Cypress Advisory Group as of March 31, 2025
Portfolio Holdings for Cypress Advisory Group
Cypress Advisory Group holds 61 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Short Treas Bd (SHV) | 22.8 | $25M | 226k | 110.46 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.6 | $6.2M | 12k | 532.58 | |
| Microsoft Corporation (MSFT) | 5.5 | $6.0M | 16k | 375.39 | |
| TJX Companies (TJX) | 3.9 | $4.3M | 35k | 121.80 | |
| Ross Stores (ROST) | 3.2 | $3.5M | 27k | 127.79 | |
| Visa Com Cl A (V) | 2.8 | $3.1M | 8.9k | 350.46 | |
| Apple (AAPL) | 2.8 | $3.1M | 14k | 222.12 | |
| Lockheed Martin Corporation (LMT) | 2.7 | $3.0M | 6.7k | 446.71 | |
| Cummins (CMI) | 2.5 | $2.7M | 8.8k | 313.44 | |
| Hershey Company (HSY) | 2.3 | $2.5M | 15k | 171.03 | |
| Fiserv (FI) | 2.2 | $2.4M | 11k | 220.83 | |
| Allegion Ord Shs (ALLE) | 2.1 | $2.3M | 18k | 130.46 | |
| Accenture Plc Ireland Shs Class A (ACN) | 2.1 | $2.3M | 7.3k | 312.04 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.8 | $1.9M | 23k | 82.73 | |
| Northrop Grumman Corporation (NOC) | 1.8 | $1.9M | 3.8k | 512.01 | |
| W.R. Berkley Corporation (WRB) | 1.6 | $1.8M | 25k | 71.16 | |
| UnitedHealth (UNH) | 1.6 | $1.8M | 3.4k | 523.75 | |
| Check Point Software Tech Lt Ord (CHKP) | 1.6 | $1.8M | 7.7k | 227.92 | |
| Cigna Corp (CI) | 1.5 | $1.7M | 5.2k | 329.00 | |
| Cisco Systems (CSCO) | 1.5 | $1.7M | 27k | 61.71 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $1.6M | 10k | 154.64 | |
| Sap Se Spon Adr (SAP) | 1.4 | $1.5M | 5.7k | 268.44 | |
| Anthem (ELV) | 1.4 | $1.5M | 3.5k | 434.96 | |
| Motorola Solutions Com New (MSI) | 1.3 | $1.5M | 3.4k | 437.81 | |
| Ametek (AME) | 1.3 | $1.4M | 8.1k | 172.14 | |
| Amazon (AMZN) | 1.2 | $1.3M | 6.9k | 190.26 | |
| Rockwell Automation (ROK) | 1.2 | $1.3M | 4.9k | 258.38 | |
| Mastercard Incorporated Cl A (MA) | 1.1 | $1.2M | 2.2k | 548.12 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.9 | $1.0M | 2.8k | 366.54 | |
| Parker-Hannifin Corporation (PH) | 0.9 | $979k | 1.6k | 607.85 | |
| Waters Corporation (WAT) | 0.9 | $977k | 2.7k | 368.57 | |
| General Dynamics Corporation (GD) | 0.8 | $887k | 3.3k | 272.58 | |
| Johnson & Johnson (JNJ) | 0.8 | $876k | 5.3k | 165.83 | |
| Fortive (FTV) | 0.8 | $865k | 12k | 73.18 | |
| Nike CL B (NKE) | 0.8 | $848k | 13k | 63.48 | |
| Costco Wholesale Corporation (COST) | 0.8 | $837k | 885.00 | 945.78 | |
| Wal-Mart Stores (WMT) | 0.7 | $790k | 9.0k | 87.79 | |
| West Pharmaceutical Services (WST) | 0.7 | $780k | 3.5k | 223.88 | |
| Agilent Technologies Inc C ommon (A) | 0.7 | $773k | 6.6k | 116.98 | |
| Adobe Systems Incorporated (ADBE) | 0.6 | $702k | 1.8k | 383.53 | |
| A. O. Smith Corporation (AOS) | 0.6 | $699k | 11k | 65.36 | |
| Amphenol Corp Cl A (APH) | 0.6 | $699k | 11k | 65.59 | |
| Icon SHS (ICLR) | 0.6 | $672k | 3.8k | 174.99 | |
| Nxp Semiconductors N V (NXPI) | 0.6 | $622k | 3.3k | 190.06 | |
| Danaher Corporation (DHR) | 0.6 | $614k | 3.0k | 205.00 | |
| Nordson Corporation (NDSN) | 0.6 | $607k | 3.0k | 201.72 | |
| Littelfuse (LFUS) | 0.5 | $534k | 2.7k | 196.74 | |
| Keysight Technologies (KEYS) | 0.5 | $505k | 3.4k | 149.77 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $458k | 2.9k | 156.23 | |
| Floor & Decor Hldgs Cl A (FND) | 0.4 | $420k | 5.2k | 80.47 | |
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.4 | $393k | 13k | 29.82 | |
| Comfort Systems USA (FIX) | 0.3 | $338k | 1.1k | 322.33 | |
| Prudential Financial (PRU) | 0.3 | $335k | 3.0k | 111.68 | |
| Thermo Fisher Scientific (TMO) | 0.3 | $317k | 637.00 | 497.60 | |
| C H Robinson Worldwide Com New (CHRW) | 0.3 | $310k | 3.0k | 102.40 | |
| Otis Worldwide Corp (OTIS) | 0.3 | $299k | 2.9k | 103.20 | |
| Verisign (VRSN) | 0.2 | $267k | 1.1k | 253.87 | |
| Novo-nordisk A S Adr (NVO) | 0.2 | $229k | 3.3k | 69.44 | |
| Copart (CPRT) | 0.2 | $226k | 4.0k | 56.59 | |
| salesforce (CRM) | 0.2 | $206k | 769.00 | 268.36 | |
| Autodesk (ADSK) | 0.2 | $203k | 775.00 | 261.80 |
