Cypress Advisory Group LLC
- SEC CIK
- 0002056766
- Latest filing
- Jul 17, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 11, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 67
- +6 vs. Q1 2025
- Portfolio value
- $128.9M
- +$19.2M (+17.6%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 210,532 | $23.2M | 18.0% | −15,824−7.0% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 15,818 | $7.87M | 6.1% | −167−1.0% | Reduced | History |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 82,455 | $7.56M | 5.9% | +82,455 | New | – |
| BRK.BBerkshire Hathaway Inc | Stock | 11,602 | $5.64M | 4.4% | −25−0.2% | Reduced | History |
| TJXTJX Companies Inc | Stock | 34,612 | $4.27M | 3.3% | −825−2.3% | Reduced | History |
| ROSTRoss Stores, Inc. | COM | 27,103 | $3.46M | 2.7% | −35−0.1% | Reduced | History |
| ALLEAllegion plc | ORD SHS | 21,977 | $3.17M | 2.5% | +4,085+22.8% | Added | History |
| VVisa Inc. | Stock | 8,720 | $3.10M | 2.4% | −190−2.1% | Reduced | History |
| LMTLockheed Martin Corp | Stock | 6,547 | $3.03M | 2.4% | −165−2.5% | Reduced | History |
| ACNAccenture plc | Stock | 10,060 | $3.01M | 2.3% | +2,786+38.3% | Added | History |
| AAPLApple Inc. | Stock | 13,908 | $2.85M | 2.2% | −28−0.2% | Reduced | History |
| CMICummins Inc | Stock | 8,700 | $2.85M | 2.2% | −70−0.8% | Reduced | History |
| HSYHershey Co | COM | 15,095 | $2.51M | 1.9% | +334+2.3% | Added | History |
| FISVFiserv Inc | Stock | 13,550 | $2.34M | 1.8% | +2,765+25.6% | Added | History |
| ROKRockwell Automation, Inc | Stock | 6,436 | $2.14M | 1.7% | +1,500+30.4% | Added | History |
| AMEAmetek Inc | COM | 11,360 | $2.06M | 1.6% | +3,235+39.8% | Added | History |
| iShares Tr464287457 | 1 3 YR TREAS BD | 23,380 | $1.94M | 1.5% | 00.0% | Unchanged | – |
| CSCOCisco Systems, Inc. | Stock | 26,580 | $1.84M | 1.4% | −340−1.3% | Reduced | History |
| WRBBerkley W R Corp | COM | 24,910 | $1.83M | 1.4% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 10,310 | $1.82M | 1.4% | −30−0.3% | Reduced | History |
| SAPSAP SE | ADR | 5,718 | $1.74M | 1.3% | 00.0% | Unchanged | History |
| APHAmphenol Corp | CL A | 17,280 | $1.71M | 1.3% | +6,620+62.1% | Added | History |
| CICigna Group | Stock | 5,147 | $1.70M | 1.3% | −10−0.2% | Reduced | History |
| CHKPCheck Point Software Technologies Ltd | ORD | 7,667 | $1.70M | 1.3% | −15−0.2% | Reduced | History |
| NOCNorthrop Grumman Corp | Stock | 3,264 | $1.63M | 1.3% | −500−13.3% | Reduced | History |
| MAMastercard Inc | Stock | 2,775 | $1.56M | 1.2% | +597+27.4% | Added | History |
| AMZNAmazon Com Inc | Stock | 6,757 | $1.48M | 1.2% | −160−2.3% | Reduced | History |
| MSIMotorola Solutions, Inc. | Stock | 3,375 | $1.42M | 1.1% | 00.0% | Unchanged | History |
| ELVElevance Health, Inc. | Stock | 3,489 | $1.36M | 1.1% | −28−0.8% | Reduced | History |
| ADBEAdobe Inc. | Stock | 3,400 | $1.32M | 1.0% | +1,570+85.8% | Added | History |
| AAgilent Technologies, Inc. | COM | 10,780 | $1.27M | 1.0% | +4,175+63.2% | Added | History |
| ULTAUlta Beauty, Inc. | Stock | 2,619 | $1.23M | 1.0% | −220−7.7% | Reduced | History |
| NDSNNordson Corp | COM | 5,692 | $1.22M | 0.9% | +2,685+89.3% | Added | History |
| WSTWest Pharmaceutical Services Inc | COM | 5,526 | $1.21M | 0.9% | +2,041+58.6% | Added | History |
| FIXComfort Systems USA Inc | COM | 2,240 | $1.20M | 0.9% | +1,190+113.3% | Added | History |
| NKENIKE, Inc. | Stock | 16,354 | $1.16M | 0.9% | +3,000+22.5% | Added | History |
| PHParker-Hannifin Corp | Stock | 1,610 | $1.12M | 0.9% | 00.0% | Unchanged | History |
| DHRDanaher Corp | Stock | 5,505 | $1.09M | 0.8% | +2,510+83.8% | Added | History |
| AOSSmith A O Corp | COM | 16,400 | $1.08M | 0.8% | +5,700+53.3% | Added | History |
| MTDMettler Toledo International Inc | COM | 809 | $950.3K | 0.7% | +809 | New | History |
| GDGeneral Dynamics Corp | Stock | 3,207 | $935.4K | 0.7% | −46−1.4% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 2,974 | $927.8K | 0.7% | −410−12.1% | Reduced | History |
| WATWaters Corp | COM | 2,642 | $922.2K | 0.7% | −10−0.4% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 885 | $876.1K | 0.7% | 00.0% | Unchanged | History |
| WMTWalmart Inc. | Stock | 8,950 | $875.1K | 0.7% | −50−0.6% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 1,970 | $798.8K | 0.6% | +1,333+209.3% | Added | History |
| JNJJohnson & Johnson | Stock | 5,093 | $778.0K | 0.6% | −187−3.5% | Reduced | History |
| CSLCarlisle Companies Inc | COM | 2,047 | $764.4K | 0.6% | +2,047 | New | History |
| CRMSalesforce, Inc. | Stock | 2,769 | $755.1K | 0.6% | +2,000+260.1% | Added | History |
| TELTE Connectivity plc | Stock | 4,445 | $749.7K | 0.6% | +4,445 | New | History |
| IEXIdex Corp | COM | 4,088 | $717.7K | 0.6% | +4,088 | New | History |
| ICLRIcon PLC | COM | 4,430 | $644.3K | 0.5% | +590+15.4% | Added | History |
| FTVFortive Corp | Stock | 11,795 | $614.9K | 0.5% | −25−0.2% | Reduced | History |
| CPRTCopart Inc | COM | 12,295 | $603.3K | 0.5% | +8,295+207.4% | Added | History |
| KEYSKeysight Technologies, Inc. | Stock | 3,350 | $548.9K | 0.4% | −20−0.6% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 2,770 | $491.4K | 0.4% | −160−5.5% | Reduced | History |
| LFUSLittelfuse Inc | COM | 1,820 | $412.6K | 0.3% | −895−33.0% | Reduced | History |
| SGOLabrdn Gold ETF Trust | ETF | 12,875 | $406.1K | 0.3% | −300−2.3% | Reduced | History |
| PRUPrudential Financial Inc | Stock | 3,000 | $322.3K | 0.3% | 00.0% | Unchanged | History |
| VRSNVerisign Inc | COM | 1,035 | $298.9K | 0.2% | −18−1.7% | Reduced | History |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 3,030 | $290.7K | 0.2% | 00.0% | Unchanged | History |
| OTISOtis Worldwide Corp | Stock | 2,850 | $282.2K | 0.2% | −50−1.7% | Reduced | History |
| NXPINXP Semiconductors N.V. | COM | 1,275 | $278.6K | 0.2% | −2,000−61.1% | Reduced | History |
| ADSKAutodesk, Inc. | COM | 775 | $239.9K | 0.2% | 00.0% | Unchanged | History |
| GGGGraco Inc | COM | 2,705 | $232.5K | 0.2% | +2,705 | New | History |
| NVONovo Nordisk A S | ADR | 3,300 | $227.8K | 0.2% | 00.0% | Unchanged | History |
| RALRalliant Corp | Stock | 3,929 | $208.2K | 0.2% | +3,929 | New | History |
Sold out since Q1 2025 (1)
Positions held at the end of Q1 2025 that are gone from this filing.