Cypress Capital
Latest statistics and disclosures from Cypress Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, VBIL, BIL, USFR, TIP, and represent 44.72% of Cypress Capital's stock portfolio.
- Added to shares of these 10 stocks: VBIL (+$9.6M), CSCO, SCHW, EXEL, CALM, PULS, CRWD, BMNR, EVR, HOOD.
- Started 9 new stock positions in CRWD, CALM, CVX, SU, EXEL, EVR, HOOD, BMNR, SCHW.
- Reduced shares in these 10 stocks: BIL (-$8.9M), VTI, USFR, AVGO, TFLO, LEN, NTAP, TBIL, LRCX, V.
- Sold out of its positions in CTSH, GWW, LEN, ORCL.
- Cypress Capital was a net seller of stock by $-11M.
- Cypress Capital has $350M in assets under management (AUM), dropping by 1.52%.
- Central Index Key (CIK): 0001729939
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Portfolio Holdings for Cypress Capital
Cypress Capital holds 94 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 13.0 | $45M | -7% | 138k | 328.17 |
|
| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 9.3 | $32M | +42% | 428k | 75.61 |
|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 9.2 | $32M | -21% | 350k | 91.75 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 8.1 | $28M | -6% | 562k | 50.27 |
|
| Ishares Tr Tips Bd Etf (TIP) | 5.2 | $18M | -3% | 164k | 111.22 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 5.0 | $17M | 26k | 666.17 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 3.7 | $13M | -4% | 221k | 58.85 |
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 3.4 | $12M | -2% | 321k | 36.81 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 3.3 | $11M | -3% | 156k | 73.46 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 2.2 | $7.7M | -14% | 152k | 50.59 |
|
| Apple (AAPL) | 2.1 | $7.3M | 29k | 254.63 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 2.1 | $7.2M | +2% | 72k | 100.70 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 1.9 | $6.6M | -6% | 64k | 103.07 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 1.1 | $3.7M | -4% | 94k | 39.61 |
|
| International Business Machines (IBM) | 1.0 | $3.5M | -2% | 12k | 282.16 |
|
| Abbvie (ABBV) | 1.0 | $3.4M | -3% | 15k | 231.54 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $3.3M | -2% | 14k | 243.10 |
|
| RBB Us Treas 3 Mnth (TBIL) | 0.9 | $3.3M | -23% | 66k | 50.00 |
|
| Kroger (KR) | 0.9 | $3.1M | -2% | 46k | 67.41 |
|
| Home Depot (HD) | 0.9 | $3.1M | -2% | 7.6k | 405.19 |
|
| Broadcom (AVGO) | 0.9 | $3.0M | -33% | 9.0k | 329.91 |
|
| Medtronic SHS (MDT) | 0.8 | $2.8M | -2% | 30k | 95.24 |
|
| Cisco Systems (CSCO) | 0.8 | $2.7M | +1057% | 40k | 68.42 |
|
| Visa Com Cl A (V) | 0.8 | $2.7M | -21% | 8.0k | 341.38 |
|
| Eaton Corp SHS (ETN) | 0.8 | $2.7M | -20% | 7.3k | 374.25 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.7 | $2.6M | +18% | 52k | 49.83 |
|
| Lockheed Martin Corporation (LMT) | 0.7 | $2.5M | -3% | 5.1k | 499.23 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.7 | $2.5M | 26k | 96.46 |
|
|
| Lowe's Companies (LOW) | 0.7 | $2.5M | -3% | 10k | 251.31 |
|
| NetApp (NTAP) | 0.7 | $2.5M | -31% | 21k | 118.46 |
|
| McDonald's Corporation (MCD) | 0.7 | $2.5M | -3% | 8.2k | 303.89 |
|
| Microsoft Corporation (MSFT) | 0.7 | $2.4M | 4.7k | 517.95 |
|
|
| Qualcomm (QCOM) | 0.7 | $2.4M | -3% | 15k | 166.36 |
|
| Procter & Gamble Company (PG) | 0.7 | $2.4M | -2% | 16k | 153.65 |
|
| Amgen (AMGN) | 0.7 | $2.4M | -3% | 8.3k | 282.20 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $2.2M | 9.1k | 243.55 |
|
|
| Exxon Mobil Corporation (XOM) | 0.6 | $2.2M | 19k | 112.75 |
|
|
| Merck & Co (MRK) | 0.6 | $2.1M | -3% | 26k | 83.93 |
|
| Starbucks Corporation (SBUX) | 0.6 | $2.1M | -3% | 25k | 84.60 |
|
| Bristol Myers Squibb (BMY) | 0.6 | $2.1M | -3% | 46k | 45.10 |
|
| General Mills (GIS) | 0.6 | $2.0M | -2% | 40k | 50.42 |
|
| Lam Research Corp Com New (LRCX) | 0.6 | $2.0M | -32% | 15k | 133.90 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.6 | $2.0M | +7% | 39k | 50.63 |
|
| Comcast Corp Cl A (CMCSA) | 0.5 | $1.8M | -4% | 57k | 31.42 |
|
| Nextracker Class A Com (NXT) | 0.5 | $1.7M | -4% | 23k | 73.99 |
|
| Charles Schwab Corporation (SCHW) | 0.5 | $1.7M | NEW | 18k | 95.47 |
|
| Tapestry (TPR) | 0.4 | $1.6M | 14k | 113.22 |
|
|
| Colgate-Palmolive Company (CL) | 0.4 | $1.5M | -3% | 19k | 79.94 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.4 | $1.5M | 10k | 148.61 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.4 | $1.5M | 18k | 79.93 |
|
|
| Fox Corp Cl A Com (FOXA) | 0.4 | $1.3M | 21k | 63.06 |
|
|
| NVIDIA Corporation (NVDA) | 0.4 | $1.3M | -3% | 7.1k | 186.58 |
|
| Korn Ferry Com New (KFY) | 0.3 | $960k | +16% | 14k | 69.98 |
|
| Pgim Etf Tr Total Return Bon (PTRB) | 0.3 | $879k | -7% | 21k | 42.20 |
|
| Hp (HPQ) | 0.2 | $802k | 30k | 27.23 |
|
|
| Exelixis (EXEL) | 0.2 | $737k | NEW | 18k | 41.30 |
|
| Cal Maine Foods Com New (CALM) | 0.2 | $722k | NEW | 7.7k | 94.10 |
|
| Tegna (TGNA) | 0.2 | $709k | 35k | 20.33 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $659k | 1.1k | 596.25 |
|
|
| Ionis Pharmaceuticals (IONS) | 0.2 | $654k | 10k | 65.42 |
|
|
| Ishares Tr Mbs Etf (MBB) | 0.2 | $640k | -3% | 6.7k | 95.15 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $633k | -3% | 23k | 27.30 |
|
| Allison Transmission Hldngs I (ALSN) | 0.2 | $621k | 7.3k | 84.88 |
|
|
| Meta Platforms Cl A (META) | 0.2 | $619k | -9% | 843.00 | 734.38 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $613k | 1.7k | 355.47 |
|
|
| Eli Lilly & Co. (LLY) | 0.2 | $604k | +16% | 792.00 | 763.00 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $598k | -9% | 894.00 | 669.30 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $513k | 2.5k | 203.59 |
|
|
| UnitedHealth (UNH) | 0.1 | $481k | 1.4k | 345.30 |
|
|
| Omni (OMC) | 0.1 | $444k | 5.4k | 81.53 |
|
|
| Tesla Motors (TSLA) | 0.1 | $437k | +8% | 982.00 | 444.72 |
|
| Elastic N V Ord Shs (ESTC) | 0.1 | $390k | 4.6k | 84.49 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $362k | +2% | 1.9k | 189.70 |
|
| Amazon (AMZN) | 0.1 | $349k | +4% | 1.6k | 219.52 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $342k | +2% | 558.00 | 611.94 |
|
| salesforce (CRM) | 0.1 | $340k | -10% | 1.4k | 236.96 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $298k | -10% | 593.00 | 502.74 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $276k | 590.00 | 468.41 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $274k | -21% | 456.00 | 600.61 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $267k | +5% | 469.00 | 568.70 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $249k | 1.8k | 137.80 |
|
|
| ConocoPhillips (COP) | 0.1 | $246k | -2% | 2.6k | 94.59 |
|
| Gilead Sciences (GILD) | 0.1 | $234k | -4% | 2.1k | 111.00 |
|
| At&t (T) | 0.1 | $229k | 8.1k | 28.24 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $226k | NEW | 460.00 | 490.38 |
|
| Bitmine Immersion Tecnologie Com New (BMNR) | 0.1 | $222k | NEW | 4.3k | 51.93 |
|
| Evercore Class A (EVR) | 0.1 | $216k | NEW | 641.00 | 337.32 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $210k | NEW | 1.5k | 143.18 |
|
| Suncor Energy (SU) | 0.1 | $205k | NEW | 4.9k | 41.81 |
|
| USANA Health Sciences (USNA) | 0.1 | $205k | 7.4k | 27.55 |
|
|
| Illinois Tool Works (ITW) | 0.1 | $202k | -4% | 776.00 | 260.76 |
|
| Chevron Corporation (CVX) | 0.1 | $201k | NEW | 1.3k | 155.29 |
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $167k | 11k | 14.68 |
|
|
| Ford Motor Company Call Option (F) | 0.0 | $42k | 15k | 2.77 |
|
Past Filings by Cypress Capital
SEC 13F filings are viewable for Cypress Capital going back to 2018
- Cypress Capital 2025 Q3 filed Oct. 23, 2025
- Cypress Capital 2025 Q2 filed Aug. 7, 2025
- Cypress Capital 2025 Q1 filed April 25, 2025
- Cypress Capital 2024 Q4 filed Feb. 3, 2025
- Cypress Capital 2022 Q4 amended filed Dec. 26, 2024
- Cypress Capital 2022 Q3 amended filed Dec. 26, 2024
- Cypress Capital 2022 Q2 amended filed Dec. 26, 2024
- Cypress Capital 2022 Q1 amended filed Dec. 26, 2024
- Cypress Capital 2021 Q4 amended filed Dec. 26, 2024
- Cypress Capital 2023 Q1 amended filed Dec. 10, 2024
- Cypress Capital 2023 Q4 amended filed Dec. 2, 2024
- Cypress Capital 2023 Q3 amended filed Dec. 2, 2024
- Cypress Capital 2023 Q2 amended filed Dec. 2, 2024
- Cypress Capital 2024 Q3 filed Nov. 12, 2024
- Cypress Capital 2024 Q2 amended filed Oct. 29, 2024
- Cypress Capital 2024 Q1 filed Oct. 29, 2024