Cypress Wealth Services, LLC
Filing Date
Global Rank
#3,759
/ 8,605
▼ 20
· as of Mar 2026
Top Industry
Consumer Electronics
18.6%
3Y Alpha vs SPY
-2.4%
Period ended 3 months ago
Filed Apr 15, 2026 · 3mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+66.0%
SPY
+76.5%
Annualised alpha
-2.5%
Max drawdown
−19.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
198 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
16.7%
−0.6 pts
Top 5
31.7%
−2.1 pts
Top 10
43.8%
−2.7 pts
HHI
401
Diversified−35
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 32.1% | $80,261,422 |
| Financial Services | 14.5% | $36,145,784 |
| Unclassified | 10.1% | $25,191,177 |
| Consumer Cyclical | 9.0% | $22,495,777 |
| Communication Services | 7.3% | $18,243,421 |
| Healthcare | 6.8% | $16,964,059 |
| Industrials | 5.6% | $14,048,353 |
| Consumer Defensive | 5.5% | $13,708,416 |
| Energy | 5.3% | $13,239,489 |
| Basic Materials | 2.1% | $5,162,921 |
| Utilities | 1.1% | $2,857,880 |
| Real Estate | 0.7% | $1,751,062 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MUC | Blackrock Muniholdings California Quality Fund, Inc. | +58,500 | 120,939 | $1,257,765 | |
| CMCSA | Comcast Corp | +7,458 | 26,302 | $755,130 | |
| DOC | Healthpeak Properties, Inc. | +5,598 | 22,212 | $364,943 | |
| PFE | Pfizer Inc | +3,581 | 20,806 | $584,232 | |
| PHYS | Sprott Physical Gold Trust | +3,206 | 44,931 | $1,592,354 | |
| BE | Bloom Energy Corp | +3,038 | 15,707 | $2,128,141 | |
| FIS | Fidelity National Information Services, Inc. | +2,896 | 8,982 | $421,345 | |
| OMC | Omnicom Group Inc. | +1,735 | 6,590 | $496,292 | |
| SBUX | Starbucks Corp | +1,608 | 7,115 | $637,432 | |
| BDX | Becton Dickinson & Co | +1,584 | 3,959 | $622,473 | |
| PSLV | Sprott Physical Silver Trust | +1,519 | 90,740 | $2,213,148 | |
| VCV | Invesco California Value Municipal Income Trust | +1,221 | 70,418 | $735,163 | |
| UPS | United Parcel Service Inc | +1,067 | 26,276 | $2,585,032 | |
| COP | Conocophillips | +969 | 5,219 | $688,908 | |
| CEV | Eaton Vance California Municipal Income Trust | +848 | 59,078 | $594,915 | |
| AMT | American Tower Corp /Ma/ | +754 | 2,886 | $498,065 | |
| GPC | Genuine Parts Co | +561 | 2,713 | $286,899 | |
| APD | Air Products & Chemicals, Inc. | +520 | 1,780 | $517,072 | |
| LRCX | Lam Research Corp | +439 | 2,269 | $484,794 | |
| MSFT | Microsoft Corp | +367 | 25,692 | $9,510,407 | |
| V | Visa Inc. | +357 | 5,127 | $1,549,584 | |
| SYK | Stryker Corp | +332 | 1,265 | $415,666 | |
| KKR | KKR & Co. Inc. | +287 | 3,670 | $339,475 | |
| KEEL | Keel Infrastructure Corp. | +250 | 23,750 | $46,312 | |
| AON | Aon plc | +218 | 793 | $255,964 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IAU | Ishares Gold Trust | −27,830 | 34,083 | $3,004,757 | |
| FSM | Fortuna Mining Corp. | −6,519 | 14,511 | $144,094 | |
| SVM | Silvercorp Metals Inc | −6,336 | 14,062 | $151,025 | |
| USB | US Bancorp De | −4,721 | 10,593 | $550,941 | |
| AG | First Majestic Silver Corp | −4,298 | 10,534 | $226,270 | |
| AAPL | Apple Inc. | −3,488 | 164,551 | $41,761,398 | |
| BAC | Bank Of America Corp /De/ | −3,337 | 8,168 | $398,190 | |
| F | Ford Motor Co | −2,645 | 54,140 | $624,775 | |
| PG | PROCTER & GAMBLE Co | −2,045 | 12,125 | $1,751,335 | |
| VZ | Verizon Communications Inc | −2,013 | 28,800 | $1,445,760 | |
| NVDA | Nvidia Corp | −1,624 | 48,952 | $8,537,228 | |
| KMI | Kinder Morgan, Inc. | −1,487 | 8,987 | $301,334 | |
| AMGN | Amgen Inc | −1,410 | 2,244 | $789,551 | |
| WPM | Wheaton Precious Metals Corp. | −1,252 | 5,087 | $666,447 | |
| QCOM | Qualcomm Inc/De | −1,222 | 4,153 | $534,823 | |
| AIG | American International Group, Inc. | −1,130 | 13,703 | $1,031,150 | |
| T | At&T Inc. | −1,055 | 25,854 | $749,507 | |
| CSCO | Cisco Systems, Inc. | −987 | 24,317 | $1,886,756 | |
| WMT | Walmart Inc. | −936 | 16,744 | $2,080,944 | |
| SPY | Spdr S&P 500 ETF Trust | −889 | 16,961 | $11,030,416 | |
| TFC | Truist Financial Corp | −854 | 10,880 | $500,153 | |
| AMZN | Amazon Com Inc | −839 | 35,151 | $7,320,898 | |
| AMAT | Applied Materials Inc /De | −835 | 2,559 | $874,640 | |
| EBAY | Ebay Inc | −814 | 2,965 | $269,874 | |
| GOOGL | Alphabet Inc. | −739 | 29,055 | $8,355,055 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
16 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ELV | Elevance Health, Inc. | 1,926 | $563,836 | |
| AZN | Astrazeneca PLC | 2,083 | $410,809 | |
| EIX | Edison International | 4,120 | $301,501 | |
| FLNG | Flex LNG Ltd. | 7,799 | $231,708 | |
| PSX | Phillips 66 | 1,266 | $230,639 | |
| MRVL | Marvell Technology, Inc. | 2,281 | $225,933 | |
| EPD | Enterprise Products Partners L.P. | 5,899 | $223,218 | |
| UNP | Union Pacific Corp | 879 | $213,262 | |
| AR | ANTERO RESOURCES Corp | 5,014 | $212,794 | |
| ICE | Intercontinental Exchange, Inc. | 1,346 | $211,698 | |
| CSX | Csx Corp | 5,114 | $209,929 | |
| DELL | Dell Technologies Inc. | 1,272 | $208,773 | |
| ETN | Eaton Corp plc | 582 | $208,163 | |
| NEE | Nextera Energy Inc | 2,223 | $206,472 | |
| GLW | Corning Inc /Ny | 1,492 | $202,867 | |
| IBRX | ImmunityBio, Inc. | 11,000 | $84,370 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
13 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ISRG | Intuitive Surgical Inc | 648 | $367,001 | |
| ADBE | Adobe Inc. | 974 | $340,890 | |
| INTU | Intuit Inc. | 423 | $280,203 | |
| BSX | Boston Scientific Corp | 2,744 | $261,640 | |
| CHKP | Check Point Software Technologies Ltd | 1,331 | $246,980 | |
| THM | International Tower Hill Mines Ltd | 129,687 | $241,217 | |
| LPLA | LPL Financial Holdings Inc. | 661 | $236,089 | |
| UL | Unilever PLC | 3,480 | $227,592 | |
| FISV | Fiserv Inc | 3,331 | $223,743 | |
| APP | AppLovin Corp | 325 | $218,991 | |
| BABA | Alibaba Group Holding Ltd | 1,418 | $207,850 | |
| NKE | NIKE, Inc. | 3,172 | $202,088 | |
| OGN | Organon & Co. | 11,538 | $82,727 | |
| No positions match the current search. | ||||
198 positions ·
$250,069,761 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 198 positions by value
· page 1 of 4
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 164,551 | $41,761,398 | 16.70% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 16,961 | $11,030,416 | 4.41% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 25,692 | $9,510,407 | 3.80% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 48,952 | $8,537,228 | 3.41% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 29,055 | $8,355,055 | 3.34% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 35,151 | $7,320,898 | 2.93% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 10,300 | $5,944,954 | 2.38% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 15,613 | $5,804,132 | 2.32% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 5,770 | $5,749,401 | 2.30% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 11,308 | $5,418,793 | 2.17% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 18,374 | $5,404,895 | 2.16% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 12,795 | $3,960,180 | 1.58% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 16,415 | $3,396,263 | 1.36% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 19,516 | $3,311,084 | 1.32% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
Reduced | 9,782 | $3,199,398 | 1.28% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 5,442 | $3,113,531 | 1.25% | |
| IAU |
Ishares Gold Trust
|
Reduced | 34,083 | $3,004,757 | 1.20% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 12,090 | $2,955,279 | 1.18% | |
| UPS |
United Parcel Service Inc
Industrials
|
Added | 26,276 | $2,585,032 | 1.03% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 2,416 | $2,222,164 | 0.89% | |
| PSLV |
Sprott Physical Silver Trust
Financial Services
|
Added | 90,740 | $2,213,148 | 0.89% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 3,066 | $2,172,138 | 0.87% | |
| SHOP |
Shopify Inc.
Technology
|
Reduced | 18,057 | $2,141,921 | 0.86% | |
| BE |
Bloom Energy Corp
Industrials
|
Added | 15,707 | $2,128,141 | 0.85% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 16,744 | $2,080,944 | 0.83% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 6,499 | $1,965,817 | 0.79% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 24,317 | $1,886,756 | 0.75% | |
| SLV |
iShares Silver Trust
|
Reduced | 27,312 | $1,861,039 | 0.74% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 2,154 | $1,822,262 | 0.73% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 12,125 | $1,751,335 | 0.70% | |
| ENSG |
Ensign Group, Inc
Healthcare
|
Reduced | 8,458 | $1,704,287 | 0.68% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 21,033 | $1,674,437 | 0.67% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 13,894 | $1,671,309 | 0.67% | |
| RBLX |
Roblox Corp
Communication Services
|
Added | 29,331 | $1,658,961 | 0.66% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
Added | 44,931 | $1,592,354 | 0.64% | |
| V |
Visa Inc.
Financial Services
|
Added | 5,127 | $1,549,584 | 0.62% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
Reduced | 5,880 | $1,452,830 | 0.58% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 28,800 | $1,445,760 | 0.58% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 5,449 | $1,320,783 | 0.53% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 7,806 | $1,290,644 | 0.52% | |
| MUC |
Blackrock Muniholdings California Quality Fund, Inc.
Financial Services
|
Added | 120,939 | $1,257,765 | 0.50% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Added | 2,583 | $1,196,419 | 0.48% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 3,465 | $1,139,603 | 0.46% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 11,820 | $1,136,493 | 0.45% | |
| WABC |
Westamerica Bancorporation
Financial Services
|
Held | 21,775 | $1,135,566 | 0.45% | |
| AIG |
American International Group, Inc.
Financial Services
|
Reduced | 13,703 | $1,031,150 | 0.41% | |
| DE |
Deere & Co
Industrials
|
Added | 1,828 | $1,029,712 | 0.41% | |
| TXN |
Texas Instruments Inc
Technology
|
Reduced | 5,264 | $1,021,952 | 0.41% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 4,634 | $1,007,848 | 0.40% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 13,228 | $1,005,989 | 0.40% |