Cypress Capital, LLC

CIK

1729939

Location

FRANKLIN, TN

Portfolio Value

Small $125,165,600

Diversification

Diversified

Filing Date

Global Rank

#5,460 / 8,517 ▼ 970

Top Industry

Drug Manufacturers - General 12.9%

3Y Alpha vs SPY

-2.7%

Period ended 46 days ago

Filed Jul 17, 2026 · 29d

25 quarters · since Jun 2020

Clone Performance

Aug 2023–Aug 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

+63.2%

SPY

+75.3%

Annualised alpha

-2.8%

Max drawdown

−10.1%

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. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

7.9%

−10.3 pts

Top 5

28.9%

−21.7 pts

Top 10

42.1%

−18.4 pts

HHI

311

Diversified−477

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	27.6%	$34,484,998	19
Unclassified	17.1%	$21,358,443	5
Healthcare	14.0%	$17,485,919	10
Consumer Cyclical	12.1%	$15,143,113	11
Industrials	8.7%	$10,936,312	10
Consumer Defensive	7.5%	$9,448,507	6
Communication Services	5.8%	$7,321,500	6
Financial Services	4.7%	$5,927,568	5
Energy	2.4%	$3,059,240	5

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
RIVN	Rivian Automotive, Inc. / DE	+5,346	20,013	$347,225
NVDA	Nvidia Corp	+308	7,086	$1,417,837
SU	Suncor Energy Inc	+159	5,099	$273,714
GLD	Spdr Gold Trust	+150	1,272	$468,579
GILD	Gilead Sciences, Inc.	+75	2,254	$284,770
COP	Conocophillips	+64	2,666	$277,157
MDY	Spdr S&P Midcap 400 ETF Trust	+53	1,314	$924,188
AMZN	Amazon Com Inc	+48	1,700	$405,178
EOG	Eog Resources Inc	+47	1,702	$220,800
CVX	Chevron Corp	+43	1,482	$245,656
ITW	Illinois Tool Works Inc	+25	870	$235,308
META	Meta Platforms, Inc.	+15	874	$492,315
F	Ford Motor Co	+4	15,004	$208,555
SHOP	Shopify Inc.	+1	11,041	$1,260,661
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CSCO	Cisco Systems, Inc.	−10,850	29,238	$3,434,295
GOOGL	Alphabet Inc.	−8,641	11,073	$3,957,158
NXT	Nextpower Inc.	−7,064	13,880	$1,653,663
NTAP	NetApp, Inc.	−6,486	14,538	$2,249,900
LRCX	Lam Research Corp	−5,129	9,488	$4,111,435
SGOL	abrdn Gold ETF Trust	−5,038	255,306	$9,760,348
QCOM	Qualcomm Inc/De	−4,888	9,811	$1,812,974
AVGO	Broadcom Inc.	−1,875	7,174	$2,709,978
HPQ	Hp Inc	−1,630	24,413	$535,621
CMCSA	Comcast Corp	−1,615	54,005	$1,325,822
BMY	Bristol Myers Squibb Co	−1,356	44,705	$2,575,902
KR	Kroger Co	−1,229	45,079	$2,503,236
GIS	General Mills Inc	−1,097	38,847	$1,351,875
SBUX	Starbucks Corp	−1,029	24,331	$2,486,384
EXEL	Exelixis, Inc.	−982	14,741	$802,057
ABBV	AbbVie Inc.	−894	13,964	$3,513,900
FOXA	Fox Corp	−803	18,302	$954,632
SCHW	Schwab Charles Corp	−786	27,970	$2,580,791
MRK	Merck & Co., Inc.	−751	24,880	$3,197,080
KFY	Korn Ferry	−743	11,617	$773,459
MDT	Medtronic plc	−679	29,337	$2,295,033
AAPL	Apple Inc.	−521	28,891	$8,359,899
TPR	Tapestry, Inc.	−479	12,467	$1,824,919
CL	Colgate Palmolive Co	−452	18,805	$1,724,042
CALM	Cal-Maine Foods Inc	−434	6,331	$510,025
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
UNP	Union Pacific Corp	11,347	$3,086,384
TOL	Toll Brothers, Inc.	11,569	$1,905,992
COST	Costco Wholesale Corp /New	1,130	$1,057,081
AMD	Advanced Micro Devices Inc	652	$378,753
INTC	Intel Corp	2,617	$365,411
PWR	Quanta Services, Inc.	414	$298,096
MU	Micron Technology Inc	251	$289,726
TTWO	Take Two Interactive Software Inc	1,040	$259,979
NOW	ServiceNow, Inc.	2,567	$254,851
AMAT	Applied Materials Inc /De	340	$245,820
GWW	W.W. Grainger, Inc.	176	$239,430
APH	Amphenol Corp /De/	1,349	$237,855
CRS	Carpenter Technology Corp	359	$221,445
CRWD	CrowdStrike Holdings, Inc.	352	$67,156
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
VBIL	Vanguard 0-3 Month Treasury Bill ETF	464,276	$35,122,479
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	375,265	$34,389,284
VXUS	Vanguard Total International Stock ETF	51,024	$3,934,460
NFLX	Netflix Inc	2,469	$237,394
ESTC	Elastic N.V.	4,614	$230,653
CGDV	Capital Group Dividend Value ETF	5,245	$223,122
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

77 tracked positions · $125,165,600 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 77 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	13,308	-84	$9,938,015	+14.1%	7.94%
SGOL	abrdn Gold ETF Trust	Reduced	255,306	-5,038	$9,760,348	−16.0%	7.80%
AAPL	Apple Inc. Technology	Reduced	28,891	-521	$8,359,899	+12.0%	6.68%
LRCX	Lam Research Corp Technology	Reduced	9,488	-5,129	$4,111,435	+31.6%	3.28%
GOOGL	Alphabet Inc. Communication Services	Reduced	11,073	-8,641	$3,957,158	−30.1%	3.16%
ABBV	AbbVie Inc. Healthcare	Reduced	13,964	-894	$3,513,900	+8.7%	2.81%
CSCO	Cisco Systems, Inc. Technology	Reduced	29,238	-10,850	$3,434,295	+10.4%	2.74%
IBM	International Business Machines Corp Technology	Reduced	12,055	-363	$3,389,986	+12.6%	2.71%
MRK	Merck & Co., Inc. Healthcare	Reduced	24,880	-751	$3,197,080	+3.7%	2.55%
UNP	Union Pacific Corp Industrials	NEW	11,347	NEW	$3,086,384	NEW	2.47%
ETN	Eaton Corp plc Industrials	Reduced	7,036	-227	$2,998,180	+15.4%	2.40%
AMGN	Amgen Inc Healthcare	Reduced	8,112	-251	$2,937,517	−0.2%	2.35%
AVGO	Broadcom Inc. Technology	Reduced	7,174	-1,875	$2,709,978	−3.2%	2.17%
V	Visa Inc. Financial Services	Reduced	7,842	-207	$2,690,511	+10.6%	2.15%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	7,455	-168	$2,629,229	+4.9%	2.10%
SCHW	Schwab Charles Corp Financial Services	Reduced	27,970	-786	$2,580,791	−4.5%	2.06%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	44,705	-1,356	$2,575,902	−7.8%	2.06%
LMT	Lockheed Martin Corp Industrials	Reduced	4,933	-143	$2,513,166	−18.1%	2.01%
KR	Kroger Co Consumer Defensive	Reduced	45,079	-1,229	$2,503,236	−25.3%	2.00%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	24,331	-1,029	$2,486,384	+9.4%	1.99%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	15,700	-389	$2,302,248	−0.9%	1.84%
MDT	Medtronic plc Healthcare	Reduced	29,337	-679	$2,295,033	−11.8%	1.83%
NTAP	NetApp, Inc. Technology	Reduced	14,538	-6,486	$2,249,900	+4.5%	1.80%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	7,951	-250	$2,149,234	−15.7%	1.72%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	9,745	-288	$2,148,675	−9.4%	1.72%
XOM	ExxonMobil Holdings Corp Energy	Reduced	14,935	-421	$2,041,913	−21.6%	1.63%
TOL	Toll Brothers, Inc. Consumer Cyclical	NEW	11,569	NEW	$1,905,992	NEW	1.52%
TPR	Tapestry, Inc. Consumer Cyclical	Reduced	12,467	-479	$1,824,919	−0.1%	1.46%
QCOM	Qualcomm Inc/De Technology	Reduced	9,811	-4,888	$1,812,974	−4.2%	1.45%
CL	Colgate Palmolive Co Consumer Defensive	Reduced	18,805	-452	$1,724,042	+5.0%	1.38%
MSFT	Microsoft Corp Technology	Reduced	4,582	-218	$1,709,177	−3.8%	1.37%
NXT	Nextpower Inc. Technology	Reduced	13,880	-7,064	$1,653,663	−34.5%	1.32%
NVDA	Nvidia Corp Technology	Added	7,086	+308	$1,417,837	+19.9%	1.13%
GIS	General Mills Inc Consumer Defensive	Reduced	38,847	-1,097	$1,351,875	−9.1%	1.08%
CMCSA	Comcast Corp Communication Services	Reduced	54,005	-1,615	$1,325,822	−17.0%	1.06%
SHOP	Shopify Inc. Technology	Added	11,041	+1	$1,260,661	−3.7%	1.01%
COST	Costco Wholesale Corp /New CALL + SHARES Consumer Defensive	NEW	1,130	NEW	$1,057,081	NEW	0.84%
FOXA	Fox Corp Communication Services	Reduced	18,302	-803	$954,632	−14.4%	0.76%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	1,314	+53	$924,188	+18.8%	0.74%
LLY	ELI LILLY & Co Healthcare	Reduced	746	-6	$894,774	+29.4%	0.71%
EXEL	Exelixis, Inc. Healthcare	Reduced	14,741	-982	$802,057	+18.9%	0.64%
KFY	Korn Ferry Industrials	Reduced	11,617	-743	$773,459	−0.6%	0.62%
ALSN	Allison Transmission Holdings Inc Consumer Cyclical	Reduced	6,026	-395	$679,371	−9.6%	0.54%
HPQ	Hp Inc Technology	Reduced	24,413	-1,630	$535,621	+7.1%	0.43%
CALM	Cal-Maine Foods Inc Consumer Defensive	Reduced	6,331	-434	$510,025	−4.7%	0.41%
UNH	Unitedhealth Group Inc Healthcare	Reduced	1,225	-71	$509,146	+45.2%	0.41%
META	Meta Platforms, Inc. Communication Services	Added	874	+15	$492,315	+0.2%	0.39%
IONS	Ionis Pharmaceuticals Inc Healthcare	Held	6,000	0	$475,740	+5.6%	0.38%
GLD	Spdr Gold Trust	Added	1,272	+150	$468,579	−2.9%	0.37%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,700	+48	$405,178	+17.8%	0.32%

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.