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 Market Cap. of Under $50 Millions

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

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
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