Cyrus J. Lawrence, LLC

Cyrus J. Lawrence, LLC manages $26M across a concentrated portfolio of 42 positions. The strategy demonstrates significant allocation toward mega-cap technology and growth names, highlighted by top holdings in MSFT ($1.6M), AAPL ($1.4M), and AMZN ($1.2M). Further exposure includes substantial positions in META ($1.2M), LLY ($1.1M), and COST ($1.1M). The portfolio maintains a diversified tilt across sectors, balancing tech concentration with exposure to financials and industrials.

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