Cypress Advisory Group LLC Top Holdings and 13F Report (2025) About Cypress Advisory Group LLCInvestment ActivityCypress Advisory Group LLC has $109.60 million in total holdings as of March 31, 2025.Cypress Advisory Group LLC owns shares of 61 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 6.62% of the portfolio was purchased this quarter.About 4.55% of the portfolio was sold this quarter.This quarter, Cypress Advisory Group LLC has purchased 60 new stocks and bought additional shares in 15 stocks.Cypress Advisory Group LLC sold shares of 12 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Short Treasury Bond ETF $25,003,284Berkshire Hathaway $6,192,308Microsoft $6,000,609TJX Companies $4,316,227Ross Stores $3,467,965 Largest New Holdings this Quarter 955306105 - West Pharmaceutical Services $780,222 Holding032095101 - Amphenol $699,189 Holding199908104 - Comfort Systems USA $338,447 Holding217204106 - Copart $226,360 Holding Largest Purchases this Quarter iShares Short Treasury Bond ETF 31,689 shares (about $3.50M)West Pharmaceutical Services 3,485 shares (about $780.22K)Amphenol 10,660 shares (about $699.19K)ICON Public 2,813 shares (about $492.25K)Comfort Systems USA 1,050 shares (about $338.45K) Largest Sales this Quarter UnitedHealth Group 1,252 shares (about $655.74K)Elevance Health 1,317 shares (about $572.84K)Costco Wholesale 535 shares (about $505.99K)Alphabet 2,880 shares (about $445.36K)Alphabet 1,210 shares (about $189.04K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCypress Advisory Group LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSHViShares Short Treasury Bond ETF$25,003,284$3,500,367 ▲16.3%226,35622.8%ETFBRK.BBerkshire Hathaway$6,192,3080.0%11,6275.6%FinanceMSFTMicrosoft$6,000,6090.0%15,9855.5%Computer and TechnologyTJXTJX Companies$4,316,2270.0%35,4373.9%Retail/WholesaleROSTRoss Stores$3,467,965$39,998 ▲1.2%27,1383.2%Retail/WholesaleVVisa$3,122,5990.0%8,9102.8%Business ServicesAAPLApple$3,095,5040.0%13,9362.8%Computer and TechnologyLMTLockheed Martin$2,998,318$15,635 ▼-0.5%6,7122.7%AerospaceCMICummins$2,748,8690.0%8,7702.5%Auto/Tires/TrucksHSYHershey$2,524,574$17,616 ▲0.7%14,7612.3%Consumer StaplesFIFiserv$2,381,6520.0%10,7852.2%Business ServicesALLEAllegion$2,334,190$301,754 ▲14.8%17,8922.1%IndustrialsACNAccenture$2,269,7790.0%7,2742.1%Computer and TechnologySHYiShares 1-3 Year Treasury Bond ETF$1,934,227$138,573 ▼-6.7%23,3801.8%ManufacturingNOCNorthrop Grumman$1,927,206$103,938 ▼-5.1%3,7641.8%AerospaceWRBW. R. Berkley$1,772,596$37,359 ▲2.2%24,9101.6%FinanceUNHUnitedHealth Group$1,772,370$655,735 ▼-27.0%3,3841.6%MedicalCHKPCheck Point Software Technologies$1,750,8810.0%7,6821.6%Computer and TechnologyCIThe Cigna Group$1,696,6530.0%5,1571.5%MedicalCSCOCisco Systems$1,661,233$24,684 ▼-1.5%26,9201.5%Computer and TechnologyGOOGLAlphabet$1,598,978$445,363 ▼-21.8%10,3401.5%Computer and TechnologySAPSAP$1,534,9400.0%5,7181.4%Computer and TechnologyELVElevance Health$1,529,754$572,842 ▼-27.2%3,5171.4%MedicalMSIMotorola Solutions$1,477,6090.0%3,3751.3%Computer and TechnologyAMEAMETEK$1,398,6380.0%8,1251.3%Computer and TechnologyAMZNAmazon.com$1,316,0280.0%6,9171.2%Retail/WholesaleROKRockwell Automation$1,275,364$66,662 ▲5.5%4,9361.2%Computer and TechnologyMAMastercard$1,193,8050.0%2,1781.1%Business ServicesULTAUlta Beauty$1,040,6070.0%2,8390.9%Retail/WholesalePHParker-Hannifin$978,6390.0%1,6100.9%IndustrialsWATWaters$977,4480.0%2,6520.9%MedicalGDGeneral Dynamics$886,7030.0%3,2530.8%AerospaceJNJJohnson & Johnson$875,559$63,014 ▼-6.7%5,2800.8%MedicalFTVFortive$864,988$141,237 ▼-14.0%11,8200.8%Computer and TechnologyNKENIKE$847,712$34,914 ▲4.3%13,3540.8%Consumer DiscretionaryCOSTCostco Wholesale$837,015$505,992 ▼-37.7%8850.8%Retail/WholesaleWMTWalmart$790,1100.0%9,0000.7%Retail/WholesaleWSTWest Pharmaceutical Services$780,222$780,222 ▲New Holding3,4850.7%MedicalAAgilent Technologies$772,653$60,245 ▲8.5%6,6050.7%MedicalADBEAdobe$701,860$126,565 ▲22.0%1,8300.6%Computer and TechnologyAOSA. O. Smith$699,352$50,981 ▲7.9%10,7000.6%IndustrialsAPHAmphenol$699,189$699,189 ▲New Holding10,6600.6%Computer and TechnologyICLRICON Public$671,962$492,247 ▲273.9%3,8400.6%MedicalNXPINXP Semiconductors$622,4470.0%3,2750.6%Computer and TechnologyDHRDanaher$613,975$285,975 ▲87.2%2,9950.6%MedicalNDSNNordson$606,572$69,593 ▲13.0%3,0070.6%IndustrialsLFUSLittelfuse$534,1490.0%2,7150.5%Computer and TechnologyKEYSKeysight Technologies$504,7250.0%3,3700.5%Computer and TechnologyGOOGAlphabet$457,754$189,038 ▼-29.2%2,9300.4%Computer and TechnologyFNDFloor & Decor$419,892$49,811 ▲13.5%5,2180.4%Retail/WholesaleSGOLabrdn Physical Gold Shares ETF$392,8790.0%13,1750.4%ETFFIXComfort Systems USA$338,447$338,447 ▲New Holding1,0500.3%ConstructionPRUPrudential Financial$335,040$110,787 ▼-24.8%3,0000.3%FinanceTMOThermo Fisher Scientific$316,971$74,640 ▲30.8%6370.3%MedicalCHRWC.H. Robinson Worldwide$310,2720.0%3,0300.3%TransportationOTISOtis Worldwide$299,2800.0%2,9000.3%ConstructionVRSNVeriSign$267,3250.0%1,0530.2%Computer and TechnologyNVONovo Nordisk A/S$229,1520.0%3,3000.2%MedicalCPRTCopart$226,360$226,360 ▲New Holding4,0000.2%Business ServicesCRMSalesforce$206,3690.0%7690.2%Computer and TechnologyADSKAutodesk$202,8950.0%7750.2%Computer and TechnologyTSCOTractor Supply$0$937,836 ▼-100.0%00.0%Retail/WholesaleKVUEKenvue$0$750,346 ▼-100.0%00.0%Consumer StaplesBROSDutch Bros$0$330,256 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
