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Livermore
Livermore
ZHEN

Cypress Advisory Group LLC

SEC CIK
0002056766
Latest filing
Jul 17, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Jul 17, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
79
+2 vs. Q1 2026
Portfolio value
$129.1M
−$2.06M (−1.6%) vs. Q1 2026
Filed
Jul 17, 2026
SEC
Holdings of Cypress Advisory Group LLC in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF161,125$17.8M13.8%−21,284−11.7%Reduced–
BRK.BBerkshire Hathaway IncStock13,202$6.61M5.1%+1,576+13.6%AddedHistory
MSFTMicrosoft CorpStock16,109$6.01M4.7%+291+1.8%AddedHistory
ROSTRoss Stores, Inc.COM25,863$5.50M4.3%00.0%UnchangedHistory
TJXTJX Companies IncStock33,862$5.13M4.0%00.0%UnchangedHistory
AAPLApple Inc.Stock13,929$4.03M3.1%00.0%UnchangedHistory
CMICummins IncStock5,223$3.73M2.9%−3,207−38.0%ReducedHistory
ALLEAllegion plcORD SHS23,696$3.33M2.6%+937+4.1%AddedHistory
LMTLockheed Martin CorpStock6,406$3.26M2.5%+135+2.2%AddedHistory
VVisa Inc.Stock8,837$3.03M2.3%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock8,452$3.02M2.3%+20.0%AddedHistory
AMEAmetek IncCOM11,405$2.76M2.1%00.0%UnchangedHistory
HSYHershey CoCOM15,196$2.67M2.1%+10.0%AddedHistory
ADPAutomatic Data Processing IncStock8,588$1.92M1.5%+1,311+18.0%AddedHistory
CSCOCisco Systems, Inc.Stock15,450$1.81M1.4%−11,130−41.9%ReducedHistory
WSTWest Pharmaceutical Services IncCOM5,016$1.80M1.4%−500−9.1%ReducedHistory
APHAmphenol CorpCL A10,205$1.80M1.4%−6,005−37.0%ReducedHistory
WRBBerkley W R CorpCOM25,455$1.80M1.4%+530+2.1%AddedHistory
ACNAccenture plcStock13,867$1.73M1.3%+1,892+15.8%AddedHistory
MAMastercard IncStock3,175$1.63M1.3%+400+14.4%AddedHistory
BMIBadger Meter IncCOM10,843$1.61M1.2%+3,766+53.2%AddedHistory
NOCNorthrop Grumman CorpStock3,144$1.60M1.2%00.0%UnchangedHistory
AMZNAmazon Com IncStock6,659$1.59M1.2%+20.0%AddedHistory
NDSNNordson CorpCOM5,187$1.56M1.2%−1,000−16.2%ReducedHistory
TSCOTractor Supply CoCOM45,965$1.45M1.1%+45,965NewHistory
CHKPCheck Point Software Technologies LtdORD10,738$1.41M1.1%−620−5.5%ReducedHistory
MSIMotorola Solutions, Inc.Stock3,375$1.40M1.1%00.0%UnchangedHistory
AOSSmith A O CorpCOM22,196$1.39M1.1%+2,894+15.0%AddedHistory
FIXComfort Systems USA IncCOM680$1.35M1.0%−500−42.4%ReducedHistory
iShares Tr46436E7180-3 MTH TREASURY13,266$1.34M1.0%−200−1.5%Reduced–
JNJJohnson & JohnsonStock5,249$1.33M1.0%+156+3.1%AddedHistory
DHRDanaher CorpStock6,835$1.30M1.0%+830+13.8%AddedHistory
AAgilent Technologies, Inc.COM9,148$1.22M0.9%−950−9.4%ReducedHistory
OTISOtis Worldwide CorpStock16,751$1.20M0.9%+5,518+49.1%AddedHistory
ULTAUlta Beauty, Inc.Stock2,619$1.18M0.9%00.0%UnchangedHistory
GDGeneral Dynamics CorpStock3,199$1.13M0.9%00.0%UnchangedHistory
ELVElevance Health, Inc.Stock2,830$1.09M0.8%00.0%UnchangedHistory
PHParker-Hannifin CorpStock1,065$1.04M0.8%00.0%UnchangedHistory
MTDMettler Toledo International IncCOM807$1.03M0.8%00.0%UnchangedHistory
BRBroadridge Financial Solutions, Inc.Stock7,477$1.02M0.8%+301+4.2%AddedHistory
IEXIdex CorpCOM4,458$1.01M0.8%−1,000−18.3%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock2,011$1.01M0.8%00.0%UnchangedHistory
BSYBentley Systems IncCOM CL B33,275$994.6K0.8%+10,927+48.9%AddedHistory
GOOGAlphabet Inc.Stock2,600$918.7K0.7%00.0%UnchangedHistory
INTUIntuit Inc.Stock3,487$910.1K0.7%−100−2.8%ReducedHistory
SAPSAP SEADR5,718$881.2K0.7%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock885$827.9K0.6%00.0%UnchangedHistory
STESTERIS plcSHS USD3,650$768.6K0.6%−365−9.1%ReducedHistory
ZTSZoetis Inc.Stock10,287$739.2K0.6%+1,685+19.6%AddedHistory
CPRTCopart IncCOM26,132$736.7K0.6%+7,850+42.9%AddedHistory
TYLTyler Technologies IncCOM2,510$734.1K0.6%+1,055+72.5%AddedHistory
CSLCarlisle Companies IncCOM2,005$727.3K0.6%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock4,506$705.9K0.5%−300−6.2%ReducedHistory
CICigna GroupStock2,520$694.7K0.5%00.0%UnchangedHistory
TELTE Connectivity plcStock3,430$691.5K0.5%−500−12.7%ReducedHistory
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF7,305$669.4K0.5%−19,000−72.2%Reduced–
SPGIS&P Global Inc.Stock1,634$665.5K0.5%+1,634NewHistory
ADBEAdobe Inc.Stock3,214$658.9K0.5%00.0%UnchangedHistory
NKENIKE, Inc.Stock15,904$652.9K0.5%00.0%UnchangedHistory
CMECME Group Inc.COM2,858$631.1K0.5%+2,858NewHistory
SSDSimpson Manufacturing Co., Inc.COM3,010$630.1K0.5%00.0%UnchangedHistory
CHRWC. H. Robinson Worldwide, Inc.COM NEW3,030$570.7K0.4%00.0%UnchangedHistory
WATWaters CorpCOM1,500$562.6K0.4%00.0%UnchangedHistory
GGGGraco IncCOM7,372$557.4K0.4%+4,167+130.0%AddedHistory
iShares Tr4642874571 3 YR TREAS BD6,400$525.5K0.4%−2,750−30.1%Reduced–
SGOLabrdn Gold ETF TrustETF12,875$492.2K0.4%00.0%UnchangedHistory
OLLIOllie's Bargain Outlet Holdings, Inc.Stock6,308$485.0K0.4%+2,679+73.8%AddedHistory
ICLRIcon PLCCOM2,670$463.8K0.4%−2,000−42.8%ReducedHistory
VLTOVeralto CorpStock5,132$455.1K0.4%+5,132NewHistory
WMTWalmart Inc.Stock3,400$385.1K0.3%00.0%UnchangedHistory
PAYPPayPay CorpSPONSORED ADS25,010$358.4K0.3%+25,010NewHistory
NXPINXP Semiconductors N.V.COM1,275$358.3K0.3%00.0%UnchangedHistory
MKLMarkel Group Inc.COM174$339.8K0.3%+55+46.2%AddedHistory
PRUPrudential Financial IncStock3,000$323.8K0.3%00.0%UnchangedHistory
MCKMcKesson CorpStock376$284.1K0.2%+376NewHistory
LMATLemaitre Vascular IncCOM2,933$281.5K0.2%00.0%UnchangedHistory
FISVFiserv IncStock5,454$267.5K0.2%+504+10.2%AddedHistory
VRSNVerisign IncCOM1,030$259.1K0.2%00.0%UnchangedHistory
AMGNAmgen IncStock614$222.3K0.2%00.0%UnchangedHistory

Sold out since Q1 2026 (4)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Cypress Advisory Group LLC sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
KEYSKeysight Technologies, Inc.Stock3,350$945.9K0.7%History
ROKRockwell Automation, IncStock1,891$678.6K0.5%History
LFUSLittelfuse IncCOM1,820$617.6K0.5%History
UNHUnitedHealth Group IncStock1,335$361.2K0.3%History