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Latest Cypress Capital, LLC Stock Portfolio

$377Million | No. of Holdings #114

Cypress Capital, LLC Performance

2026 Q3-0.18%
YTD+2.78%
2025+8.61%

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

On 2026-10-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cypress Capital, LLC reported an equity portfolio of $377.3 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Cypress Capital, LLC are VB, BIL, DMXF. The fund has invested 13.3% of it's portfolio in VANGUARD INDEX FDS and 9.5% of portfolio in SPDR SERIES TRUST. <br><br> The fund managers got completely rid off VANGUARD STAR FDS (VXUS), EXXON MOBIL CORP (XOM) and GENERAL MILLS INC (GIS) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), VANGUARD SCOTTSDALE FDS (BNDW) and CROWDSTRIKE HLDGS INC (CRWD). Cypress Capital, LLC opened new stock positions in COCA COLA CO (KO), EXXONMOBIL HOLDINGS CORP and PROSHARES TR (BIB). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), VANGUARD MALVERN FDS (VTIP) and INTEL CORP (INTC).
Cypress Capital, LLC Equity Portfolio Value
Last Reported on: 20 Oct, 2026
$377Million
  as of Oct 20, 2026

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

Our best estimate is that Cypress Capital, LLC made a return of -0.18% in the last quarter. In trailing 12 months, it's portfolio return was 4.65%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
coca cola co3,020,760
exxonmobil holdings corp2,464,690
proshares tr1,370,170
ishares tr865,094
vanguard mun bd fds616,443
jpmorgan chase & co430,079
innovator etfs trust403,375
ishares tr357,357
New stocks bought by Cypress Capital, LLC

Additions

Ticker% Inc.
vanguard index fds3,673
vanguard malvern fds818
intel corp125
amphenol corp99.41
tesla inc44.72
vanguard index fds22.57
micron technology inc17.53
ishares tr14.67
Additions to existing portfolio by Cypress Capital, LLC

Reductions

Ticker% Reduced
vanguard index fds-97.08
vanguard scottsdale fds-90.57
crowdstrike hldgs inc-41.12
amazon com inc-37.35
spdr gold tr-26.73
pgim etf tr-23.67
tapestry inc-11.45
apple inc-11.39
Cypress Capital, LLC reduced stake in above stock

Sold off

Ticker$ Sold
vanguard star fds-4,334,330
general mills inc-1,351,880
exxon mobil corp-2,041,910
allison transmission hldgs i-679,371
blackrock etf trust-517,952
evercore inc-203,840
carpenter technology corp-221,446
applied matls inc-245,820
Cypress Capital, LLC got rid off the above stocks

Sector Distribution

Cypress Capital, LLC has about 73.3% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Consumer Cyclical
  • Industrials
  • Consumer Defensive
  • Communication Services
  • Financial Services
Sector%
Others73.3
Technology8.5
Healthcare5.1
Consumer Cyclical3.2
Industrials2.8
Consumer Defensive2.7
Communication Services2.3
Financial Services1.8

Market Cap. Distribution

Cypress Capital, LLC has about 26.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED73.3
MEGA-CAP15.1
LARGE-CAP11.2

Stocks belong to which Index?

About 25.8% of the stocks held by Cypress Capital, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others73.9
S&P 50025.8
Top 5 Winners (%)%
HPQ
hp inc
41.2 %
MSFT
microsoft corp
37.4 %
NTAP
netapp inc
35.3 %
NOW
servicenow inc
35.0 %
CRWD
crowdstrike hldgs inc
30.8 %
Top 5 Winners ($)$
AAPL
apple inc
1.2 M
NTAP
netapp inc
0.8 M
MSFT
microsoft corp
0.6 M
VB
vanguard index fds
0.6 M
AMGN
amgen inc
0.5 M
Top 5 Losers (%)%
APH
amphenol corp
-45.0 %
IONS
ionis pharmaceuticals inc
-43.7 %
nextpower inc
-34.3 %
LRCX
lam research corp
-24.0 %
IBM
international business machs
-21.6 %
Top 5 Losers ($)$
LRCX
lam research corp
-1.0 M
IJR
ishares tr
-0.9 M
IBM
international business machs
-0.7 M
nextpower inc
-0.6 M
HD
home depot inc
-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 114 stocks in it's portfolio. About 61.1% of the portfolio is in top 10 stocks. LRCX proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Cypress Capital, LLC last quarter.

$376.54MTotal Value
122Positions
20 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Cypress Capital, LLC, last reported on 20 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cypress Capital, LLC's holding in Ishares Tr over time
0.15%6,425
$575.9K
0.15%
decreased 6.99 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Cypress Capital, LLC's holding in Ishares Tr over time
1.15%93,811
$4.35M
1.15%
increased 0.32 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Cypress Capital, LLC's holding in Ishares Tr over time
0.16%11,856
$600.8K
0.16%
increased 1.26 percentadded
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Cypress Capital, LLC's holding in Innovator Etfs Trust over time
0.11%4,542
$403.4K
0.11%
new position
BECO
Blackrock Etf Trust

Blackrock Etf Trust

BECO
Cypress Capital, LLC's holding in Blackrock Etf Trust over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BIB
Proshares Tr

Proshares Tr

BIB
Cypress Capital, LLC's holding in Proshares Tr over time
0.36%19,763
$1.37M
0.36%
new position
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Cypress Capital, LLC's holding in Spdr Series Trust over time
9.51%391,632
$35.89M
9.51%
increased 4.34 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Cypress Capital, LLC's holding in Vanguard Scottsdale Fds over time
0.35%17,152
$1.33M
0.35%
decreased 5.27 percentreduced
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Cypress Capital, LLC's holding in Vanguard Scottsdale Fds over time
0.31%20,397
$1.17M
0.31%
decreased 90.57 percentreduced