Cypress Advisory Group LLC Portfolio Holdings

Cypress Advisory Group LLC

  • $135 Billion
  • Q3 2025

Cypress Advisory Group LLC has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $135 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 $22.7B, Microsoft Corp with a value of $8.14B, Berkshire Hathaway Inc Class B with a value of $5.81B, Spdr Bloomberg 1 3 Month T Bil with a value of $5.17B, and Tjx Companies Inc with a value of $5B.

Examining the 13F form we can see an increase of $6.28B in the current position value, from $129B to 135B.

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 $135 Billion
ETFs: $30.6 Billion
Technology: $30.3 Billion
Industrials: $26.6 Billion
Consumer Cyclical: $13.8 Billion
Healthcare: $12.7 Billion
Financial Services: $12.6 Billion
Consumer Defensive: $4.31 Billion
Communication Services: $3.17 Billion
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$22.7 Billion 16.77% of portfolio
205,091
Q3 2025 Reduced 2.58%
$3.83T
$8.14 Billion 6.02% of portfolio
15,718
Q3 2025 Reduced 0.63%
$635B
$5.81 Billion 4.3% of portfolio
11,549
Q3 2025 Reduced 0.46%
$0
$5.17 Billion 3.82% of portfolio
56,305
Q3 2025 Reduced 31.71%
$165B
$5 Billion 3.7% of portfolio
34,612
Q2 2025 Reduced 2.33%
$56.3B
$4.13 Billion 3.06% of portfolio
27,103
Q2 2025 Reduced 0.13%
$14.5B
$3.9 Billion 2.88% of portfolio
21,977
Q2 2025 Added 22.83%
$60.4B
$3.67 Billion 2.72% of portfolio
8,700
Q2 2025 Reduced 0.8%
$4.34T
$3.55 Billion 2.62% of portfolio
13,929
Q3 2025 Added 0.15%
$127B
$3.27 Billion 2.42% of portfolio
6,542
Q3 2025 Reduced 0.08%
$556B
$2.98 Billion 2.2% of portfolio
8,720
Q2 2025 Reduced 2.13%
$24.4B
$2.82 Billion 2.09% of portfolio
15,095
Q2 2025 Added 2.26%
$153B
$2.72 Billion 2.01% of portfolio
11,015
Q3 2025 Added 9.49%
$1.66T
$2.5 Billion 1.85% of portfolio
10,300
Q3 2025 Reduced 0.1%
$24B
$2.28 Billion 1.69% of portfolio
11,017
Q3 2025 Added 43.69%
$45.5B
$2.14 Billion 1.59% of portfolio
11,405
Q3 2025 Added 0.4%
$41.5B
$2.07 Billion 1.53% of portfolio
5,911
Q3 2025 Reduced 8.16%
$88.8B
$1.98 Billion 1.46% of portfolio
3,244
Q3 2025 Reduced 0.61%
$79.5B
$1.96 Billion 1.45% of portfolio
15,202
Q3 2025 Added 12.19%
$0
$1.94 Billion 1.44% of portfolio
23,380
Q1 2025 Reduced 6.69%
$19.7B
$1.91 Billion 1.41% of portfolio
24,910
Q1 2025 Added 2.15%
$297B
$1.82 Billion 1.35% of portfolio
26,580
Q2 2025 Reduced 1.26%
$527B
$1.58 Billion 1.17% of portfolio
2,775
Q2 2025 Added 27.41%
$65.8B
$1.54 Billion 1.14% of portfolio
3,375
Q4 2024 New
$304B
$1.53 Billion 1.13% of portfolio
5,718
Q4 2024 New
$80.8B
$1.47 Billion 1.09% of portfolio
5,101
Q3 2025 Reduced 0.89%
$2.54T
$1.47 Billion 1.09% of portfolio
6,717
Q3 2025 Reduced 0.59%
$21.2B
$1.45 Billion 1.07% of portfolio
5,526
Q2 2025 Added 58.57%
$26.5B
$1.43 Billion 1.06% of portfolio
2,619
Q2 2025 Reduced 7.75%
$8.27B
$1.42 Billion 1.05% of portfolio
19,365
Q3 2025 Added 18.08%
$13.2B
$1.41 Billion 1.04% of portfolio
6,197
Q3 2025 Added 8.87%
$34.2B
$1.27 Billion 0.94% of portfolio
1,535
Q3 2025 Reduced 31.47%
$43.2B
$1.27 Billion 0.94% of portfolio
9,880
Q3 2025 Reduced 8.35%
$98.8B
$1.22 Billion 0.9% of portfolio
1,610
Q4 2024 New
$156B
$1.21 Billion 0.89% of portfolio
3,417
Q3 2025 Added 0.5%
$156B
$1.19 Billion 0.88% of portfolio
6,005
Q3 2025 Added 9.08%
$254B
$1.14 Billion 0.84% of portfolio
4,806
Q3 2025 Added 73.56%
$77.1B
$1.14 Billion 0.84% of portfolio
16,304
Q3 2025 Reduced 0.31%
$94.3B
$1.09 Billion 0.81% of portfolio
3,199
Q3 2025 Reduced 0.25%
$309B
$1.03 Billion 0.76% of portfolio
2,974
Q2 2025 Reduced 12.12%
$32B
$993 Million 0.73% of portfolio
809
Q2 2025 New
Te Connectivity PLC
-
$976 Million 0.72% of portfolio
-
Q2 2025 New
$221B
$955 Million 0.71% of portfolio
1,970
Q2 2025 Added 209.26%
$489B
$944 Million 0.7% of portfolio
5,093
Q2 2025 Reduced 3.54%
$3.04B
$941 Million 0.7% of portfolio
49,695
Q3 2025 New
$37.8B
$949 Million 0.7% of portfolio
10,380
Q3 2025 Added 264.21%
$76B
$914 Million 0.68% of portfolio
2,830
Q3 2025 Reduced 18.89%
$12.7B
$874 Million 0.65% of portfolio
5,368
Q3 2025 Added 31.31%
$416B
$819 Million 0.61% of portfolio
885
Q1 2025 Reduced 37.68%

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $135 Billion
  • Prior Value $129 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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