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 46.69% of Cypress Capital's stock portfolio.
- Added to shares of these 10 stocks: NOBL, UNP, TOL, COST, TBIL, GMMF, AMD, INTC, PAAA, PWR.
- Started 17 new stock positions in CGGR, VUG, UNP, TOL, INTC, APH, COST, TTWO, MU, AMD. CRS, PWR, GWW, CRWD, NOW, AMAT, GMMF.
- Reduced shares in these 10 stocks: LRCX, VTI, CSCO, NTAP, QCOM, NXT, VBIL, AVGO, SGOV, NFLX.
- Sold out of its positions in NFLX, ESTC.
- Cypress Capital was a net buyer of stock by $2.2M.
- Cypress Capital has $370M in assets under management (AUM), dropping by 5.24%.
- Central Index Key (CIK): 0001729939
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Portfolio Holdings for Cypress Capital
Cypress Capital holds 110 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 13.5 | $50M | -2% | 135k | 370.04 |
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 9.8 | $36M | 361k | 100.67 |
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| Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL) | 9.3 | $34M | -2% | 455k | 75.68 |
|
| Spdr Series Trust St Str Blo 1 Etf (BIL) | 9.3 | $34M | 375k | 91.64 |
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| Ishares Tr Tips Bd Etf (TIP) | 4.8 | $18M | 161k | 109.43 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 3.4 | $13M | 216k | 58.20 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.7 | $9.9M | 13k | 746.78 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 2.6 | $9.8M | 255k | 38.23 |
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| Apple (AAPL) | 2.3 | $8.4M | 29k | 289.36 |
|
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| Vanguard Index Fds Value Etf (VTV) | 2.2 | $8.3M | 38k | 217.93 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 2.0 | $7.6M | +102% | 135k | 56.16 |
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| RBB F/m Us Treasury (TBIL) | 1.6 | $6.0M | +13% | 120k | 49.86 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 1.5 | $5.6M | -2% | 111k | 50.35 |
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| Ishares Msci Emrg Chn (EMXC) | 1.2 | $4.5M | 44k | 102.30 |
|
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| Ishares Tr Hdg Msci Eafe (HEFA) | 1.2 | $4.4M | 94k | 46.92 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.2 | $4.3M | 51k | 85.49 |
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| Lam Research Corp Com New (LRCX) | 1.1 | $4.1M | -35% | 9.5k | 433.33 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $4.0M | -2% | 11k | 357.37 |
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| Abbvie (ABBV) | 0.9 | $3.5M | -6% | 14k | 251.64 |
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| Cisco Systems (CSCO) | 0.9 | $3.4M | -27% | 29k | 117.46 |
|
| International Business Machines (IBM) | 0.9 | $3.4M | -2% | 12k | 281.21 |
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| Merck & Co (MRK) | 0.9 | $3.2M | -2% | 25k | 128.50 |
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| Union Pacific Corporation (UNP) | 0.8 | $3.1M | NEW | 11k | 272.00 |
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| Eaton Corp SHS (ETN) | 0.8 | $3.0M | -3% | 7.0k | 426.12 |
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| Amgen (AMGN) | 0.8 | $2.9M | -3% | 8.1k | 362.12 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $2.8M | -5% | 7.9k | 353.33 |
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| Broadcom (AVGO) | 0.7 | $2.7M | -20% | 7.2k | 377.75 |
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| Visa Com Cl A (V) | 0.7 | $2.7M | -2% | 7.8k | 343.09 |
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| Home Depot (HD) | 0.7 | $2.6M | -2% | 7.5k | 352.68 |
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| Charles Schwab Corporation (SCHW) | 0.7 | $2.6M | -2% | 28k | 92.27 |
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| Bristol Myers Squibb (BMY) | 0.7 | $2.6M | -2% | 45k | 57.62 |
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| Lockheed Martin Corporation (LMT) | 0.7 | $2.5M | -2% | 4.9k | 509.49 |
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| Kroger (KR) | 0.7 | $2.5M | -2% | 45k | 55.53 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.7 | $2.5M | +5% | 50k | 49.55 |
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| Starbucks Corporation (SBUX) | 0.7 | $2.5M | -4% | 24k | 102.19 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.6 | $2.4M | 25k | 94.57 |
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| Procter & Gamble Company (PG) | 0.6 | $2.3M | -2% | 16k | 146.64 |
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| Medtronic SHS (MDT) | 0.6 | $2.3M | -2% | 29k | 78.23 |
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| NetApp (NTAP) | 0.6 | $2.2M | -30% | 15k | 154.76 |
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| McDonald's Corporation (MCD) | 0.6 | $2.1M | -3% | 8.0k | 270.31 |
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| Lowe's Companies (LOW) | 0.6 | $2.1M | -2% | 9.7k | 220.49 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $2.0M | -2% | 15k | 136.72 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.5 | $1.9M | 39k | 50.23 |
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| Toll Brothers (TOL) | 0.5 | $1.9M | NEW | 12k | 164.75 |
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| Tapestry (TPR) | 0.5 | $1.8M | -3% | 13k | 146.38 |
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| Qualcomm (QCOM) | 0.5 | $1.8M | -33% | 9.8k | 184.79 |
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| Colgate-Palmolive Company (CL) | 0.5 | $1.7M | -2% | 19k | 91.68 |
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| Microsoft Corporation (MSFT) | 0.5 | $1.7M | -4% | 4.6k | 373.02 |
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| Nextpower Class A Com (NXT) | 0.4 | $1.7M | -33% | 14k | 119.14 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.4 | $1.4M | 18k | 79.03 |
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| NVIDIA Corporation (NVDA) | 0.4 | $1.4M | +4% | 7.1k | 200.09 |
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| General Mills (GIS) | 0.4 | $1.4M | -2% | 39k | 34.80 |
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| Comcast Corp Cl A (CMCSA) | 0.4 | $1.3M | -2% | 54k | 24.55 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.3 | $1.3M | 11k | 114.18 |
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| Costco Wholesale Corporation Call Option (COST) | 0.3 | $1.1M | NEW | 1.1k | 935.47 |
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| Pgim Etf Tr Aaa Clo Etf (PAAA) | 0.3 | $1.0M | +55% | 20k | 51.27 |
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| Fox Corp Cl A Com (FOXA) | 0.3 | $955k | -4% | 18k | 52.16 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.2 | $924k | +4% | 1.3k | 703.13 |
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| Eli Lilly & Co. (LLY) | 0.2 | $895k | 746.00 | 1199.43 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $802k | +13% | 25k | 31.71 |
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| Exelixis (EXEL) | 0.2 | $802k | -6% | 15k | 54.41 |
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| Korn Ferry Com New (KFY) | 0.2 | $774k | -6% | 12k | 66.58 |
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| Allison Transmission Hldngs I (ALSN) | 0.2 | $679k | -6% | 6.0k | 112.74 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $676k | 902.00 | 748.89 |
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| Ishares Tr Mbs Etf (MBB) | 0.2 | $653k | +5% | 6.9k | 94.52 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $611k | 2.5k | 242.43 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.2 | $593k | -16% | 12k | 50.63 |
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| Hp (HPQ) | 0.1 | $536k | -6% | 24k | 21.94 |
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| Blackrock Etf Trust Ishares Govt Mon (GMMF) | 0.1 | $518k | NEW | 5.2k | 100.32 |
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| Cal Maine Foods Com New (CALM) | 0.1 | $510k | -6% | 6.3k | 80.56 |
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| UnitedHealth (UNH) | 0.1 | $509k | -5% | 1.2k | 415.78 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $501k | +4% | 2.4k | 212.77 |
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| Meta Platforms Cl A (META) | 0.1 | $492k | 874.00 | 563.30 |
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| Ionis Pharmaceuticals (IONS) | 0.1 | $476k | 6.0k | 79.29 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $469k | +13% | 1.3k | 368.38 |
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| Capital Group Dividend Value Shs Creat Unit (CGDV) | 0.1 | $415k | +60% | 8.4k | 49.28 |
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| Amazon (AMZN) | 0.1 | $405k | +2% | 1.7k | 238.35 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $389k | 567.00 | 686.38 |
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| Advanced Micro Devices (AMD) | 0.1 | $379k | NEW | 652.00 | 580.91 |
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| Intel Corporation (INTC) | 0.1 | $365k | NEW | 2.6k | 139.63 |
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| Pgim Etf Tr Tota Retu Bd Etf (PTRB) | 0.1 | $363k | -17% | 8.7k | 41.46 |
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| Tesla Motors (TSLA) | 0.1 | $358k | -4% | 852.00 | 420.60 |
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| Ge Vernova (GEV) | 0.1 | $355k | -8% | 302.00 | 1174.86 |
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| Rivian Automotive Com Cl A (RIVN) | 0.1 | $347k | +36% | 20k | 17.35 |
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| Omni (OMC) | 0.1 | $332k | -5% | 4.6k | 72.83 |
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| Quanta Services (PWR) | 0.1 | $298k | NEW | 414.00 | 720.04 |
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| Micron Technology (MU) | 0.1 | $290k | NEW | 251.00 | 1154.29 |
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| Gilead Sciences (GILD) | 0.1 | $285k | +3% | 2.3k | 126.34 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $284k | 1.8k | 156.95 |
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| ConocoPhillips (COP) | 0.1 | $277k | +2% | 2.7k | 103.96 |
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| Suncor Energy (SU) | 0.1 | $274k | +3% | 5.1k | 53.68 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $269k | NEW | 352.00 | 763.14 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $268k | +265% | 2.2k | 124.17 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $268k | -8% | 363.00 | 737.15 |
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| Take-Two Interactive Software (TTWO) | 0.1 | $260k | NEW | 1.0k | 249.98 |
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| Servicenow (NOW) | 0.1 | $255k | NEW | 2.6k | 99.28 |
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| Applied Materials (AMAT) | 0.1 | $246k | NEW | 340.00 | 723.00 |
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| Chevron Corporation (CVX) | 0.1 | $246k | +2% | 1.5k | 165.76 |
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| Capital Group Growth Etf Shs Creat Unit (CGGR) | 0.1 | $245k | NEW | 5.2k | 47.20 |
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| W.W. Grainger (GWW) | 0.1 | $239k | NEW | 176.00 | 1360.40 |
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| Amphenol Corp Cl A (APH) | 0.1 | $238k | NEW | 1.3k | 176.32 |
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| Illinois Tool Works (ITW) | 0.1 | $235k | +2% | 870.00 | 270.47 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $232k | 452.00 | 513.50 |
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| Carpenter Technology Corporation (CRS) | 0.1 | $221k | NEW | 359.00 | 616.84 |
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| EOG Resources (EOG) | 0.1 | $221k | +2% | 1.7k | 129.73 |
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| Capital One Financial (COF) | 0.1 | $220k | -9% | 1.1k | 200.62 |
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| Boeing Company (BA) | 0.1 | $216k | 998.00 | 216.47 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $210k | NEW | 2.4k | 86.14 |
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| Ford Motor Company Call Option (F) | 0.1 | $209k | 15k | 13.90 |
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| Evercore Class A (EVR) | 0.1 | $204k | -18% | 597.00 | 341.44 |
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Past Filings by Cypress Capital
SEC 13F filings are viewable for Cypress Capital going back to 2018
- Cypress Capital 2026 Q2 filed July 17, 2026
- 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