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Cypress Advisory Group LLC

SEC CIK
0002056766
Latest filing
Jul 17, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only.

Institution overview
Positions
60
No filing for Q3 2024
Portfolio value
$108.7M
No filing for Q3 2024
Filed
Feb 14, 2025
SEC

Cypress Advisory Group LLC did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Cypress Advisory Group LLC in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF194,667$21.4M19.7%–––
MSFTMicrosoft CorpStock15,985$6.74M6.2%––History
BRK.BBerkshire Hathaway IncStock11,627$5.27M4.8%––History
TJXTJX Companies IncStock35,437$4.28M3.9%––History
ROSTRoss Stores, Inc.COM26,825$4.06M3.7%––History
AAPLApple Inc.Stock13,936$3.49M3.2%––History
LMTLockheed Martin CorpStock6,747$3.28M3.0%––History
CMICummins IncStock8,770$3.06M2.8%––History
VVisa Inc.Stock8,910$2.82M2.6%––History
ACNAccenture plcStock7,274$2.56M2.4%––History
GOOGLAlphabet Inc.Stock13,220$2.50M2.3%––History
HSYHershey CoCOM14,658$2.48M2.3%––History
UNHUnitedHealth Group IncStock4,636$2.35M2.2%––History
FISVFiserv IncStock10,785$2.22M2.0%––History
iShares Tr4642874571 3 YR TREAS BD25,055$2.05M1.9%–––
ALLEAllegion plcORD SHS15,579$2.04M1.9%––History
NOCNorthrop Grumman CorpStock3,967$1.86M1.7%––History
ELVElevance Health, Inc.Stock4,834$1.78M1.6%––History
CSCOCisco Systems, Inc.Stock27,320$1.62M1.5%––History
MSIMotorola Solutions, Inc.Stock3,375$1.56M1.4%––History
AMZNAmazon Com IncStock6,917$1.52M1.4%––History
AMEAmetek IncCOM8,125$1.46M1.3%––History
CHKPCheck Point Software Technologies LtdORD7,682$1.43M1.3%––History
WRBBerkley W R CorpCOM24,385$1.43M1.3%––History
CICigna GroupStock5,157$1.42M1.3%––History
SAPSAP SEADR5,718$1.41M1.3%––History
ROKRockwell Automation, IncStock4,678$1.34M1.2%––History
COSTCostco Wholesale CorpStock1,420$1.30M1.2%––History
ULTAUlta Beauty, Inc.Stock2,839$1.23M1.1%––History
MAMastercard IncStock2,178$1.15M1.1%––History
FTVFortive CorpStock13,750$1.03M0.9%––History
PHParker-Hannifin CorpStock1,610$1.02M0.9%––History
WATWaters CorpCOM2,652$983.8K0.9%––History
NKENIKE, Inc.Stock12,804$968.9K0.9%––History
TSCOTractor Supply CoCOM17,675$937.8K0.9%––History
GDGeneral Dynamics CorpStock3,253$857.1K0.8%––History
JNJJohnson & JohnsonStock5,660$818.5K0.8%––History
AAgilent Technologies, Inc.COM6,090$818.1K0.8%––History
WMTWalmart Inc.Stock9,000$813.1K0.7%––History
GOOGAlphabet Inc.Stock4,140$788.4K0.7%––History
KVUEKenvue Inc.Stock35,145$750.3K0.7%––History
NXPINXP Semiconductors N.V.COM3,275$680.7K0.6%––History
AOSSmith A O CorpCOM9,920$676.6K0.6%––History
ADBEAdobe Inc.Stock1,500$667.0K0.6%––History
LFUSLittelfuse IncCOM2,715$639.8K0.6%––History
NDSNNordson CorpCOM2,662$557.0K0.5%––History
KEYSKeysight Technologies, Inc.Stock3,370$541.3K0.5%––History
PRUPrudential Financial IncStock3,992$473.2K0.4%––History
FNDFloor & Decor Holdings, Inc.CL A4,599$458.5K0.4%––History
DHRDanaher CorpStock1,600$367.3K0.3%––History
BROSDutch Bros Inc.CL A6,305$330.3K0.3%––History
SGOLabrdn Gold ETF TrustETF13,175$330.0K0.3%––History
CHRWC. H. Robinson Worldwide, Inc.COM NEW3,030$313.1K0.3%––History
NVONovo Nordisk A SADR3,300$283.9K0.3%––History
OTISOtis Worldwide CorpStock2,900$268.6K0.2%––History
CRMSalesforce, Inc.Stock769$257.1K0.2%––History
TMOThermo Fisher Scientific Inc.Stock487$253.4K0.2%––History
ADSKAutodesk, Inc.COM775$229.1K0.2%––History
VRSNVerisign IncCOM1,053$217.9K0.2%––History
ICLRIcon PLCCOM1,027$215.4K0.2%––History