Cypress Capital, LLC
Top Portfolio Positions
65 positions ·
$116,550,060 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SGOL |
abrdn Gold ETF Trust
|
260,344 | $11,616,549 | 9.97% | |
| SPY |
Spdr S&P 500 ETF Trust
|
13,392 | $8,709,353 | 7.47% | |
| AAPL |
Apple Inc.
Technology
|
29,412 | $7,464,471 | 6.40% | |
| KR |
Kroger Co
Consumer Defensive
|
46,308 | $3,350,846 | 2.88% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
11,378 | $3,271,857 | 2.81% | |
| ABBV |
AbbVie Inc.
Healthcare
|
14,858 | $3,231,466 | 2.77% | |
| LRCX |
Lam Research Corp
Technology
|
14,617 | $3,123,068 | 2.68% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
40,088 | $3,110,427 | 2.67% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
25,631 | $3,083,152 | 2.65% | |
| LMT |
Lockheed Martin Corp
Industrials
|
5,076 | $3,067,883 | 2.63% |
Portfolio Trend
24 quarters · across all stocks
Holdings in SGOL
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,616,549 | 260,344 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $13,109,696 | 319,126 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $11,801,948 | 320,618 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $10,332,850 | 327,611 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $10,710,330 | 359,166 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $9,012,614 | 359,785 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $13,286,582 | 528,714 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,865,069 | 128,941 | Shares | Defined | 2024-10-29 | |
| 2024-03-31 | $13,973,222 | 657,873 | Shares | Sole | 2024-10-29 | |
| 2023-12-31 | $1,308,288 | 66,276 | Shares | Defined | 2024-12-02 | |
| 2023-09-30 | $390,931 | 22,099 | Shares | Defined | 2024-12-02 | |
| 2023-06-30 | $286,737 | 15,609 | Shares | Defined | 2024-12-02 | |
| 2023-03-31 | $167,697 | 8,887 | Shares | Defined | 2024-12-10 | |
| 2022-12-31 | $75,295 | 4,310 | Shares | Defined | 2024-12-26 | |
| 2022-09-30 | $9,502,472 | 596,889 | Shares | Sole | 2023-02-01 | |
| 2022-06-30 | $53,636 | 3,095 | Shares | Defined | 2024-12-26 | |
| 2022-03-31 | $56,000 | 3,014 | Shares | Defined | 2024-12-26 | |
| 2021-12-31 | $418,050 | 23,807 | Shares | Defined | 2024-12-26 | |
| 2021-03-31 | $8,651,082 | 527,505 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $9,217,799 | 504,256 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $9,518,894 | 524,457 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $9,114,554 | 531,771 | Shares | Sole | 2020-08-20 | |
| No 13F history on record for this holder in this stock. | ||||||