CYPRESS FINANCIAL PLANNING LLC
Filing Date
Global Rank
#7,161
/ 8,578
▲ 107
Top Industry
Capital Markets
27.5%
3Y Alpha vs SPY
-1.6%
Period ended 3 months ago
Filed Apr 15, 2026 · 2mo
16 quarters · since Jun 2022
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+68.2%
SPY
+74.2%
Annualised alpha
-1.4%
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, 2025Top 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 |
|---|---|---|
| Financial Services | 40.1% | $15,036,221 |
| Unclassified | 24.0% | $8,987,058 |
| Technology | 13.9% | $5,230,750 |
| Consumer Cyclical | 7.2% | $2,698,278 |
| Industrials | 6.7% | $2,527,169 |
| Communication Services | 3.2% | $1,212,218 |
| Consumer Defensive | 1.7% | $630,647 |
| Healthcare | 1.4% | $538,459 |
| Real Estate | 0.9% | $334,632 |
| Energy | 0.9% | $324,729 |
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 | |
| 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 | Open |
|---|---|---|---|---|---|
| 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. | |||||
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. | ||||
2 positions ·
$538,459 total
· Healthcare only
· 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 1,315 | $285,999 | 53.11% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 933 | $252,460 | 46.89% |