Cypress Advisory Group
Latest statistics and disclosures from Sierra Legacy Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SHV, MSFT, ROST, BRK.B, TJX, and represent 32.47% of Sierra Legacy Group's stock portfolio.
- Added to shares of these 10 stocks: INTU, BMI, SGOV, STE, BR, BSY, TYL, OLLI, LMAT, ADP.
- Started 7 new stock positions in TYL, BMI, INTU, LMAT, OLLI, BSY, STE.
- Reduced shares in these 10 stocks: SHV, ROK, BIL, CI, GOOGL, FIX, PH, UNH, WMT, WAT.
- Sold out of its positions in AMAT, ADSK.
- Sierra Legacy Group was a net seller of stock by $-608k.
- Sierra Legacy Group has $131M in assets under management (AUM), dropping by -3.75%.
- Central Index Key (CIK): 0002056766
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Portfolio Holdings for Sierra Legacy Group
Sierra Legacy Group holds 77 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Trust Ishare 0-1 (SHV) | 15.4 | $20M | -6% | 182k | 110.39 |
|
| Microsoft Corporation (MSFT) | 4.5 | $5.9M | 16k | 370.17 |
|
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| Ross Stores (ROST) | 4.3 | $5.6M | -4% | 26k | 216.63 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.2 | $5.6M | 12k | 479.20 |
|
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| TJX Companies (TJX) | 4.1 | $5.4M | -2% | 34k | 159.70 |
|
| Cummins (CMI) | 3.5 | $4.5M | -3% | 8.4k | 538.02 |
|
| Lockheed Martin Corporation (LMT) | 2.9 | $3.8M | -4% | 6.3k | 604.39 |
|
| Apple (AAPL) | 2.7 | $3.5M | 14k | 253.79 |
|
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| Allegion Ord Shs (ALLE) | 2.5 | $3.3M | +3% | 23k | 145.29 |
|
| Hershey Company (HSY) | 2.4 | $3.2M | 15k | 207.89 |
|
|
| Visa Com Cl A (V) | 2.0 | $2.7M | 8.8k | 302.24 |
|
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| Ametek (AME) | 1.9 | $2.4M | 11k | 214.36 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $2.4M | -17% | 8.5k | 287.56 |
|
| Spdr Series Trust State Street Spd (BIL) | 1.8 | $2.4M | -32% | 26k | 91.64 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 1.8 | $2.4M | 12k | 198.29 |
|
|
| Northrop Grumman Corporation (NOC) | 1.6 | $2.1M | -3% | 3.1k | 682.24 |
|
| Cisco Systems (CSCO) | 1.6 | $2.1M | 27k | 77.59 |
|
|
| Amphenol Corp Cl A (APH) | 1.6 | $2.0M | -3% | 16k | 126.35 |
|
| W.R. Berkley Corporation (WRB) | 1.3 | $1.7M | 25k | 66.28 |
|
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| Nordson Corporation (NDSN) | 1.3 | $1.6M | 6.2k | 266.06 |
|
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| Comfort Systems USA (FIX) | 1.2 | $1.6M | -23% | 1.2k | 1378.99 |
|
| Check Point Software Tech Lt Ord (CHKP) | 1.2 | $1.6M | +3% | 11k | 142.85 |
|
| Intuit (INTU) | 1.2 | $1.6M | NEW | 3.6k | 432.38 |
|
| Automatic Data Processing (ADP) | 1.1 | $1.5M | +13% | 7.3k | 203.18 |
|
| Motorola Solutions Com New (MSI) | 1.1 | $1.5M | 3.4k | 433.97 |
|
|
| Mastercard Incorporated Cl A (MA) | 1.1 | $1.4M | 2.8k | 499.66 |
|
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| Amazon (AMZN) | 1.1 | $1.4M | 6.7k | 208.27 |
|
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| West Pharmaceutical Services (WST) | 1.1 | $1.4M | 5.5k | 250.64 |
|
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.0 | $1.4M | 2.6k | 522.71 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 1.0 | $1.4M | +208% | 14k | 100.66 |
|
| A. O. Smith Corporation (AOS) | 1.0 | $1.3M | 19k | 65.94 |
|
|
| Johnson & Johnson (JNJ) | 0.9 | $1.2M | 5.1k | 244.46 |
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| Broadridge Financial Solutions (BR) | 0.9 | $1.2M | +258% | 7.2k | 162.48 |
|
| Agilent Technologies Inc C ommon (A) | 0.9 | $1.2M | +2% | 10k | 113.98 |
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| Danaher Corporation (DHR) | 0.9 | $1.1M | 6.0k | 189.60 |
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| General Dynamics Corporation (GD) | 0.8 | $1.1M | 3.2k | 343.22 |
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| Badger Meter (BMI) | 0.8 | $1.1M | NEW | 7.1k | 152.35 |
|
| IDEX Corporation (IEX) | 0.8 | $1.0M | 5.5k | 189.55 |
|
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| Mettler-Toledo International (MTD) | 0.8 | $1.0M | 807.00 | 1261.20 |
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| Zoetis Cl A (ZTS) | 0.8 | $1.0M | +13% | 8.6k | 118.21 |
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| Thermo Fisher Scientific (TMO) | 0.8 | $989k | +2% | 2.0k | 491.53 |
|
| Sap Se Spon Adr (SAP) | 0.7 | $979k | 5.7k | 171.21 |
|
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| Parker-Hannifin Corporation (PH) | 0.7 | $953k | -33% | 1.1k | 895.24 |
|
| Keysight Technologies (KEYS) | 0.7 | $946k | 3.4k | 282.37 |
|
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| salesforce (CRM) | 0.7 | $897k | 4.8k | 186.67 |
|
|
| Steris Shs Usd (STE) | 0.7 | $888k | NEW | 4.0k | 221.13 |
|
| Costco Wholesale Corporation (COST) | 0.7 | $882k | 885.00 | 996.43 |
|
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| Otis Worldwide Corp (OTIS) | 0.7 | $866k | +4% | 11k | 77.08 |
|
| Nike CL B (NKE) | 0.6 | $840k | 16k | 52.82 |
|
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| Anthem (ELV) | 0.6 | $829k | 2.8k | 292.75 |
|
|
| Te Connectivity Ord Shs (TEL) | 0.6 | $821k | -11% | 3.9k | 209.02 |
|
| Bentley Sys Com Cl B (BSY) | 0.6 | $785k | NEW | 22k | 35.12 |
|
| Adobe Systems Incorporated (ADBE) | 0.6 | $781k | 3.2k | 243.08 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.6 | $756k | 9.2k | 82.57 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $746k | -5% | 2.6k | 286.86 |
|
| Rockwell Automation (ROK) | 0.5 | $679k | -63% | 1.9k | 358.88 |
|
| Cigna Corp (CI) | 0.5 | $672k | -50% | 2.5k | 266.75 |
|
| Carlisle Companies (CSL) | 0.5 | $669k | 2.0k | 333.62 |
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| Littelfuse (LFUS) | 0.5 | $618k | 1.8k | 339.35 |
|
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| Copart (CPRT) | 0.5 | $607k | +31% | 18k | 33.20 |
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.4 | $575k | 13k | 44.62 |
|
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| Icon SHS (ICLR) | 0.4 | $517k | 4.7k | 110.66 |
|
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| Simpson Manufacturing (SSD) | 0.4 | $517k | 3.0k | 171.62 |
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| C H Robinson Worldwide In Com New (CHRW) | 0.4 | $503k | 3.0k | 166.07 |
|
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| Tyler Technologies (TYL) | 0.4 | $498k | NEW | 1.5k | 342.38 |
|
| Waters Corporation (WAT) | 0.3 | $447k | -43% | 1.5k | 297.80 |
|
| Wal-Mart Stores (WMT) | 0.3 | $423k | -47% | 3.4k | 124.28 |
|
| UnitedHealth (UNH) | 0.3 | $361k | -54% | 1.3k | 270.59 |
|
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.3 | $334k | NEW | 3.6k | 92.04 |
|
| LeMaitre Vascular (LMAT) | 0.2 | $320k | NEW | 2.9k | 109.17 |
|
| Prudential Financial (PRU) | 0.2 | $293k | 3.0k | 97.69 |
|
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| Fiserv (FISV) | 0.2 | $276k | -44% | 5.0k | 55.80 |
|
| Gra (GGG) | 0.2 | $271k | 3.2k | 84.65 |
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| Verisign (VRSN) | 0.2 | $256k | 1.0k | 248.36 |
|
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| Nxp Semiconductors N V (NXPI) | 0.2 | $251k | 1.3k | 196.86 |
|
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| Markel Corporation (MKL) | 0.2 | $228k | +20% | 119.00 | 1914.07 |
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| Amgen (AMGN) | 0.2 | $216k | 614.00 | 351.85 |
|
Past Filings by Sierra Legacy Group
SEC 13F filings are viewable for Sierra Legacy Group going back to 2024
- 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