Cypress Advisory Group LLC Portfolio Holdings
Q3 2025•67 long positions•$135.1M portfolio value
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Holding69 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $22.7M 16.77% | -$601.2K Sold | — 205.1K shares | 210.5K → 205.1K −$601.2K | -2.58% | — — | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $8.1M 6.02% | -$51.8K Sold | 0.0% 15.7K shares | 15.8K → 15.7K −$51.8K | -0.63% | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
Insurance - Diversified Financial Services | $5.8M 4.3% | -$26.6K Sold | 0.001% 11.5K shares | 11.6K → 11.5K −$26.6K | -0.46% | $1.08T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $5.2M 3.82% | -$2.4M Sold | — 56.3K shares | 82.5K → 56.3K −$2.4M | -31.71% | — — | Q2 2025 Held for 5 months | |
Apparel - Retail Consumer Cyclical | $5.0M 3.7% | — | 0.003% 34.6K shares | — | — | $160.86B Large Cap | Q4 2024 Held for 11 months | |
Apparel - Retail Consumer Cyclical | $4.1M 3.06% | — | 0.008% 27.1K shares | — | — | $49.6B Large Cap | Q4 2024 Held for 11 months | |
Security & Protection Services Industrials | $3.9M 2.88% | — | 0.026% 22.0K shares | — | — | $15.2B Large Cap | Q4 2024 Held for 11 months | |
Industrial - Machinery Industrials | $3.7M 2.72% | — | 0.006% 8.7K shares | — | — | $58.2B Large Cap | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $3.5M 2.62% | +$5.3K Bought | 0.0% 13.9K shares | 13.9K → 13.9K +$5.3K | +0.15% | $3.78T Mega Cap | Q4 2024 Held for 11 months | |
Aerospace & Defense Industrials | $3.3M 2.42% | -$2.5K Sold | 0.003% 6.5K shares | 6.5K → 6.5K −$2.5K | -0.08% | $116.55B Large Cap | Q4 2024 Held for 11 months | |
Financial - Credit Services Financial Services | $3.0M 2.2% | — | 0.0% 8.7K shares | — | — | $662.60B Mega Cap | Q4 2024 Held for 11 months | |
Food Confectioners Consumer Defensive | $2.8M 2.09% | — | 0.007% 15.1K shares | — | — | $37.9B Large Cap | Q4 2024 Held for 11 months | |
Information Technology Services Technology | $2.7M 2.01% | +$235.5K Bought | 0.002% 11.0K shares | 10.1K → 11.0K +$235.5K | +9.49% | $153.39B Large Cap | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $2.5M 1.85% | -$2.4K Sold | 0.0% 10.3K shares | 10.3K → 10.3K −$2.4K | -0.1% | $2.95T Mega Cap | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $2.3M 1.69% | +$693.1K Bought | 0.01% 11.0K shares | 7.7K → 11.0K +$693.1K | +43.69% | $22.2B Large Cap | Q4 2024 Held for 11 months | |
Industrial - Machinery Industrials | $2.1M 1.59% | +$8.5K Bought | 0.005% 11.4K shares | 11.4K → 11.4K +$8.5K | +0.4% | $43.4B Large Cap | Q4 2024 Held for 11 months | |
Hardware, Equipment & Parts Technology | $2.1M 1.53% | -$69.3K Sold | 0.001% 16.7K shares | 17.3K → 16.7K −$69.3K | -3.24% | $151.09B Large Cap | Q1 2025 Held for 8 months | |
Industrial - Machinery Industrials | $2.1M 1.53% | -$183.5K Sold | 0.005% 5.9K shares | 6.4K → 5.9K −$183.5K | -8.16% | $39.3B Large Cap | Q4 2024 Held for 11 months | |
Aerospace & Defense Industrials | $2.0M 1.46% | -$12.2K Sold | 0.002% 3.2K shares | 3.3K → 3.2K −$12.2K | -0.61% | $87.2B Large Cap | Q4 2024 Held for 11 months | |
Information Technology Services Technology | $2.0M 1.45% | +$213.0K Bought | 0.003% 15.2K shares | 13.6K → 15.2K +$213.0K | +12.19% | $70.1B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.9M 1.44% | — | — 23.4K shares | — | — | — — | Q4 2024 Held for 11 months | |
Insurance - Property & Casualty Financial Services | $1.9M 1.41% | — | 0.007% 24.9K shares | — | — | $29.1B Large Cap | Q4 2024 Held for 11 months | |
Communication Equipment Technology | $1.8M 1.35% | — | 0.001% 26.6K shares | — | — | $270.48B Mega Cap | Q4 2024 Held for 11 months | |
Financial - Credit Services Financial Services | $1.6M 1.17% | — | 0.0% 2.8K shares | — | — | $514.21B Mega Cap | Q4 2024 Held for 11 months | |
Communication Equipment Technology | $1.5M 1.14% | — | 0.002% 3.4K shares | — | — | $76.2B Large Cap | Q4 2024 Held for 11 months | |
Unknown Unknown | $1.5M 1.13% | — | — 5.7K shares | — | — | — — | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $1.5M 1.09% | -$8.8K Sold | 0.0% 6.7K shares | 6.8K → 6.7K −$8.8K | -0.59% | $2.34T Mega Cap | Q4 2024 Held for 11 months | |
Medical - Healthcare Plans Healthcare | $1.5M 1.09% | -$13.3K Sold | 0.002% 5.1K shares | 5.1K → 5.1K −$13.3K | -0.89% | $76.9B Large Cap | Q4 2024 Held for 11 months | |
Medical - Instruments & Supplies Healthcare | $1.4M 1.07% | — | 0.008% 5.5K shares | — | — | $18.9B Large Cap | Q1 2025 Held for 8 months | |
Specialty Retail Consumer Cyclical | $1.4M 1.06% | — | 0.006% 2.6K shares | — | — | $24.5B Large Cap | Q4 2024 Held for 11 months | |
Industrial - Machinery Industrials | $1.4M 1.05% | +$217.7K Bought | 0.014% 19.4K shares | 16.4K → 19.4K +$217.7K | +18.08% | $10.3B Large Cap | Q4 2024 Held for 11 months | |
Industrial - Machinery Industrials | $1.4M 1.04% | +$114.6K Bought | 0.011% 6.2K shares | 5.7K → 6.2K +$114.6K | +8.87% | $12.8B Large Cap | Q4 2024 Held for 11 months | |
Medical - Diagnostics & Research Healthcare | $1.3M 0.938% | -$115.5K Sold | 0.003% 9.9K shares | 10.8K → 9.9K −$115.5K | -8.35% | $36.4B Large Cap | Q4 2024 Held for 11 months | |
Engineering & Construction Industrials | $1.3M 0.937% | -$581.8K Sold | 0.004% 1.5K shares | 2.2K → 1.5K −$581.8K | -31.47% | $29.1B Large Cap | Q1 2025 Held for 8 months | |
Industrial - Machinery Industrials | $1.2M 0.903% | — | 0.001% 1.6K shares | — | — | $95.9B Large Cap | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $1.2M 0.892% | +$6.0K Bought | 0.001% 3.4K shares | 3.4K → 3.4K +$6.0K | +0.5% | $147.66B Large Cap | Q4 2024 Held for 11 months | |
Medical - Diagnostics & Research Healthcare | $1.2M 0.881% | +$99.1K Bought | 0.001% 6.0K shares | 5.5K → 6.0K +$99.1K | +9.08% | $141.96B Large Cap | Q4 2024 Held for 11 months | |
Software - Application Technology | $1.1M 0.843% | +$482.8K Bought | 0.001% 4.8K shares | 2.8K → 4.8K +$482.8K | +73.56% | $225.62B Mega Cap | Q4 2024 Held for 11 months | |
Apparel - Footwear & Accessories Consumer Cyclical | $1.1M 0.841% | -$3.5K Sold | 0.001% 16.3K shares | 16.4K → 16.3K −$3.5K | -0.31% | $102.98B Large Cap | Q4 2024 Held for 11 months | |
Aerospace & Defense Industrials | $1.1M 0.807% | -$2.7K Sold | 0.001% 3.2K shares | 3.2K → 3.2K −$2.7K | -0.25% | $91.7B Large Cap | Q4 2024 Held for 11 months | |
Medical - Healthcare Plans Healthcare | $1.0M 0.76% | — | 0.0% 3.0K shares | — | — | $312.73B Mega Cap | Q4 2024 Held for 11 months | |
Medical - Diagnostics & Research Healthcare | $993.1K 0.735% | — | 0.004% 809.0 shares | — | — | $25.3B Large Cap | Q2 2025 Held for 5 months | |
Hardware, Equipment & Parts Technology | $975.8K 0.722% | — | 0.002% 4.4K shares | — | — | $64.9B Large Cap | Q2 2025 Held for 5 months | |
Medical - Diagnostics & Research Healthcare | $955.5K 0.707% | — | 0.001% 2.0K shares | — | — | $183.15B Large Cap | Q4 2024 Held for 11 months | |
Industrial - Machinery Industrials | $949.0K 0.702% | +$688.5K Bought | 0.003% 10.4K shares | 2.9K → 10.4K +$688.5K | +264.21% | $35.9B Large Cap | Q4 2024 Held for 11 months | |
Drug Manufacturers - General Healthcare | $944.4K 0.699% | — | 0.0% 5.1K shares | — | — | $446.55B Mega Cap | Q4 2024 Held for 11 months | |
Medical - Healthcare Plans Healthcare | $940.7K 0.696% | +$940.7K New | 0.019% 49.7K shares | 0 → 49.7K +$940.7K | New | $4.9B Mid Cap | Q3 2025 Held for 2 months | |
Medical - Healthcare Plans Healthcare | $914.4K 0.677% | -$212.9K Sold | 0.001% 2.8K shares | 3.5K → 2.8K −$212.9K | -18.89% | $72.8B Large Cap | Q4 2024 Held for 11 months | |
Industrial - Machinery Industrials | $873.7K 0.647% | +$208.3K Bought | 0.007% 5.4K shares | 4.1K → 5.4K +$208.3K | +31.31% | $12.3B Large Cap | Q2 2025 Held for 5 months | |
Discount Stores Consumer Defensive | $819.2K 0.606% | — | 0.0% 885.0 shares | — | — | $410.27B Mega Cap | Q4 2024 Held for 11 months |
