |
| Apple Inc | 7 | Q3 2023 | 5.7% |
| Edwards Lifesciences Corp | 7 | Q3 2023 | 24.5% |
| Alphabet Inc. Class A | 7 | Q3 2023 | 4.2% |
| Adobe Inc | 7 | Q3 2023 | 12.5% |
| Palo Alto Networks Inc | 7 | Q3 2023 | 3.9% |
| NextEra Energy Inc | 7 | Q3 2023 | 3.4% |
| Amazon.com Inc | 7 | Q3 2023 | 3.5% |
| Costco Wholesale Co | 7 | Q3 2023 | 2.9% |
| Johnson & Johnson | 7 | Q3 2023 | 2.9% |
View Cyrus J. Lawrence, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-04-27 |
View Cyrus J. Lawrence, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.