0001919920-24-000002.txt : 20240508 0001919920-24-000002.hdr.sgml : 20240508 20240508114801 ACCESSION NUMBER: 0001919920-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240508 DATE AS OF CHANGE: 20240508 EFFECTIVENESS DATE: 20240508 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Cyrus J. Lawrence, LLC CENTRAL INDEX KEY: 0001919920 ORGANIZATION NAME: IRS NUMBER: 472442132 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22429 FILM NUMBER: 24924912 BUSINESS ADDRESS: STREET 1: 1330 AVENUE OF THE AMERICAS, SUITE 7A CITY: NEW YORK STATE: NY ZIP: 10019 BUSINESS PHONE: 212-888-6342 MAIL ADDRESS: STREET 1: 1330 AVENUE OF THE AMERICAS, SUITE 7A CITY: NEW YORK STATE: NY ZIP: 10019 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001919920 XXXXXXXX 03-31-2024 03-31-2024 Cyrus J. Lawrence, LLC
1330 AVENUE OF THE AMERICAS, SUITE 7A NEW YORK NY 10019
13F HOLDINGS REPORT 028-22429 N
Bernhard Koepp Chief Executive 2128886342 Bernhard Koepp New York X1 05-08-2024 0 152 450773 false
INFORMATION TABLE 2 13f033124.xml American Water Works Co Inc US EQUITIES 030411102 11 93 SH SOLE 93 0 0 Alerian Master Limited Partner US EQUITIES 00162q452 11 245 SH SOLE 245 0 0 Duke Energy Corporation US EQUITIES 26441c204 11 121 SH SOLE 121 0 0 Automatic Data Processing Inc. US EQUITIES 053015103 13 55 SH SOLE 55 0 0 Southern Co US EQUITIES 842587107 14 200 SH SOLE 200 0 0 Sanofi (EUROS) INTERNATIONAL EQUITY f5548n101 14 150 SH SOLE 150 0 0 Honeywell International Inc. US EQUITIES 438516106 14 73 SH SOLE 73 0 0 Allegiant Travel Company US EQUITIES 01748x102 15 200 SH SOLE 200 0 0 Hartford Financial Services Gr US EQUITIES 416515104 15 150 SH SOLE 150 0 0 Prologis Inc US EQUITIES 74340w103 15 120 SH SOLE 120 0 0 Kroger Co US EQUITIES 501044101 15 275 SH SOLE 275 0 0 Vanguard Index Fd Small-Cap ET US EQUITIES 922908751 16 72 SH SOLE 72 0 0 Ford Motor Co US EQUITIES 345370860 16 1240 SH SOLE 1240 0 0 Zoetis Inc. US EQUITIES 98978v103 18 108 SH SOLE 108 0 0 J.M. Smucker Co. US EQUITIES 832696405 18 150 SH SOLE 150 0 0 Vanguard Index Growth ETF US EQUITIES 922908736 20 60 SH SOLE 60 0 0 PJT Partners Inc. US EQUITIES 69343t107 21 231 SH SOLE 231 0 0 AT&T Inc. US EQUITIES 00206r102 22 1306 SH SOLE 1306 0 0 Chevron Corporation US EQUITIES 166764100 23 150 SH SOLE 150 0 0 General Mills Inc US EQUITIES 370334104 24 350 SH SOLE 350 0 0 iShares DJ Select Dividend ETF US EQUITIES 464287168 24 200 SH SOLE 200 0 0 National Fuel Gas Co US EQUITIES 636180101 26 500 SH SOLE 500 0 0 Carlisle Cos Inc US EQUITIES 142339100 27 70 SH SOLE 70 0 0 Devon Energy Corp. US EQUITIES 25179m103 30 600 SH SOLE 600 0 0 Black Hills Corp US EQUITIES 092113109 30 567 SH SOLE 567 0 0 Palantir Technologies Inc. US EQUITIES 69608a108 32 1430 SH SOLE 1430 0 0 Fortune Brands Home & Sec Inc US EQUITIES 34964c106 33 400 SH SOLE 400 0 0 Siemens AG NPV (EUROS) INTERNATIONAL EQUITY d69671218 34 180 SH SOLE 180 0 0 Occidental Petroleum Corp US EQUITIES 674599105 34 530 SH SOLE 530 0 0 Clorox Co US EQUITIES 189054109 34 225 SH SOLE 225 0 0 Comcast Corp New Class A US EQUITIES 20030n101 37 872 SH SOLE 872 0 0 Enphase Energyy Inc. US EQUITIES 29355A107 39 328 SH SOLE 328 0 0 Xylem Inc US EQUITIES 98419m100 40 310 SH SOLE 310 0 0 CNFinance Holdings Limited ADS US EQUITIES 18979t105 41 20086 SH SOLE 20086 0 0 Philip Morris Intl. Inc. US EQUITIES 718172109 45 500 SH SOLE 500 0 0 SPDR S&P Dividend ETF US EQUITIES 78464a763 47 362 SH SOLE 362 0 0 SAP SE (EUROS) INTERNATIONAL EQUITY d66992104 48 250 SH SOLE 250 0 0 Corning Inc US EQUITIES 219350105 49 1500 SH SOLE 1500 0 0 Danaher Corp US EQUITIES 235851102 49 200 SH SOLE 200 0 0 Veolia Environnement SA (EUROS INTERNATIONAL EQUITY f9686m107 52 1600 SH SOLE 1600 0 0 Wells Fargo & Co US EQUITIES 949746101 52 900 SH SOLE 900 0 0 Infineon Technologies AG (EURO INTERNATIONAL EQUITY d35415104 54 1600 SH SOLE 1600 0 0 Verizon Communications Inc US EQUITIES 92343v104 56 1357 SH SOLE 1357 0 0 Consolidated Water Co. Ltd. US EQUITIES g23773107 58 2000 SH SOLE 2000 0 0 Bristol-Myers Squibb Co US EQUITIES 110122108 59 1100 SH SOLE 1100 0 0 Goldman Sachs Group Inc US EQUITIES 38141g104 62 150 SH SOLE 150 0 0 American Electric Power Co US EQUITIES 025537101 65 756 SH SOLE 756 0 0 Newmont Mining Corp US EQUITIES 651639106 65 1826 SH SOLE 1826 0 0 Heidelbergcement AG (EUROS) INTERNATIONAL EQUITY d31709104 66 600 SH SOLE 600 0 0 Schwab Cap Trs&p 500 Select US EQUITIES 808509855 66 825 SH SOLE 825 0 0 PNC Financial Svcs Group Inc US EQUITIES 693475105 68 425 SH SOLE 425 0 0 First Tr NASDAQ Tech Div Indx US EQUITIES 33738r118 69 1000 SH SOLE 1000 0 0 Mondelez Intl Inc US EQUITIES 609207105 70 1000 SH SOLE 1000 0 0 BNP Paribas SA INTERNATIONAL EQUITY f1058q238 71 1000 SH SOLE 1000 0 0 Technology Select Sector SPDR US EQUITIES 81369y803 72 350 SH SOLE 350 0 0 iShares S&P 100 ETF US EQUITIES 464287101 74 300 SH SOLE 300 0 0 Ptc Inc. US EQUITIES 69370c100 74 395 SH SOLE 395 0 0 Quanta Services Inc US EQUITIES 74762e102 74 288 SH SOLE 288 0 0 Tootsie Roll Industries Inc US EQUITIES 890516107 75 2355 SH SOLE 2355 0 0 Kimberly-Clark Corp US EQUITIES 494368103 82 640 SH SOLE 640 0 0 Pfizer Inc US EQUITIES 717081103 84 3034 SH SOLE 3034 0 0 Coca Cola Co US EQUITIES 191216100 84 1381 SH SOLE 1381 0 0 Royal Dutch Shell PLC ADS CL A US EQUITIES 780259206 87 1300 SH SOLE 1300 0 0 Abbott Laboratories US EQUITIES 002824100 99 875 SH SOLE 875 0 0 Visa Inc. Class A US EQUITIES 92826c839 102 367 SH SOLE 367 0 0 Accenture Plc F Class A US EQUITIES g1151c101 103 300 SH SOLE 300 0 0 Exxon Mobil Corp US EQUITIES 30231g102 111 958 SH SOLE 958 0 0 Edwards Lifesciences Corp US EQUITIES 28176E108 114 1200 SH SOLE 1200 0 0 Vanguard Star Fd Total Intl. S US EQUITIES 921909768 116 1930 SH SOLE 1930 0 0 Deutsche Telekom AG (EUROS) INTERNATIONAL EQUITY d2035m136 119 4900 SH SOLE 4900 0 0 FMC Corp. US EQUITIES 302491303 121 1900 SH SOLE 1900 0 0 Allianz ADS Ord Shares US EQUITIES 018820100 131 4400 SH SOLE 4400 0 0 Bank of Montreal INTERNATIONAL EQUITY 063671101 136 1400 SH SOLE 1400 0 0 Waste Management Inc US EQUITIES 94106l109 137 645 SH SOLE 645 0 0 Invesco QQQ TR Unit Ser 1 US EQUITIES 46090e103 147 333 SH SOLE 333 0 0 International Flavors & Fragra US EQUITIES 459506101 148 1725 SH SOLE 1725 0 0 Lockheed Martin Corp US EQUITIES 539830109 156 344 SH SOLE 344 0 0 American Express Company US EQUITIES 025816109 165 729 SH SOLE 729 0 0 Crown Castle International Cor US EQUITIES 22822v101 168 1592 SH SOLE 1592 0 0 Bank of NY Mellon Corp US EQUITIES 064058100 174 3021 SH SOLE 3021 0 0 Procter & Gamble Co US EQUITIES 742718109 181 1182 SH SOLE 1182 0 0 AbbVie Inc US EQUITIES 00287y109 202 1114 SH SOLE 1114 0 0 Cisco Systems Inc US EQUITIES 17275r102 222 4463 SH SOLE 4463 0 0 New Jersey Resources Corp US EQUITIES 646025106 225 5250 SH SOLE 5250 0 0 Deutsche Telekom AG ADR US EQUITIES 251566105 233 9650 SH SOLE 9650 0 0 Intra-Cellular Therapies, Inc US EQUITIES 46116x101 245 3550 SH SOLE 3550 0 0 Nestle SA Spons ADR US EQUITIES 641069406 278 2625 SH SOLE 2625 0 0 Deere & Co US EQUITIES 244199105 289 704 SH SOLE 704 0 0 ASML Holding NV INTERNATIONAL EQUITY n07059210 291 300 SH SOLE 300 0 0 Walt Disney Co US EQUITIES 254687106 295 2415 SH SOLE 2415 0 0 International Business Machine US EQUITIES 459200101 319 1628 SH SOLE 1628 0 0 Illinois Tool Works Inc US EQUITIES 452308109 318 1188 SH SOLE 1188 0 0 Pepsico Inc. US EQUITIES 713448108 408 2334 SH SOLE 2334 0 0 Colgate Palmolive Co US EQUITIES 194162103 477 5300 SH SOLE 5300 0 0 Vanguard ETF Index Funds Mid C US EQUITIES 922908538 508 2157 SH SOLE 2157 0 0 Chubb LTD F US EQUITIES h1467j104 518 2006 SH SOLE 2006 0 0 Roche Holding Ltd. Spons ADR US EQUITIES 771195104 542 17010 SH SOLE 17010 0 0 Bank of America Corp US EQUITIES 060505104 666 17570 SH SOLE 17570 0 0 SPDR S&P500 ETF US EQUITIES 78462f103 773 1478 SH SOLE 1478 0 0 Zebra Technologies Corp Cl A US EQUITIES 989207105 851 2825 SH SOLE 2825 0 0 SS&C Technologies Hldgs Inc. US EQUITIES 78467j100 854 13272 SH SOLE 13272 0 0 Air Products & Chemicals Inc US EQUITIES 009158106 862 3560 SH SOLE 3560 0 0 McDonalds Corp US EQUITIES 580135101 921 3269 SH SOLE 3269 0 0 Johnson & Johnson US EQUITIES 478160104 988 6248 SH SOLE 6248 0 0 ASML Holding N.V. US EQUITIES n07059210 1067 1100 SH SOLE 1100 0 0 Medtronic Inc US EQUITIES 585055106 1191 13677 SH SOLE 13677 0 0 Jacobs Engineering Group Inc US EQUITIES 46982L108 1216 7911 SH SOLE 7911 0 0 Berkshire Hathaway Inc. Del Cl US EQUITIES 084670702 1610 3829 SH SOLE 3829 0 0 Wal-Mart Stores Inc US EQUITIES 931142103 1718 28560 SH SOLE 28560 0 0 Qualcomm Inc US EQUITIES 747525103 2167 12803 SH SOLE 12803 0 0 Regeneron Pharmaceuticals Inc US EQUITIES 75886f107 2221 2308 SH SOLE 2308 0 0 Alphabet Inc. Class C US EQUITIES 02079k107 2344 15400 SH SOLE 15400 0 0 Starbucks Corp US EQUITIES 855244109 3132 34275 SH SOLE 34275 0 0 Merck & Co Inc US EQUITIES 58933y105 3627 27490 SH SOLE 27490 0 0 Vertex Pharmaceuticals Inc US EQUITIES 92532f100 5734 13719 SH SOLE 13719 0 0 Rollins Inc US EQUITIES 775711104 6223 134496 SH SOLE 134496 0 0 Morgan Stanley US EQUITIES 617446448 6778 71987 SH SOLE 71987 0 0 Blackrock Inc US EQUITIES 09247x101 7076 8488 SH SOLE 8488 0 0 L3Harris Technologies Inc. US EQUITIES 502431109 7135 33486 SH SOLE 33486 0 0 Schlumberger Ltd US EQUITIES 806857108 7336 133848 SH SOLE 133848 0 0 NextEra Energy Inc US EQUITIES 65339f101 7494 117267 SH SOLE 117267 0 0 Oracle Corporation US EQUITIES 68389x105 7585 60388 SH SOLE 60388 0 0 Thermo Fisher Scntfc US EQUITIES 883556102 7797 13416 SH SOLE 13416 0 0 Unitedhealth Grp Inc US EQUITIES 91324p102 7858 15885 SH SOLE 15885 0 0 Rockwell Automation Inc. US EQUITIES 773903109 7919 27183 SH SOLE 27183 0 0 Ulta Beauty Inc US EQUITIES 90384s303 8098 15488 SH SOLE 15488 0 0 Novo Nordisk A/S ADR US EQUITIES 670100205 8131 63331 SH SOLE 63331 0 0 CVS Health Corp US EQUITIES 126650100 8194 102616 SH SOLE 102616 0 0 Motorola Solutions Inc US EQUITIES 620076307 8208 23123 SH SOLE 23123 0 0 Stryker Corp US EQUITIES 863667101 8421 23532 SH SOLE 23532 0 0 Fiserv Inc US EQUITIES 337738108 8455 52909 SH SOLE 52909 0 0 Intuit Inc US EQUITIES 461202103 8883 13666 SH SOLE 13666 0 0 S&P Global Inc US EQUITIES 78409v104 9076 21334 SH SOLE 21334 0 0 Linde PLC ADR US EQUITIES G54950103 9156 19721 SH SOLE 19721 0 0 Broadridge Financial Solutions US EQUITIES 11133t103 9294 45350 SH SOLE 45350 0 0 Home Depot Inc US EQUITIES 437076102 10323 26912 SH SOLE 26912 0 0 T-Mobile US Inc. US EQUITIES 872590104 10672 65386 SH SOLE 65386 0 0 Mastercard Inc Class A US EQUITIES 57636q104 11461 23800 SH SOLE 23800 0 0 JPMorgan Chase & Co US EQUITIES 46625h100 11468 57257 SH SOLE 57257 0 0 Adobe Inc US EQUITIES 00724f101 11489 22769 SH SOLE 22769 0 0 Broadcom Limited US EQUITIES 11135f101 12571 9485 SH SOLE 9485 0 0 Blackstone Group Inc. Cl A US EQUITIES 09260d107 13317 101373 SH SOLE 101373 0 0 Costco Wholesale Co US EQUITIES 22160k105 13354 18228 SH SOLE 18228 0 0 Palo Alto Networks Inc US EQUITIES 697435105 13731 48328 SH SOLE 48328 0 0 Alphabet Inc. Class A US EQUITIES 02079k305 14705 97434 SH SOLE 97434 0 0 Meta Platforms Class A Common US EQUITIES 30303m102 16145 33250 SH SOLE 33250 0 0 Eli Lilly & Co US EQUITIES 532457108 16552 21276 SH SOLE 21276 0 0 Amazon.com Inc US EQUITIES 023135106 17426 96609 SH SOLE 96609 0 0 Apple Inc US EQUITIES 037833100 18090 105498 SH SOLE 105498 0 0 Nvidia Corp. US EQUITIES 67066g104 21070 23319 SH SOLE 23319 0 0 Microsoft Corp US EQUITIES 594918104 36878 87655 SH SOLE 87655 0 0