Cypress Capital, LLC
CIK: 0001729939SEC EDGAR →
Portfolio Value
$357.2M
Holdings
94
As of
Q4 2025
New Positions
94
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 139,276 | $46.7M | 13.07% |
| 2 | SPDR SERIES TRUST | 396,462 | $36.2M | 10.14% |
| 3 | VANGUARD INSTL INDEX FD | 440,533 | $33.2M | 9.30% |
| 4 | WISDOMTREE TR | 566,132 | $28.5M | 7.98% |
| 5 | ISHARES TR | 165,244 | $18.2M | 5.08% |
| 6 | SPDR S&P 500 ETF TR | 26,336 | $18.0M | 5.03% |
| 7 | ETFS GOLD TR | 319,126 | $13.1M | 3.67% |
| 8 | VANGUARD SCOTTSDALE FDS | 211,186 | $12.4M | 3.47% |
| 9 | PROSHARES TR | 89,726 | $9.3M | 2.61% |
| 10 | APPLE INC | 29,791 | $8.1M | 2.27% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (94)
$46.7M · 139K shares
$36.2M · 396K shares
$33.2M · 441K shares
$28.5M · 566K shares
$18.2M · 165K shares
$18.0M · 26K shares
$13.1M · 319K shares
$12.4M · 211K shares
$9.3M · 90K shares
$8.1M · 30K shares
$7.7M · 153K shares
$7.4M · 74K shares
$5.2M · 105K shares
$3.9M · 95K shares
$3.9M · 52K shares
$3.7M · 13K shares
$3.6M · 12K shares
$3.4M · 15K shares
$3.2M · 9K shares
$3.1M · 41K shares
$2.9M · 47K shares
$2.9M · 30K shares
$2.9M · 29K shares
$2.8M · 8K shares
$2.8M · 8K shares
$2.7M · 9K shares
$2.6M · 25K shares
$2.6M · 8K shares
$2.5M · 15K shares
$2.5M · 15K shares
$2.5M · 8K shares
$2.5M · 5K shares
$2.5M · 50K shares
$2.5M · 26K shares
$2.4M · 10K shares
$2.3M · 7K shares
$2.3M · 5K shares
$2.3M · 21K shares
$2.3M · 16K shares
$2.1M · 38K shares
$2.0M · 40K shares
$1.9M · 15K shares
$1.9M · 21K shares
$1.8M · 21K shares
$1.6M · 13K shares
$1.6M · 10K shares
$1.5M · 32K shares
$1.5M · 20K shares
$1.5M · 18K shares
$1.3M · 7K shares
$1.3M · 45K shares
$1.2M · 15K shares
$980K · 23K shares
$845K · 13K shares
$804K · 749 shares
$791K · 10K shares
$729K · 17K shares
$705K · 2K shares
$669K · 7K shares
$636K · 1K shares
$633K · 23K shares
$632K · 33K shares
$615K · 28K shares
$612K · 894 shares
$608K · 6K shares
$544K · 7K shares
$530K · 3K shares
$501K · 759 shares
$449K · 999 shares
$431K · 1K shares
$409K · 5K shares
$391K · 1K shares
$385K · 2K shares
$385K · 2K shares
$352K · 563 shares
$348K · 5K shares
$300K · 527 shares
$287K · 572 shares
$279K · 590 shares
$265K · 2K shares
$255K · 2K shares
$242K · 1K shares
$242K · 394 shares
$236K · 694 shares
$235K · 12K shares
$226K · 346 shares
$226K · 484 shares
$217K · 5K shares
$216K · 996 shares
$215K · 1K shares
$208K · 864 shares
$205K · 2K shares
$201K · 8K shares
$55K · 15K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 33 | $264.0M | 73.9% |
| Technology | 14 | $33.5M | 9.4% |
| Healthcare | 8 | $15.3M | 4.3% |
| Consumer Cyclical | 10 | $12.8M | 3.6% |
| Communication Services | 8 | $10.9M | 3.0% |
| Consumer Defensive | 5 | $8.4M | 2.4% |
| Industrials | 4 | $5.9M | 1.7% |
| Unknown | 7 | $3.6M | 1.0% |
| Energy | 4 | $2.5M | 0.7% |
| Utilities | 1 | $226K | 0.1% |