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, TJX, ROST, and represent 33.11% of Sierra Legacy Group's stock portfolio.
- Added to shares of these 10 stocks: ADP, ZTS, SSD, BR, ACN, MKL, AMAT, AMGN, SGOV, OTIS.
- Started 7 new stock positions in ADP, AMGN, BR, SSD, ZTS, AMAT, MKL.
- Reduced shares in these 10 stocks: BIL, SHY, SHV, OSCR, FTV, FI, ROK, ADBE, NKE, GOOGL.
- Sold out of its positions in FTV, OSCR.
- Sierra Legacy Group was a net seller of stock by $-1.7M.
- Sierra Legacy Group has $136M in assets under management (AUM), dropping by 0.81%.
- Central Index Key (CIK): 0002056766
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Portfolio Holdings for Sierra Legacy Group
Sierra Legacy Group holds 72 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Trust Ishare 0-1 (SHV) | 15.8 | $22M | -4% | 195k | 110.15 |
|
| Microsoft Corporation (MSFT) | 5.6 | $7.6M | 16k | 483.62 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.3 | $5.8M | 12k | 502.65 |
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| TJX Companies (TJX) | 3.9 | $5.3M | 35k | 153.61 |
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| Ross Stores (ROST) | 3.6 | $4.9M | 27k | 180.14 |
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| Cummins (CMI) | 3.3 | $4.4M | 8.7k | 510.45 |
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| Apple (AAPL) | 2.8 | $3.8M | 14k | 271.86 |
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| Spdr Series Trust State Street Spd (BIL) | 2.6 | $3.6M | -30% | 39k | 91.38 |
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| Allegion Ord Shs (ALLE) | 2.6 | $3.5M | 22k | 159.22 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.4 | $3.2M | 10k | 313.00 |
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| Accenture Plc Ireland Shs Class A (ACN) | 2.3 | $3.2M | +7% | 12k | 268.30 |
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| Lockheed Martin Corporation (LMT) | 2.3 | $3.2M | 6.5k | 483.67 |
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| Visa Com Cl A (V) | 2.2 | $3.1M | 8.7k | 350.71 |
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| Hershey Company (HSY) | 2.0 | $2.7M | 15k | 181.98 |
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| Ametek (AME) | 1.7 | $2.3M | 11k | 205.31 |
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| Amphenol Corp Cl A (APH) | 1.7 | $2.3M | 17k | 135.14 |
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| Cisco Systems (CSCO) | 1.5 | $2.0M | 27k | 77.03 |
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| Check Point Software Tech Lt Ord (CHKP) | 1.5 | $2.0M | 11k | 185.56 |
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| Rockwell Automation (ROK) | 1.5 | $2.0M | -12% | 5.2k | 389.07 |
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| Northrop Grumman Corporation (NOC) | 1.4 | $1.8M | 3.2k | 570.21 |
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| W.R. Berkley Corporation (WRB) | 1.3 | $1.7M | 25k | 70.12 |
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| Automatic Data Processing (ADP) | 1.2 | $1.6M | NEW | 6.4k | 257.23 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.2 | $1.6M | 2.6k | 605.01 |
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| Mastercard Incorporated Cl A (MA) | 1.2 | $1.6M | 2.8k | 570.88 |
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| Amazon (AMZN) | 1.1 | $1.5M | 6.7k | 230.82 |
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| West Pharmaceutical Services (WST) | 1.1 | $1.5M | 5.5k | 275.14 |
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| Nordson Corporation (NDSN) | 1.1 | $1.5M | 6.2k | 240.43 |
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| Comfort Systems USA (FIX) | 1.1 | $1.4M | 1.5k | 933.29 |
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| Parker-Hannifin Corporation (PH) | 1.0 | $1.4M | 1.6k | 878.96 |
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| Cigna Corp (CI) | 1.0 | $1.4M | 5.1k | 275.23 |
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| Sap Se Spon Adr (SAP) | 1.0 | $1.4M | 5.7k | 242.91 |
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| Danaher Corporation (DHR) | 1.0 | $1.4M | 6.0k | 228.92 |
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| Agilent Technologies Inc C ommon (A) | 1.0 | $1.3M | 9.9k | 136.07 |
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| Motorola Solutions Com New (MSI) | 0.9 | $1.3M | 3.4k | 383.32 |
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| A. O. Smith Corporation (AOS) | 0.9 | $1.3M | 19k | 66.88 |
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| salesforce (CRM) | 0.9 | $1.3M | 4.8k | 264.91 |
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| Thermo Fisher Scientific (TMO) | 0.8 | $1.1M | 2.0k | 579.45 |
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| Mettler-Toledo International (MTD) | 0.8 | $1.1M | 809.00 | 1394.19 |
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| Adobe Systems Incorporated (ADBE) | 0.8 | $1.1M | -7% | 3.2k | 349.99 |
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| General Dynamics Corporation (GD) | 0.8 | $1.1M | 3.2k | 336.66 |
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| Johnson & Johnson (JNJ) | 0.8 | $1.1M | 5.1k | 206.97 |
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| Nike CL B (NKE) | 0.7 | $1.0M | -2% | 16k | 63.71 |
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| Te Connectivity Ord Shs (TEL) | 0.7 | $1.0M | 4.4k | 227.51 |
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| Waters Corporation (WAT) | 0.7 | $1.0M | 2.6k | 379.83 |
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| Anthem (ELV) | 0.7 | $992k | 2.8k | 350.55 |
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| UnitedHealth (UNH) | 0.7 | $972k | 2.9k | 330.11 |
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| IDEX Corporation (IEX) | 0.7 | $971k | 5.5k | 177.94 |
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| Zoetis Cl A (ZTS) | 0.7 | $951k | NEW | 7.6k | 125.82 |
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| Otis Worldwide Corp (OTIS) | 0.7 | $935k | +3% | 11k | 87.35 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $860k | 2.7k | 313.80 |
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| Icon SHS (ICLR) | 0.6 | $851k | +2% | 4.7k | 182.22 |
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| Costco Wholesale Corporation (COST) | 0.6 | $763k | 885.00 | 862.34 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.6 | $758k | -60% | 9.2k | 82.82 |
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| Wal-Mart Stores (WMT) | 0.5 | $719k | 6.5k | 111.41 |
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| Keysight Technologies (KEYS) | 0.5 | $681k | 3.4k | 203.19 |
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| Carlisle Companies (CSL) | 0.5 | $644k | 2.0k | 319.86 |
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| Fiserv (FI) | 0.4 | $603k | -40% | 9.0k | 67.17 |
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| Copart (CPRT) | 0.4 | $543k | 14k | 39.15 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.4 | $529k | 13k | 41.08 |
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| C H Robinson Worldwide Com New (CHRW) | 0.4 | $487k | 3.0k | 160.76 |
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| Simpson Manufacturing (SSD) | 0.4 | $484k | NEW | 3.0k | 161.47 |
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| Littelfuse (LFUS) | 0.3 | $460k | 1.8k | 252.92 |
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| Broadridge Financial Solutions (BR) | 0.3 | $446k | NEW | 2.0k | 223.17 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.3 | $438k | +11% | 4.4k | 100.38 |
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| Prudential Financial (PRU) | 0.2 | $339k | 3.0k | 112.88 |
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| Nxp Semiconductors N V (NXPI) | 0.2 | $277k | 1.3k | 217.06 |
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| Gra (GGG) | 0.2 | $263k | 3.2k | 81.97 |
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| Verisign (VRSN) | 0.2 | $252k | 1.0k | 242.95 |
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| Autodesk (ADSK) | 0.2 | $229k | 775.00 | 296.01 |
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| Markel Corporation (MKL) | 0.2 | $213k | NEW | 99.00 | 2149.65 |
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| Applied Materials (AMAT) | 0.1 | $204k | NEW | 795.00 | 256.99 |
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| Amgen (AMGN) | 0.1 | $201k | NEW | 614.00 | 327.31 |
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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 Q4 filed Jan. 20, 2026
- 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