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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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