CYPRESS FINANCIAL PLANNING LLC

CIK

1937021

Location

HADDON HEIGHTS, NJ

Portfolio Value

Micro $47,708,050

Diversification

Diversified

Filing Date

Global Rank

#7,001 / 8,517 ▼ 1018

Top Industry

Capital Markets 35.2%

3Y Alpha vs SPY

+0.5%

Period ended 46 days ago

Filed Jul 9, 2026 · 37d

17 quarters · since Jun 2022

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

+79.3%

SPY

+75.3%

Annualised alpha

+0.9%

Max drawdown

−17.7%

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. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 97% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

25.3%

−5.3 pts

Top 5

69.5%

−7.5 pts

Top 10

83.8%

−5.4 pts

HHI

1,263

Diversified−446

Portfolio Trend

17 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	41.9%	$19,997,495	5
Unclassified	28.3%	$13,508,116	2
Technology	11.7%	$5,582,146	7
Consumer Cyclical	5.4%	$2,587,024	4
Industrials	5.1%	$2,445,101	2
Healthcare	2.4%	$1,130,007	4
Communication Services	2.1%	$980,769	2
Consumer Defensive	1.3%	$615,665	2
Energy	1.0%	$484,535	1
Real Estate	0.8%	$377,192	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
MS	Morgan Stanley	+9,909	57,654	$12,051,992
QQQ	Invesco Qqq Trust, Series 1	+3,373	6,573	$4,840,357
XOM	ExxonMobil Holdings Corp	+1,630	3,544	$484,535
SPY	Spdr S&P 500 ETF Trust	+628	11,607	$8,667,759
NVDA	Nvidia Corp	+446	4,038	$807,963
AMT	American Tower Corp /Ma/	+367	2,306	$377,192
V	Visa Inc.	+263	1,998	$685,493
LMT	Lockheed Martin Corp	+258	3,327	$1,694,973
JPM	Jpmorgan Chase & Co	+237	2,616	$856,295
PEP	Pepsico Inc	+217	2,642	$357,726
MCD	Mcdonalds Corp	+115	1,422	$384,380
NFLX	Netflix Inc	+76	9,713	$693,508
ABBV	AbbVie Inc.	+3	1,318	$331,661
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−655	10,524	$3,045,224
AMZN	Amazon Com Inc	−381	6,737	$1,605,696
BRK-B	Berkshire Hathaway Inc	−88	3,696	$1,849,441
QCOM	Qualcomm Inc/De	−54	2,158	$398,776
MSFT	Microsoft Corp	−52	1,368	$510,291
UNH	Unitedhealth Group Inc	−48	885	$367,832
AVGO	Broadcom Inc.	−31	666	$251,581
SHOP	Shopify Inc.	−1	2,214	$252,794
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
JNJ	Johnson & Johnson	897	$227,811
LLY	ELI LILLY & Co	169	$202,703
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	487,941	$31,267,259
VXF	Vanguard Extended Market ETF	117,636	$24,209,488
VIG	Vanguard Dividend Appreciation ETF	38,148	$8,204,108
GOOGL	Alphabet Inc.	2,169	$622,199
VB	Vanguard Morningstar Small-Cap ETF	1,548	$405,452
CAVA	Cava Group, Inc.	3,000	$242,700
PLTR	Palantir Technologies Inc.	1,410	$206,254
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

30 tracked positions · $47,708,050 total · as of Jun 30, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MS	Morgan Stanley PUT + SHARES Financial Services	Added	57,654	+9,909	$12,051,992	+53.4%	25.26%
SPY	Spdr S&P 500 ETF Trust PUT + SHARES	Added	11,607	+628	$8,667,759	+21.4%	18.17%
QQQ	Invesco Qqq Trust, Series 1 PUT + SHARES	Added	6,573	+3,373	$4,840,357	+162.1%	10.15%
COF	Capital One Financial Corp Financial Services	Held	22,701	0	$4,554,274	+10.0%	9.55%
AAPL	Apple Inc. Technology	Reduced	10,524	-655	$3,045,224	+7.3%	6.38%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,696	-88	$1,849,441	+2.0%	3.88%
LMT	Lockheed Martin Corp Industrials	Added	3,327	+258	$1,694,973	−8.6%	3.55%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	6,737	-381	$1,605,696	+8.3%	3.37%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,616	+237	$856,295	+22.4%	1.79%
NVDA	Nvidia Corp Technology	Added	4,038	+446	$807,963	+29.0%	1.69%
JCI	Johnson Controls International plc Industrials	Held	5,134	0	$750,128	+11.6%	1.57%
NFLX	Netflix Inc Communication Services	Added	9,713	+76	$693,508	−25.2%	1.45%
V	Visa Inc. Financial Services	Added	1,998	+263	$685,493	+30.7%	1.44%
MSFT	Microsoft Corp Technology	Reduced	1,368	-52	$510,291	−2.9%	1.07%
XOM	ExxonMobil Holdings Corp Energy	Added	3,544	+1,630	$484,535	+49.2%	1.02%
QCOM	Qualcomm Inc/De Technology	Reduced	2,158	-54	$398,776	+40.0%	0.84%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,422	+115	$384,380	−5.4%	0.81%
AMT	American Tower Corp /Ma/ Real Estate	Added	2,306	+367	$377,192	+12.7%	0.79%
UNH	Unitedhealth Group Inc Healthcare	Reduced	885	-48	$367,832	+45.7%	0.77%
PEP	Pepsico Inc Consumer Defensive	Added	2,642	+217	$357,726	−5.0%	0.75%
ABBV	AbbVie Inc. Healthcare	Added	1,318	+3	$331,661	+16.0%	0.70%
TSLA	Tesla, Inc. Consumer Cyclical	Held	767	0	$322,600	+13.1%	0.68%
IBM	International Business Machines Corp Technology	Held	1,122	0	$315,517	+16.0%	0.66%
EA	Electronic Arts Inc. Communication Services	Held	1,401	0	$287,261	+0.6%	0.60%
BURL	Burlington Stores, Inc. Consumer Cyclical	Held	866	0	$274,348	−2.6%	0.58%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	1,759	0	$257,939	+1.5%	0.54%
SHOP	Shopify Inc. Technology	Reduced	2,214	-1	$252,794	−3.8%	0.53%
AVGO	Broadcom Inc. Technology	Reduced	666	-31	$251,581	+16.6%	0.53%
JNJ	Johnson & Johnson Healthcare	NEW	897	NEW	$227,811	NEW	0.48%
LLY	ELI LILLY & Co Healthcare	NEW	169	NEW	$202,703	NEW	0.42%

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.