Cypress Advisory Group
Latest statistics and disclosures from Cypress Advisory Group's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002056766
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Positions held by Cypress Advisory Group consolidated in one spreadsheet with up to 7 years of data
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Portfolio Holdings for Cypress Advisory Group
Cypress Advisory Group holds 60 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Short Treas Bd (SHV) | 19.7 | $21M | 195k | 110.11 |
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| Microsoft Corporation (MSFT) | 6.2 | $6.7M | 16k | 421.50 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.8 | $5.3M | 12k | 453.28 |
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| TJX Companies (TJX) | 3.9 | $4.3M | 35k | 120.81 |
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| Ross Stores (ROST) | 3.7 | $4.1M | 27k | 151.27 |
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| Apple (AAPL) | 3.2 | $3.5M | 14k | 250.41 |
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| Lockheed Martin Corporation (LMT) | 3.0 | $3.3M | 6.7k | 485.94 |
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| Cummins (CMI) | 2.8 | $3.1M | 8.8k | 348.60 |
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| Visa Com Cl A (V) | 2.6 | $2.8M | 8.9k | 316.04 |
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| Accenture Plc Ireland Shs Class A (ACN) | 2.4 | $2.6M | 7.3k | 351.79 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $2.5M | 13k | 189.30 |
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| Hershey Company (HSY) | 2.3 | $2.5M | 15k | 169.35 |
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| UnitedHealth (UNH) | 2.2 | $2.3M | 4.6k | 505.86 |
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| Fiserv (FI) | 2.0 | $2.2M | 11k | 205.42 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.9 | $2.1M | 25k | 81.98 |
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| Allegion Ord Shs (ALLE) | 1.9 | $2.0M | 16k | 130.68 |
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| Northrop Grumman Corporation (NOC) | 1.7 | $1.9M | 4.0k | 469.29 |
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| Anthem (ELV) | 1.6 | $1.8M | 4.8k | 368.90 |
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| Cisco Systems (CSCO) | 1.5 | $1.6M | 27k | 59.20 |
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| Motorola Solutions Com New (MSI) | 1.4 | $1.6M | 3.4k | 462.23 |
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| Amazon (AMZN) | 1.4 | $1.5M | 6.9k | 219.39 |
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| Ametek (AME) | 1.3 | $1.5M | 8.1k | 180.26 |
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| Check Point Software Tech Lt Ord (CHKP) | 1.3 | $1.4M | 7.7k | 186.70 |
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| W.R. Berkley Corporation (WRB) | 1.3 | $1.4M | 24k | 58.52 |
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| Cigna Corp (CI) | 1.3 | $1.4M | 5.2k | 276.14 |
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| Sap Se Spon Adr (SAP) | 1.3 | $1.4M | 5.7k | 246.21 |
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| Rockwell Automation (ROK) | 1.2 | $1.3M | 4.7k | 285.79 |
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| Costco Wholesale Corporation (COST) | 1.2 | $1.3M | 1.4k | 916.27 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.1 | $1.2M | 2.8k | 434.93 |
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| Mastercard Incorporated Cl A (MA) | 1.1 | $1.1M | 2.2k | 526.57 |
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| Fortive (FTV) | 0.9 | $1.0M | 14k | 75.00 |
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| Parker-Hannifin Corporation (PH) | 0.9 | $1.0M | 1.6k | 636.03 |
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| Waters Corporation (WAT) | 0.9 | $984k | 2.7k | 370.98 |
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| Nike CL B (NKE) | 0.9 | $969k | 13k | 75.67 |
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| Tractor Supply Company (TSCO) | 0.9 | $938k | 18k | 53.06 |
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| General Dynamics Corporation (GD) | 0.8 | $857k | 3.3k | 263.49 |
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| Johnson & Johnson (JNJ) | 0.8 | $819k | 5.7k | 144.61 |
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| Agilent Technologies Inc C ommon (A) | 0.8 | $818k | 6.1k | 134.34 |
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| Wal-Mart Stores (WMT) | 0.7 | $813k | 9.0k | 90.35 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $788k | 4.1k | 190.44 |
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| Kenvue (KVUE) | 0.7 | $750k | 35k | 21.35 |
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| Nxp Semiconductors N V (NXPI) | 0.6 | $681k | 3.3k | 207.85 |
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| A. O. Smith Corporation (AOS) | 0.6 | $677k | 9.9k | 68.21 |
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| Adobe Systems Incorporated (ADBE) | 0.6 | $667k | 1.5k | 444.68 |
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| Littelfuse (LFUS) | 0.6 | $640k | 2.7k | 235.65 |
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| Nordson Corporation (NDSN) | 0.5 | $557k | 2.7k | 209.24 |
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| Keysight Technologies (KEYS) | 0.5 | $541k | 3.4k | 160.63 |
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| Prudential Financial (PRU) | 0.4 | $473k | 4.0k | 118.53 |
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| Floor & Decor Hldgs Cl A (FND) | 0.4 | $459k | 4.6k | 99.70 |
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| Danaher Corporation (DHR) | 0.3 | $367k | 1.6k | 229.55 |
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| Dutch Bros Cl A (BROS) | 0.3 | $330k | 6.3k | 52.38 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.3 | $330k | 13k | 25.05 |
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| C H Robinson Worldwide Com New (CHRW) | 0.3 | $313k | 3.0k | 103.32 |
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| Novo-nordisk A S Adr (NVO) | 0.3 | $284k | 3.3k | 86.02 |
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| Otis Worldwide Corp (OTIS) | 0.2 | $269k | 2.9k | 92.61 |
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| salesforce (CRM) | 0.2 | $257k | 769.00 | 334.33 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $253k | 487.00 | 520.23 |
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| Autodesk (ADSK) | 0.2 | $229k | 775.00 | 295.57 |
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| Verisign (VRSN) | 0.2 | $218k | 1.1k | 206.96 |
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| Icon SHS (ICLR) | 0.2 | $215k | 1.0k | 209.71 |
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Past Filings by Cypress Advisory Group
SEC 13F filings are viewable for Cypress Advisory Group going back to 2024
- Cypress Advisory Group 2024 Q4 filed Feb. 14, 2025