• 13F History

Cypress Advisory Group LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 17, 2025
Value $
$110M
Signature - Title
Geoffrey A. Grenert - Managing Director
Location
Scottsdale, AZ
Summary
This page shows a list of all the recent 13F filings made by Cypress Advisory Group LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cypress Advisory Group LLC reported 61 stock holdings with total value $110M as of Q1 2025. Top holdings included SHV, BRKB, MSFT, TJX, and ROST.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 61 $110M +$7.25M -$4.99M +$2.27M SHV, BRKB, MSFT, TJX, ROST 13F-HR 4/17/2025, 01:05 PM
Q4 2024 60 $109M $0 $0 SHV, MSFT, BRKB, TJX, ROST 13F-HR 2/14/2025, 04:29 PM