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Latest Cypress Capital, LLC Stock Portfolio

Cypress Capital, LLC Performance:
2025 Q4: 1.82%YTD: 8.6%2024: 8.53%
Performance for 2025 Q4 is 1.82%, and YTD is 8.6%, and 2024 is 8.53%.

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

On 2026-02-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cypress Capital, LLC reported an equity portfolio of $357.2 Millions as of 31 Dec, 2025.

The top stock holdings of Cypress Capital, LLC are VB, BIL, . The fund has invested 13.1% of it's portfolio in VANGUARD INDEX FDS and 10.1% of portfolio in SPDR SERIES TRUST.

The fund managers got completely rid off BITMINE IMMERSION TECNOLOGIE (BMNR), ROBINHOOD MKTS INC (HOOD) and USANA HEALTH SCIENCES INC (USNA) stocks. They significantly reduced their stock positions in VANGUARD STAR FDS (VXUS), COMCAST CORP NEW (CMCSA) and EXXON MOBIL CORP (XOM). Cypress Capital, LLC opened new stock positions in CAPITAL ONE FINL CORP (COF), GE VERNOVA INC and BOEING CO (BA). The fund showed a lot of confidence in some stocks as they added substantially to SCHWAB CHARLES CORP (SCHW), RBB FD INC (EERN) and PROSHARES TR (BZQ).

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

Our best estimate is that Cypress Capital, LLC made a return of 1.82% in the last quarter. In trailing 12 months, it's portfolio return was 8.6%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
capital one finl corp242,602
ge vernova inc226,135
boeing co216,252
aerovironment inc208,993
New stocks bought by Cypress Capital, LLC

Additions

Ticker% Inc.
schwab charles corp64.31
rbb fd inc59.7
proshares tr40.34
spdr series trust13.42
mastercard incorporated12.37
pgim etf tr11.99
chevron corp new9.37
evercore inc8.27
Additions to existing portfolio by Cypress Capital, LLC

Reductions

Ticker% Reduced
vanguard star fds-66.63
comcast corp new-20.85
exxon mobil corp-20.13
colgate palmolive co-19.5
general mls inc-18.98
bristol-myers squibb co-18.00
starbucks corp-16.55
conocophillips-15.67
Cypress Capital, LLC reduced stake in above stock

Sold off

Ticker$ Sold
usana health sciences inc-205,082
bitmine immersion tecnologie-222,364
robinhood mkts inc-209,759
illinois tool wks inc-202,350
Cypress Capital, LLC got rid off the above stocks

Sector Distribution

Cypress Capital, LLC has about 73.9% of it's holdings in Others sector.

Sector%
Others73.9
Technology8.6
Healthcare4.7
Consumer Cyclical3.6
Communication Services2.7
Consumer Defensive2.4
Financial Services1.8
Industrials1.7

Market Cap. Distribution

Cypress Capital, LLC has about 24.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED73.9
LARGE-CAP13
MEGA-CAP11.3
MID-CAP1.8

Stocks belong to which Index?

About 24.9% of the stocks held by Cypress Capital, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others74.5
S&P 50024.9
Top 5 Winners (%)%
LLY
eli lilly & co
39.7 %
RIVN
rivian automotive inc
33.1 %
GOOG
alphabet inc
28.0 %
LRCX
lam research corp
27.8 %
GOOG
alphabet inc
26.5 %
Top 5 Winners ($)$
SGOL
etfs gold tr
1.4 M
VB
vanguard index fds
1.0 M
GOOG
alphabet inc
0.9 M
GOOG
alphabet inc
0.6 M
LRCX
lam research corp
0.6 M
Top 5 Losers (%)%
HPQ
hp inc
-17.6 %
HD
home depot inc
-15.0 %
ETN
eaton corp plc
-14.8 %
CALM
cal maine foods inc
-14.6 %
T
at&t inc
-12.0 %
Top 5 Losers ($)$
HD
home depot inc
-0.5 M
ETN
eaton corp plc
-0.4 M
NTAP
netapp inc
-0.2 M
KR
kroger co
-0.2 M
IJR
ishares tr
-0.2 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 93 stocks in it's portfolio. About 62.6% of the portfolio is in top 10 stocks. HD 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: 06 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions