Cypress Advisory Group LLC Portfolio Holdings

Cypress Advisory Group LLC

  • $136 Billion
  • Q4 2025

Cypress Advisory Group LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $136 Billion distributed in 72 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $21.5B, Microsoft Corp with a value of $7.6B, Berkshire Hathaway Inc Class B with a value of $5.81B, Tjx Companies Inc with a value of $5.32B, and Ross Stores, Inc. with a value of $4.88B.

Examining the 13F form we can see an increase of $1.09B in the current position value, from $135B to 136B.

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 $136 Billion
Technology: $29.1 Billion
Industrials: $29 Billion
ETFs: $26.8 Billion
Consumer Cyclical: $14.9 Billion
Healthcare: $13.9 Billion
Financial Services: $12.7 Billion
Consumer Defensive: $4.23 Billion
Communication Services: $4.07 Billion
Other: $484 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$21.5 Billion 15.78% of portfolio
195,143
Q4 2025 Reduced 4.85%
$3.78T
$7.6 Billion 5.58% of portfolio
15,718
Q3 2025 Reduced 0.63%
$662B
$5.81 Billion 4.26% of portfolio
11,549
Q3 2025 Reduced 0.46%
$170B
$5.32 Billion 3.9% of portfolio
34,612
Q2 2025 Reduced 2.33%
$55.7B
$4.88 Billion 3.58% of portfolio
27,103
Q2 2025 Reduced 0.13%
$65.2B
$4.44 Billion 3.26% of portfolio
8,700
Q2 2025 Reduced 0.8%
$4.3T
$3.79 Billion 2.78% of portfolio
13,929
Q3 2025 Added 0.15%
$0
$3.56 Billion 2.61% of portfolio
38,905
Q4 2025 Reduced 30.9%
$14.2B
$3.5 Billion 2.57% of portfolio
21,977
Q2 2025 Added 22.83%
$1.65T
$3.21 Billion 2.36% of portfolio
10,250
Q4 2025 Reduced 0.49%
$152B
$3.18 Billion 2.34% of portfolio
11,860
Q4 2025 Added 7.67%
$123B
$3.16 Billion 2.32% of portfolio
6,542
Q3 2025 Reduced 0.08%
$533B
$3.06 Billion 2.25% of portfolio
8,720
Q2 2025 Reduced 2.13%
$26.3B
$2.75 Billion 2.02% of portfolio
15,106
Q4 2025 Added 0.07%
$44.4B
$2.34 Billion 1.72% of portfolio
11,405
Q3 2025 Added 0.4%
$79.6B
$2.26 Billion 1.66% of portfolio
16,720
Q3 2025 Reduced 3.24%
$24.8B
$2.04 Billion 1.5% of portfolio
11,017
Q3 2025 Added 43.69%
$43.5B
$2.01 Billion 1.47% of portfolio
5,154
Q4 2025 Reduced 12.81%
$86.7B
$1.85 Billion 1.36% of portfolio
3,244
Q3 2025 Reduced 0.61%
$20.5B
$1.75 Billion 1.28% of portfolio
24,910
Q1 2025 Added 2.15%
$104B
$1.64 Billion 1.21% of portfolio
6,392
Q4 2025 New
$27.1B
$1.58 Billion 1.16% of portfolio
2,619
Q2 2025 Reduced 7.75%
$512B
$1.58 Billion 1.16% of portfolio
2,775
Q2 2025 Added 27.41%
$2.39T
$1.54 Billion 1.13% of portfolio
6,657
Q4 2025 Reduced 0.89%
$19.3B
$1.52 Billion 1.12% of portfolio
5,526
Q2 2025 Added 58.57%
$13.2B
$1.49 Billion 1.09% of portfolio
6,197
Q3 2025 Added 8.87%
$32.5B
$1.43 Billion 1.05% of portfolio
1,535
Q3 2025 Reduced 31.47%
$107B
$1.42 Billion 1.04% of portfolio
1,610
Q4 2024 New
$82.8B
$1.4 Billion 1.03% of portfolio
5,101
Q3 2025 Reduced 0.89%
$279B
$1.39 Billion 1.02% of portfolio
5,718
Q4 2024 New
$160B
$1.37 Billion 1.01% of portfolio
6,005
Q3 2025 Added 9.08%
$43.5B
$1.34 Billion 0.99% of portfolio
9,880
Q3 2025 Reduced 8.35%
$63.4B
$1.29 Billion 0.95% of portfolio
3,375
Q4 2024 New
$8.21B
$1.29 Billion 0.95% of portfolio
19,302
Q4 2025 Reduced 0.33%
$237B
$1.27 Billion 0.93% of portfolio
4,806
Q3 2025 Added 73.56%
$222B
$1.14 Billion 0.84% of portfolio
1,970
Q2 2025 Added 209.26%
$31.6B
$1.13 Billion 0.83% of portfolio
809
Q2 2025 New
$151B
$1.11 Billion 0.82% of portfolio
3,177
Q4 2025 Reduced 7.02%
$94.5B
$1.08 Billion 0.79% of portfolio
3,199
Q3 2025 Reduced 0.25%
$522B
$1.05 Billion 0.77% of portfolio
5,093
Q2 2025 Reduced 3.54%
Te Connectivity PLC
-
$1.01 Billion 0.74% of portfolio
-
Q2 2025 New
$22.7B
$1 Billion 0.74% of portfolio
2,642
Q2 2025 Reduced 0.38%
$79.2B
$1.01 Billion 0.74% of portfolio
15,904
Q4 2025 Reduced 2.45%
$78.2B
$992 Million 0.73% of portfolio
2,830
Q3 2025 Reduced 18.89%
$300B
$972 Million 0.71% of portfolio
2,944
Q4 2025 Reduced 1.01%
$12.4B
$971 Million 0.71% of portfolio
5,458
Q4 2025 Added 1.68%
$55.6B
$951 Million 0.7% of portfolio
7,560
Q4 2025 New
$37B
$935 Million 0.69% of portfolio
10,705
Q4 2025 Added 3.13%
$1.74T
$860 Million 0.63% of portfolio
2,740
Q3 2025 Reduced 1.08%

Summary

  • Portfolio
  • No. of Stocks 72
  • Current Value $136 Billion
  • Prior Value $135 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 7 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
Track This Portfolio

Track Cypress Advisory Group LLC Portfolio

Follow Cypress Advisory Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cypress Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cypress Advisory Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email