Cypress Advisory Group as of Dec. 31, 2024
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 | |
| Microsoft Corporation (MSFT) | 6.2 | $6.7M | 16k | 421.50 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.8 | $5.3M | 12k | 453.28 | |
| TJX Companies (TJX) | 3.9 | $4.3M | 35k | 120.81 | |
| Ross Stores (ROST) | 3.7 | $4.1M | 27k | 151.27 | |
| Apple (AAPL) | 3.2 | $3.5M | 14k | 250.41 | |
| Lockheed Martin Corporation (LMT) | 3.0 | $3.3M | 6.7k | 485.94 | |
| Cummins (CMI) | 2.8 | $3.1M | 8.8k | 348.60 | |
| Visa Com Cl A (V) | 2.6 | $2.8M | 8.9k | 316.04 | |
| Accenture Plc Ireland Shs Class A (ACN) | 2.4 | $2.6M | 7.3k | 351.79 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $2.5M | 13k | 189.30 | |
| Hershey Company (HSY) | 2.3 | $2.5M | 15k | 169.35 | |
| UnitedHealth (UNH) | 2.2 | $2.3M | 4.6k | 505.86 | |
| Fiserv (FI) | 2.0 | $2.2M | 11k | 205.42 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.9 | $2.1M | 25k | 81.98 | |
| Allegion Ord Shs (ALLE) | 1.9 | $2.0M | 16k | 130.68 | |
| Northrop Grumman Corporation (NOC) | 1.7 | $1.9M | 4.0k | 469.29 | |
| Anthem (ELV) | 1.6 | $1.8M | 4.8k | 368.90 | |
| Cisco Systems (CSCO) | 1.5 | $1.6M | 27k | 59.20 | |
| Motorola Solutions Com New (MSI) | 1.4 | $1.6M | 3.4k | 462.23 | |
| Amazon (AMZN) | 1.4 | $1.5M | 6.9k | 219.39 | |
| Ametek (AME) | 1.3 | $1.5M | 8.1k | 180.26 | |
| Check Point Software Tech Lt Ord (CHKP) | 1.3 | $1.4M | 7.7k | 186.70 | |
| W.R. Berkley Corporation (WRB) | 1.3 | $1.4M | 24k | 58.52 | |
| Cigna Corp (CI) | 1.3 | $1.4M | 5.2k | 276.14 | |
| Sap Se Spon Adr (SAP) | 1.3 | $1.4M | 5.7k | 246.21 | |
| Rockwell Automation (ROK) | 1.2 | $1.3M | 4.7k | 285.79 | |
| Costco Wholesale Corporation (COST) | 1.2 | $1.3M | 1.4k | 916.27 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.1 | $1.2M | 2.8k | 434.93 | |
| Mastercard Incorporated Cl A (MA) | 1.1 | $1.1M | 2.2k | 526.57 | |
| Fortive (FTV) | 0.9 | $1.0M | 14k | 75.00 | |
| Parker-Hannifin Corporation (PH) | 0.9 | $1.0M | 1.6k | 636.03 | |
| Waters Corporation (WAT) | 0.9 | $984k | 2.7k | 370.98 | |
| Nike CL B (NKE) | 0.9 | $969k | 13k | 75.67 | |
| Tractor Supply Company (TSCO) | 0.9 | $938k | 18k | 53.06 | |
| General Dynamics Corporation (GD) | 0.8 | $857k | 3.3k | 263.49 | |
| Johnson & Johnson (JNJ) | 0.8 | $819k | 5.7k | 144.61 | |
| Agilent Technologies Inc C ommon (A) | 0.8 | $818k | 6.1k | 134.34 | |
| Wal-Mart Stores (WMT) | 0.7 | $813k | 9.0k | 90.35 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $788k | 4.1k | 190.44 | |
| Kenvue (KVUE) | 0.7 | $750k | 35k | 21.35 | |
| Nxp Semiconductors N V (NXPI) | 0.6 | $681k | 3.3k | 207.85 | |
| A. O. Smith Corporation (AOS) | 0.6 | $677k | 9.9k | 68.21 | |
| Adobe Systems Incorporated (ADBE) | 0.6 | $667k | 1.5k | 444.68 | |
| Littelfuse (LFUS) | 0.6 | $640k | 2.7k | 235.65 | |
| Nordson Corporation (NDSN) | 0.5 | $557k | 2.7k | 209.24 | |
| Keysight Technologies (KEYS) | 0.5 | $541k | 3.4k | 160.63 | |
| Prudential Financial (PRU) | 0.4 | $473k | 4.0k | 118.53 | |
| Floor & Decor Hldgs Cl A (FND) | 0.4 | $459k | 4.6k | 99.70 | |
| Danaher Corporation (DHR) | 0.3 | $367k | 1.6k | 229.55 | |
| Dutch Bros Cl A (BROS) | 0.3 | $330k | 6.3k | 52.38 | |
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.3 | $330k | 13k | 25.05 | |
| C H Robinson Worldwide Com New (CHRW) | 0.3 | $313k | 3.0k | 103.32 | |
| Novo-nordisk A S Adr (NVO) | 0.3 | $284k | 3.3k | 86.02 | |
| Otis Worldwide Corp (OTIS) | 0.2 | $269k | 2.9k | 92.61 | |
| salesforce (CRM) | 0.2 | $257k | 769.00 | 334.33 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $253k | 487.00 | 520.23 | |
| Autodesk (ADSK) | 0.2 | $229k | 775.00 | 295.57 | |
| Verisign (VRSN) | 0.2 | $218k | 1.1k | 206.96 | |
| Icon SHS (ICLR) | 0.2 | $215k | 1.0k | 209.71 |
