Cypress Advisory Group
Latest statistics and disclosures from Sierra Legacy Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SHV, MSFT, BRK.B, BIL, TJX, and represent 34.62% of Sierra Legacy Group's stock portfolio.
- Added to shares of these 10 stocks: OSCR, CHKP, OTIS, CRM, SGOV, ACN, AOS, FI, IEX, NDSN.
- Started 2 new stock positions in SGOV, OSCR.
- Reduced shares in these 10 stocks: BIL, SHV, FIX, WMT, NVO, ELV, RAL, ROK, A, FTV.
- Sold out of its positions in NVO, RAL.
- Sierra Legacy Group was a net seller of stock by $-640k.
- Sierra Legacy Group has $135M in assets under management (AUM), dropping by 4.87%.
- Central Index Key (CIK): 0002056766
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Portfolio Holdings for Sierra Legacy Group
Sierra Legacy Group holds 67 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Short Treas Bd (SHV) | 16.8 | $23M | -2% | 205k | 110.49 |
|
| Microsoft Corporation (MSFT) | 6.0 | $8.1M | 16k | 517.95 |
|
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.3 | $5.8M | 12k | 502.74 |
|
|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 3.8 | $5.2M | -31% | 56k | 91.75 |
|
| TJX Companies (TJX) | 3.7 | $5.0M | 35k | 144.54 |
|
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| Ross Stores (ROST) | 3.1 | $4.1M | 27k | 152.39 |
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| Allegion Ord Shs (ALLE) | 2.9 | $3.9M | 22k | 177.35 |
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| Cummins (CMI) | 2.7 | $3.7M | 8.7k | 422.37 |
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| Apple (AAPL) | 2.6 | $3.5M | 14k | 254.63 |
|
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| Lockheed Martin Corporation (LMT) | 2.4 | $3.3M | 6.5k | 499.21 |
|
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| Visa Com Cl A (V) | 2.2 | $3.0M | 8.7k | 341.38 |
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| Hershey Company (HSY) | 2.1 | $2.8M | 15k | 187.05 |
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| Accenture Plc Ireland Shs Class A (ACN) | 2.0 | $2.7M | +9% | 11k | 246.60 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $2.5M | 10k | 243.10 |
|
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| Check Point Software Tech Lt Ord (CHKP) | 1.7 | $2.3M | +43% | 11k | 206.91 |
|
| Ametek (AME) | 1.6 | $2.1M | 11k | 188.00 |
|
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| Amphenol Corp Cl A (APH) | 1.5 | $2.1M | -3% | 17k | 123.75 |
|
| Rockwell Automation (ROK) | 1.5 | $2.1M | -8% | 5.9k | 349.53 |
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| Northrop Grumman Corporation (NOC) | 1.5 | $2.0M | 3.2k | 609.32 |
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| Fiserv (FI) | 1.5 | $2.0M | +12% | 15k | 128.93 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.4 | $1.9M | 23k | 82.96 |
|
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| W.R. Berkley Corporation (WRB) | 1.4 | $1.9M | 25k | 76.62 |
|
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| Cisco Systems (CSCO) | 1.3 | $1.8M | 27k | 68.42 |
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| Mastercard Incorporated Cl A (MA) | 1.2 | $1.6M | 2.8k | 568.81 |
|
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| Motorola Solutions Com New (MSI) | 1.1 | $1.5M | 3.4k | 457.29 |
|
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| Sap Se Spon Adr (SAP) | 1.1 | $1.5M | 5.7k | 267.21 |
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| Amazon (AMZN) | 1.1 | $1.5M | 6.7k | 219.57 |
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| Cigna Corp (CI) | 1.1 | $1.5M | 5.1k | 288.25 |
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| West Pharmaceutical Services (WST) | 1.1 | $1.4M | 5.5k | 262.33 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.1 | $1.4M | 2.6k | 546.75 |
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| A. O. Smith Corporation (AOS) | 1.1 | $1.4M | +18% | 19k | 73.41 |
|
| Nordson Corporation (NDSN) | 1.0 | $1.4M | +8% | 6.2k | 226.95 |
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| Agilent Technologies Inc C ommon (A) | 0.9 | $1.3M | -8% | 9.9k | 128.35 |
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| Comfort Systems USA (FIX) | 0.9 | $1.3M | -31% | 1.5k | 825.18 |
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| Parker-Hannifin Corporation (PH) | 0.9 | $1.2M | 1.6k | 758.15 |
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| Adobe Systems Incorporated (ADBE) | 0.9 | $1.2M | 3.4k | 352.75 |
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| Danaher Corporation (DHR) | 0.9 | $1.2M | +9% | 6.0k | 198.26 |
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| salesforce (CRM) | 0.8 | $1.1M | +73% | 4.8k | 237.00 |
|
| Nike CL B (NKE) | 0.8 | $1.1M | 16k | 69.73 |
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| General Dynamics Corporation (GD) | 0.8 | $1.1M | 3.2k | 341.00 |
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| UnitedHealth (UNH) | 0.8 | $1.0M | 3.0k | 345.30 |
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| Mettler-Toledo International (MTD) | 0.7 | $993k | 809.00 | 1227.61 |
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| Te Connectivity Ord Shs (TEL) | 0.7 | $976k | 4.4k | 219.53 |
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| Thermo Fisher Scientific (TMO) | 0.7 | $956k | 2.0k | 485.02 |
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| Otis Worldwide Corp (OTIS) | 0.7 | $949k | +264% | 10k | 91.43 |
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| Johnson & Johnson (JNJ) | 0.7 | $944k | 5.1k | 185.43 |
|
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| Oscar Health Cl A (OSCR) | 0.7 | $941k | NEW | 50k | 18.93 |
|
| Anthem (ELV) | 0.7 | $914k | -18% | 2.8k | 323.12 |
|
| IDEX Corporation (IEX) | 0.6 | $874k | +31% | 5.4k | 162.76 |
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| Costco Wholesale Corporation (COST) | 0.6 | $819k | 885.00 | 925.63 |
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| Icon SHS (ICLR) | 0.6 | $795k | +2% | 4.5k | 175.00 |
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| Waters Corporation (WAT) | 0.6 | $792k | 2.6k | 299.81 |
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| Carlisle Companies (CSL) | 0.5 | $673k | 2.0k | 328.96 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $667k | 2.7k | 243.55 |
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| Wal-Mart Stores (WMT) | 0.5 | $665k | -27% | 6.5k | 103.06 |
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| Copart (CPRT) | 0.5 | $612k | +10% | 14k | 44.97 |
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| Keysight Technologies (KEYS) | 0.4 | $586k | 3.4k | 174.92 |
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| Fortive (FTV) | 0.4 | $500k | -13% | 10k | 48.99 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.4 | $474k | 13k | 36.81 |
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| Littelfuse (LFUS) | 0.3 | $471k | 1.8k | 259.01 |
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| C H Robinson Worldwide Com New (CHRW) | 0.3 | $401k | 3.0k | 132.40 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.3 | $393k | NEW | 3.9k | 100.70 |
|
| Prudential Financial (PRU) | 0.2 | $311k | 3.0k | 103.74 |
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| Nxp Semiconductors N V (NXPI) | 0.2 | $290k | 1.3k | 227.73 |
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| Verisign (VRSN) | 0.2 | $289k | 1.0k | 279.57 |
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| Gra (GGG) | 0.2 | $272k | +18% | 3.2k | 84.96 |
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| Autodesk (ADSK) | 0.2 | $246k | 775.00 | 317.67 |
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Past Filings by Sierra Legacy Group
SEC 13F filings are viewable for Sierra Legacy Group going back to 2024
- Sierra Legacy Group 2025 Q3 filed Oct. 29, 2025
- Sierra Legacy Group 2025 Q2 filed Aug. 11, 2025
- Cypress Advisory Group 2025 Q1 filed April 17, 2025
- Cypress Advisory Group 2024 Q4 filed Feb. 14, 2025