Cypress Capital
Latest statistics and disclosures from Cypress Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, SGOV, VBIL, BIL, TIP, and represent 48.07% of Cypress Capital's stock portfolio.
- Added to shares of these 10 stocks: SGOV (+$30M), VTV (+$7.3M), EMXC, VBIL, PAAA, BMY, VGSH, SBUX, CL, CMCSA.
- Started 7 new stock positions in NFLX, CGDV, ITW, VTV, PAAA, EOG, EMXC.
- Reduced shares in these 10 stocks: USFR (-$23M), SPY (-$8.4M), TFLO (-$7.0M), SGOL, NOBL, BIL, Tegna, PTRB, , IONS.
- Sold out of its positions in T, AVAV, BRK.B, CRWD, CRM, Tegna.
- Cypress Capital was a net seller of stock by $-3.5M.
- Cypress Capital has $352M in assets under management (AUM), dropping by -1.59%.
- Central Index Key (CIK): 0001729939
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Portfolio Holdings for Cypress Capital
Cypress Capital holds 95 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 12.6 | $44M | 139k | 320.81 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 10.5 | $37M | +397% | 368k | 100.66 |
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| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 10.0 | $35M | +5% | 464k | 75.65 |
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| Spdr Series Trust State Street Spd (BIL) | 9.8 | $34M | -5% | 375k | 91.64 |
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| Ishares Tr Tips Bd Etf (TIP) | 5.1 | $18M | 163k | 110.36 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 3.6 | $13M | +3% | 219k | 58.54 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 3.3 | $12M | -18% | 260k | 44.62 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.5 | $8.7M | -49% | 13k | 650.34 |
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| Apple (AAPL) | 2.1 | $7.5M | 29k | 253.79 |
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| Vanguard Index Fds Value Etf (VTV) | 2.1 | $7.3M | NEW | 37k | 196.20 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 2.0 | $7.1M | -25% | 67k | 106.01 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 1.6 | $5.7M | -79% | 114k | 50.34 |
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| RBB F/m Us Treasury (TBIL) | 1.5 | $5.3M | 106k | 49.86 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 1.1 | $4.0M | 94k | 42.49 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.1 | $3.9M | 51k | 77.11 |
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| Ishares Msci Emrg Chn (EMXC) | 1.0 | $3.5M | NEW | 45k | 78.66 |
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| Kroger (KR) | 1.0 | $3.4M | 46k | 72.36 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $3.3M | 11k | 287.56 |
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| Abbvie (ABBV) | 0.9 | $3.2M | 15k | 217.49 |
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| Lam Research Corp Com New (LRCX) | 0.9 | $3.1M | 15k | 213.66 |
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| Cisco Systems (CSCO) | 0.9 | $3.1M | 40k | 77.59 |
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| Merck & Co (MRK) | 0.9 | $3.1M | +2% | 26k | 120.29 |
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| Lockheed Martin Corporation (LMT) | 0.9 | $3.1M | 5.1k | 604.42 |
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| International Business Machines (IBM) | 0.9 | $3.0M | 12k | 242.39 |
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| Amgen (AMGN) | 0.8 | $2.9M | 8.4k | 351.85 |
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| Broadcom (AVGO) | 0.8 | $2.8M | 9.0k | 309.51 |
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| Bristol Myers Squibb (BMY) | 0.8 | $2.8M | +21% | 46k | 60.65 |
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| Charles Schwab Corporation (SCHW) | 0.8 | $2.7M | 29k | 93.98 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $2.6M | 15k | 169.66 |
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| Medtronic SHS (MDT) | 0.7 | $2.6M | 30k | 86.65 |
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| Eaton Corp SHS (ETN) | 0.7 | $2.6M | 7.3k | 357.67 |
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| McDonald's Corporation (MCD) | 0.7 | $2.5M | 8.2k | 310.79 |
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| Nextpower Class A Com (NXT) | 0.7 | $2.5M | 21k | 120.55 |
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| Home Depot (HD) | 0.7 | $2.5M | 7.6k | 328.89 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.7 | $2.5M | 26k | 95.44 |
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| Visa Com Cl A (V) | 0.7 | $2.4M | 8.0k | 302.24 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $2.4M | -2% | 8.3k | 286.86 |
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| Lowe's Companies (LOW) | 0.7 | $2.4M | 10k | 236.28 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.7 | $2.4M | -4% | 48k | 49.50 |
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| Procter & Gamble Company (PG) | 0.7 | $2.3M | +2% | 16k | 144.44 |
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| Starbucks Corporation (SBUX) | 0.6 | $2.3M | +20% | 25k | 89.59 |
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| NetApp (NTAP) | 0.6 | $2.2M | 21k | 102.39 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.6 | $2.0M | 39k | 49.95 |
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| Qualcomm (QCOM) | 0.5 | $1.9M | 15k | 128.78 |
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| Tapestry (TPR) | 0.5 | $1.8M | 13k | 141.11 |
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| Microsoft Corporation (MSFT) | 0.5 | $1.8M | 4.8k | 370.17 |
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| Colgate-Palmolive Company (CL) | 0.5 | $1.6M | +26% | 19k | 85.23 |
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| Comcast Corp Cl A (CMCSA) | 0.5 | $1.6M | +24% | 56k | 28.71 |
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| General Mills (GIS) | 0.4 | $1.5M | +24% | 40k | 37.22 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.4 | $1.5M | 18k | 79.27 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.4 | $1.3M | +10% | 11k | 118.62 |
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| NVIDIA Corporation (NVDA) | 0.3 | $1.2M | -5% | 6.8k | 174.40 |
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| Fox Corp Cl A Com (FOXA) | 0.3 | $1.1M | -4% | 19k | 58.40 |
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| Korn Ferry Com New (KFY) | 0.2 | $778k | -3% | 12k | 62.95 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.2 | $778k | +19% | 1.3k | 616.54 |
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| Allison Transmission Hldngs I (ALSN) | 0.2 | $752k | -6% | 6.4k | 117.06 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.2 | $714k | -90% | 14k | 50.63 |
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| Eli Lilly & Co. (LLY) | 0.2 | $692k | 752.00 | 919.77 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $686k | -3% | 22k | 30.68 |
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| Exelixis (EXEL) | 0.2 | $674k | -5% | 16k | 42.89 |
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| Pgim Etf Tr Aaa Clo Etf (PAAA) | 0.2 | $653k | NEW | 13k | 51.18 |
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| Ishares Tr Mbs Etf (MBB) | 0.2 | $621k | +2% | 6.5k | 94.95 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $584k | 894.00 | 653.21 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $538k | 2.5k | 213.67 |
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| Cal Maine Foods Com New (CALM) | 0.2 | $535k | 6.8k | 79.15 |
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| Hp (HPQ) | 0.1 | $500k | -5% | 26k | 19.21 |
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| Meta Platforms Cl A (META) | 0.1 | $492k | +13% | 859.00 | 572.13 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $483k | -36% | 1.1k | 430.29 |
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| Ionis Pharmaceuticals (IONS) | 0.1 | $451k | -40% | 6.0k | 75.09 |
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| Pgim Etf Tr Total Return Bon (PTRB) | 0.1 | $442k | -54% | 11k | 41.51 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $434k | +12% | 2.3k | 191.92 |
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| Omni (OMC) | 0.1 | $365k | -4% | 4.8k | 75.31 |
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| UnitedHealth (UNH) | 0.1 | $351k | 1.3k | 270.66 |
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| Amazon (AMZN) | 0.1 | $344k | 1.7k | 208.21 |
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| ConocoPhillips (COP) | 0.1 | $344k | +18% | 2.6k | 132.00 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $337k | 565.00 | 597.06 |
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| Tesla Motors (TSLA) | 0.1 | $332k | -10% | 893.00 | 371.75 |
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| Suncor Energy (SU) | 0.1 | $327k | 4.9k | 66.11 |
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| Gilead Sciences (GILD) | 0.1 | $304k | 2.2k | 139.37 |
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| Chevron Corporation (CVX) | 0.1 | $298k | 1.4k | 206.90 |
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| Ge Vernova (GEV) | 0.1 | $289k | -4% | 331.00 | 872.90 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $252k | 590.00 | 426.40 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $250k | 1.8k | 138.32 |
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| EOG Resources (EOG) | 0.1 | $239k | NEW | 1.7k | 144.57 |
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| Netflix (NFLX) | 0.1 | $237k | NEW | 2.5k | 96.15 |
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| Elastic N V Ord Shs (ESTC) | 0.1 | $231k | 4.6k | 49.99 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $230k | -12% | 460.00 | 499.56 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $228k | 395.00 | 577.72 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $223k | NEW | 5.2k | 42.54 |
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| Rivian Automotive Com Cl A (RIVN) | 0.1 | $221k | +22% | 15k | 15.05 |
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| Capital One Financial (COF) | 0.1 | $221k | +20% | 1.2k | 182.43 |
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| Evercore Class A (EVR) | 0.1 | $220k | +6% | 737.00 | 298.51 |
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| Illinois Tool Works (ITW) | 0.1 | $220k | NEW | 845.00 | 260.29 |
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| Boeing Company (BA) | 0.1 | $201k | 1.0k | 199.03 |
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| Ford Motor Company Call Option (F) | 0.0 | $173k | 15k | 11.54 |
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Past Filings by Cypress Capital
SEC 13F filings are viewable for Cypress Capital going back to 2018
- Cypress Capital 2026 Q1 filed April 28, 2026
- 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