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Livermore
Livermore
ZHEN

Cypress Advisory Group LLC

SEC CIK
0002056766
Latest filing
Jul 17, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed May 13, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
77
+5 vs. Q4 2025
Portfolio value
$131.1M
−$5.11M (−3.8%) vs. Q4 2025
Filed
May 13, 2026
SEC
Holdings of Cypress Advisory Group LLC in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF182,409$20.1M15.4%−12,734−6.5%Reduced–
MSFTMicrosoft CorpStock15,818$5.86M4.5%+100+0.6%AddedHistory
ROSTRoss Stores, Inc.COM25,863$5.60M4.3%−1,240−4.6%ReducedHistory
BRK.BBerkshire Hathaway IncStock11,626$5.57M4.2%+77+0.7%AddedHistory
TJXTJX Companies IncStock33,862$5.41M4.1%−750−2.2%ReducedHistory
CMICummins IncStock8,430$4.54M3.5%−270−3.1%ReducedHistory
LMTLockheed Martin CorpStock6,271$3.79M2.9%−271−4.1%ReducedHistory
AAPLApple Inc.Stock13,929$3.54M2.7%00.0%UnchangedHistory
ALLEAllegion plcORD SHS22,759$3.31M2.5%+782+3.6%AddedHistory
HSYHershey CoCOM15,195$3.16M2.4%+89+0.6%AddedHistory
VVisa Inc.Stock8,837$2.67M2.0%+117+1.3%AddedHistory
AMEAmetek IncCOM11,405$2.44M1.9%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock8,450$2.43M1.9%−1,800−17.6%ReducedHistory
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF26,305$2.41M1.8%−12,600−32.4%Reduced–
ACNAccenture plcStock11,975$2.37M1.8%+115+1.0%AddedHistory
NOCNorthrop Grumman CorpStock3,144$2.14M1.6%−100−3.1%ReducedHistory
CSCOCisco Systems, Inc.Stock26,580$2.06M1.6%00.0%UnchangedHistory
APHAmphenol CorpCL A16,210$2.05M1.6%−510−3.1%ReducedHistory
WRBBerkley W R CorpCOM24,925$1.65M1.3%+15+0.1%AddedHistory
NDSNNordson CorpCOM6,187$1.65M1.3%−10−0.2%ReducedHistory
FIXComfort Systems USA IncCOM1,180$1.63M1.2%−355−23.1%ReducedHistory
CHKPCheck Point Software Technologies LtdORD11,358$1.62M1.2%+341+3.1%AddedHistory
INTUIntuit Inc.Stock3,587$1.55M1.2%+3,587NewHistory
ADPAutomatic Data Processing IncStock7,277$1.48M1.1%+885+13.8%AddedHistory
MSIMotorola Solutions, Inc.Stock3,375$1.46M1.1%00.0%UnchangedHistory
MAMastercard IncStock2,775$1.39M1.1%00.0%UnchangedHistory
AMZNAmazon Com IncStock6,657$1.39M1.1%00.0%UnchangedHistory
WSTWest Pharmaceutical Services IncCOM5,516$1.38M1.1%−10−0.2%ReducedHistory
ULTAUlta Beauty, Inc.Stock2,619$1.37M1.0%00.0%UnchangedHistory
iShares Tr46436E7180-3 MTH TREASURY13,466$1.36M1.0%+9,100+208.4%Added–
AOSSmith A O CorpCOM19,302$1.27M1.0%00.0%UnchangedHistory
JNJJohnson & JohnsonStock5,093$1.25M0.9%00.0%UnchangedHistory
BRBroadridge Financial Solutions, Inc.Stock7,176$1.17M0.9%+5,176+258.8%AddedHistory
AAgilent Technologies, Inc.COM10,098$1.15M0.9%+218+2.2%AddedHistory
DHRDanaher CorpStock6,005$1.14M0.9%00.0%UnchangedHistory
GDGeneral Dynamics CorpStock3,199$1.10M0.8%00.0%UnchangedHistory
BMIBadger Meter IncCOM7,077$1.08M0.8%+7,077NewHistory
IEXIdex CorpCOM5,458$1.03M0.8%00.0%UnchangedHistory
MTDMettler Toledo International IncCOM807$1.02M0.8%−2−0.2%ReducedHistory
ZTSZoetis Inc.Stock8,602$1.02M0.8%+1,042+13.8%AddedHistory
TMOThermo Fisher Scientific Inc.Stock2,011$988.5K0.8%+41+2.1%AddedHistory
SAPSAP SEADR5,718$979.0K0.7%00.0%UnchangedHistory
PHParker-Hannifin CorpStock1,065$953.4K0.7%−545−33.9%ReducedHistory
KEYSKeysight Technologies, Inc.Stock3,350$945.9K0.7%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock4,806$897.1K0.7%00.0%UnchangedHistory
STESTERIS plcSHS USD4,015$887.8K0.7%+4,015NewHistory
COSTCostco Wholesale CorpStock885$881.8K0.7%00.0%UnchangedHistory
OTISOtis Worldwide CorpStock11,233$865.8K0.7%+528+4.9%AddedHistory
NKENIKE, Inc.Stock15,904$840.0K0.6%00.0%UnchangedHistory
ELVElevance Health, Inc.Stock2,830$828.5K0.6%00.0%UnchangedHistory
TELTE Connectivity plcStock3,930$821.4K0.6%−515−11.6%ReducedHistory
BSYBentley Systems IncCOM CL B22,348$784.9K0.6%+22,348NewHistory
ADBEAdobe Inc.Stock3,214$781.3K0.6%+37+1.2%AddedHistory
iShares Tr4642874571 3 YR TREAS BD9,150$755.5K0.6%00.0%Unchanged–
GOOGAlphabet Inc.Stock2,600$745.8K0.6%−140−5.1%ReducedHistory
ROKRockwell Automation, IncStock1,891$678.6K0.5%−3,263−63.3%ReducedHistory
CICigna GroupStock2,520$672.2K0.5%−2,581−50.6%ReducedHistory
CSLCarlisle Companies IncCOM2,005$668.9K0.5%−7−0.3%ReducedHistory
LFUSLittelfuse IncCOM1,820$617.6K0.5%00.0%UnchangedHistory
CPRTCopart IncCOM18,282$607.0K0.5%+4,402+31.7%AddedHistory
SGOLabrdn Gold ETF TrustETF12,875$574.5K0.4%00.0%UnchangedHistory
ICLRIcon PLCCOM4,670$516.8K0.4%00.0%UnchangedHistory
SSDSimpson Manufacturing Co., Inc.COM3,010$516.6K0.4%+10+0.3%AddedHistory
CHRWC. H. Robinson Worldwide, Inc.COM NEW3,030$503.2K0.4%00.0%UnchangedHistory
TYLTyler Technologies IncCOM1,455$498.2K0.4%+1,455NewHistory
WATWaters CorpCOM1,500$446.7K0.3%−1,142−43.2%ReducedHistory
WMTWalmart Inc.Stock3,400$422.6K0.3%−3,050−47.3%ReducedHistory
UNHUnitedHealth Group IncStock1,335$361.2K0.3%−1,609−54.7%ReducedHistory
OLLIOllie's Bargain Outlet Holdings, Inc.Stock3,629$334.0K0.3%+3,629NewHistory
LMATLemaitre Vascular IncCOM2,933$320.2K0.2%+2,933NewHistory
PRUPrudential Financial IncStock3,000$293.1K0.2%00.0%UnchangedHistory
FISVFiserv IncStock4,950$276.2K0.2%−4,025−44.8%ReducedHistory
GGGGraco IncCOM3,205$271.3K0.2%00.0%UnchangedHistory
VRSNVerisign IncCOM1,030$255.8K0.2%−5−0.5%ReducedHistory
NXPINXP Semiconductors N.V.COM1,275$251.0K0.2%00.0%UnchangedHistory
MKLMarkel Group Inc.COM119$227.8K0.2%+20+20.2%AddedHistory
AMGNAmgen IncStock614$216.0K0.2%00.0%UnchangedHistory

Sold out since Q4 2025 (2)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of Cypress Advisory Group LLC sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
ADSKAutodesk, Inc.COM775$229.4K0.2%History
AMATApplied Materials IncStock795$204.3K0.1%History