$467 Thousand is the total value of Cyrus J. Lawrence, LLC's 150 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AVGO | New | Broadcom Limitedus equities | $8,223 | – | 9,480 | +100.0% | 1.78% | – |
ORCL | New | Oracle Corporationus equities | $929 | – | 7,804 | +100.0% | 0.20% | – |
MET | New | MetLife Incus equities | $45 | – | 81 | +100.0% | 0.01% | – |
AES | New | AES Corpus equities | $14 | – | 68 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-11
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 | 2024-05-08 |
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.