Cypress Advisory Group LLC
- SEC CIK
- 0002056766
Holdings, Q2 2026
Positions as of Jun 30, 2026, filed Jul 17, 2026.SEC
- Positions
- 79
- +2 vs. Q1 2026
- Total value
- $129.06M
- −$2.06M (−1.6%) vs. Q1 2026
Compare with Q1 2026: new, added, reduced and sold out
Positions
Long positions only. Changes compare share counts with Q1 2026.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF464288679 | ETF | 161,125 | $17.78M | 13.78% | −21,284−11.7% | Reduced | – |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 13,202 | $6.61M | 5.12% | +1,576+13.6% | Added | View |
| MSFTMICROSOFT CORP COM | Stock | 16,109 | $6.01M | 4.66% | +291+1.8% | Added | View |
| ROSTROSS STORES INC | COM | 25,863 | $5.5M | 4.27% | 00.0% | Unchanged | View |
| TJXTJX COS INC NEW COM | Stock | 33,862 | $5.13M | 3.98% | 00.0% | Unchanged | View |
| AAPLAPPLE INC COM | Stock | 13,929 | $4.03M | 3.12% | 00.0% | Unchanged | View |
| CMICUMMINS INC COM | Stock | 5,223 | $3.73M | 2.89% | −3,207−38.0% | Reduced | View |
| ALLEALLEGION PLC | ORD SHS | 23,696 | $3.33M | 2.58% | +937+4.1% | Added | View |
| LMTLOCKHEED MARTIN CORP COM | Stock | 6,406 | $3.26M | 2.53% | +135+2.2% | Added | View |
| VVISA INC COM CL A | Stock | 8,837 | $3.03M | 2.35% | 00.0% | Unchanged | View |
| GOOGLALPHABET INC CAP STK CL A | Stock | 8,452 | $3.02M | 2.34% | +20.0% | Added | View |
| AMEAMETEK INC | COM | 11,405 | $2.76M | 2.14% | 00.0% | Unchanged | View |
| HSYHERSHEY CO | COM | 15,196 | $2.67M | 2.07% | +10.0% | Added | View |
| ADPAUTOMATIC DATA PROCESSING INC COM | Stock | 8,588 | $1.92M | 1.49% | +1,311+18.0% | Added | View |
| CSCOCISCO SYS INC COM | Stock | 15,450 | $1.81M | 1.41% | −11,130−41.9% | Reduced | View |
| WSTWEST PHARMACEUTICAL SVSC INC | COM | 5,016 | $1.8M | 1.40% | −500−9.1% | Reduced | View |
| APHAMPHENOL CORP NEW | CL A | 10,205 | $1.8M | 1.39% | −6,005−37.0% | Reduced | View |
| WRBBERKLEY W R CORP | COM | 25,455 | $1.8M | 1.39% | +530+2.1% | Added | View |
| ACNACCENTURE PLC IRELAND SHS CLASS A | Stock | 13,867 | $1.73M | 1.34% | +1,892+15.8% | Added | View |
| MAMASTERCARD INCORPORATED CL A | Stock | 3,175 | $1.63M | 1.26% | +400+14.4% | Added | View |
| BMIBADGER METER INC | COM | 10,843 | $1.61M | 1.25% | +3,766+53.2% | Added | View |
| NOCNORTHROP GRUMMAN CORP COM | Stock | 3,144 | $1.6M | 1.24% | 00.0% | Unchanged | View |
| AMZNAMAZON COM INC COM | Stock | 6,659 | $1.59M | 1.23% | +20.0% | Added | View |
| NDSNNORDSON CORP | COM | 5,187 | $1.56M | 1.21% | −1,000−16.2% | Reduced | View |
| TSCOTRACTOR SUPPLY CO | COM | 45,965 | $1.45M | 1.13% | +45,965 | New | View |
| CHKPCHECK POINT SOFTWARE TECH LT | ORD | 10,738 | $1.41M | 1.09% | −620−5.5% | Reduced | View |
| MSIMOTOROLA SOLUTIONS INC COM NEW | Stock | 3,375 | $1.4M | 1.09% | 00.0% | Unchanged | View |
| AOSSMITH A O CORP | COM | 22,196 | $1.39M | 1.08% | +2,894+15.0% | Added | View |
| FIXCOMFORT SYS USA INC | COM | 680 | $1.35M | 1.04% | −500−42.4% | Reduced | View |
| ISHARES TR46436E718 | 0-3 MTH TREASURY | 13,266 | $1.34M | 1.03% | −200−1.5% | Reduced | – |
| JNJJOHNSON & JOHNSON COM | Stock | 5,249 | $1.33M | 1.03% | +156+3.1% | Added | View |
| DHRDANAHER CORP DEL COM | Stock | 6,835 | $1.3M | 1.01% | +830+13.8% | Added | View |
| AAGILENT TECHNOLOGIES INC | COM | 9,148 | $1.22M | 0.94% | −950−9.4% | Reduced | View |
| OTISOTIS WORLDWIDE CORP COM | Stock | 16,751 | $1.2M | 0.93% | +5,518+49.1% | Added | View |
| ULTAULTA BEAUTY INC COM | Stock | 2,619 | $1.18M | 0.92% | 00.0% | Unchanged | View |
| GDGENERAL DYNAMICS CORP COM | Stock | 3,199 | $1.13M | 0.88% | 00.0% | Unchanged | View |
| ELVELEVANCE HEALTH INC FORMERLY A COM | Stock | 2,830 | $1.09M | 0.85% | 00.0% | Unchanged | View |
| PHPARKER-HANNIFIN CORP COM | Stock | 1,065 | $1.04M | 0.81% | 00.0% | Unchanged | View |
| MTDMETTLER TOLEDO INTERNATIONAL | COM | 807 | $1.03M | 0.80% | 00.0% | Unchanged | View |
| BRBROADRIDGE FINL SOLUTIONS INC COM | Stock | 7,477 | $1.02M | 0.79% | +301+4.2% | Added | View |
| IEXIDEX CORP | COM | 4,458 | $1.01M | 0.78% | −1,000−18.3% | Reduced | View |
| TMOTHERMO FISHER SCIENTIFIC INC COM | Stock | 2,011 | $1.01M | 0.78% | 00.0% | Unchanged | View |
| BSYBENTLEY SYS INC | COM CL B | 33,275 | $994.59K | 0.77% | +10,927+48.9% | Added | View |
| GOOGALPHABET INC CAP STK CL C | Stock | 2,600 | $918.66K | 0.71% | 00.0% | Unchanged | View |
| INTUINTUIT COM | Stock | 3,487 | $910.11K | 0.71% | −100−2.8% | Reduced | View |
| SAPSAP SE SPON ADR | ADR | 5,718 | $881.2K | 0.68% | 00.0% | Unchanged | View |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 885 | $827.89K | 0.64% | 00.0% | Unchanged | View |
| STESTERIS PLC | SHS USD | 3,650 | $768.58K | 0.60% | −365−9.1% | Reduced | View |
| ZTSZOETIS INC CL A | Stock | 10,287 | $739.22K | 0.57% | +1,685+19.6% | Added | View |
| CPRTCOPART INC | COM | 26,132 | $736.66K | 0.57% | +7,850+42.9% | Added | View |
| TYLTYLER TECHNOLOGIES INC | COM | 2,510 | $734.08K | 0.57% | +1,055+72.5% | Added | View |
| CSLCARLISLE COS INC | COM | 2,005 | $727.31K | 0.56% | 00.0% | Unchanged | View |
| CRMSALESFORCE INC COM | Stock | 4,506 | $705.91K | 0.55% | −300−6.2% | Reduced | View |
| CITHE CIGNA GROUP COM | Stock | 2,520 | $694.71K | 0.54% | 00.0% | Unchanged | View |
| TELTE CONNECTIVITY PLC ORD SHS | Stock | 3,430 | $691.52K | 0.54% | −500−12.7% | Reduced | View |
| STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R663 | ETF | 7,305 | $669.43K | 0.52% | −19,000−72.2% | Reduced | – |
| SPGIS&P GLOBAL INC COM | Stock | 1,634 | $665.46K | 0.52% | +1,634 | New | View |
| ADBEADOBE INC COM | Stock | 3,214 | $658.93K | 0.51% | 00.0% | Unchanged | View |
| NKENIKE INC CL B | Stock | 15,904 | $652.86K | 0.51% | 00.0% | Unchanged | View |
| CMECME GROUP INC | COM | 2,858 | $631.13K | 0.49% | +2,858 | New | View |
| SSDSIMPSON MFG INC | COM | 3,010 | $630.14K | 0.49% | 00.0% | Unchanged | View |
| CHRWC H ROBINSON WORLDWIDE IN | COM NEW | 3,030 | $570.67K | 0.44% | 00.0% | Unchanged | View |
| WATWATERS CORP | COM | 1,500 | $562.56K | 0.44% | 00.0% | Unchanged | View |
| GGGGRACO INC | COM | 7,372 | $557.4K | 0.43% | +4,167+130.0% | Added | View |
| ISHARES TR464287457 | 1 3 YR TREAS BD | 6,400 | $525.5K | 0.41% | −2,750−30.1% | Reduced | – |
| SGOLABRDN PHYSICAL GOLD SHARES ETF | ETF | 12,875 | $492.21K | 0.38% | 00.0% | Unchanged | View |
| OLLIOLLIES BARGAIN OUTLET HLDGS COM | Stock | 6,308 | $484.96K | 0.38% | +2,679+73.8% | Added | View |
| ICLRICON PLC | COM | 2,670 | $463.81K | 0.36% | −2,000−42.8% | Reduced | View |
| VLTOVERALTO CORP COM SHS | Stock | 5,132 | $455.11K | 0.35% | +5,132 | New | View |
| WMTWALMART INC COM | Stock | 3,400 | $385.08K | 0.30% | 00.0% | Unchanged | View |
| PAYPPAYPAY CORP | SPONSORED ADS | 25,010 | $358.39K | 0.28% | +25,010 | New | View |
| NXPINXP SEMICONDUCTORS N V | COM | 1,275 | $358.31K | 0.28% | 00.0% | Unchanged | View |
| MKLMARKEL GROUP INC | COM | 174 | $339.82K | 0.26% | +55+46.2% | Added | View |
| PRUPRUDENTIAL FINL INC COM | Stock | 3,000 | $323.79K | 0.25% | 00.0% | Unchanged | View |
| MCKMCKESSON CORP COM | Stock | 376 | $284.11K | 0.22% | +376 | New | View |
| LMATLEMAITRE VASCULAR INC | COM | 2,933 | $281.45K | 0.22% | 00.0% | Unchanged | View |
| FISVFISERV INC COM | Stock | 5,454 | $267.52K | 0.21% | +504+10.2% | Added | View |
| VRSNVERISIGN INC | COM | 1,030 | $259.11K | 0.20% | 00.0% | Unchanged | View |
| AMGNAMGEN INC COM | Stock | 614 | $222.34K | 0.17% | 00.0% | Unchanged | View |
Sold out since Q1 2026 (4)
Positions held at the end of Q1 2026 that are no longer in this filing.
| Security | Class | Shares, Q1 2026 | Value, Q1 2026 | % of portfolio, Q1 2026 |
|---|---|---|---|---|
| KEYSKEYSIGHT TECHNOLOGIES INC COM | Stock | 3,350 | $945.94K | 0.72% |
| ROKROCKWELL AUTOMATION INC COM | Stock | 1,891 | $678.64K | 0.52% |
| LFUSLITTELFUSE INC | COM | 1,820 | $617.62K | 0.47% |
| UNHUNITEDHEALTH GROUP INC COM | Stock | 1,335 | $361.24K | 0.28% |
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Jul 17, 2026 | 79 | $129.06M | vs. Q1 2026 | SEC |
| Q1 2026 | May 13, 2026 | 77 | $131.11M | vs. Q4 2025 | SEC |
| Q4 2025 | Jan 20, 2026 | 72 | $136.22M | vs. Q3 2025 | SEC |
| Q3 2025 | Oct 29, 2025 | 67 | $135.13M | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 11, 2025 | 67 | $128.85M | vs. Q1 2025 | SEC |
| Q1 2025 | Apr 17, 2025 | 61 | $109.6M | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 14, 2025 | 60 | $108.69M | – | SEC |