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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Cypress-Advisory-Group
Data Enrichment
97% identified59 identified2 unidentified
Holdings
61 positions • $109.6M total value
Manager:
Search and click to pin securities to the top
Page 3 of 4
Shares:3.4K
Value:$504.7K
% of Portfolio:0.5% ($504.7K/$109.6M)
Shares:5.2K
Value:$419.9K
% of Portfolio:0.4% ($419.9K/$109.6M)
Shares:637
Value:$317.0K
% of Portfolio:0.3% ($317.0K/$109.6M)
Shares:3.0K
Value:$310.3K
% of Portfolio:0.3% ($310.3K/$109.6M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
SMITH A O CORP(AOScusip831865209) | 10.7K | QoQ +7.86% (+780)YoY- | All Managers (Combined) | $699.4K | 0.6% ($699.4K/$109.6M) | YoY- |
10.7K | QoQ NEW(+10.7K) YoY- | All Managers (Combined) | $699.2K | 0.6% ($699.2K/$109.6M) | QoQ NEW(+$699.2K) YoY- | |
3.8K | YoY- | All Managers (Combined) | $672.0K | 0.6% ($672.0K/$109.6M) | YoY- | |
3.3K | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $622.4K | 0.6% ($622.4K/$109.6M) | YoY- | |
3.0K | YoY- | All Managers (Combined) | $614.0K | 0.6% ($614.0K/$109.6M) | YoY- | |
NORDSON CORP(NDSNcusip655663102) | 3.0K | YoY- | All Managers (Combined) | $606.6K | 0.6% ($606.6K/$109.6M) | YoY- |
2.7K | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $534.1K | 0.5% ($534.1K/$109.6M) | YoY- | |
3.4K | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $504.7K | 0.5% ($504.7K/$109.6M) | YoY- | |
Alphabet Inc.(GOOGcusip02079K107) | 2.9K | YoY- | All Managers (Combined) | $457.8K | 0.4% ($457.8K/$109.6M) | YoY- |
5.2K | YoY- | All Managers (Combined) | $419.9K | 0.4% ($419.9K/$109.6M) | YoY- | |
13.2K | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $392.9K | 0.4% ($392.9K/$109.6M) | YoY- | |
1.1K | QoQ NEW(+1.1K) YoY- | All Managers (Combined) | $338.4K | 0.3% ($338.4K/$109.6M) | QoQ NEW(+$338.4K) YoY- | |
3.0K | YoY- | All Managers (Combined) | $335.0K | 0.3% ($335.0K/$109.6M) | YoY- | |
637 | YoY- | All Managers (Combined) | $317.0K | 0.3% ($317.0K/$109.6M) | YoY- | |
3.0K | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $310.3K | 0.3% ($310.3K/$109.6M) | YoY- | |
2.9K | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $299.3K | 0.3% ($299.3K/$109.6M) | YoY- | |
VERISIGN INC/CA(VRSNcusip92343E102) | 1.1K | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $267.3K | 0.2% ($267.3K/$109.6M) | YoY- |
NOVO NORDISK A S(NVOcusip670100205) | 3.3K | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $229.2K | 0.2% ($229.2K/$109.6M) | YoY- |
COPART INC(CPRTcusip217204106) | 4.0K | QoQ NEW(+4.0K) YoY- | All Managers (Combined) | $226.4K | 0.2% ($226.4K/$109.6M) | QoQ NEW(+$226.4K) YoY- |
Salesforce, Inc.(CRMcusip79466L302) | 769 | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $206.4K | 0.2% ($206.4K/$109.6M) | YoY- |