Cypress Capital, LLC

CIK

1729939

Location

FRANKLIN, TN

Portfolio Value

Small $116,550,060

Diversification

Diversified

Filing Date

Global Rank

#5,364 / 8,604 ▼ 28 · as of Mar 2026

Top Industry

Drug Manufacturers - General 13.8%

3Y Alpha vs SPY

-4.4%

Period ended 3 months ago

Filed Apr 28, 2026 · 2mo

24 quarters · since Jun 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+58.8%

SPY

+76.5%

Annualised alpha

-4.2%

Max drawdown

−14.6%

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

65 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.0%

−4.0 pts

Top 5

29.5%

−6.6 pts

Top 10

42.9%

−5.3 pts

HHI

347

Diversified−114

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	26.7%	$31,078,505	13
Unclassified	18.7%	$21,814,407	5
Healthcare	14.7%	$17,122,561	10
Consumer Cyclical	11.5%	$13,346,839	10
Consumer Defensive	8.0%	$9,338,179	5
Industrials	6.1%	$7,153,596	6
Communication Services	6.1%	$7,078,018	6
Financial Services	5.0%	$5,805,618	5
Energy	3.3%	$3,812,337	5

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

23 positions

Ticker	Company	Δ Shares	Shares	Value
CMCSA	Comcast Corp	+10,921	55,620	$1,596,850
BMY	Bristol Myers Squibb Co	+8,019	46,061	$2,793,599
GIS	General Mills Inc	+7,808	39,944	$1,486,715
SBUX	Starbucks Corp	+4,320	25,360	$2,272,002
CL	Colgate Palmolive Co	+4,065	19,257	$1,641,274
RIVN	Rivian Automotive, Inc. / DE	+2,707	14,667	$220,738
SHOP	Shopify Inc.	+1,040	11,040	$1,309,564
MRK	Merck & Co., Inc.	+550	25,631	$3,083,152
COP	Conocophillips	+406	2,602	$343,464
PG	PROCTER & GAMBLE Co	+348	16,089	$2,323,895
COF	Capital One Financial Corp	+208	1,209	$220,557
MDY	Spdr S&P Midcap 400 ETF Trust	+207	1,261	$777,734
META	Meta Platforms, Inc.	+100	859	$491,459
EVR	Evercore Inc.	+43	737	$220,001
TPR	Tapestry, Inc.	+34	12,946	$1,826,810
SU	Suncor Energy Inc	+29	4,940	$326,583
CVX	Chevron Corp	+26	1,439	$297,729
LOW	Lowes Companies Inc	+15	10,033	$2,370,597
BA	Boeing Co	+14	1,010	$201,020
GILD	Gilead Sciences, Inc.	+12	2,179	$303,687
MSFT	Microsoft Corp	+6	4,800	$1,776,816
LLY	ELI LILLY & Co	+3	752	$691,667
QQQ	Invesco Qqq Trust, Series 1	+1	395	$227,986
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SGOL	abrdn Gold ETF Trust	−58,782	260,344	$11,616,549
SPY	Spdr S&P 500 ETF Trust	−12,944	13,392	$8,709,353
IONS	Ionis Pharmaceuticals Inc	−4,000	6,000	$450,540
HPQ	Hp Inc	−1,566	26,043	$500,286
EXEL	Exelixis, Inc.	−913	15,723	$674,359
FOXA	Fox Corp	−848	19,105	$1,115,732
GLD	Spdr Gold Trust	−657	1,122	$482,785
CSCO	Cisco Systems, Inc.	−487	40,088	$3,110,427
KFY	Korn Ferry	−454	12,360	$778,062
KR	Kroger Co	−454	46,308	$3,350,846
ALSN	Allison Transmission Holdings Inc	−418	6,421	$751,642
NVDA	Nvidia Corp	−393	6,778	$1,182,083
NXT	Nextpower Inc.	−382	20,944	$2,524,799
AAPL	Apple Inc.	−379	29,412	$7,464,471
SCHW	Schwab Charles Corp	−314	28,756	$2,702,488
LRCX	Lam Research Corp	−279	14,617	$3,123,068
MDT	Medtronic plc	−256	30,016	$2,600,886
OMC	Omnicom Group Inc.	−229	4,843	$364,726
GOOGL	Alphabet Inc.	−227	11,378	$3,271,857
ABBV	AbbVie Inc.	−197	14,858	$3,231,466
QCOM	Qualcomm Inc/De	−145	14,699	$1,892,937
XOM	Exxon Mobil Corp	−117	15,356	$2,605,298
ETN	Eaton Corp plc	−106	7,263	$2,597,757
MCD	Mcdonalds Corp	−106	8,201	$2,548,788
TSLA	Tesla, Inc.	−106	893	$331,972
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
EOG	Eog Resources Inc	1,655	$239,263
NFLX	Netflix Inc	2,469	$237,394
ITW	Illinois Tool Works Inc	845	$219,945
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
TGNA	TEGNA INC	32,590	$632,571
CRM	Salesforce, Inc.	1,476	$391,007
BRK-B	Berkshire Hathaway Inc	572	$287,515
AVAV	AeroVironment Inc	864	$208,992
T	At&T Inc.	8,117	$201,626
CRWD	CrowdStrike Holdings, Inc.	484	$56,719
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

65 positions · $116,550,060 total · as of Mar 31, 2026

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

Showing 1–50 of 65 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SGOL	abrdn Gold ETF Trust	Reduced	260,344	-58,782	$11,616,549	−11.4%	9.97%
SPY	Spdr S&P 500 ETF Trust	Reduced	13,392	-12,944	$8,709,353	−51.5%	7.47%
AAPL	Apple Inc. Technology	Reduced	29,412	-379	$7,464,471	−7.8%	6.40%
KR	Kroger Co Consumer Defensive	Reduced	46,308	-454	$3,350,846	+14.7%	2.88%
GOOGL	Alphabet Inc. Communication Services	Reduced	11,378	-227	$3,271,857	−9.9%	2.81%
ABBV	AbbVie Inc. Healthcare	Reduced	14,858	-197	$3,231,466	−6.1%	2.77%
LRCX	Lam Research Corp Technology	Reduced	14,617	-279	$3,123,068	+22.5%	2.68%
CSCO	Cisco Systems, Inc. Technology	Reduced	40,088	-487	$3,110,427	−0.5%	2.67%
MRK	Merck & Co., Inc. Healthcare	Added	25,631	+550	$3,083,152	+16.8%	2.65%
LMT	Lockheed Martin Corp Industrials	Reduced	5,076	-81	$3,067,883	+23.0%	2.63%
IBM	International Business Machines Corp Technology	Reduced	12,418	-82	$3,009,999	−18.7%	2.58%
AMGN	Amgen Inc Healthcare	Reduced	8,363	-97	$2,942,521	+6.3%	2.52%
AVGO	Broadcom Inc. Technology	Reduced	9,049	-78	$2,800,755	−11.3%	2.40%
BMY	Bristol Myers Squibb Co Healthcare	Added	46,061	+8,019	$2,793,599	+36.1%	2.40%
SCHW	Schwab Charles Corp Financial Services	Reduced	28,756	-314	$2,702,488	−7.0%	2.32%
XOM	Exxon Mobil Corp Energy	Reduced	15,356	-117	$2,605,298	+39.9%	2.24%
MDT	Medtronic plc Healthcare	Reduced	30,016	-256	$2,600,886	−10.6%	2.23%
ETN	Eaton Corp plc Industrials	Reduced	7,263	-106	$2,597,757	+10.7%	2.23%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	8,201	-106	$2,548,788	+0.4%	2.19%
NXT	Nextpower Inc. Technology	Reduced	20,944	-382	$2,524,799	+35.9%	2.17%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	7,623	-52	$2,507,128	−5.1%	2.15%
V	Visa Inc. Financial Services	Reduced	8,049	-66	$2,432,729	−14.5%	2.09%
LOW	Lowes Companies Inc Consumer Cyclical	Added	10,033	+15	$2,370,597	−1.9%	2.03%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	16,089	+348	$2,323,895	+3.0%	1.99%
SBUX	Starbucks Corp Consumer Cyclical	Added	25,360	+4,320	$2,272,002	+28.2%	1.95%
NTAP	NetApp, Inc. Technology	Reduced	21,024	-85	$2,152,647	−4.8%	1.85%
QCOM	Qualcomm Inc/De Technology	Reduced	14,699	-145	$1,892,937	−25.4%	1.62%
TPR	Tapestry, Inc. Consumer Cyclical	Added	12,946	+34	$1,826,810	+10.7%	1.57%
MSFT	Microsoft Corp Technology	Added	4,800	+6	$1,776,816	−23.4%	1.52%
CL	Colgate Palmolive Co Consumer Defensive	Added	19,257	+4,065	$1,641,274	+36.7%	1.41%
CMCSA	Comcast Corp Communication Services	Added	55,620	+10,921	$1,596,850	+27.5%	1.37%
GIS	General Mills Inc Consumer Defensive	Added	39,944	+7,808	$1,486,715	−0.5%	1.28%
SHOP	Shopify Inc. Technology	Added	11,040	+1,040	$1,309,564	−18.6%	1.12%
NVDA	Nvidia Corp Technology	Reduced	6,778	-393	$1,182,083	−11.6%	1.01%
FOXA	Fox Corp Communication Services	Reduced	19,105	-848	$1,115,732	−23.5%	0.96%
KFY	Korn Ferry Industrials	Reduced	12,360	-454	$778,062	−8.0%	0.67%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	1,261	+207	$777,734	+22.3%	0.67%
ALSN	Allison Transmission Holdings Inc Consumer Cyclical	Reduced	6,421	-418	$751,642	+12.3%	0.64%
LLY	ELI LILLY & Co Healthcare	Added	752	+3	$691,667	−14.1%	0.59%
EXEL	Exelixis, Inc. Healthcare	Reduced	15,723	-913	$674,359	−7.5%	0.58%
CALM	Cal-Maine Foods Inc Consumer Defensive	Reduced	6,765	-73	$535,449	−1.6%	0.46%
HPQ	Hp Inc Technology	Reduced	26,043	-1,566	$500,286	−18.7%	0.43%
META	Meta Platforms, Inc. Communication Services	Added	859	+100	$491,459	−1.9%	0.42%
GLD	Spdr Gold Trust	Reduced	1,122	-657	$482,785	−31.5%	0.41%
IONS	Ionis Pharmaceuticals Inc Healthcare	Reduced	6,000	-4,000	$450,540	−43.0%	0.39%
OMC	Omnicom Group Inc. Communication Services	Reduced	4,843	-229	$364,726	−10.9%	0.31%
UNH	Unitedhealth Group Inc Healthcare	Reduced	1,296	-10	$350,684	−18.7%	0.30%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,652	-19	$344,062	−10.8%	0.30%
COP	Conocophillips Energy	Added	2,602	+406	$343,464	+67.1%	0.29%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	893	-106	$331,972	−26.1%	0.28%