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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 $109,604,683
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 226,356 $25,003,284 22.81%
2.
Berkshire Hathaway Inc
 BRK.A 11,627 $6,192,308 5.65%
3.
Microsoft Corp
 MSFT 15,985 $6,000,609 5.47%
4.
Tjx Companies Inc
 TJX 35,437 $4,316,227 3.94%
5.
Ross Stores Inc.
 ROST 27,138 $3,467,965 3.16%
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)