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
+1.03%
+2.09%
20,617.0
 
BRK.B
Berkshire Hathaway Inc
11,627
6,192.3
0%
5.650
0%
0.000
-8.52%
+7.00%
1,046,283.1
Insurance
MSFT
Microsoft Corp
15,985
6,000.6
0%
5.470
0%
0.000
+33.94%
+18.80%
3,707,650.2
Software
TJX
TJX Companies Inc
35,437
4,316.2
0%
3.940
0%
0.000
+0.67%
+4.83%
140,411.4
Retail - Cyclical
ROST
Ross Stores Inc
27,138
3,468.0
+1.17%
3.160
+0.04%
0.010
+0.55%
-12.51%
43,026.1
Retail - Cyclical
V
Visa Inc
8,910
3,122.6
0%
2.850
0%
0.000
+5.91%
+13.93%
701,033.1
Credit Services
AAPL
Apple Inc
13,936
3,095.5
0%
2.820
0%
0.000
+5.24%
-14.52%
3,189,545.6
Hardware
LMT
Lockheed Martin Corp
6,712
2,998.3
-0.52%
2.740
-0.02%
0.000
+2.40%
-3.46%
108,366.6
Aerospace & Defense
CMI
Cummins Inc
8,770
2,748.9
0%
2.510
0%
0.010
+12.99%
-3.81%
45,711.2
Industrial Products
HSY
The Hershey Co
14,761
2,524.6
+0.70%
2.300
+0.02%
0.010
+6.67%
+5.99%
35,753.5
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
$110.11
-0.16%
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
$54.63
-0.20%
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
$222.26
-19.35%
New holding
3,485
3,485
KVUE
Kenvue Inc
2025-03-31
Sold Out
Sold Out
-0.69%
●
19.8 ($22.14) 23.98
$21.05
-4.92%
Sold Out
0
-35,145
APH
Amphenol Corp
2025-03-31
New Buy
New Buy
+0.64%
●
61.62 ($68.22) 78.55
$99.46
45.79%
New holding
10,660
10,660
UNH
UnitedHealth Group Inc
2025-03-31
Reduce
Reduce
-0.58%
●
461.52 ($511.2) 548.18
$308.55
-39.64%
Reduce -27.01%
3,384
-1,252
GOOGL
Alphabet Inc
2025-03-31
Reduce
Reduce
-0.50%
●
154.33 ($181.36) 206.38
$179.53
-1.01%
Reduce -21.79%
10,340
-2,880
COST
Costco Wholesale Corp
2025-03-31
Reduce
Reduce
-0.45%
●
890.62 ($974.97) 1076.86
$987.02
1.24%
Reduce -37.68%
885
-535
ELV
Elevance Health Inc
2025-03-31
Reduce
Reduce
-0.45%
●
365.83 ($401.43) 436.25
$347.84
-13.35%
Reduce -27.24%
3,517
-1,317
ICLR
Icon PLC
2025-03-31
Add
Add
+0.45%
●
174.99 ($193.87) 222.58
$150.10
-22.58%
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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