Cypress Advisory Group LLC Top Holdings and 13F Report (2025) About Cypress Advisory Group LLCInvestment ActivityCypress Advisory Group LLC has $128.85 million in total holdings as of June 30, 2025.Cypress Advisory Group LLC owns shares of 67 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 16.01% of the portfolio was purchased this quarter.About 2.99% of the portfolio was sold this quarter.This quarter, Cypress Advisory Group LLC has purchased 61 new stocks and bought additional shares in 20 stocks.Cypress Advisory Group LLC sold shares of 30 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Short Treasury Bond ETF $23,246,919Microsoft $7,868,031SPDR Bloomberg 1-3 Month T-Bill ETF $7,563,597Berkshire Hathaway $5,635,904TJX Companies $4,274,236 Largest New Holdings this Quarter 78468R663 - SPDR Bloomberg 1-3 Month T-Bill ETF $7,563,597 Holding592688105 - Mettler-Toledo International $950,348 Holding142339100 - Carlisle Companies $764,350 HoldingG87052109 - TE CONNECTIVITY PLC $749,738 Holding45167R104 - IDEX $717,730 Holding Largest Purchases this Quarter SPDR Bloomberg 1-3 Month T-Bill ETF 82,455 shares (about $7.56M)Mettler-Toledo International 809 shares (about $950.35K)Accenture 2,786 shares (about $832.71K)Carlisle Companies 2,047 shares (about $764.35K)TE CONNECTIVITY PLC 4,445 shares (about $749.74K) Largest Sales this Quarter iShares Short Treasury Bond ETF 15,824 shares (about $1.75M)NXP Semiconductors 2,000 shares (about $436.98K)Northrop Grumman 500 shares (about $249.99K)Littelfuse 895 shares (about $202.92K)UnitedHealth Group 410 shares (about $127.91K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCypress Advisory Group LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSHViShares Short Treasury Bond ETF$23,246,919$1,747,284 ▼-7.0%210,53218.0%ETFMSFTMicrosoft$7,868,031$83,067 ▼-1.0%15,8186.1%Computer and TechnologyBILSPDR Bloomberg 1-3 Month T-Bill ETF$7,563,597$7,563,597 ▲New Holding82,4555.9%ETFBRK.BBerkshire Hathaway$5,635,904$12,144 ▼-0.2%11,6024.4%FinanceTJXTJX Companies$4,274,236$101,879 ▼-2.3%34,6123.3%Retail/WholesaleROSTRoss Stores$3,457,801$4,465 ▼-0.1%27,1032.7%Retail/WholesaleALLEAllegion$3,167,325$588,730 ▲22.8%21,9772.5%IndustrialsVVisa$3,096,036$67,460 ▼-2.1%8,7202.4%Business ServicesLMTLockheed Martin$3,032,178$76,418 ▼-2.5%6,5472.4%AerospaceACNAccenture$3,006,833$832,707 ▲38.3%10,0602.3%Computer and TechnologyAAPLApple$2,853,607$5,745 ▼-0.2%13,9082.2%Computer and TechnologyCMICummins$2,849,250$22,925 ▼-0.8%8,7002.2%Auto/Tires/TrucksHSYHershey$2,505,013$55,427 ▲2.3%15,0951.9%Consumer StaplesFIFiserv$2,336,156$476,714 ▲25.6%13,5501.8%Business ServicesROKRockwell Automation$2,137,846$498,255 ▲30.4%6,4361.7%Computer and TechnologyAMEAMETEK$2,055,706$585,406 ▲39.8%11,3601.6%Computer and TechnologySHYiShares 1-3 Year Treasury Bond ETF$1,937,2670.0%23,3801.5%ManufacturingCSCOCisco Systems$1,844,120$23,589 ▼-1.3%26,5801.4%Computer and TechnologyWRBW.R. Berkley$1,830,1380.0%24,9101.4%FinanceGOOGLAlphabet$1,816,931$5,287 ▼-0.3%10,3101.4%Computer and TechnologySAPSAP$1,738,8440.0%5,7181.3%Computer and TechnologyAPHAmphenol$1,706,400$653,725 ▲62.1%17,2801.3%Computer and TechnologyCICigna Group$1,701,495$3,306 ▼-0.2%5,1471.3%MedicalCHKPCheck Point Software Technologies$1,696,324$3,319 ▼-0.2%7,6671.3%Computer and TechnologyNOCNorthrop Grumman$1,631,935$249,990 ▼-13.3%3,2641.3%AerospaceMAMastercard$1,559,384$335,478 ▲27.4%2,7751.2%Business ServicesAMZNAmazon.com$1,482,418$35,102 ▼-2.3%6,7571.2%Retail/WholesaleMSIMotorola Solutions$1,419,0530.0%3,3751.1%Computer and TechnologyELVElevance Health$1,357,081$10,891 ▼-0.8%3,4891.1%MedicalADBEAdobe$1,315,392$607,402 ▲85.8%3,4001.0%Computer and TechnologyAAgilent Technologies$1,272,148$492,692 ▲63.2%10,7801.0%MedicalULTAUlta Beauty$1,225,221$102,920 ▼-7.7%2,6191.0%Retail/WholesaleNDSNNordson$1,220,194$575,583 ▲89.3%5,6920.9%IndustrialsWSTWest Pharmaceutical Services$1,209,089$446,571 ▲58.6%5,5260.9%MedicalFIXComfort Systems USA$1,201,110$638,090 ▲113.3%2,2400.9%ConstructionNKENIKE$1,161,788$213,120 ▲22.5%16,3540.9%Consumer DiscretionaryPHParker-Hannifin$1,124,5370.0%1,6100.9%IndustrialsDHRDanaher$1,087,458$495,826 ▲83.8%5,5050.8%MedicalAOSA. O. Smith$1,075,348$373,749 ▲53.3%16,4000.8%IndustrialsMTDMettler-Toledo International$950,348$950,348 ▲New Holding8090.7%MedicalGDGeneral Dynamics$935,354$13,416 ▼-1.4%3,2070.7%AerospaceUNHUnitedHealth Group$927,799$127,908 ▼-12.1%2,9740.7%MedicalWATWaters$922,164$3,490 ▼-0.4%2,6420.7%MedicalCOSTCostco Wholesale$876,0970.0%8850.7%Retail/WholesaleWMTWalmart$875,131$4,889 ▼-0.6%8,9500.7%Retail/WholesaleTMOThermo Fisher Scientific$798,756$540,478 ▲209.3%1,9700.6%MedicalJNJJohnson & Johnson$778,018$28,567 ▼-3.5%5,0930.6%MedicalCSLCarlisle Companies$764,350$764,350 ▲New Holding2,0470.6%Multi-Sector ConglomeratesCRMSalesforce$755,079$545,380 ▲260.1%2,7690.6%Computer and TechnologyTE CONNECTIVITY PLC$749,738$749,738 ▲New Holding4,4450.6%ORD SHSIEXIDEX$717,730$717,730 ▲New Holding4,0880.6%IndustrialsICLRIcon$644,344$85,816 ▲15.4%4,4300.5%MedicalFTVFortive$614,873$1,303 ▼-0.2%11,7950.5%Computer and TechnologyCPRTCopart$603,316$407,036 ▲207.4%12,2950.5%Business ServicesKEYSKeysight Technologies$548,931$3,277 ▼-0.6%3,3500.4%Computer and TechnologyGOOGAlphabet$491,370$28,382 ▼-5.5%2,7700.4%Computer and TechnologyLFUSLittelfuse$412,649$202,924 ▼-33.0%1,8200.3%Computer and TechnologySGOLabrdn Physical Gold Shares ETF$406,078$9,462 ▼-2.3%12,8750.3%ETFPRUPrudential Financial$322,3200.0%3,0000.3%FinanceVRSNVeriSign$298,908$5,198 ▼-1.7%1,0350.2%Computer and TechnologyCHRWC.H. Robinson Worldwide$290,7290.0%3,0300.2%TransportationOTISOtis Worldwide$282,207$4,951 ▼-1.7%2,8500.2%IndustrialsNXPINXP Semiconductors$278,575$436,980 ▼-61.1%1,2750.2%Computer and TechnologyADSKAutodesk$239,9170.0%7750.2%Computer and TechnologyGGGGraco$232,549$232,549 ▲New Holding2,7050.2%IndustrialsNVONovo Nordisk A/S$227,7660.0%3,3000.2%MedicalRALLIANT CORP$208,158$208,158 ▲New Holding3,9290.2%COMFNDFloor & Decor$0$419,892 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
MarketBeat All Access