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Cypress Advisory Group LLC Top Holdings and 13F Report (2025)

About Cypress Advisory Group LLC

Investment Activity

  • Cypress Advisory Group LLC has $108.69 million in total holdings as of December 31, 2024.
  • Cypress Advisory Group LLC owns shares of 60 different stocks, but just 27 companies or ETFs make up 80% of its holdings.

Largest Holdings

Microsoft
$6,737,678
TJX Companies
$4,281,144
Ross Stores
$4,057,818

Sector Allocation

Map of 500 Largest Holdings ofCypress Advisory Group LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$21,434,783194,66719.7%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$6,737,67815,9856.2%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$5,270,28711,6274.8%Finance
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$4,281,14435,4373.9%Retail/Wholesale
Ross Stores, Inc. stock logo
ROST
Ross Stores
$4,057,81826,8253.7%Retail/Wholesale
Apple Inc. stock logo
AAPL
Apple
$3,489,74113,9363.2%Computer and Technology
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$3,278,6376,7473.0%Aerospace
Cummins Inc. stock logo
CMI
Cummins
$3,057,2228,7702.8%Auto/Tires/Trucks
Visa Inc. stock logo
V
Visa
$2,815,9168,9102.6%Business Services
Accenture plc stock logo
ACN
Accenture
$2,558,9207,2742.4%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,502,54613,2202.3%Computer and Technology
The Hershey Company stock logo
HSY
Hershey
$2,482,33214,6582.3%Consumer Staples
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$2,345,1674,6362.2%Medical
Fiserv, Inc. stock logo
FI
Fiserv
$2,215,45510,7852.0%Business Services
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$2,054,00925,0551.9%Manufacturing
Allegion plc stock logo
ALLE
Allegion
$2,035,86415,5791.9%Industrial Products
Northrop Grumman Co. stock logo
NOC
Northrop Grumman
$1,861,6733,9671.7%Aerospace
Elevance Health, Inc. stock logo
ELV
Elevance Health
$1,783,2634,8341.6%Medical
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,617,34427,3201.5%Computer and Technology
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$1,560,0263,3751.4%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,517,5216,9171.4%Retail/Wholesale
AMETEK, Inc. stock logo
AME
AMETEK
$1,464,6138,1251.3%Computer and Technology
Check Point Software Technologies Ltd. stock logo
CHKP
Check Point Software Technologies
$1,434,2297,6821.3%Computer and Technology
W. R. Berkley Co. stock logo
WRB
W. R. Berkley
$1,427,01024,3851.3%Finance
The Cigna Group stock logo
CI
The Cigna Group
$1,424,0545,1571.3%Medical
SAP SE stock logo
SAP
SAP
$1,407,8295,7181.3%Computer and Technology
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$1,336,9264,6781.2%Computer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$1,301,1031,4201.2%Retail/Wholesale
Ulta Beauty, Inc. stock logo
ULTA
Ulta Beauty
$1,234,7662,8391.1%Retail/Wholesale
Mastercard Incorporated stock logo
MA
Mastercard
$1,146,8692,1781.1%Business Services
Fortive Co. stock logo
FTV
Fortive
$1,031,25013,7500.9%Computer and Technology
Parker-Hannifin Co. stock logo
PH
Parker-Hannifin
$1,024,0081,6100.9%Industrial Products
Waters Co. stock logo
WAT
Waters
$983,8392,6520.9%Medical
NIKE, Inc. stock logo
NKE
NIKE
$968,87912,8040.9%Consumer Discretionary
Tractor Supply stock logo
TSCO
Tractor Supply
$937,83617,6750.9%Retail/Wholesale
General Dynamics Co. stock logo
GD
General Dynamics
$857,1333,2530.8%Aerospace
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$818,4835,6600.8%Medical
Agilent Technologies, Inc. stock logo
A
Agilent Technologies
$818,1316,0900.8%Medical
Walmart Inc. stock logo
WMT
Walmart
$813,1509,0000.7%Retail/Wholesale
Alphabet Inc. stock logo
GOOG
Alphabet
$788,4224,1400.7%Computer and Technology
Kenvue Inc. stock logo
KVUE
Kenvue
$750,34635,1450.7%Consumer Staples
NXP Semiconductors stock logo
NXPI
NXP Semiconductors
$680,7093,2750.6%Computer and Technology
A. O. Smith Co. stock logo
AOS
A. O. Smith
$676,6439,9200.6%Industrial Products
Adobe Inc. stock logo
ADBE
Adobe
$667,0201,5000.6%Computer and Technology
Littelfuse, Inc. stock logo
LFUS
Littelfuse
$639,7902,7150.6%Computer and Technology
Nordson Co. stock logo
NDSN
Nordson
$556,9972,6620.5%Industrial Products
Keysight Technologies, Inc. stock logo
KEYS
Keysight Technologies
$541,3233,3700.5%Computer and Technology
Prudential Financial, Inc. stock logo
PRU
Prudential Financial
$473,1723,9920.4%Finance
Floor & Decor Holdings, Inc. stock logo
FND
Floor & Decor
$458,5204,5990.4%Retail/Wholesale
Danaher Co. stock logo
DHR
Danaher
$367,2801,6000.3%Medical
Dutch Bros Inc. stock logo
BROS
Dutch Bros
$330,2566,3050.3%Retail/Wholesale
abrdn Physical Gold Shares ETF stock logo
SGOL
abrdn Physical Gold Shares ETF
$330,03413,1750.3%ETF
C.H. Robinson Worldwide, Inc. stock logo
CHRW
C.H. Robinson Worldwide
$313,0603,0300.3%Transportation
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$283,8663,3000.3%Medical
Otis Worldwide Co. stock logo
OTIS
Otis Worldwide
$268,5692,9000.2%Construction
Salesforce, Inc. stock logo
CRM
Salesforce
$257,1007690.2%Computer and Technology
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$253,3524870.2%Medical
Autodesk, Inc. stock logo
ADSK
Autodesk
$229,0677750.2%Computer and Technology
VeriSign, Inc. stock logo
VRSN
VeriSign
$217,9291,0530.2%Computer and Technology
ICON Public Limited stock logo
ICLR
ICON Public
$215,3721,0270.2%Medical

Showing largest 100 holdings. View all holdings.
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