Cypress Capital
Latest statistics and disclosures from Cypress Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, BIL, VBIL, USFR, TIP, and represent 45.58% of Cypress Capital's stock portfolio.
- Added to shares of these 10 stocks: BIL, NOBL, TBIL, SCHW, VBIL, AAPL, VTI, COF, SGOV, GEV.
- Started 4 new stock positions in BA, GEV, AVAV, COF.
- Reduced shares in these 10 stocks: VXUS (-$7.8M), GOOGL, VGSH, XOM, BMY, CMCSA, SBUX, GIS, CL, BMNR.
- Sold out of its positions in BMNR, ITW, HOOD, USNA.
- Cypress Capital was a net buyer of stock by $800k.
- Cypress Capital has $357M in assets under management (AUM), dropping by 2.18%.
- 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 December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 13.1 | $47M | 139k | 335.27 |
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| Spdr Series Trust State Street Spd (BIL) | 10.1 | $36M | +13% | 397k | 91.38 |
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| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 9.3 | $33M | +2% | 441k | 75.43 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 8.0 | $29M | 566k | 50.32 |
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| Ishares Tr Tips Bd Etf (TIP) | 5.1 | $18M | 165k | 109.91 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 5.0 | $18M | 26k | 681.92 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 3.7 | $13M | 319k | 41.08 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 3.5 | $12M | -4% | 211k | 58.73 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 2.6 | $9.3M | +40% | 90k | 104.07 |
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| Apple (AAPL) | 2.3 | $8.1M | +4% | 30k | 271.86 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 2.2 | $7.7M | 153k | 50.46 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 2.1 | $7.4M | +3% | 74k | 100.38 |
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| RBB Us Treas 3 Mnth (TBIL) | 1.5 | $5.2M | +59% | 105k | 49.88 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 1.1 | $3.9M | 95k | 41.36 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.1 | $3.9M | -66% | 52k | 75.44 |
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| International Business Machines (IBM) | 1.0 | $3.7M | 13k | 296.21 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $3.6M | -15% | 12k | 313.00 |
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| Abbvie (ABBV) | 1.0 | $3.4M | 15k | 228.49 |
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| Broadcom (AVGO) | 0.9 | $3.2M | 9.1k | 346.10 |
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| Cisco Systems (CSCO) | 0.9 | $3.1M | 41k | 77.03 |
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| Kroger (KR) | 0.8 | $2.9M | 47k | 62.48 |
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| Medtronic SHS (MDT) | 0.8 | $2.9M | +2% | 30k | 96.06 |
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| Charles Schwab Corporation (SCHW) | 0.8 | $2.9M | +64% | 29k | 99.91 |
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| Visa Com Cl A (V) | 0.8 | $2.8M | 8.1k | 350.71 |
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| Amgen (AMGN) | 0.8 | $2.8M | 8.5k | 327.31 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $2.7M | -6% | 8.6k | 313.80 |
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| Home Depot (HD) | 0.7 | $2.6M | 7.7k | 344.10 |
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| Merck & Co (MRK) | 0.7 | $2.6M | 25k | 105.26 |
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| Lam Research Corp Com New (LRCX) | 0.7 | $2.5M | 15k | 171.18 |
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| Qualcomm (QCOM) | 0.7 | $2.5M | 15k | 171.05 |
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| McDonald's Corporation (MCD) | 0.7 | $2.5M | 8.3k | 305.63 |
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| Lockheed Martin Corporation (LMT) | 0.7 | $2.5M | 5.2k | 483.70 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.7 | $2.5M | -4% | 50k | 49.59 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.7 | $2.5M | -2% | 26k | 96.16 |
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| Lowe's Companies (LOW) | 0.7 | $2.4M | 10k | 241.16 |
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| Eaton Corp SHS (ETN) | 0.7 | $2.3M | 7.4k | 318.51 |
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| Microsoft Corporation (MSFT) | 0.6 | $2.3M | 4.8k | 483.62 |
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| NetApp (NTAP) | 0.6 | $2.3M | 21k | 107.09 |
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| Procter & Gamble Company (PG) | 0.6 | $2.3M | 16k | 143.31 |
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| Bristol Myers Squibb (BMY) | 0.6 | $2.1M | -17% | 38k | 53.94 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.6 | $2.0M | +2% | 40k | 49.46 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $1.9M | -20% | 16k | 120.34 |
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| Nextpower Class A Com (NXT) | 0.5 | $1.9M | -8% | 21k | 87.11 |
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| Starbucks Corporation (SBUX) | 0.5 | $1.8M | -16% | 21k | 84.21 |
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| Tapestry (TPR) | 0.5 | $1.6M | -6% | 13k | 127.77 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.5 | $1.6M | 10k | 160.97 |
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| General Mills (GIS) | 0.4 | $1.5M | -18% | 32k | 46.50 |
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| Fox Corp Cl A Com (FOXA) | 0.4 | $1.5M | -5% | 20k | 73.07 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.4 | $1.5M | 18k | 79.73 |
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| NVIDIA Corporation (NVDA) | 0.4 | $1.3M | 7.2k | 186.50 |
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| Comcast Corp Cl A (CMCSA) | 0.4 | $1.3M | -20% | 45k | 29.89 |
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| Colgate-Palmolive Company (CL) | 0.3 | $1.2M | -19% | 15k | 79.02 |
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| Pgim Etf Tr Total Return Bon (PTRB) | 0.3 | $981k | +11% | 23k | 42.04 |
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| Korn Ferry Com New (KFY) | 0.2 | $846k | -6% | 13k | 66.02 |
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| Eli Lilly & Co. (LLY) | 0.2 | $805k | -5% | 749.00 | 1074.68 |
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| Ionis Pharmaceuticals (IONS) | 0.2 | $791k | 10k | 79.11 |
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| Exelixis (EXEL) | 0.2 | $729k | -6% | 17k | 43.83 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $705k | +3% | 1.8k | 396.31 |
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| Allison Transmission Hldngs I (ALSN) | 0.2 | $670k | -6% | 6.8k | 97.90 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $636k | -4% | 1.1k | 603.55 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $633k | 23k | 27.43 |
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| Tegna (TGNA) | 0.2 | $633k | -6% | 33k | 19.41 |
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| Hp (HPQ) | 0.2 | $615k | -6% | 28k | 22.28 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $612k | 894.00 | 684.94 |
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| Ishares Tr Mbs Etf (MBB) | 0.2 | $608k | -4% | 6.4k | 95.22 |
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| Cal Maine Foods Com New (CALM) | 0.2 | $544k | -10% | 6.8k | 79.57 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $530k | 2.5k | 210.34 |
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| Meta Platforms Cl A (META) | 0.1 | $501k | -9% | 759.00 | 660.09 |
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| Tesla Motors (TSLA) | 0.1 | $449k | 999.00 | 449.72 |
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| UnitedHealth (UNH) | 0.1 | $431k | -6% | 1.3k | 330.15 |
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| Omni (OMC) | 0.1 | $410k | -6% | 5.1k | 80.75 |
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| salesforce (CRM) | 0.1 | $391k | +2% | 1.5k | 264.95 |
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| Amazon (AMZN) | 0.1 | $386k | +5% | 1.7k | 230.77 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $386k | +5% | 2.0k | 191.56 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $353k | 563.00 | 626.85 |
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| Elastic N V Ord Shs (ESTC) | 0.1 | $348k | 4.6k | 75.44 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $301k | +12% | 527.00 | 570.78 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $288k | -3% | 572.00 | 502.65 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $279k | 590.00 | 473.30 |
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| Gilead Sciences (GILD) | 0.1 | $266k | +2% | 2.2k | 122.74 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $255k | 1.8k | 141.06 |
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| Capital One Financial (COF) | 0.1 | $243k | NEW | 1.0k | 242.36 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $242k | -13% | 394.00 | 614.74 |
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| Evercore Class A (EVR) | 0.1 | $236k | +8% | 694.00 | 340.25 |
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| Rivian Automotive Com Cl A (RIVN) | 0.1 | $236k | +5% | 12k | 19.71 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $227k | +5% | 484.00 | 468.76 |
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| Ge Vernova (GEV) | 0.1 | $226k | NEW | 346.00 | 653.57 |
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| Suncor Energy (SU) | 0.1 | $218k | 4.9k | 44.36 |
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| Boeing Company (BA) | 0.1 | $216k | NEW | 996.00 | 217.12 |
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| Chevron Corporation (CVX) | 0.1 | $215k | +9% | 1.4k | 152.41 |
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| AeroVironment (AVAV) | 0.1 | $209k | NEW | 864.00 | 241.89 |
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| ConocoPhillips (COP) | 0.1 | $206k | -15% | 2.2k | 93.61 |
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| At&t (T) | 0.1 | $202k | 8.1k | 24.84 |
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| Ford Motor Company Call Option (F) | 0.0 | $55k | 15k | 3.67 |
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Past Filings by Cypress Capital
SEC 13F filings are viewable for Cypress Capital going back to 2018
- Cypress Capital 2025 Q4 filed Feb. 6, 2026
- 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