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Home > Institutional Investor > Cypress Advisory Group Llc > Profile

Instuitional Investor - Cypress Advisory Group Llc

Fund Profile
Filing Period:
Fund Name: Cypress Advisory Group Llc
Portfolio Value $108,686,281
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 194,667 $21,434,783 19.72%
2.
Microsoft Corp
 MSFT 15,985 $6,737,678 6.19%
3.
Berkshire Hathaway Inc
 BRK.A 11,627 $5,270,287 4.84%
4.
Tjx Companies Inc
 TJX 35,437 $4,281,144 3.93%
5.
Ross Stores Inc.
 ROST 26,825 $4,057,818 3.73%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)