CAG
Cypress Advisory Group Portfolio holdings
AUM
$135M
1-Year Est. Return
9.31%
1 Year Est. Return
+9.31%
AUM
$129M
AUM Growth
+$19.2M
(+18%)
Holding
68
Top Buys
| 1 | +$7.56M | |
| 2 | +$950K | |
| 3 | +$833K | |
| 4 |
Carlisle Companies
CSL
|
+$764K |
| 5 |
TE Connectivity
TEL
|
+$750K |
Top Sells
| 1 | +$1.75M | |
| 2 | +$437K | |
| 3 | +$420K | |
| 4 |
Northrop Grumman
NOC
|
+$250K |
| 5 |
Littelfuse
LFUS
|
+$203K |
Sector Composition
| 1 | Technology | 23.2% |
| 2 | Industrials | 18.1% |
| 3 | Financials | 9.66% |
| 4 | Healthcare | 9.22% |
| 5 | Consumer Discretionary | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
IDEX
IEX
$12.6B
| $718K | 0.56% |
+4,088
|
|
||
52
Icon
ICLR
$12.2B
| $644K | 0.5% |
4,430
+590
|
|
||
53
Fortive
FTV
$16.3B
| $615K | 0.48% |
11,795
-3,890
|
|
||
54
Copart
CPRT
$39.2B
| $603K | 0.47% |
12,295
+8,295
|
|
||
55
Keysight
KEYS
$31.1B
| $549K | 0.43% |
3,350
-20
|
|
||
56
Alphabet (Google) Class C
GOOG
$3.38T
| $491K | 0.38% |
2,770
-160
|
|
||
|
57
Littelfuse
LFUS
$6.05B
| $413K | 0.32% |
1,820
-895
|
|
||
58
abrdn Physical Gold Shares ETF
SGOL
$6.48B
| $406K | 0.32% |
12,875
-300
|
|
||
59
Prudential Financial
PRU
$37.2B
| $322K | 0.25% |
3,000
|
|
||
60
VeriSign
VRSN
$22.4B
| $299K | 0.23% |
1,035
-18
|
|
||
61
C.H. Robinson
CHRW
$17.7B
| $291K | 0.23% |
3,030
|
|
||
62
Otis Worldwide
OTIS
$35.5B
| $282K | 0.22% |
2,850
-50
|
|
||
63
NXP Semiconductors
NXPI
$51.5B
| $279K | 0.22% |
1,275
-2,000
|
|
||
64
Autodesk
ADSK
$63.3B
| $240K | 0.19% |
775
|
|
||
65
Graco
GGG
$13.5B
| $233K | 0.18% |
+2,705
|
|
||
66
Novo Nordisk
NVO
$203B
| $228K | 0.18% |
3,300
|
|
||
|
RAL
67
Ralliant Corp
RAL
$5.26B
| $208K | 0.16% |
+3,929
|
|
||
68
Floor & Decor
FND
$6.39B
| – | – |
-5,218
|
|