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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$29.9B
$549 Million 0.43% of portfolio
3,350
Q2 2025 Reduced 0.59%
$1.24T
$491 Million 0.38% of portfolio
2,770
Q2 2025 Reduced 5.46%
$4.64B
$406 Million 0.32% of portfolio
12,875
Q2 2025 Reduced 2.28%
$6.32B
$413 Million 0.32% of portfolio
1,820
Q2 2025 Reduced 32.97%
$39.1B
$322 Million 0.25% of portfolio
3,000
Q1 2025 Reduced 24.85%
$14.7B
$291 Million 0.23% of portfolio
3,030
Q4 2024 New
$27.9B
$299 Million 0.23% of portfolio
1,035
Q2 2025 Reduced 1.71%
$57.8B
$279 Million 0.22% of portfolio
1,275
Q2 2025 Reduced 61.07%
$36.7B
$282 Million 0.22% of portfolio
2,850
Q2 2025 Reduced 1.72%
$53.1B
$240 Million 0.19% of portfolio
775
Q4 2024 New
$112B
$228 Million 0.18% of portfolio
3,300
Q4 2024 New
$14.4B
$233 Million 0.18% of portfolio
2,705
Q2 2025 New

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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