Cypress Point Wealth Management, LLC
Top Portfolio Positions
64 positions ·
$180,479,482 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| PLTR |
Palantir Technologies Inc.
Technology
|
927,673 | $135,700,006 | 75.19% | |
| AAPL |
Apple Inc.
Technology
|
25,881 | $6,568,338 | 3.64% | |
| XOM |
Exxon Mobil Corp
Energy
|
30,543 | $5,181,925 | 2.87% | |
| META |
Meta Platforms, Inc.
Communication Services
|
5,053 | $2,890,972 | 1.60% | |
| NVDA |
Nvidia Corp
Technology
|
16,465 | $2,871,496 | 1.59% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
8,712 | $2,505,222 | 1.39% | |
| MSFT |
Microsoft Corp
Technology
|
6,595 | $2,441,271 | 1.35% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
8,846 | $1,842,356 | 1.02% | |
| SPY |
Spdr S&P 500 ETF Trust
|
1,816 | $1,181,017 | 0.65% | |
| KO |
Coca Cola Co
Consumer Defensive
|
15,067 | $1,145,845 | 0.63% |
Portfolio Trend
22 quarters · across all stocks
Holdings in BLND
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $366,933 | 215,843 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $656,162 | 215,843 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $798,353 | 218,727 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $726,937 | 220,284 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $758,597 | 226,447 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $953,341 | 226,447 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $849,176 | 226,447 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $463,973 | 196,599 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $676,575 | 208,177 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $398,478 | 156,266 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $214,084 | 156,266 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $407,277 | 430,071 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $648,871 | 651,477 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,241,614 | 862,232 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,373,563 | 621,522 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,486,219 | 629,754 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $4,018,112 | 704,932 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,025,375 | 139,697 | Shares | Sole | 2022-01-27 | |
| No 13F history on record for this holder in this stock. | ||||||