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 Market Cap. of $10 Billions to $200 Billions
