CYPRESS FINANCIAL PLANNING LLC

CIK

1937021

Location

HADDON HEIGHTS, NJ

Portfolio Value

Micro $37,520,161

Diversification

Diversified

Filing Date

Global Rank

#6,818 / 8,232 ▲ 263

Top Industry

Capital Markets 27.5%

3Y Alpha vs SPY

-1.7%

Period ended 2 months ago

Filed Apr 15, 2026 · 59d

16 quarters · since Jun 2022

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+68.9%

SPY

+76.5%

Annualised alpha

-1.8%

Max drawdown

−18.3%

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

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

Top Position

20.9%

+1.2 pts

Top 5

63.5%

−2.7 pts

Top 10

81.6%

−0.4 pts

HHI

1,096

Diversified−18

Portfolio Trend

16 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	40.1%	$15,036,221	5
Unclassified	24.0%	$8,987,058	2
Technology	13.9%	$5,230,750	8
Consumer Cyclical	7.2%	$2,698,278	5
Industrials	6.7%	$2,527,169	2
Communication Services	3.2%	$1,212,218	2
Consumer Defensive	1.7%	$630,647	2
Healthcare	1.4%	$538,459	2
Real Estate	0.9%	$334,632	1
Energy	0.9%	$324,729	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
MS	Morgan Stanley	+9,924	47,745	$7,857,394
QQQ	Invesco Qqq Trust, Series 1	+3,168	3,200	$1,846,976
NVDA	Nvidia Corp	+378	3,592	$626,444
SPY	Spdr S&P 500 ETF Trust	+332	10,979	$7,140,082
AMZN	Amazon Com Inc	+271	7,118	$1,482,465
PG	PROCTER & GAMBLE Co	+238	1,759	$254,069
AAPL	Apple Inc.	+226	11,179	$2,837,118
PLTR	Palantir Technologies Inc.	+149	1,410	$206,254
JPM	Jpmorgan Chase & Co	+74	2,379	$699,806
AVGO	Broadcom Inc.	+57	697	$215,728
ABBV	AbbVie Inc.	+47	1,315	$285,999
TSLA	Tesla, Inc.	+37	767	$285,132
UNH	Unitedhealth Group Inc	+37	933	$252,460
QCOM	Qualcomm Inc/De	+23	2,212	$284,861
IBM	International Business Machines Corp	+20	1,122	$271,961
MSFT	Microsoft Corp	+16	1,420	$525,641
BRK-B	Berkshire Hathaway Inc	+9	3,784	$1,813,292
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
LMT	Lockheed Martin Corp	−952	3,069	$1,854,872
XOM	Exxon Mobil Corp	−528	1,914	$324,729
V	Visa Inc.	−231	1,735	$524,386
PEP	Pepsico Inc	−174	2,425	$376,578
MCD	Mcdonalds Corp	−110	1,307	$406,202
NFLX	Netflix Inc	−94	9,637	$926,597
EA	Electronic Arts Inc.	−3	1,401	$285,621
COF	Capital One Financial Corp	−2	22,701	$4,141,343
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
BURL	Burlington Stores, Inc.	866	$281,779
CAVA	Cava Group, Inc.	3,000	$242,700
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
UAN	Cvr Partners, LP	3,500	$358,750
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

30 positions · $37,520,161 total · as of Mar 31, 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 Financial Services	Added	47,745	+9,924	$7,857,394	+17.0%	20.94%
SPY	Spdr S&P 500 ETF Trust	Added	10,979	+332	$7,140,082	−1.7%	19.03%
COF	Capital One Financial Corp Financial Services	Reduced	22,701	-2	$4,141,343	−24.7%	11.04%
AAPL	Apple Inc. Technology	Added	11,179	+226	$2,837,118	−4.7%	7.56%
LMT	Lockheed Martin Corp Industrials	Reduced	3,069	-952	$1,854,872	−4.6%	4.94%
QQQ	Invesco Qqq Trust, Series 1	Added	3,200	+3,168	$1,846,976	+9296.0%	4.92%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	3,784	+9	$1,813,292	−4.4%	4.83%
AMZN	Amazon Com Inc Consumer Cyclical	Added	7,118	+271	$1,482,465	−6.2%	3.95%
NFLX	Netflix Inc Communication Services	Reduced	9,637	-94	$926,597	+1.6%	2.47%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,379	+74	$699,806	−5.8%	1.87%
JCI	Johnson Controls International plc Industrials	Held	5,134	0	$672,297	+9.4%	1.79%
NVDA	Nvidia Corp Technology	Added	3,592	+378	$626,444	+4.5%	1.67%
MSFT	Microsoft Corp Technology	Added	1,420	+16	$525,641	−22.6%	1.40%
V	Visa Inc. Financial Services	Reduced	1,735	-231	$524,386	−23.9%	1.40%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,307	-110	$406,202	−6.2%	1.08%
PEP	Pepsico Inc Consumer Defensive	Reduced	2,425	-174	$376,578	+1.0%	1.00%
AMT	American Tower Corp /Ma/ Real Estate	Held	1,939	0	$334,632	−1.7%	0.89%
XOM	Exxon Mobil Corp Energy	Reduced	1,914	-528	$324,729	+10.5%	0.87%
ABBV	AbbVie Inc. Healthcare	Added	1,315	+47	$285,999	−1.3%	0.76%
EA	Electronic Arts Inc. Communication Services	Reduced	1,401	-3	$285,621	−0.4%	0.76%
TSLA	Tesla, Inc. Consumer Cyclical	Added	767	+37	$285,132	−13.1%	0.76%
QCOM	Qualcomm Inc/De Technology	Added	2,212	+23	$284,861	−23.9%	0.76%
BURL	Burlington Stores, Inc. Consumer Cyclical	NEW	866	NEW	$281,779	NEW	0.75%
IBM	International Business Machines Corp Technology	Added	1,122	+20	$271,961	−16.7%	0.72%
SHOP	Shopify Inc. Technology	Held	2,215	0	$262,743	−26.3%	0.70%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	1,759	+238	$254,069	+16.6%	0.68%
UNH	Unitedhealth Group Inc Healthcare	Added	933	+37	$252,460	−14.6%	0.67%
CAVA	Cava Group, Inc. Consumer Cyclical	NEW	3,000	NEW	$242,700	NEW	0.65%
AVGO	Broadcom Inc. Technology	Added	697	+57	$215,728	−2.6%	0.57%
PLTR	Palantir Technologies Inc. Technology	Added	1,410	+149	$206,254	−8.0%	0.55%