Cypress Advisory Group
Latest statistics and disclosures from Sierra Legacy Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SHV, BRK.B, MSFT, ROST, TJX, and represent 31.79% of Sierra Legacy Group's stock portfolio.
- Added to shares of these 10 stocks: TSCO, BRK.B, SPGI, CME, BMI, VLTO, OTIS, PAYP, BSY, GGG.
- Started 6 new stock positions in TSCO, PAYP, MCK, VLTO, SPGI, CME.
- Reduced shares in these 10 stocks: SHV, CMI, BIL, CSCO, APH, FIX, KEYS, ROK, LFUS, .
- Sold out of its positions in KEYS, LFUS, ROK, UNH.
- Sierra Legacy Group was a net seller of stock by $-5.4M.
- Sierra Legacy Group has $129M in assets under management (AUM), dropping by -1.57%.
- Central Index Key (CIK): 0002056766
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Portfolio Holdings for Sierra Legacy Group
Sierra Legacy Group holds 79 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Trust Ishare 0-1 (SHV) | 13.8 | $18M | -11% | 161k | 110.35 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.1 | $6.6M | +13% | 13k | 500.39 |
|
| Microsoft Corporation (MSFT) | 4.7 | $6.0M | 16k | 373.02 |
|
|
| Ross Stores (ROST) | 4.3 | $5.5M | 26k | 212.85 |
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| TJX Companies (TJX) | 4.0 | $5.1M | 34k | 151.50 |
|
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| Apple (AAPL) | 3.1 | $4.0M | 14k | 289.36 |
|
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| Cummins (CMI) | 2.9 | $3.7M | -38% | 5.2k | 713.21 |
|
| Allegion Ord Shs (ALLE) | 2.6 | $3.3M | +4% | 24k | 140.49 |
|
| Lockheed Martin Corporation (LMT) | 2.5 | $3.3M | +2% | 6.4k | 509.46 |
|
| Visa Com Cl A (V) | 2.3 | $3.0M | 8.8k | 343.09 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $3.0M | 8.5k | 357.37 |
|
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| Ametek (AME) | 2.1 | $2.8M | 11k | 241.94 |
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| Hershey Company (HSY) | 2.1 | $2.7M | 15k | 175.45 |
|
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| Automatic Data Processing (ADP) | 1.5 | $1.9M | +18% | 8.6k | 223.95 |
|
| Cisco Systems (CSCO) | 1.4 | $1.8M | -41% | 16k | 117.46 |
|
| West Pharmaceutical Services (WST) | 1.4 | $1.8M | -9% | 5.0k | 359.00 |
|
| Amphenol Corp Cl A (APH) | 1.4 | $1.8M | -37% | 10k | 176.32 |
|
| W.R. Berkley Corporation (WRB) | 1.4 | $1.8M | +2% | 26k | 70.53 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 1.3 | $1.7M | +15% | 14k | 124.44 |
|
| Mastercard Incorporated Cl A (MA) | 1.3 | $1.6M | +14% | 3.2k | 513.60 |
|
| Badger Meter (BMI) | 1.2 | $1.6M | +53% | 11k | 148.38 |
|
| Northrop Grumman Corporation (NOC) | 1.2 | $1.6M | 3.1k | 509.31 |
|
|
| Amazon (AMZN) | 1.2 | $1.6M | 6.7k | 238.34 |
|
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| Nordson Corporation (NDSN) | 1.2 | $1.6M | -16% | 5.2k | 301.69 |
|
| Tractor Supply Company (TSCO) | 1.1 | $1.5M | NEW | 46k | 31.61 |
|
| Check Point Software Tech Lt Ord (CHKP) | 1.1 | $1.4M | -5% | 11k | 131.43 |
|
| Motorola Solutions Com New (MSI) | 1.1 | $1.4M | 3.4k | 415.29 |
|
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| A. O. Smith Corporation (AOS) | 1.1 | $1.4M | +14% | 22k | 62.72 |
|
| Comfort Systems USA (FIX) | 1.0 | $1.3M | -42% | 680.00 | 1981.95 |
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 1.0 | $1.3M | 13k | 100.67 |
|
|
| Johnson & Johnson (JNJ) | 1.0 | $1.3M | +3% | 5.2k | 253.99 |
|
| Danaher Corporation (DHR) | 1.0 | $1.3M | +13% | 6.8k | 190.48 |
|
| Agilent Technologies Inc C ommon (A) | 0.9 | $1.2M | -9% | 9.1k | 132.83 |
|
| Otis Worldwide Corp (OTIS) | 0.9 | $1.2M | +49% | 17k | 71.60 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.9 | $1.2M | 2.6k | 450.98 |
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| General Dynamics Corporation (GD) | 0.9 | $1.1M | 3.2k | 354.24 |
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| Anthem (ELV) | 0.8 | $1.1M | 2.8k | 386.73 |
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| Parker-Hannifin Corporation (PH) | 0.8 | $1.0M | 1.1k | 978.12 |
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| Mettler-Toledo International (MTD) | 0.8 | $1.0M | 807.00 | 1277.51 |
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| Broadridge Financial Solutions (BR) | 0.8 | $1.0M | +4% | 7.5k | 136.95 |
|
| IDEX Corporation (IEX) | 0.8 | $1.0M | -18% | 4.5k | 226.95 |
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| Thermo Fisher Scientific (TMO) | 0.8 | $1.0M | 2.0k | 501.36 |
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| Bentley Sys Com Cl B (BSY) | 0.8 | $995k | +48% | 33k | 29.89 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $919k | 2.6k | 353.33 |
|
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| Intuit (INTU) | 0.7 | $910k | -2% | 3.5k | 261.00 |
|
| Sap Se Spon Adr (SAP) | 0.7 | $881k | 5.7k | 154.11 |
|
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| Costco Wholesale Corporation (COST) | 0.6 | $828k | 885.00 | 935.47 |
|
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| Steris Shs Usd (STE) | 0.6 | $769k | -9% | 3.7k | 210.57 |
|
| Zoetis Cl A (ZTS) | 0.6 | $739k | +19% | 10k | 71.86 |
|
| Copart (CPRT) | 0.6 | $737k | +42% | 26k | 28.19 |
|
| Tyler Technologies (TYL) | 0.6 | $734k | +72% | 2.5k | 292.46 |
|
| Carlisle Companies (CSL) | 0.6 | $727k | 2.0k | 362.75 |
|
|
| salesforce (CRM) | 0.5 | $706k | -6% | 4.5k | 156.66 |
|
| Cigna Corp (CI) | 0.5 | $695k | 2.5k | 275.68 |
|
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| Te Connectivity Ord Shs (TEL) | 0.5 | $692k | -12% | 3.4k | 201.61 |
|
| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.5 | $669k | -72% | 7.3k | 91.64 |
|
| S&p Global (SPGI) | 0.5 | $666k | NEW | 1.6k | 407.26 |
|
| Adobe Systems Incorporated (ADBE) | 0.5 | $659k | 3.2k | 205.02 |
|
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| Nike CL B (NKE) | 0.5 | $653k | 16k | 41.05 |
|
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| Cme (CME) | 0.5 | $631k | NEW | 2.9k | 220.83 |
|
| Simpson Manufacturing (SSD) | 0.5 | $630k | 3.0k | 209.35 |
|
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| C H Robinson Worldwide In Com New (CHRW) | 0.4 | $571k | 3.0k | 188.34 |
|
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| Waters Corporation (WAT) | 0.4 | $563k | 1.5k | 375.04 |
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| Gra (GGG) | 0.4 | $557k | +130% | 7.4k | 75.61 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.4 | $526k | -30% | 6.4k | 82.11 |
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.4 | $492k | 13k | 38.23 |
|
|
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.4 | $485k | +73% | 6.3k | 76.88 |
|
| Icon Pub SHS (ICLR) | 0.4 | $464k | -42% | 2.7k | 173.71 |
|
| Veralto Corp Com Shs (VLTO) | 0.4 | $455k | NEW | 5.1k | 88.68 |
|
| Wal-Mart Stores (WMT) | 0.3 | $385k | 3.4k | 113.26 |
|
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| Paypay Corp Sponsored Ads (PAYP) | 0.3 | $358k | NEW | 25k | 14.33 |
|
| Nxp Semiconductors N V (NXPI) | 0.3 | $358k | 1.3k | 281.03 |
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| Markel Corporation (MKL) | 0.3 | $340k | +46% | 174.00 | 1953.01 |
|
| Prudential Financial (PRU) | 0.3 | $324k | 3.0k | 107.93 |
|
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| McKesson Corporation (MCK) | 0.2 | $284k | NEW | 376.00 | 755.60 |
|
| LeMaitre Vascular (LMAT) | 0.2 | $282k | 2.9k | 95.96 |
|
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| Fiserv (FISV) | 0.2 | $268k | +10% | 5.5k | 49.05 |
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| Verisign (VRSN) | 0.2 | $259k | 1.0k | 251.56 |
|
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| Amgen (AMGN) | 0.2 | $222k | 614.00 | 362.12 |
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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 2026 Q2 filed July 17, 2026
- Sierra Legacy Group 2026 Q1 filed May 13, 2026
- 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