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Cypress Advisory Group LLC Top Holdings and 13F Report (2026)

About Cypress Advisory Group LLC

Investment Activity

  • Cypress Advisory Group LLC has $129.06 million in total holdings as of June 30, 2026.
  • Cypress Advisory Group LLC owns shares of 79 different stocks, but just 38 companies or ETFs make up 80% of its holdings.
  • Approximately 6.76% of the portfolio was purchased this quarter.
  • About 10.92% of the portfolio was sold this quarter.
  • This quarter, Cypress Advisory Group LLC has purchased 77 new stocks and bought additional shares in 25 stocks.
  • Cypress Advisory Group LLC sold shares of 18 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Microsoft
$6,008,979
Ross Stores
$5,504,940
TJX Companies
$5,130,093

Largest New Holdings this Quarter

892356106 - Tractor Supply
$1,452,954 Holding
78409V104 - S&P Global
$665,463 Holding
12572Q105 - CME Group
$631,132 Holding
92338C103 - VERALTO CORP
$455,106 Holding
70450C101 - PAYPAY CORP
$358,393 Holding

Largest Purchases this Quarter

Tractor Supply
45,965 shares (about $1.45M)
Berkshire Hathaway
1,576 shares (about $788.61K)
S&P Global
1,634 shares (about $665.46K)
CME Group
2,858 shares (about $631.13K)
Badger Meter
3,766 shares (about $558.80K)

Largest Sales this Quarter

iShares Short Treasury Bond ETF
21,284 shares (about $2.35M)
Cummins
3,207 shares (about $2.29M)
SPDR Bloomberg 1-3 Month T-Bill ETF
19,000 shares (about $1.74M)
Cisco Systems
11,130 shares (about $1.31M)
Amphenol
6,005 shares (about $1.06M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofCypress Advisory Group LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$17,780,190$2,348,696 â–¼-11.7%161,12513.8%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$6,606,149$788,615 â–²13.6%13,2025.1%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$6,008,979$108,549 â–²1.8%16,1094.7%Technology
Ross Stores, Inc. stock logo
ROST
Ross Stores
$5,504,9400.0%25,8634.3%Consumer Discretionary
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$5,130,0930.0%33,8624.0%Consumer Discretionary
Apple Inc. stock logo
AAPL
Apple
$4,030,5410.0%13,9293.1%Technology
Cummins Inc. stock logo
CMI
Cummins
$3,725,096$2,287,265 â–¼-38.0%5,2232.9%Industrials
Allegion PLC stock logo
ALLE
Allegion
$3,329,051$131,639 â–²4.1%23,6962.6%Industrials
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$3,263,601$68,777 â–²2.2%6,4062.5%Industrials
Visa Inc. stock logo
V
Visa
$3,031,8860.0%8,8372.3%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$3,020,491$715 â–²0.0%8,4522.3%Communication Services
AMETEK, Inc. stock logo
AME
AMETEK
$2,759,3260.0%11,4052.1%Technology
Hershey Company (The) stock logo
HSY
Hershey
$2,666,067$175 â–²0.0%15,1962.1%Consumer Staples
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$1,923,283$293,599 â–²18.0%8,5881.5%Industrials
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,814,757$1,307,330 â–¼-41.9%15,4501.4%Technology
West Pharmaceutical Services, Inc. stock logo
WST
West Pharmaceutical Services
$1,800,744$179,500 â–¼-9.1%5,0161.4%Healthcare
Amphenol Corporation stock logo
APH
Amphenol
$1,799,346$1,058,802 â–¼-37.0%10,2051.4%Technology
W.R. Berkley Corporation stock logo
WRB
W.R. Berkley
$1,795,341$37,381 â–²2.1%25,4551.4%Finance
Accenture PLC stock logo
ACN
Accenture
$1,725,609$235,440 â–²15.8%13,8671.3%Technology
Mastercard Incorporated stock logo
MA
Mastercard
$1,630,680$205,440 â–²14.4%3,1751.3%Finance
Badger Meter, Inc. stock logo
BMI
Badger Meter
$1,608,884$558,799 â–²53.2%10,8431.2%Technology
Northrop Grumman Corporation stock logo
NOC
Northrop Grumman
$1,601,2710.0%3,1441.2%Industrials
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,587,106$477 â–²0.0%6,6591.2%Consumer Discretionary
Nordson Corporation stock logo
NDSN
Nordson
$1,564,866$301,690 â–¼-16.2%5,1871.2%Industrials
Tractor Supply Company stock logo
TSCO
Tractor Supply
$1,452,954$1,452,954 â–²New Holding45,9651.1%Consumer Discretionary
Check Point Software Technologies Ltd. stock logo
CHKP
Check Point Software Technologies
$1,411,295$81,487 â–¼-5.5%10,7381.1%Technology
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$1,401,6040.0%3,3751.1%Technology
A. O. Smith Corporation stock logo
AOS
A. O. Smith
$1,392,133$181,512 â–²15.0%22,1961.1%Industrials
Comfort Systems USA, Inc. stock logo
FIX
Comfort Systems USA
$1,347,726$990,975 â–¼-42.4%6801.0%Industrials
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$1,335,488$20,134 â–¼-1.5%13,2661.0%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,333,192$39,622 â–²3.1%5,2491.0%Healthcare
Danaher Corporation stock logo
DHR
Danaher
$1,301,931$158,098 â–²13.8%6,8351.0%Healthcare
Agilent Technologies, Inc. stock logo
A
Agilent Technologies
$1,215,129$126,189 â–¼-9.4%9,1480.9%Healthcare
Otis Worldwide Corporation stock logo
OTIS
Otis Worldwide
$1,199,372$395,089 â–²49.1%16,7510.9%Industrials
Ulta Beauty Inc. stock logo
ULTA
Ulta Beauty
$1,181,1170.0%2,6190.9%Consumer Discretionary
General Dynamics Corporation stock logo
GD
General Dynamics
$1,133,2140.0%3,1990.9%Industrials
Elevance Health, Inc. stock logo
ELV
Elevance Health
$1,094,4460.0%2,8300.8%Healthcare
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$1,041,6980.0%1,0650.8%Industrials
Mettler-Toledo International, Inc. stock logo
MTD
Mettler-Toledo International
$1,030,9510.0%8070.8%Healthcare
Broadridge Financial Solutions, Inc. stock logo
BR
Broadridge Financial Solutions
$1,023,975$41,222 â–²4.2%7,4770.8%Industrials
IDEX Corporation stock logo
IEX
IDEX
$1,011,743$226,950 â–¼-18.3%4,4580.8%Industrials
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$1,008,2350.0%2,0110.8%Healthcare
Bentley Systems, Incorporated stock logo
BSY
Bentley Systems
$994,590$326,608 â–²48.9%33,2750.8%Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$918,6580.0%2,6000.7%Communication Services
Intuit Inc. stock logo
INTU
Intuit
$910,107$26,100 â–¼-2.8%3,4870.7%Technology
SAP SE stock logo
SAP
SAP
$881,2010.0%5,7180.7%Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$827,8910.0%8850.6%Consumer Staples
STERIS plc stock logo
STE
STERIS
$768,581$76,858 â–¼-9.1%3,6500.6%Healthcare
Zoetis Inc. stock logo
ZTS
Zoetis
$739,224$121,084 â–²19.6%10,2870.6%Healthcare
Copart, Inc. stock logo
CPRT
Copart
$736,661$221,291 â–²42.9%26,1320.6%Industrials
Tyler Technologies, Inc. stock logo
TYL
Tyler Technologies
$734,075$308,545 â–²72.5%2,5100.6%Technology
Carlisle Companies Incorporated stock logo
CSL
Carlisle Companies
$727,3140.0%2,0050.6%Industrials
Salesforce Inc. stock logo
CRM
Salesforce
$705,910$46,998 â–¼-6.2%4,5060.5%Technology
Cigna Group stock logo
CI
Cigna Group
$694,7140.0%2,5200.5%Healthcare
TE CONNECTIVITY PLC
$691,522$100,805 â–¼-12.7%3,4300.5%ORD SHS
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$669,430$1,741,159 â–¼-72.2%7,3050.5%ETF
S&P Global Inc. stock logo
SPGI
S&P Global
$665,463$665,463 â–²New Holding1,6340.5%Finance
Adobe Inc. stock logo
ADBE
Adobe
$658,9340.0%3,2140.5%Technology
NIKE, Inc. stock logo
NKE
NIKE
$652,8590.0%15,9040.5%Consumer Discretionary
CME Group Inc. stock logo
CME
CME Group
$631,132$631,132 â–²New Holding2,8580.5%Finance
Simpson Manufacturing Company, Inc. stock logo
SSD
Simpson Manufacturing
$630,1440.0%3,0100.5%Industrials
C.H. Robinson Worldwide, Inc. stock logo
CHRW
C.H. Robinson Worldwide
$570,6700.0%3,0300.4%Industrials
Waters Corporation stock logo
WAT
Waters
$562,5600.0%1,5000.4%Healthcare
Graco Inc. stock logo
GGG
Graco
$557,397$315,067 â–²130.0%7,3720.4%Industrials
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$525,504$225,803 â–¼-30.1%6,4000.4%ETF
abrdn Physical Gold Shares ETF stock logo
SGOL
abrdn Physical Gold Shares ETF
$492,2110.0%12,8750.4%ETF
Ollie's Bargain Outlet Holdings, Inc. stock logo
OLLI
Ollie's Bargain Outlet
$484,959$205,962 â–²73.8%6,3080.4%Consumer Discretionary
Icon Plc stock logo
ICLR
Icon
$463,806$347,420 â–¼-42.8%2,6700.4%Healthcare
VERALTO CORP
$455,106$455,106 â–²New Holding5,1320.4%COM SHS
WALMART INC
$385,0840.0%3,4000.3%COM
PAYPAY CORP
$358,393$358,393 â–²New Holding25,0100.3%SPONSORED ADS
NXP Semiconductors N.V. stock logo
NXPI
NXP Semiconductors
$358,3130.0%1,2750.3%Technology
Markel Group Inc. stock logo
MKL
Markel Group
$339,824$107,416 â–²46.2%1740.3%Finance
Prudential Financial, Inc. stock logo
PRU
Prudential Financial
$323,7900.0%3,0000.3%Finance
McKesson Corporation stock logo
MCK
McKesson
$284,106$284,106 â–²New Holding3760.2%Healthcare
LeMaitre Vascular, Inc. stock logo
LMAT
LeMaitre Vascular
$281,4510.0%2,9330.2%Healthcare
FISERV INC
$267,519$24,721 â–²10.2%5,4540.2%COM
VeriSign, Inc. stock logo
VRSN
VeriSign
$259,1070.0%1,0300.2%Technology
Amgen Inc. stock logo
AMGN
Amgen
$222,3420.0%6140.2%Healthcare
Keysight Technologies Inc. stock logo
KEYS
Keysight Technologies
$0$945,940 â–¼-100.0%00.0%Technology
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$0$678,642 â–¼-100.0%00.0%Industrials
Littelfuse, Inc. stock logo
LFUS
Littelfuse
$0$617,617 â–¼-100.0%00.0%Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$0$361,238 â–¼-100.0%00.0%Healthcare

Showing largest 100 holdings. View all holdings.
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