CA

Cypress Advisory Group LLC

13F
Cypress Advisory Group LLC
Last update 2025-04-17 61 Stocks (4 new)
Value $110.00 Mil Turnover 7 %
Countries:
Top Holdings: SHV(22.81%)BRK.B(5.65%)MSFT(5.47%)TJX(3.94%)ROST(3.16%)
Summary Stock Picks Current Portfolio
Cypress Advisory Group LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SHV
iShares Short Treasury Bond ETF
226,356
25,003.3
+16.28%
22.810
+3.19%
0.120
+0.99%
+2.18%
20,633.8
 
BRK.B
Berkshire Hathaway Inc
11,627
6,192.3
0%
5.650
0%
0.000
-9.21%
+4.98%
1,026,074.7
Insurance
MSFT
Microsoft Corp
15,985
6,000.6
0%
5.470
0%
0.000
+29.81%
+19.87%
3,740,948.0
Software
TJX
TJX Companies Inc
35,437
4,316.2
0%
3.940
0%
0.000
-3.15%
+3.04%
138,012.8
Retail - Cyclical
ROST
Ross Stores Inc
27,138
3,468.0
+1.17%
3.160
+0.04%
0.010
-7.04%
-12.76%
42,901.8
Retail - Cyclical
V
Visa Inc
8,910
3,122.6
0%
2.850
0%
0.000
+4.53%
+10.46%
679,681.4
Credit Services
AAPL
Apple Inc
13,936
3,095.5
0%
2.820
0%
0.000
+6.71%
-15.47%
3,153,849.0
Hardware
LMT
Lockheed Martin Corp
6,712
2,998.3
-0.52%
2.740
-0.02%
0.000
-0.88%
-2.41%
109,535.7
Aerospace & Defense
CMI
Cummins Inc
8,770
2,748.9
0%
2.510
0%
0.010
+19.19%
-1.79%
46,674.1
Industrial Products
HSY
The Hershey Co
14,761
2,524.6
+0.70%
2.300
+0.02%
0.010
+0.30%
-1.05%
33,381.0
Consumer Packaged Goods

Cypress Advisory Group LLC's Historical Top Holdings Breakdowns

Cypress Advisory Group LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SHV
iShares Short Treasury Bond ETF
2025-03-31
Add
Add
+3.19%
●
110.11 ($110.29) 110.51
$110.20
-0.08%
Add 16.28%
226,356
31,689
TSCO
Tractor Supply Co
2025-03-31
Sold Out
Sold Out
-0.86%
●
51.66 ($54.74) 57.94
$56.79
3.74%
Sold Out
0
-17,675
WST
West Pharmaceutical Services Inc
2025-03-31
New Buy
New Buy
+0.71%
●
199.11 ($275.6) 347.87
$227.18
-17.57%
New holding
3,485
3,485
KVUE
Kenvue Inc
2025-03-31
Sold Out
Sold Out
-0.69%
●
19.8 ($22.14) 23.98
$21.34
-3.61%
Sold Out
0
-35,145
APH
Amphenol Corp
2025-03-31
New Buy
New Buy
+0.64%
●
61.62 ($68.22) 78.55
$98.76
44.77%
New holding
10,660
10,660
UNH
UnitedHealth Group Inc
2025-03-31
Reduce
Reduce
-0.58%
●
461.52 ($511.2) 548.18
$304.10
-40.51%
Reduce -27.01%
3,384
-1,252
GOOGL
Alphabet Inc
2025-03-31
Reduce
Reduce
-0.50%
●
154.33 ($181.36) 206.38
$180.19
-0.65%
Reduce -21.79%
10,340
-2,880
COST
Costco Wholesale Corp
2025-03-31
Reduce
Reduce
-0.45%
●
890.62 ($974.97) 1076.86
$970.33
-0.48%
Reduce -37.68%
885
-535
ELV
Elevance Health Inc
2025-03-31
Reduce
Reduce
-0.45%
●
365.83 ($401.43) 436.25
$340.67
-15.14%
Reduce -27.24%
3,517
-1,317
ICLR
Icon PLC
2025-03-31
Add
Add
+0.45%
●
174.99 ($193.87) 222.58
$150.52
-22.36%
Add 273.9%
3,840
2,813

Cypress Advisory Group LLC Total Holding History ($B)

To

Cypress Advisory Group LLC's Asset Allocation

To

Cypress Advisory Group LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Cypress Advisory Group LLC's Hypothetical Growth since 2025-03-31

Cypress Advisory Group LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Cypress Advisory Group LLC's Holdings Heat Map

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Cypress Advisory Group LLC's Holdings Bubble Chart

Cypress Advisory Group LLC News

  • 1

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