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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Alphabet Inc.

GOOGL|02079K305

Shares:10.3K

Value:$1.6M

% of Portfolio:1.5% ($1.6M/$109.6M)

SAP SE

SAP|803054204

Shares:5.7K

Value:$1.5M

% of Portfolio:1.4% ($1.5M/$109.6M)

Elevance Health, Inc.

ELV|036752103

Shares:3.5K

Value:$1.5M

% of Portfolio:1.4% ($1.5M/$109.6M)

Motorola Solutions, Inc.

MSI|620076307

Shares:3.4K

Value:$1.5M

% of Portfolio:1.3% ($1.5M/$109.6M)

AMETEK INC/

AME|031100100

Shares:8.1K

Value:$1.4M

% of Portfolio:1.3% ($1.4M/$109.6M)

AMAZON COM INC

AMZN|023135106

Shares:6.9K

Value:$1.3M

% of Portfolio:1.2% ($1.3M/$109.6M)

ROCKWELL AUTOMATION, INC

ROK|773903109

Shares:4.9K

Value:$1.3M

% of Portfolio:1.2% ($1.3M/$109.6M)

Mastercard Inc

MA|57636Q104

Shares:2.2K

Value:$1.2M

% of Portfolio:1.1% ($1.2M/$109.6M)

Ulta Beauty, Inc.

ULTA|90384S303

Shares:2.8K

Value:$1.0M

% of Portfolio:0.9% ($1.0M/$109.6M)

Parker-Hannifin Corp

PH|701094104

Shares:1.6K

Value:$978.6K

% of Portfolio:0.9% ($978.6K/$109.6M)

WATERS CORP /DE/

WAT|941848103

Shares:2.7K

Value:$977.4K

% of Portfolio:0.9% ($977.4K/$109.6M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:3.3K

Value:$886.7K

% of Portfolio:0.8% ($886.7K/$109.6M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:5.3K

Value:$875.6K

% of Portfolio:0.8% ($875.6K/$109.6M)

Fortive Corp

FTV|34959J108

Shares:11.8K

Value:$865.0K

% of Portfolio:0.8% ($865.0K/$109.6M)

NIKE, Inc.

NKE|654106103

Shares:13.4K

Value:$847.7K

% of Portfolio:0.8% ($847.7K/$109.6M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:885

Value:$837.0K

% of Portfolio:0.8% ($837.0K/$109.6M)

Walmart Inc.

WMT|931142103

Shares:9.0K

Value:$790.1K

% of Portfolio:0.7% ($790.1K/$109.6M)

WEST PHARMACEUTICAL SERVICES INC

WST|955306105

Shares:3.5K

Value:$780.2K

% of Portfolio:0.7% ($780.2K/$109.6M)

AGILENT TECHNOLOGIES, INC.

A|00846U101

Shares:6.6K

Value:$772.7K

% of Portfolio:0.7% ($772.7K/$109.6M)

ADOBE INC.

ADBE|00724F101

Shares:1.8K

Value:$701.9K

% of Portfolio:0.6% ($701.9K/$109.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Alphabet Inc.(GOOGLcusip02079K305)	10.3K	QoQ -21.78% (-2.9K) YoY-	All Managers (Combined)	$1.6M	1.5% ($1.6M/$109.6M)	QoQ -36.10% (-$903.6K) YoY-
SAP SE(SAPcusip803054204)	5.7K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$1.5M	1.4% ($1.5M/$109.6M)	QoQ +9.02% (+$127.1K) YoY-
Elevance Health, Inc.(ELVcusip036752103)	3.5K	QoQ -27.24% (-1.3K) YoY-	All Managers (Combined)	$1.5M	1.4% ($1.5M/$109.6M)	QoQ -14.21% (-$253.5K) YoY-
Motorola Solutions, Inc.(MSIcusip620076307)	3.4K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.5M	1.3% ($1.5M/$109.6M)	QoQ -5.28% (-$82.4K) YoY-
AMETEK INC/(AMEcusip031100100)	8.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.4M	1.3% ($1.4M/$109.6M)	QoQ -4.50% (-$66.0K) YoY-
AMAZON COM INC(AMZNcusip023135106)	6.9K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.3M	1.2% ($1.3M/$109.6M)	QoQ -13.27% (-$201.5K) YoY-
ROCKWELL AUTOMATION, INC(ROKcusip773903109)	4.9K	QoQ +5.51% (-258) YoY-	All Managers (Combined)	$1.3M	1.2% ($1.3M/$109.6M)	QoQ -4.60% (-$61.6K) YoY-
Mastercard Inc(MAcusip57636Q104)	2.2K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$1.2M	1.1% ($1.2M/$109.6M)	QoQ +4.09% (+$46.9K) YoY-
Ulta Beauty, Inc.(ULTAcusip90384S303)	2.8K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.0M	0.9% ($1.0M/$109.6M)	QoQ -15.72% (-$194.2K) YoY-
Parker-Hannifin Corp(PHcusip701094104)	1.6K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$978.6K	0.9% ($978.6K/$109.6M)	QoQ -4.43% (-$45.4K) YoY-
WATERS CORP /DE/(WATcusip941848103)	2.7K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$977.4K	0.9% ($977.4K/$109.6M)	QoQ -0.64% (-$6.4K) YoY-
GENERAL DYNAMICS CORP(GDcusip369550108)	3.3K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$886.7K	0.8% ($886.7K/$109.6M)	QoQ +3.44% (+$29.6K) YoY-
JOHNSON & JOHNSON(JNJcusip478160104)	5.3K	QoQ -6.71% (-380) YoY-	All Managers (Combined)	$875.6K	0.8% ($875.6K/$109.6M)	QoQ +6.97% (-$57.1K) YoY-
Fortive Corp(FTVcusip34959J108)	11.8K	QoQ -14.03% (-1.9K) YoY-	All Managers (Combined)	$865.0K	0.8% ($865.0K/$109.6M)	QoQ -16.12% (-$166.3K) YoY-
NIKE, Inc.(NKEcusip654106103)	13.4K	QoQ +4.29% (-550) YoY-	All Managers (Combined)	$847.7K	0.8% ($847.7K/$109.6M)	QoQ -12.50% (-$121.2K) YoY-
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	885	QoQ -37.67% (-535) YoY-	All Managers (Combined)	$837.0K	0.8% ($837.0K/$109.6M)	QoQ -35.66% (-$464.1K) YoY-
Walmart Inc.(WMTcusip931142103)	9.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$790.1K	0.7% ($790.1K/$109.6M)	QoQ -2.83% (-$23.0K) YoY-
WEST PHARMACEUTICAL SERVICES INC(WSTcusip955306105)	3.5K	QoQ NEW(+3.5K) YoY-	All Managers (Combined)	$780.2K	0.7% ($780.2K/$109.6M)	QoQ NEW(+$780.2K) YoY-
AGILENT TECHNOLOGIES, INC.(Acusip00846U101)	6.6K	QoQ +8.45% (-515) YoY-	All Managers (Combined)	$772.7K	0.7% ($772.7K/$109.6M)	QoQ -5.55% (-$45.5K) YoY-
ADOBE INC.(ADBEcusip00724F101)	1.8K	QoQ +22.00% (+330) YoY-	All Managers (Combined)	$701.9K	0.6% ($701.9K/$109.6M)	QoQ +5.22% (+$34.8K) YoY-