Latest Cypress Capital, LLC Stock Portfolio

Cypress Capital, LLC Performance:

2026 Q1: -0.55%YTD: -0.55%2025: 8.61%

Performance for 2026 Q1 is -0.55%, and YTD is -0.55%, and 2025 is 8.61%.

About Cypress Capital, LLC and 13F Hedge Fund Stock Holdings

On 2026-04-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cypress Capital, LLC reported an equity portfolio of $351.5 Millions as of 31 Mar, 2026.

The top stock holdings of Cypress Capital, LLC are VB, DMXF, . The fund has invested 12.6% of it's portfolio in VANGUARD INDEX FDS and 10.6% of portfolio in ISHARES TR.

The fund managers got completely rid off TEGNA INC (TGNA), SALESFORCE INC (CRM) and BERKSHIRE HATHAWAY INC DEL stocks. They significantly reduced their stock positions in ISHARES TR (ACWF), WISDOMTREE TR (DWMF) and PGIM ETF TR (PAB). Cypress Capital, LLC opened new stock positions in VANGUARD INDEX FDS (VB), ISHARES INC (EMGF) and PGIM ETF TR (PAB). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (DMXF), COLGATE PALMOLIVE CO (CL) and COMCAST CORP NEW (CMCSA).

Cypress Capital, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Cypress Capital, LLC made a return of -0.55% in the last quarter. In trailing 12 months, it's portfolio return was 8.72%.

Performance
S&P 500

New Buys

Ticker	$ Bought
vanguard index fds	7,327,480
ishares inc	3,510,280
pgim etf tr	652,615
eog res inc	239,263
netflix inc.	237,394
capital group dividend value	223,113
illinois tool wks inc	219,945

New stocks bought by Cypress Capital, LLC

Additions

Ticker	% Inc.
ishares tr	397
colgate palmolive co	26.76
comcast corp new	24.43
general mills inc	24.3
rivian automotive inc	22.63
bristol-myers squibb co	21.08
capital one finl corp	20.78
starbucks corp	20.53

Additions to existing portfolio by Cypress Capital, LLC

Reductions

Ticker	% Reduced
ishares tr	-90.76
wisdomtree tr	-79.91
pgim etf tr	-54.38
state str spdr s&p 500 etf t	-49.15
ionis pharmaceuticals inc	-40.00
spdr gold tr	-36.93
proshares tr	-25.72
etfs gold tr	-18.42

Cypress Capital, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
tegna inc	-632,572
at&t inc	-201,615
salesforce inc	-391,072
aerovironment inc	-208,993
berkshire hathaway inc del	-287,516
crowdstrike hldgs inc	-226,880

Cypress Capital, LLC got rid off the above stocks

Sector Distribution

Cypress Capital, LLC has about 74.1% of it's holdings in Others sector.

Sector	%
Others	74.1
Technology	7.8
Healthcare	4.9
Consumer Cyclical	3.7
Consumer Defensive	2.7
Communication Services	2.2
Industrials	2
Financial Services	1.7

Market Cap. Distribution

Cypress Capital, LLC has about 25.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	74.1
MEGA-CAP	14.2
LARGE-CAP	11

Stocks belong to which Index?

About 25.2% of the stocks held by Cypress Capital, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	74.4
S&P 500	25.2

Top 5 Winners (%)		%
SU	suncor energy inc new	48.8 %
XOM	exxon mobil corp	40.8 %
	nextpower inc	38.0 %
COP	conocophillips	36.6 %
CVX	chevron corporation	35.3 %

Top 5 Winners ($)		$
SGOL	etfs gold tr	1.0 M
XOM	exxon mobil corp	0.8 M
	nextpower inc	0.7 M
LRCX	lam research corp	0.6 M
LMT	lockheed martin corp	0.6 M

Top 5 Losers (%)		%
ESTC	elastic n v	-33.7 %
SHOP	shopify inc	-25.4 %
QCOM	qualcomm inc	-24.6 %
MSFT	microsoft corp	-23.4 %
COF	capital one finl corp	-23.1 %

Top 5 Losers ($)		$
VB	vanguard index fds	-2.0 M
IBM	international business machs	-0.7 M
SPY	state str spdr s&p 500 etf t	-0.6 M
QCOM	qualcomm inc	-0.6 M
MSFT	microsoft corp	-0.5 M

Cypress Capital, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Cypress Capital, LLC

Cypress Capital, LLC has 94 stocks in it's portfolio. About 61.7% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. SGOL was the most profitable stock for Cypress Capital, LLC last quarter.

Last Reported on: 28 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.12	29,412	7,464,410	reduced	-1.27

AAXJ	ishares tr	0.18	6,538	620,783	added	2.33

ABBV	abbvie inc	0.92	14,858	3,231,470	reduced	-1.31

ACWF	ishares tr	1.14	94,203	4,003,140	reduced	-1.02

ACWF	ishares tr	0.20	14,102	713,968	reduced	-90.76

ALSN	allison transmission hldgs i	0.21	6,421	751,642	reduced	-6.11

AMGN	amgen inc	0.84	8,363	2,942,520	reduced	-1.15

AMZN	amazon com inc	0.10	1,652	343,960	reduced	-1.14

AVAV	aerovironment inc	0.00	0.00	0.00	sold off	-100

AVGO	broadcom inc	0.80	9,049	2,800,760	reduced	-0.85

BA	boeing co	0.06	1,010	201,020	added	1.41

BIL	spdr series trust	9.78	375,265	34,389,300	reduced	-5.35

BMY	bristol-myers squibb co	0.80	46,061	2,793,600	added	21.08

BNDW	vanguard scottsdale fds	3.64	218,505	12,791,300	added	3.47

BNDW	vanguard scottsdale fds	0.42	18,395	1,458,140	added	0.68

BZQ	proshares tr	2.01	66,649	7,065,430	reduced	-25.72

CALM	cal maine foods inc	0.15	6,765	535,450	reduced	-1.07

CGDV	capital group dividend value	0.06	5,245	223,113	new

CL	colgate palmolive co	0.47	19,257	1,641,270	added	26.76

CMCSA	comcast corp new	0.45	55,620	1,596,860	added	24.43