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Livermore
Livermore
ZHEN

Cypress Advisory Group LLC

SEC CIK
0002056766
Latest filing
Jul 17, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Oct 29, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
67
0 vs. Q2 2025
Portfolio value
$135.1M
+$6.28M (+4.9%) vs. Q2 2025
Filed
Oct 29, 2025
SEC
Holdings of Cypress Advisory Group LLC in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF205,091$22.7M16.8%−5,441−2.6%Reduced–
MSFTMicrosoft CorpStock15,718$8.14M6.0%−100−0.6%ReducedHistory
BRK.BBerkshire Hathaway IncStock11,549$5.81M4.3%−53−0.5%ReducedHistory
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF56,305$5.17M3.8%−26,150−31.7%Reduced–
TJXTJX Companies IncStock34,612$5.00M3.7%00.0%UnchangedHistory
ROSTRoss Stores, Inc.COM27,103$4.13M3.1%00.0%UnchangedHistory
ALLEAllegion plcORD SHS21,977$3.90M2.9%00.0%UnchangedHistory
CMICummins IncStock8,700$3.67M2.7%00.0%UnchangedHistory
AAPLApple Inc.Stock13,929$3.55M2.6%+21+0.2%AddedHistory
LMTLockheed Martin CorpStock6,542$3.27M2.4%−5−0.1%ReducedHistory
VVisa Inc.Stock8,720$2.98M2.2%00.0%UnchangedHistory
HSYHershey CoCOM15,095$2.82M2.1%00.0%UnchangedHistory
ACNAccenture plcStock11,015$2.72M2.0%+955+9.5%AddedHistory
GOOGLAlphabet Inc.Stock10,300$2.50M1.9%−10−0.1%ReducedHistory
CHKPCheck Point Software Technologies LtdORD11,017$2.28M1.7%+3,350+43.7%AddedHistory
AMEAmetek IncCOM11,405$2.14M1.6%+45+0.4%AddedHistory
APHAmphenol CorpCL A16,720$2.07M1.5%−560−3.2%ReducedHistory
ROKRockwell Automation, IncStock5,911$2.07M1.5%−525−8.2%ReducedHistory
NOCNorthrop Grumman CorpStock3,244$1.98M1.5%−20−0.6%ReducedHistory
FISVFiserv IncStock15,202$1.96M1.5%+1,652+12.2%AddedHistory
iShares Tr4642874571 3 YR TREAS BD23,380$1.94M1.4%00.0%Unchanged–
WRBBerkley W R CorpCOM24,910$1.91M1.4%00.0%UnchangedHistory
CSCOCisco Systems, Inc.Stock26,580$1.82M1.3%00.0%UnchangedHistory
MAMastercard IncStock2,775$1.58M1.2%00.0%UnchangedHistory
MSIMotorola Solutions, Inc.Stock3,375$1.54M1.1%00.0%UnchangedHistory
SAPSAP SEADR5,718$1.53M1.1%00.0%UnchangedHistory
AMZNAmazon Com IncStock6,717$1.47M1.1%−40−0.6%ReducedHistory
CICigna GroupStock5,101$1.47M1.1%−46−0.9%ReducedHistory
WSTWest Pharmaceutical Services IncCOM5,526$1.45M1.1%00.0%UnchangedHistory
ULTAUlta Beauty, Inc.Stock2,619$1.43M1.1%00.0%UnchangedHistory
AOSSmith A O CorpCOM19,365$1.42M1.1%+2,965+18.1%AddedHistory
NDSNNordson CorpCOM6,197$1.41M1.0%+505+8.9%AddedHistory
AAgilent Technologies, Inc.COM9,880$1.27M0.9%−900−8.3%ReducedHistory
FIXComfort Systems USA IncCOM1,535$1.27M0.9%−705−31.5%ReducedHistory
PHParker-Hannifin CorpStock1,610$1.22M0.9%00.0%UnchangedHistory
ADBEAdobe Inc.Stock3,417$1.21M0.9%+17+0.5%AddedHistory
DHRDanaher CorpStock6,005$1.19M0.9%+500+9.1%AddedHistory
CRMSalesforce, Inc.Stock4,806$1.14M0.8%+2,037+73.6%AddedHistory
NKENIKE, Inc.Stock16,304$1.14M0.8%−50−0.3%ReducedHistory
GDGeneral Dynamics CorpStock3,199$1.09M0.8%−8−0.2%ReducedHistory
UNHUnitedHealth Group IncStock2,974$1.03M0.8%00.0%UnchangedHistory
MTDMettler Toledo International IncCOM809$993.1K0.7%00.0%UnchangedHistory
TELTE Connectivity plcStock4,445$975.8K0.7%00.0%UnchangedHistory
TMOThermo Fisher Scientific Inc.Stock1,970$955.5K0.7%00.0%UnchangedHistory
OTISOtis Worldwide CorpStock10,380$949.0K0.7%+7,530+264.2%AddedHistory
JNJJohnson & JohnsonStock5,093$944.4K0.7%00.0%UnchangedHistory
OSCROscar Health, Inc.CL A49,695$940.7K0.7%+49,695NewHistory
ELVElevance Health, Inc.Stock2,830$914.4K0.7%−659−18.9%ReducedHistory
IEXIdex CorpCOM5,368$873.7K0.6%+1,280+31.3%AddedHistory
COSTCostco Wholesale CorpStock885$819.2K0.6%00.0%UnchangedHistory
ICLRIcon PLCCOM4,540$794.5K0.6%+110+2.5%AddedHistory
WATWaters CorpCOM2,642$792.1K0.6%00.0%UnchangedHistory
CSLCarlisle Companies IncCOM2,047$673.4K0.5%00.0%UnchangedHistory
GOOGAlphabet Inc.Stock2,740$667.3K0.5%−30−1.1%ReducedHistory
WMTWalmart Inc.Stock6,450$664.7K0.5%−2,500−27.9%ReducedHistory
CPRTCopart IncCOM13,615$612.3K0.5%+1,320+10.7%AddedHistory
KEYSKeysight Technologies, Inc.Stock3,350$586.0K0.4%00.0%UnchangedHistory
FTVFortive CorpStock10,195$499.5K0.4%−1,600−13.6%ReducedHistory
SGOLabrdn Gold ETF TrustETF12,875$473.9K0.4%00.0%UnchangedHistory
LFUSLittelfuse IncCOM1,820$471.4K0.3%00.0%UnchangedHistory
CHRWC. H. Robinson Worldwide, Inc.COM NEW3,030$401.2K0.3%00.0%UnchangedHistory
iShares Tr46436E7180-3 MTH TREASURY3,900$392.7K0.3%+3,900New–
PRUPrudential Financial IncStock3,000$311.2K0.2%00.0%UnchangedHistory
NXPINXP Semiconductors N.V.COM1,275$290.4K0.2%00.0%UnchangedHistory
VRSNVerisign IncCOM1,035$289.4K0.2%00.0%UnchangedHistory
GGGGraco IncCOM3,205$272.3K0.2%+500+18.5%AddedHistory
ADSKAutodesk, Inc.COM775$246.2K0.2%00.0%UnchangedHistory

Sold out since Q2 2025 (2)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of Cypress Advisory Group LLC sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
NVONovo Nordisk A SADR3,300$227.8K0.2%History
RALRalliant CorpStock3,929$208.2K0.2%History