Cypress-Advisory-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ACN",
  "ADBE",
  "A",
  "GOOGL",
  "WRB",
  "CMI",
  "GD",
  "MA",
  "MSFT",
  "FND",
  "FTV",
  "ICLR",
  "HSY",
  "NOC",
  null,
  "UNH",
  "AAPL",
  "PRU",
  "LMT",
  "KEYS",
  null,
  "ROK",
  "ROST",
  "SAP",
  "CI",
  "TMO",
  "TJX",
  "ULTA",
  "LFUS",
  "ADSK",
  "APH",
  "ALLE",
  "FI",
  "SGOL",
  "AOS",
  "NVO",
  "AMZN",
  "MSI",
  "VRSN",
  "V",
  "WMT",
  "WAT",
  "WST",
  "CHKP",
  "NDSN",
  "NXPI",
  "OTIS",
  "CRM",
  "AME",
  "BRK-B",
  "CHRW",
  "CSCO",
  "FIX",
  "CPRT",
  "COST",
  "DHR",
  "NKE",
  "ELV",
  "GOOG",
  "JNJ",
  "PH"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 61
Total Value: 109604683
Accession Number: 0001172661-25-001504
Form Type: 13F-HR
CIK: cypress-advisory-group
Manager Name: Cypress-Advisory-Group

Data Enrichment

97% identified

59 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

61 positions • $109.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464288679

Shares:226.4K

Value:$25.0M

% of Portfolio:22.8% ($25.0M/$109.6M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:11.6K

Value:$6.2M

% of Portfolio:5.6% ($6.2M/$109.6M)

MICROSOFT CORP

MSFT|594918104

Shares:16.0K

Value:$6.0M

% of Portfolio:5.5% ($6.0M/$109.6M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:35.4K

Value:$4.3M

% of Portfolio:3.9% ($4.3M/$109.6M)

ROSS STORES, INC.

ROST|778296103

Shares:27.1K

Value:$3.5M

% of Portfolio:3.2% ($3.5M/$109.6M)

VISA INC.

V|92826C839

Shares:8.9K

Value:$3.1M

% of Portfolio:2.8% ($3.1M/$109.6M)

Apple Inc.

AAPL|037833100

Shares:13.9K

Value:$3.1M

% of Portfolio:2.8% ($3.1M/$109.6M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:6.7K

Value:$3.0M

% of Portfolio:2.7% ($3.0M/$109.6M)

CUMMINS INC

CMI|231021106

Shares:8.8K

Value:$2.7M

% of Portfolio:2.5% ($2.7M/$109.6M)

HERSHEY CO

HSY|427866108

Shares:14.8K

Value:$2.5M

% of Portfolio:2.3% ($2.5M/$109.6M)

FISERV INC

FI|337738108

Shares:10.8K

Value:$2.4M

% of Portfolio:2.2% ($2.4M/$109.6M)

Allegion plc

ALLE|G0176J109

Shares:17.9K

Value:$2.3M

% of Portfolio:2.1% ($2.3M/$109.6M)

Accenture plc

ACN|G1151C101

Shares:7.3K

Value:$2.3M

% of Portfolio:2.1% ($2.3M/$109.6M)

464287457

Shares:23.4K

Value:$1.9M

% of Portfolio:1.8% ($1.9M/$109.6M)

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:3.8K

Value:$1.9M

% of Portfolio:1.8% ($1.9M/$109.6M)

BERKLEY W R CORP

WRB|084423102

Shares:24.9K

Value:$1.8M

% of Portfolio:1.6% ($1.8M/$109.6M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:3.4K

Value:$1.8M

% of Portfolio:1.6% ($1.8M/$109.6M)

CHECK POINT SOFTWARE TECHNOLOGIES LTD

CHKP|M22465104

Shares:7.7K

Value:$1.8M

% of Portfolio:1.6% ($1.8M/$109.6M)

Cigna Group

CI|125523100

Shares:5.2K

Value:$1.7M

% of Portfolio:1.5% ($1.7M/$109.6M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:26.9K

Value:$1.7M

% of Portfolio:1.5% ($1.7M/$109.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464288679)✕	226.4K	QoQ +16.27% (+31.7K) YoY-	All Managers (Combined)	$25.0M	22.8% ($25.0M/$109.6M)	QoQ +16.64% (+$3.6M) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	11.6K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$6.2M	5.6% ($6.2M/$109.6M)	QoQ +17.49% (+$922.0K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	16.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$6.0M	5.5% ($6.0M/$109.6M)	QoQ -10.93% (-$737.1K) YoY-
TJX COMPANIES INC /DE/(TJXcusip872540109)	35.4K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$4.3M	3.9% ($4.3M/$109.6M)	QoQ +0.81% (+$35.1K) YoY-
ROSS STORES, INC.(ROSTcusip778296103)	27.1K	QoQ +1.16% (-313) YoY-	All Managers (Combined)	$3.5M	3.2% ($3.5M/$109.6M)	QoQ -14.53% (-$589.9K) YoY-
VISA INC.(Vcusip92826C839)	8.9K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$3.1M	2.8% ($3.1M/$109.6M)	QoQ +10.89% (+$306.7K) YoY-
Apple Inc.(AAPLcusip037833100)	13.9K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$3.1M	2.8% ($3.1M/$109.6M)	QoQ -11.29% (-$394.2K) YoY-
LOCKHEED MARTIN CORP(LMTcusip539830109)	6.7K	QoQ -0.51% (-35) YoY-	All Managers (Combined)	$3.0M	2.7% ($3.0M/$109.6M)	QoQ -8.54% (-$280.3K) YoY-
CUMMINS INC(CMIcusip231021106)	8.8K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$2.7M	2.5% ($2.7M/$109.6M)	QoQ -10.08% (-$308.4K) YoY-
HERSHEY CO(HSYcusip427866108)	14.8K	QoQ +0.70% (+103) YoY-	All Managers (Combined)	$2.5M	2.3% ($2.5M/$109.6M)	QoQ +1.70% (+$42.2K) YoY-
FISERV INC(FIcusip337738108)	10.8K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$2.4M	2.2% ($2.4M/$109.6M)	QoQ +7.50% (+$166.2K) YoY-
Allegion plc(ALLEcusipG0176J109)	17.9K	QoQ +14.84% (+2.3K) YoY-	All Managers (Combined)	$2.3M	2.1% ($2.3M/$109.6M)	QoQ +14.65% (+$298.3K) YoY-
Accenture plc(ACNcusipG1151C101)	7.3K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$2.3M	2.1% ($2.3M/$109.6M)	QoQ -11.29% (-$289.1K) YoY-
(cusip464287457)✕	23.4K	QoQ -6.68% (-1.7K) YoY-	All Managers (Combined)	$1.9M	1.8% ($1.9M/$109.6M)	QoQ -5.83% (-$119.8K) YoY-
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	3.8K	QoQ -5.11% (-203) YoY-	All Managers (Combined)	$1.9M	1.8% ($1.9M/$109.6M)	QoQ +3.52% (-$65.5K) YoY-
BERKLEY W R CORP(WRBcusip084423102)	24.9K	QoQ +2.15% (+525) YoY-	All Managers (Combined)	$1.8M	1.6% ($1.8M/$109.6M)	QoQ +24.21% (+$345.6K) YoY-
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	3.4K	QoQ -27.00% (-1.3K) YoY-	All Managers (Combined)	$1.8M	1.6% ($1.8M/$109.6M)	QoQ -24.42% (-$572.8K) YoY-
CHECK POINT SOFTWARE TECHNOLOGIES LTD(CHKPcusipM22465104)	7.7K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$1.8M	1.6% ($1.8M/$109.6M)	QoQ +22.07% (+$316.7K) YoY-
Cigna Group(CIcusip125523100)	5.2K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$1.7M	1.5% ($1.7M/$109.6M)	QoQ +19.14% (+$272.6K) YoY-
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	26.9K	QoQ -1.46% (-400) YoY-	All Managers (Combined)	$1.7M	1.5% ($1.7M/$109.6M)	QoQ +2.71% (-$43.9K) YoY-