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Livermore
Livermore
ZHEN

Cypress Advisory Group LLC

SEC CIK
0002056766
Latest filing
Jul 17, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Jan 20, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
72
+5 vs. Q3 2025
Portfolio value
$136.2M
+$1.09M (+0.8%) vs. Q3 2025
Filed
Jan 20, 2026
SEC
Holdings of Cypress Advisory Group LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF195,143$21.5M15.8%−9,948−4.9%Reduced–
MSFTMicrosoft CorpStock15,718$7.60M5.6%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock11,549$5.81M4.3%00.0%UnchangedHistory
TJXTJX Companies IncStock34,612$5.32M3.9%00.0%UnchangedHistory
ROSTRoss Stores, Inc.COM27,103$4.88M3.6%00.0%UnchangedHistory
CMICummins IncStock8,700$4.44M3.3%00.0%UnchangedHistory
AAPLApple Inc.Stock13,929$3.79M2.8%00.0%UnchangedHistory
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF38,905$3.56M2.6%−17,400−30.9%Reduced–
ALLEAllegion plcORD SHS21,977$3.50M2.6%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock10,250$3.21M2.4%−50−0.5%ReducedHistory
ACNAccenture plcStock11,860$3.18M2.3%+845+7.7%AddedHistory
LMTLockheed Martin CorpStock6,542$3.16M2.3%00.0%UnchangedHistory
VVisa Inc.Stock8,720$3.06M2.2%00.0%UnchangedHistory
HSYHershey CoCOM15,106$2.75M2.0%+11+0.1%AddedHistory
AMEAmetek IncCOM11,405$2.34M1.7%00.0%UnchangedHistory
APHAmphenol CorpCL A16,720$2.26M1.7%00.0%UnchangedHistory
CSCOCisco Systems, Inc.Stock26,580$2.05M1.5%00.0%UnchangedHistory
CHKPCheck Point Software Technologies LtdORD11,017$2.04M1.5%00.0%UnchangedHistory
ROKRockwell Automation, IncStock5,154$2.01M1.5%−757−12.8%ReducedHistory
NOCNorthrop Grumman CorpStock3,244$1.85M1.4%00.0%UnchangedHistory
WRBBerkley W R CorpCOM24,910$1.75M1.3%00.0%UnchangedHistory
ADPAutomatic Data Processing IncStock6,392$1.64M1.2%+6,392NewHistory
ULTAUlta Beauty, Inc.Stock2,619$1.58M1.2%00.0%UnchangedHistory
MAMastercard IncStock2,775$1.58M1.2%00.0%UnchangedHistory
AMZNAmazon Com IncStock6,657$1.54M1.1%−60−0.9%ReducedHistory
WSTWest Pharmaceutical Services IncCOM5,526$1.52M1.1%00.0%UnchangedHistory
NDSNNordson CorpCOM6,197$1.49M1.1%00.0%UnchangedHistory
FIXComfort Systems USA IncCOM1,535$1.43M1.1%00.0%UnchangedHistory
PHParker-Hannifin CorpStock1,610$1.42M1.0%00.0%UnchangedHistory
CICigna GroupStock5,101$1.40M1.0%00.0%UnchangedHistory
SAPSAP SEADR5,718$1.39M1.0%00.0%UnchangedHistory
DHRDanaher CorpStock6,005$1.37M1.0%00.0%UnchangedHistory
AAgilent Technologies, Inc.COM9,880$1.34M1.0%00.0%UnchangedHistory
MSIMotorola Solutions, Inc.Stock3,375$1.29M0.9%00.0%UnchangedHistory
AOSSmith A O CorpCOM19,302$1.29M0.9%−63−0.3%ReducedHistory
CRMSalesforce, Inc.Stock4,806$1.27M0.9%00.0%UnchangedHistory
TMOThermo Fisher Scientific Inc.Stock1,970$1.14M0.8%00.0%UnchangedHistory
MTDMettler Toledo International IncCOM809$1.13M0.8%00.0%UnchangedHistory
ADBEAdobe Inc.Stock3,177$1.11M0.8%−240−7.0%ReducedHistory
GDGeneral Dynamics CorpStock3,199$1.08M0.8%00.0%UnchangedHistory
JNJJohnson & JohnsonStock5,093$1.05M0.8%00.0%UnchangedHistory
NKENIKE, Inc.Stock15,904$1.01M0.7%−400−2.5%ReducedHistory
TELTE Connectivity plcStock4,445$1.01M0.7%00.0%UnchangedHistory
WATWaters CorpCOM2,642$1.00M0.7%00.0%UnchangedHistory
ELVElevance Health, Inc.Stock2,830$992.1K0.7%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock2,944$971.8K0.7%−30−1.0%ReducedHistory
IEXIdex CorpCOM5,458$971.2K0.7%+90+1.7%AddedHistory
ZTSZoetis Inc.Stock7,560$951.2K0.7%+7,560NewHistory
OTISOtis Worldwide CorpStock10,705$935.1K0.7%+325+3.1%AddedHistory
GOOGAlphabet Inc.Stock2,740$859.8K0.6%00.0%UnchangedHistory
ICLRIcon PLCCOM4,670$851.0K0.6%+130+2.9%AddedHistory
COSTCostco Wholesale CorpStock885$763.2K0.6%00.0%UnchangedHistory
iShares Tr4642874571 3 YR TREAS BD9,150$757.8K0.6%−14,230−60.9%Reduced–
WMTWalmart Inc.Stock6,450$718.6K0.5%00.0%UnchangedHistory
KEYSKeysight Technologies, Inc.Stock3,350$680.7K0.5%00.0%UnchangedHistory
CSLCarlisle Companies IncCOM2,012$643.6K0.5%−35−1.7%ReducedHistory
FISVFiserv IncStock8,975$602.9K0.4%−6,227−41.0%ReducedHistory
CPRTCopart IncCOM13,880$543.4K0.4%+265+1.9%AddedHistory
SGOLabrdn Gold ETF TrustETF12,875$528.9K0.4%00.0%UnchangedHistory
CHRWC. H. Robinson Worldwide, Inc.COM NEW3,030$487.1K0.4%00.0%UnchangedHistory
SSDSimpson Manufacturing Co., Inc.COM3,000$484.4K0.4%+3,000NewHistory
LFUSLittelfuse IncCOM1,820$460.3K0.3%00.0%UnchangedHistory
BRBroadridge Financial Solutions, Inc.Stock2,000$446.3K0.3%+2,000NewHistory
iShares Tr46436E7180-3 MTH TREASURY4,366$438.3K0.3%+466+11.9%Added–
PRUPrudential Financial IncStock3,000$338.6K0.2%00.0%UnchangedHistory
NXPINXP Semiconductors N.V.COM1,275$276.8K0.2%00.0%UnchangedHistory
GGGGraco IncCOM3,205$262.7K0.2%00.0%UnchangedHistory
VRSNVerisign IncCOM1,035$251.5K0.2%00.0%UnchangedHistory
ADSKAutodesk, Inc.COM775$229.4K0.2%00.0%UnchangedHistory
MKLMarkel Group Inc.COM99$212.8K0.2%+99NewHistory
AMATApplied Materials IncStock795$204.3K0.1%+795NewHistory
AMGNAmgen IncStock614$201.0K0.1%+614NewHistory

Sold out since Q3 2025 (2)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Cypress Advisory Group LLC sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
OSCROscar Health, Inc.CL A49,695$940.7K0.7%History
FTVFortive CorpStock10,195$499.5K0.4%History