Cypress Advisory Group

Sierra Legacy Group as of Dec. 31, 2025

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