Cypress Capital, LLC — 13F Holdings & Portfolio
CIK 1729939 · latest 13F-HR filed 2026-04-28
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$351.5M
Long-equity book
Holdings
95
Distinct positions
Period
2026-03-31
Filed 2026-04-28
Q/Q Activity
+7 / −6 / ↑24 / ↓40
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$29.6M +398.8%
- VANGUARD INSTL INDEX FD$1.9M +5.7%
- EXXON MOBIL CORP$743.3K +39.9%
- BRISTOL-MYERS SQUIBB CO$741.6K +36.1%
- NEXTPOWER INC$667.1K +35.9%
Top Trims
- WISDOMTREE TR-$22.8M -79.9%
- STATE STR SPDR S&P 500 ETF T-$9.2M -51.5%
- ISHARES TR-$7.0M -90.7%
- PROSHARES TR-$2.3M -24.3%
- SPDR SERIES TRUST-$1.8M -5.1%
New Positions
- VANGUARD INDEX FDS$7.3M
- ISHARES INC$3.5M
- PGIM ETF TR$652.6K
- EOG RES INC$239.3K
- NETFLIX INC.$237.4K
Exited Positions
- TEGNA INC$632.6K
- SALESFORCE INC$391.1K
- BERKSHIRE HATHAWAY INC DEL$287.5K
- CROWDSTRIKE HLDGS INC$226.9K
- AEROVIRONMENT INC$209.0K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | VTI | 922908769 | $44.4M | 12.64% | 138,494 | SH |
| 2 | ISHARES TR | SGOV | 46436E718 | $37.1M | 10.55% | 368,275 | SH |
| 3 | VANGUARD INSTL INDEX FD | VBIL | 922040845 | $35.1M | 9.99% | 464,276 | SH |
| 4 | SPDR SERIES TRUST | BIL | 78468R663 | $34.4M | 9.78% | 375,265 | SH |
| 5 | ISHARES TR | TIP | 464287176 | $17.9M | 5.11% | 162,607 | SH |
| 6 | VANGUARD SCOTTSDALE FDS | VGSH | 92206C102 | $12.8M | 3.64% | 218,505 | SH |
| 7 | ETFS GOLD TR | SGOL | 00326A104 | $11.6M | 3.30% | 260,344 | SH |
| 8 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $8.7M | 2.48% | 13,392 | SH |
| 9 | APPLE INC | AAPL | 037833100 | $7.5M | 2.12% | 29,412 | SH |
| 10 | VANGUARD INDEX FDS | VTV | 922908744 | $7.3M | 2.08% | 37,347 | SH |
| 11 | PROSHARES TR | NOBL | 74348A467 | $7.1M | 2.01% | 66,649 | SH |
| 12 | WISDOMTREE TR | USFR | 97717Y527 | $5.7M | 1.63% | 113,716 | SH |
| 13 | RBB FD INC | TBIL | 74933W452 | $5.3M | 1.50% | 105,573 | SH |
| 14 | ISHARES TR | HEFA | 46434V803 | $4.0M | 1.14% | 94,203 | SH |
| 15 | VANGUARD STAR FDS | VXUS | 921909768 | $3.9M | 1.12% | 51,024 | SH |
| 16 | ISHARES INC | EMXC | 46434G764 | $3.5M | 1.00% | 44,626 | SH |
| 17 | KROGER CO | KR | 501044101 | $3.4M | 0.95% | 46,308 | SH |
| 18 | ALPHABET INC | GOOGL | 02079K305 | $3.3M | 0.93% | 11,378 | SH |
| 19 | ABBVIE INC | ABBV | 00287Y109 | $3.2M | 0.92% | 14,858 | SH |
| 20 | LAM RESEARCH CORP | LRCX | 512807306 | $3.1M | 0.89% | 14,617 | SH |
| 21 | CISCO SYS INC | CSCO | 17275R102 | $3.1M | 0.88% | 40,088 | SH |
| 22 | MERCK & CO INC | MRK | 58933Y105 | $3.1M | 0.88% | 25,631 | SH |
| 23 | LOCKHEED MARTIN CORP | LMT | 539830109 | $3.1M | 0.87% | 5,076 | SH |
| 24 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $3.0M | 0.86% | 12,418 | SH |
| 25 | AMGEN INC | AMGN | 031162100 | $2.9M | 0.84% | 8,363 | SH |
| 26 | BROADCOM INC | AVGO | 11135F101 | $2.8M | 0.80% | 9,049 | SH |
| 27 | BRISTOL-MYERS SQUIBB CO | BMY | 110122108 | $2.8M | 0.79% | 46,061 | SH |
| 28 | SCHWAB CHARLES CORP | SCHW | 808513105 | $2.7M | 0.77% | 28,756 | SH |
| 29 | EXXON MOBIL CORP | XOM | 30231G102 | $2.6M | 0.74% | 15,356 | SH |
| 30 | MEDTRONIC PLC | MDT | G5960L103 | $2.6M | 0.74% | 30,016 | SH |
| 31 | EATON CORP PLC | ETN | G29183103 | $2.6M | 0.74% | 7,263 | SH |
| 32 | MCDONALDS CORP | MCD | 580135101 | $2.5M | 0.73% | 8,201 | SH |
| 33 | NEXTPOWER INC | NXT | 65290E101 | $2.5M | 0.72% | 20,944 | SH |
| 34 | HOME DEPOT INC | HD | 437076102 | $2.5M | 0.71% | 7,623 | SH |
| 35 | ISHARES TR | IEF | 464287440 | $2.5M | 0.70% | 25,776 | SH |
| 36 | VISA INC | V | 92826C839 | $2.4M | 0.69% | 8,049 | SH |
| 37 | ALPHABET INC | GOOG | 02079K107 | $2.4M | 0.68% | 8,336 | SH |
| 38 | LOWES COS INC | LOW | 548661107 | $2.4M | 0.67% | 10,033 | SH |
| 39 | PGIM ETF TR | PULS | 69344A107 | $2.4M | 0.67% | 47,663 | SH |
| 40 | PROCTER & GAMBLE CO | PG | 742718109 | $2.3M | 0.66% | 16,089 | SH |
| 41 | STARBUCKS CORP | SBUX | 855244109 | $2.3M | 0.65% | 25,360 | SH |
| 42 | NETAPP INC | NTAP | 64110D104 | $2.2M | 0.61% | 21,024 | SH |
| 43 | VANGUARD MALVERN FDS | VTIP | 922020805 | $2.0M | 0.56% | 39,103 | SH |
| 44 | QUALCOMM INC | QCOM | 747525103 | $1.9M | 0.54% | 14,699 | SH |
| 45 | TAPESTRY INC | TPR | 876030107 | $1.8M | 0.52% | 12,946 | SH |
| 46 | MICROSOFT CORP | MSFT | 594918104 | $1.8M | 0.51% | 4,800 | SH |
| 47 | COLGATE PALMOLIVE CO | CL | 194162103 | $1.6M | 0.47% | 19,257 | SH |
| 48 | COMCAST CORP NEW | CMCSA | 20030N101 | $1.6M | 0.45% | 55,620 | SH |
| 49 | GENERAL MILLS INC | GIS | 370334104 | $1.5M | 0.42% | 39,944 | SH |
| 50 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $1.5M | 0.41% | 18,395 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-28 | $351.5M | 95 | 0001729939-26-000002 |
| 2025-12-31 | 2026-02-06 | $357.2M | 94 | 0001729939-26-000001 |