CYPRESS FINANCIAL PLANNING LLC
CIK
1937021
Location
HADDON HEIGHTS, NJ
Portfolio Value
Micro
$37,195,432
Diversification
Diversified
Filing Date
Global Rank
#7,175
/ 8,603
▲ 139
· as of Mar 2026
Top Industry
Capital Markets
27.9%
3Y Alpha vs SPY
-1.2%
Period ended 3 months ago
Filed Apr 15, 2026 · 3mo
16 quarters · since Jun 2022
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
+72.5%
SPY
+76.0%
Annualised alpha
-0.8%
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
29 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
21.1%
+1.3 pts
Top 5
64.1%
−2.7 pts
Top 10
82.3%
−0.4 pts
HHI
1,115
Diversified−17
Portfolio Trend
16 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 40.4% | $15,036,221 |
| Unclassified | 24.2% | $8,987,058 |
| Technology | 14.1% | $5,230,750 |
| Consumer Cyclical | 7.3% | $2,698,278 |
| Industrials | 6.8% | $2,527,169 |
| Communication Services | 3.3% | $1,212,218 |
| Consumer Defensive | 1.7% | $630,647 |
| Healthcare | 1.4% | $538,459 |
| Real Estate | 0.9% | $334,632 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
17 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | |
| UNH | Unitedhealth Group Inc | +37 | 933 | $252,460 | |
| TSLA | Tesla, Inc. | +37 | 767 | $285,132 | |
| 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
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| LMT | Lockheed Martin Corp | −952 | 3,069 | $1,854,872 | |
| 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. | |||||
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. | ||||
29 positions ·
$37,195,432 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MS |
Morgan Stanley
Financial Services
|
Added | 47,745 | $7,857,394 | 21.12% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 10,979 | $7,140,082 | 19.20% | |
| COF |
Capital One Financial Corp
Financial Services
|
Reduced | 22,701 | $4,141,343 | 11.13% | |
| AAPL |
Apple Inc.
Technology
|
Added | 11,179 | $2,837,118 | 7.63% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 3,069 | $1,854,872 | 4.99% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 3,200 | $1,846,976 | 4.97% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 3,784 | $1,813,292 | 4.88% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 7,118 | $1,482,465 | 3.99% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 9,637 | $926,597 | 2.49% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 2,379 | $699,806 | 1.88% | |
| JCI |
Johnson Controls International plc
Industrials
|
Held | 5,134 | $672,297 | 1.81% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 3,592 | $626,444 | 1.68% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,420 | $525,641 | 1.41% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 1,735 | $524,386 | 1.41% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 1,307 | $406,202 | 1.09% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 2,425 | $376,578 | 1.01% | |
| AMT |
American Tower Corp /Ma/
Real Estate
|
Held | 1,939 | $334,632 | 0.90% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 1,315 | $285,999 | 0.77% | |
| EA |
Electronic Arts Inc.
Communication Services
|
Reduced | 1,401 | $285,621 | 0.77% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 767 | $285,132 | 0.77% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 2,212 | $284,861 | 0.77% | |
| BURL |
Burlington Stores, Inc.
Consumer Cyclical
|
NEW | 866 | $281,779 | 0.76% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 1,122 | $271,961 | 0.73% | |
| SHOP |
Shopify Inc.
Technology
|
Held | 2,215 | $262,743 | 0.71% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 1,759 | $254,069 | 0.68% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 933 | $252,460 | 0.68% | |
| CAVA |
Cava Group, Inc.
Consumer Cyclical
|
NEW | 3,000 | $242,700 | 0.65% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 697 | $215,728 | 0.58% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 1,410 | $206,254 | 0.55% |