Cypress Advisory Group LLC
- SEC CIK
- 0002056766
- Latest filing
- Jul 17, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed Apr 17, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 61
- +1 vs. Q4 2024
- Portfolio value
- $109.6M
- +$918.4K (+0.8%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 226,356 | $25.0M | 22.8% | +31,689+16.3% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 11,627 | $6.19M | 5.6% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 15,985 | $6.00M | 5.5% | 00.0% | Unchanged | History |
| TJXTJX Companies Inc | Stock | 35,437 | $4.32M | 3.9% | 00.0% | Unchanged | History |
| ROSTRoss Stores, Inc. | COM | 27,138 | $3.47M | 3.2% | +313+1.2% | Added | History |
| VVisa Inc. | Stock | 8,910 | $3.12M | 2.8% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 13,936 | $3.10M | 2.8% | 00.0% | Unchanged | History |
| LMTLockheed Martin Corp | Stock | 6,712 | $3.00M | 2.7% | −35−0.5% | Reduced | History |
| CMICummins Inc | Stock | 8,770 | $2.75M | 2.5% | 00.0% | Unchanged | History |
| HSYHershey Co | COM | 14,761 | $2.52M | 2.3% | +103+0.7% | Added | History |
| FISVFiserv Inc | Stock | 10,785 | $2.38M | 2.2% | 00.0% | Unchanged | History |
| ALLEAllegion plc | ORD SHS | 17,892 | $2.33M | 2.1% | +2,313+14.8% | Added | History |
| ACNAccenture plc | Stock | 7,274 | $2.27M | 2.1% | 00.0% | Unchanged | History |
| iShares Tr464287457 | 1 3 YR TREAS BD | 23,380 | $1.93M | 1.8% | −1,675−6.7% | Reduced | – |
| NOCNorthrop Grumman Corp | Stock | 3,764 | $1.93M | 1.8% | −203−5.1% | Reduced | History |
| WRBBerkley W R Corp | COM | 24,910 | $1.77M | 1.6% | +525+2.2% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 3,384 | $1.77M | 1.6% | −1,252−27.0% | Reduced | History |
| CHKPCheck Point Software Technologies Ltd | ORD | 7,682 | $1.75M | 1.6% | 00.0% | Unchanged | History |
| CICigna Group | Stock | 5,157 | $1.70M | 1.5% | 00.0% | Unchanged | History |
| CSCOCisco Systems, Inc. | Stock | 26,920 | $1.66M | 1.5% | −400−1.5% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 10,340 | $1.60M | 1.5% | −2,880−21.8% | Reduced | History |
| SAPSAP SE | ADR | 5,718 | $1.53M | 1.4% | 00.0% | Unchanged | History |
| ELVElevance Health, Inc. | Stock | 3,517 | $1.53M | 1.4% | −1,317−27.2% | Reduced | History |
| MSIMotorola Solutions, Inc. | Stock | 3,375 | $1.48M | 1.3% | 00.0% | Unchanged | History |
| AMEAmetek Inc | COM | 8,125 | $1.40M | 1.3% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 6,917 | $1.32M | 1.2% | 00.0% | Unchanged | History |
| ROKRockwell Automation, Inc | Stock | 4,936 | $1.28M | 1.2% | +258+5.5% | Added | History |
| MAMastercard Inc | Stock | 2,178 | $1.19M | 1.1% | 00.0% | Unchanged | History |
| ULTAUlta Beauty, Inc. | Stock | 2,839 | $1.04M | 0.9% | 00.0% | Unchanged | History |
| PHParker-Hannifin Corp | Stock | 1,610 | $978.6K | 0.9% | 00.0% | Unchanged | History |
| WATWaters Corp | COM | 2,652 | $977.4K | 0.9% | 00.0% | Unchanged | History |
| GDGeneral Dynamics Corp | Stock | 3,253 | $886.7K | 0.8% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 5,280 | $875.6K | 0.8% | −380−6.7% | Reduced | History |
| FTVFortive Corp | Stock | 11,820 | $865.0K | 0.8% | −1,930−14.0% | Reduced | History |
| NKENIKE, Inc. | Stock | 13,354 | $847.7K | 0.8% | +550+4.3% | Added | History |
| COSTCostco Wholesale Corp | Stock | 885 | $837.0K | 0.8% | −535−37.7% | Reduced | History |
| WMTWalmart Inc. | Stock | 9,000 | $790.1K | 0.7% | 00.0% | Unchanged | History |
| WSTWest Pharmaceutical Services Inc | COM | 3,485 | $780.2K | 0.7% | +3,485 | New | History |
| AAgilent Technologies, Inc. | COM | 6,605 | $772.7K | 0.7% | +515+8.5% | Added | History |
| ADBEAdobe Inc. | Stock | 1,830 | $701.9K | 0.6% | +330+22.0% | Added | History |
| AOSSmith A O Corp | COM | 10,700 | $699.4K | 0.6% | +780+7.9% | Added | History |
| APHAmphenol Corp | CL A | 10,660 | $699.2K | 0.6% | +10,660 | New | History |
| ICLRIcon PLC | COM | 3,840 | $672.0K | 0.6% | +2,813+273.9% | Added | History |
| NXPINXP Semiconductors N.V. | COM | 3,275 | $622.4K | 0.6% | 00.0% | Unchanged | History |
| DHRDanaher Corp | Stock | 2,995 | $614.0K | 0.6% | +1,395+87.2% | Added | History |
| NDSNNordson Corp | COM | 3,007 | $606.6K | 0.6% | +345+13.0% | Added | History |
| LFUSLittelfuse Inc | COM | 2,715 | $534.1K | 0.5% | 00.0% | Unchanged | History |
| KEYSKeysight Technologies, Inc. | Stock | 3,370 | $504.7K | 0.5% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 2,930 | $457.8K | 0.4% | −1,210−29.2% | Reduced | History |
| FNDFloor & Decor Holdings, Inc. | CL A | 5,218 | $419.9K | 0.4% | +619+13.5% | Added | History |
| SGOLabrdn Gold ETF Trust | ETF | 13,175 | $392.9K | 0.4% | 00.0% | Unchanged | History |
| FIXComfort Systems USA Inc | COM | 1,050 | $338.4K | 0.3% | +1,050 | New | History |
| PRUPrudential Financial Inc | Stock | 3,000 | $335.0K | 0.3% | −992−24.8% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 637 | $317.0K | 0.3% | +150+30.8% | Added | History |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 3,030 | $310.3K | 0.3% | 00.0% | Unchanged | History |
| OTISOtis Worldwide Corp | Stock | 2,900 | $299.3K | 0.3% | 00.0% | Unchanged | History |
| VRSNVerisign Inc | COM | 1,053 | $267.3K | 0.2% | 00.0% | Unchanged | History |
| NVONovo Nordisk A S | ADR | 3,300 | $229.2K | 0.2% | 00.0% | Unchanged | History |
| CPRTCopart Inc | COM | 4,000 | $226.4K | 0.2% | +4,000 | New | History |
| CRMSalesforce, Inc. | Stock | 769 | $206.4K | 0.2% | 00.0% | Unchanged | History |
| ADSKAutodesk, Inc. | COM | 775 | $202.9K | 0.2% | 00.0% | Unchanged | History |
Sold out since Q4 2024 (3)
Positions held at the end of Q4 2024 that are gone from this filing.