Cypress Advisory Group LLC Portfolio Holdings

Cypress Advisory Group LLC

  • $129 Billion
  • Q2 2025

Cypress Advisory Group LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $129 Billion distributed in 67 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $23.2B, Microsoft Corp with a value of $7.87B, Spdr Bloomberg 1 3 Month T Bil with a value of $7.56B, Berkshire Hathaway Inc Class B with a value of $5.64B, and Tjx Companies Inc with a value of $4.27B.

Examining the 13F form we can see an increase of $19.2B in the current position value, from $110B to 129B.

Cypress Advisory Group LLC is based out at Scottsdale, AZ

Below you can find more details about Cypress Advisory Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $129 Billion
ETFs: $33.2 Billion
Technology: $28.9 Billion
Industrials: $22.7 Billion
Financial Services: $12.4 Billion
Consumer Cyclical: $12.2 Billion
Healthcare: $11.9 Billion
Consumer Defensive: $4.26 Billion
Communication Services: $2.31 Billion
Other: $0

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$7.87 Billion 6.11% of portfolio
15,818
Q2 2025 Reduced 1.04%
$621B
$5.64 Billion 4.37% of portfolio
11,602
Q2 2025 Reduced 0.22%
$155B
$4.27 Billion 3.32% of portfolio
34,612
Q2 2025 Reduced 2.33%
$51.4B
$3.46 Billion 2.68% of portfolio
27,103
Q2 2025 Reduced 0.13%
$14.6B
$3.17 Billion 2.46% of portfolio
21,977
Q2 2025 Added 22.83%
$551B
$3.1 Billion 2.4% of portfolio
8,720
Q2 2025 Reduced 2.13%
$113B
$3.03 Billion 2.35% of portfolio
6,547
Q2 2025 Reduced 2.46%
$150B
$3.01 Billion 2.33% of portfolio
10,060
Q2 2025 Added 38.3%
$56.3B
$2.85 Billion 2.21% of portfolio
8,700
Q2 2025 Reduced 0.8%
$3.69T
$2.85 Billion 2.21% of portfolio
13,908
Q2 2025 Reduced 0.2%
$25.9B
$2.51 Billion 1.94% of portfolio
15,095
Q2 2025 Added 2.26%
$79.5B
$2.34 Billion 1.81% of portfolio
13,550
Q2 2025 Added 25.64%
$39.2B
$2.14 Billion 1.66% of portfolio
6,436
Q2 2025 Added 30.39%
$42.5B
$2.06 Billion 1.6% of portfolio
11,360
Q2 2025 Added 39.82%
$293B
$1.84 Billion 1.43% of portfolio
26,580
Q2 2025 Reduced 1.26%
$18.6B
$1.83 Billion 1.42% of portfolio
24,910
Q1 2025 Added 2.15%
$323B
$1.74 Billion 1.35% of portfolio
5,718
Q4 2024 New
$66.5B
$1.71 Billion 1.32% of portfolio
17,280
Q2 2025 Added 62.1%
$85.6B
$1.7 Billion 1.32% of portfolio
5,147
Q2 2025 Reduced 0.19%
$22.7B
$1.7 Billion 1.32% of portfolio
7,667
Q2 2025 Reduced 0.2%
$89.4B
$1.63 Billion 1.27% of portfolio
3,264
Q2 2025 Reduced 13.28%
$548B
$1.56 Billion 1.21% of portfolio
2,775
Q2 2025 Added 27.41%
$2.26T
$1.48 Billion 1.15% of portfolio
6,757
Q2 2025 Reduced 2.31%
$78.6B
$1.42 Billion 1.1% of portfolio
3,375
Q4 2024 New
$70.7B
$1.36 Billion 1.05% of portfolio
3,489
Q2 2025 Reduced 0.8%
$157B
$1.32 Billion 1.02% of portfolio
3,400
Q2 2025 Added 85.79%
$34.7B
$1.27 Billion 0.99% of portfolio
10,780
Q2 2025 Added 63.21%
$12.3B
$1.22 Billion 0.95% of portfolio
5,692
Q2 2025 Added 89.29%
$26.4B
$1.23 Billion 0.95% of portfolio
2,619
Q2 2025 Reduced 7.75%
$17.8B
$1.21 Billion 0.94% of portfolio
5,526
Q2 2025 Added 58.57%
$25.7B
$1.2 Billion 0.93% of portfolio
2,240
Q2 2025 Added 113.33%
$94.4B
$1.16 Billion 0.9% of portfolio
16,354
Q2 2025 Added 22.47%
$96.6B
$1.12 Billion 0.87% of portfolio
1,610
Q4 2024 New
$150B
$1.09 Billion 0.84% of portfolio
5,505
Q2 2025 Added 83.81%
$9.05B
$1.08 Billion 0.83% of portfolio
16,400
Q2 2025 Added 53.27%
$29.1B
$950 Million 0.74% of portfolio
809
Q2 2025 New
$86.2B
$935 Million 0.73% of portfolio
3,207
Q2 2025 Reduced 1.41%
$245B
$928 Million 0.72% of portfolio
2,974
Q2 2025 Reduced 12.12%
$17.1B
$922 Million 0.72% of portfolio
2,642
Q2 2025 Reduced 0.38%
$281B
$875 Million 0.68% of portfolio
8,950
Q2 2025 Reduced 0.56%
$439B
$876 Million 0.68% of portfolio
885
Q1 2025 Reduced 37.68%
$187B
$799 Million 0.62% of portfolio
1,970
Q2 2025 Added 209.26%
$452B
$778 Million 0.6% of portfolio
5,093
Q2 2025 Reduced 3.54%
$19.9B
$764 Million 0.59% of portfolio
2,047
Q2 2025 New
$232B
$755 Million 0.59% of portfolio
2,769
Q2 2025 Added 260.08%
$12.3B
$718 Million 0.56% of portfolio
4,088
Q2 2025 New
$13.8B
$644 Million 0.5% of portfolio
4,430
Q2 2025 Added 15.36%
$16.9B
$615 Million 0.48% of portfolio
11,795
Q2 2025 Reduced 0.21%
$11.2B
$603 Million 0.47% of portfolio
12,295
Q2 2025 Added 207.38%

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $129 Billion
  • Prior Value $110 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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