Cypress Wealth Services, LLC

CIK

1721527

Location

PALM DESERT, CA

Portfolio Value

Small $277,015,720

Diversification

Diversified

Filing Date

Global Rank

#1,033 / 3,203 ▲ 2729

Top Industry

Consumer Electronics 19.2%

3Y Alpha vs SPY

-1.1%

Period ended 30 days ago

Filed Jul 13, 2026 · 17d

26 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+61.7%

SPY

+65.3%

Annualised alpha

-0.9%

Max drawdown

−19.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

200 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

17.2%

+0.6 pts

Top 5

32.8%

+1.2 pts

Top 10

45.2%

+1.6 pts

HHI

425

Diversified+26

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	35.7%	$98,937,656	37
Financial Services	13.7%	$37,952,057	35
Unclassified	10.4%	$28,703,565	9
Consumer Cyclical	8.8%	$24,306,574	14
Communication Services	6.7%	$18,656,683	9
Industrials	6.5%	$18,107,589	22
Healthcare	6.2%	$17,239,200	21
Consumer Defensive	4.8%	$13,418,607	9
Energy	4.0%	$11,121,781	15
Basic Materials	1.5%	$4,261,620	17
Utilities	0.9%	$2,464,029	7
Real Estate	0.7%	$1,846,359	5

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ARCC	Ares Capital Corp	+18,096	32,675	$605,467
CEV	Eaton Vance California Municipal Income Trust	+4,398	63,476	$667,767
MUC	Blackrock Muniholdings California Quality Fund, Inc.	+3,570	124,509	$1,368,353
BKNG	Booking Holdings Inc.	+2,867	3,001	$534,898
ACN	Accenture plc	+2,134	4,539	$564,833
INTC	Intel Corp	+1,617	7,516	$1,049,459
NVDA	Nvidia Corp	+1,523	50,475	$10,099,542
MDT	Medtronic plc	+1,402	8,224	$643,363
VCV	Invesco California Value Municipal Income Trust	+1,269	71,687	$773,502
SPY	Spdr S&P 500 ETF Trust	+1,188	18,149	$13,553,128
ICE	Intercontinental Exchange, Inc.	+897	2,243	$276,135
SYK	Stryker Corp	+843	2,108	$663,682
BE	Bloom Energy Corp	+837	16,544	$5,007,868
IAU	Ishares Gold Trust	+764	34,847	$2,631,296
IBIT	iShares Bitcoin Trust ETF	+643	17,946	$597,422
WMT	Walmart Inc.	+540	17,284	$1,957,585
NB	Niocorp Developments Ltd	+500	15,590	$75,143
AG	First Majestic Silver Corp	+500	11,034	$187,136
COST	Costco Wholesale Corp /New	+453	6,223	$5,821,429
TXN	Texas Instruments Inc	+451	5,715	$1,703,470
TSLA	Tesla, Inc.	+392	16,005	$6,731,703
QQQ	Invesco Qqq Trust, Series 1	+353	10,653	$7,844,869
PLTR	Palantir Technologies Inc.	+309	6,998	$816,456
AAPL	Apple Inc.	+230	164,781	$47,681,030
KEEL	Keel Infrastructure Corp.	+225	23,975	$137,616
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
WABC	Westamerica Bancorporation	−5,162	16,613	$974,684
CMCSA	Comcast Corp	−5,033	21,269	$522,153
T	At&T Inc.	−2,708	23,146	$479,122
PG	PROCTER & GAMBLE Co	−2,390	9,735	$1,427,540
LAMR	Lamar Advertising Co/New	−2,107	2,238	$349,083
PFE	Pfizer Inc	−1,732	19,074	$459,301
JNJ	Johnson & Johnson	−1,511	10,579	$2,686,748
GOOGL	Alphabet Inc.	−1,460	27,595	$9,861,625
WFC	Wells Fargo & Company/Mn	−1,015	20,018	$1,654,287
CMG	Chipotle Mexican Grill Inc	−987	6,231	$211,854
LYG	Lloyds Banking Group plc	−934	88,676	$516,981
SBRA	Sabra Health Care REIT, Inc.	−906	16,656	$324,958
SHOP	Shopify Inc.	−840	17,217	$1,965,837
SCHW	Schwab Charles Corp	−815	7,888	$727,825
AMZN	Amazon Com Inc	−800	34,351	$8,187,217
PM	Philip Morris International Inc.	−754	7,052	$1,275,777
FSM	Fortuna Mining Corp.	−725	13,786	$116,491
SVM	Silvercorp Metals Inc	−702	13,360	$134,936
ETR	Entergy Corp /De/	−653	3,339	$383,517
USB	US Bancorp De	−639	9,954	$601,221
XOM	ExxonMobil Holdings Corp	−605	18,911	$2,585,511
DUK	Duke Energy CORP	−575	5,209	$659,355
AFL	Aflac Inc	−442	2,323	$272,371
FIS	Fidelity National Information Services, Inc.	−403	8,579	$333,551
OMC	Omnicom Group Inc.	−382	6,208	$452,128
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
STX	Seagate Technology Holdings plc	413	$398,545
CRWV	CoreWeave, Inc.	3,404	$338,834
OTIS	Otis Worldwide Corp	4,440	$317,904
PANW	Palo Alto Networks Inc	894	$304,871
KLAC	Kla Corp	944	$284,814
ASML	Asml Holding NV	130	$258,627
DPZ	Dominos Pizza Inc	842	$249,265
LSCC	Lattice Semiconductor Corp	1,629	$249,171
OKTA	Okta, Inc.	1,771	$241,652
O	Realty Income Corp	3,679	$227,950
AJG	Arthur J. Gallagher & Co.	970	$222,682
SNDK	Sandisk Corp	89	$202,361
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
SBUX	Starbucks Corp	7,115	$637,432
HON	Honeywell International Inc	2,714	$613,445
BALL	BALL Corp	6,596	$389,889
ABT	Abbott Laboratories	2,867	$294,354
LIN	Linde PLC	530	$262,752
AR	ANTERO RESOURCES Corp	5,014	$212,794
ADSK	Autodesk, Inc.	876	$209,714
NEE	Nextera Energy Inc	2,223	$206,472
W	Wayfair Inc.	2,673	$201,036
FFWM	First Foundation Inc.	16,283	$96,069
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

200 tracked positions · $277,015,720 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 200 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. PUT + SHARES Technology	Added	164,781	+230	$47,681,030	+14.2%	17.21%
SPY	Spdr S&P 500 ETF Trust CALL + SHARES	Added	18,149	+1,188	$13,553,128	+22.9%	4.89%
NVDA	Nvidia Corp PUT + SHARES Technology	Added	50,475	+1,523	$10,099,542	+18.3%	3.65%
GOOGL	Alphabet Inc. Communication Services	Reduced	27,595	-1,460	$9,861,625	+18.0%	3.56%
MSFT	Microsoft Corp Technology	Reduced	25,579	-113	$9,541,478	+0.3%	3.44%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	34,351	-800	$8,187,217	+11.8%	2.96%
QQQ	Invesco Qqq Trust, Series 1 PUT + SHARES	Added	10,653	+353	$7,844,869	+32.0%	2.83%
TSLA	Tesla, Inc. Consumer Cyclical	Added	16,005	+392	$6,731,703	+16.0%	2.43%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	18,115	-259	$5,929,582	+9.7%	2.14%
COST	Costco Wholesale Corp /New PUT + SHARES Consumer Defensive	Added	6,223	+453	$5,821,429	+1.3%	2.10%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	10,983	-325	$5,495,783	+1.4%	1.98%
BE	Bloom Energy Corp Industrials	Added	16,544	+837	$5,007,868	+135.3%	1.81%
AVGO	Broadcom Inc. Technology	Added	12,989	+194	$4,906,594	+23.9%	1.77%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Reduced	9,774	-8	$3,622,146	+13.2%	1.31%
CAT	Caterpillar Inc Industrials	Reduced	3,033	-33	$3,229,841	+48.7%	1.17%
META	Meta Platforms, Inc. Communication Services	Added	5,548	+106	$3,125,132	+0.4%	1.13%
LLY	ELI LILLY & Co Healthcare	Reduced	2,396	-20	$2,873,834	+29.3%	1.04%
CSCO	Cisco Systems, Inc. Technology	Reduced	24,296	-21	$2,853,808	+51.3%	1.03%
MU	Micron Technology Inc Technology	Added	2,434	+77	$2,809,541	+252.8%	1.01%
UPS	United Parcel Service Inc Industrials	Reduced	26,106	-170	$2,806,395	+8.6%	1.01%
JNJ	Johnson & Johnson Healthcare	Reduced	10,579	-1,511	$2,686,748	−9.1%	0.97%
CVX	Chevron Corp Energy	Reduced	16,117	-298	$2,671,553	−21.3%	0.96%
IAU	Ishares Gold Trust	Added	34,847	+764	$2,631,296	−12.4%	0.95%
XOM	ExxonMobil Holdings Corp Energy	Reduced	18,911	-605	$2,585,511	−21.9%	0.93%
AXP	American Express Co Financial Services	Added	6,507	+8	$2,200,992	+12.0%	0.79%
GS	Goldman Sachs Group Inc Financial Services	Reduced	2,149	-5	$2,173,434	+19.3%	0.78%
SHOP	Shopify Inc. Technology	Reduced	17,217	-840	$1,965,837	−8.2%	0.71%
WMT	Walmart Inc. Consumer Defensive	Added	17,284	+540	$1,957,585	−5.9%	0.71%
MRK	Merck & Co., Inc. Healthcare	Reduced	13,738	-156	$1,765,333	+5.6%	0.64%
V	Visa Inc. Financial Services	Reduced	5,034	-93	$1,727,115	+11.5%	0.62%
PSLV	Sprott Physical Silver Trust Financial Services	Added	90,754	+14	$1,712,527	−22.6%	0.62%
TXN	Texas Instruments Inc Technology	Added	5,715	+451	$1,703,470	+66.7%	0.61%
AMAT	Applied Materials Inc /De Technology	Reduced	2,339	-220	$1,691,097	+93.3%	0.61%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	20,018	-1,015	$1,654,287	−1.2%	0.60%
RBLX	Roblox Corp Communication Services	Added	29,394	+63	$1,598,445	−3.6%	0.58%
VLO	Valero Energy Corp/Tx Energy	Added	5,886	+6	$1,532,949	+5.5%	0.55%
IBM	International Business Machines Corp Technology	Reduced	5,410	-39	$1,521,346	+15.2%	0.55%
SLV	iShares Silver Trust	Reduced	26,951	-361	$1,441,069	−22.6%	0.52%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	9,735	-2,390	$1,427,540	−18.5%	0.52%
MUC	Blackrock Muniholdings California Quality Fund, Inc. Financial Services	Added	124,509	+3,570	$1,368,353	+8.8%	0.49%
ENSG	Ensign Group, Inc Healthcare	Held	8,458	0	$1,355,817	−20.4%	0.49%
PHYS	Sprott Physical Gold Trust Financial Services	Held	44,931	0	$1,355,568	−14.9%	0.49%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	7,052	-754	$1,275,777	−1.2%	0.46%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	2,408	-175	$1,257,915	+5.1%	0.45%
VZ	Verizon Communications Inc Communication Services	Added	28,944	+144	$1,225,488	−15.2%	0.44%
HD	Home Depot, Inc. CALL + SHARES Consumer Cyclical	Reduced	3,464	-1	$1,221,683	+7.2%	0.44%
ABBV	AbbVie Inc. Healthcare	Added	4,720	+86	$1,187,740	+17.8%	0.43%
AMD	Advanced Micro Devices Inc Technology	Added	2,032	+172	$1,180,409	+212.0%	0.43%
ANET	Arista Networks, Inc. Technology	Added	6,893	+14	$1,170,982	+38.6%	0.42%
DE	Deere & Co Industrials	Reduced	1,781	-47	$1,129,741	+9.7%	0.41%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.