Cypress Capital, LLC
Sector Allocation
- Other67.1%$252.7M
- Technology11.2%$42.1M
- Financials6.0%$22.6M
- Healthcare5.1%$19.1M
- Industrials3.3%$12.4M
- Consumer Discretionary2.9%$10.8M
- Consumer Staples2.7%$10.1M
- Energy1.0%$3.8M
- Communication Services0.7%$2.6M
- Real Estate0.1%$201,138
AUM History
13fpro.ai/research/fund/cypress-capital-llc-1729939
Conviction and streaks
Concentrating · top 10 = 61.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- VANGUARD$50.0M
- SPDR$35.9M
- ISHARES$35.7M
- VANGUARD$35.1M
- ISHARES$19.3M
- VANGUARD$17.4M
SPY
$10.2MSGOL
$10.2MAAPL
$8.5M- VANGUARD$8.3M
- PROSHARES$7.4M
- RBB$5.8M
WT
$5.1M- ISHARES$4.4M
- ISHARES$4.4M
GOOGL
$3.9MABBV
$3.7MMRK
$3.7MAMGN
$3.5MCSCO
$3.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/cypress-capital-llc-1729939
Cypress Capital, LLC 13F holdings — Q3 2026
$377.3M portfolio (+2.0% QoQ) · 117 holdings · Q3 2026 13F · top 10 are 61% of the stock portfolio
Includes $776K of put/call options ($0 puts, $776K calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $376.5M. Weights use the stock portfolio.
- 1
VANGUARD INDEX FDS - MRNGSTR TTL STK
$50.0M
13.3% of stocks
-0.8%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
SPDR SERIES TRUST - ST STR BLO 1 ETF
$35.9M
9.5% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES TR - 0-3 MTH TREASURY
$35.7M
9.5% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF
$35.1M
9.3% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES TR - TIPS BD ETF
$19.3M
5.1% of stocks
+15%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
VANGUARD MALVERN FDS - STRM INFPROIDX
$17.4M
4.6% of stocks
+818%This quarter—Since filed—HeldAIQuality—Est. buy— $10.2M
2.7% of stocks
+0.3%This quarter-0.5%Since filed10+ qtrsHeld$10.2M
2.7% of stocks
+0.6%This quarter-2.6%Since filed10+ qtrsHeld$8.5M
2.3% of stocks
-11%This quarter+1.3%Since filed10+ qtrsHeld- 10
VANGUARD INDEX FDS - MRNGSTR GRWT ETF
$8.3M
2.2% of stocks
+3673%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS - MRNGSTR TTL STK | $50.0M | 13.3% | -0.8% | — | — | — | — | |
| 2 | SPDR SERIES TRUST - ST STR BLO 1 ETF | $35.9M | 9.5% | +4% | — | — | — | — | |
| 3 | ISHARES TR - 0-3 MTH TREASURY | $35.7M | 9.5% | -2% | — | — | — | — | |
| 4 | VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF | $35.1M | 9.3% | +2% | — | — | — | — | |
| 5 | ISHARES TR - TIPS BD ETF | $19.3M | 5.1% | +15% | — | — | — | — | |
| 6 | VANGUARD MALVERN FDS - STRM INFPROIDX | $17.4M | 4.6% | +818% | — | — | — | — | |
| 7 | $10.2M | 2.7% | +0.3% | -0.5% | 10+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | $10.2M | 2.7% | +0.6% | -2.6% | 10+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | $8.5M | 2.3% | -11% | +1.3% | 10+ qtrsTrimmed 3 qtrs in a row | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | $8.3M | 2.2% | +3673% | — | — | — | — |
All holdings — Cypress Capital, LLC (Q3 2026)
117 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | PROSHARES TR - S&P 500 DV ARISTetf/fund | — | $7.4M | 2.0% | 137K | +2% | — | — | 13F |
| 12 | — | RBB FD INC - F/M US TREASURY | — | $5.8M | 1.5% | 116K | -3% | — | — | 13F |
| 13 | WisdomTree, Inc. | Financials | $5.1M | 1.4% | 101K | -9% | 10+ qtrsTrimmed 3 qtrs in a row | 61.3 | 13F | |
| 14 | — | ISHARES INC - MSCI EMRG CHNetf/fund | — | $4.4M | 1.2% | 45K | +0.3% | — | — | 13F |
| 15 | — | ISHARES TR - HDG MSCI EAFEetf/fund | — | $4.4M | 1.2% | 94K | +0.3% | — | — | 13F |
| 16 | Alphabet Inc. | Technology | $3.9M | 1.0% | 11K | +2% | 8 qtrs | 77.7 | 13F | |
| 17 | AbbVie Inc. | Healthcare | $3.7M | 1.0% | 14K | +2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Merck & Co., Inc. | Healthcare | $3.7M | 1.0% | 25K | +1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | AMGEN INC | Healthcare | $3.5M | 0.9% | 8,251 | +2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | CISCO SYSTEMS, INC. | Technology | $3.2M | 0.8% | 30K | +2% | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | LAM RESEARCH CORP | Technology | $3.2M | 0.8% | 9,642 | +2% | 7 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | UNION PACIFIC CORP | Industrials | $3.1M | 0.8% | 12K | +2% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | NetApp, Inc. | Technology | $3.1M | 0.8% | 15K | +2% | 7 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Eaton Corp plc | Industrials | $3.1M | 0.8% | 7,132 | +1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | COCA COLA CO | Consumer Staples | $3.0M | 0.8% | 35K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $2.9M | 0.8% | 46K | +4% | |||
| 27 | $V | VISA INC. | Financials | $2.9M | 0.8% | 7,971 | +2% | |||
| 28 | $SCHW | SCHWAB CHARLES CORP | Financials | $2.8M | 0.7% | 28K | +2% | |||
| 29 | — | PGIM ETF TR - PGIM ULTRA SH BD | — | $2.8M | 0.7% | 56K | +12% | |||
| 30 | $KR | KROGER CO | Consumer Staples | $2.8M | 0.7% | 47K | +4% | |||
| 31 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $2.7M | 0.7% | 12K | +3% | |||
| 32 | $GOOG | Alphabet Inc. | Technology | $2.6M | 0.7% | 7,699 | -3% | |||
| 33 | $MDT | Medtronic plc | Healthcare | $2.6M | 0.7% | 30K | +3% | |||
| 34 | $AVGO | Broadcom Inc. | Technology | $2.6M | 0.7% | 7,286 | +2% | |||
| 35 | $LMT | LOCKHEED MARTIN CORP | Industrials | $2.6M | 0.7% | 5,018 | +2% | |||
| 36 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $2.5M | 0.7% | 15K | +1% | |||
| 37 | $MSFT | MICROSOFT CORP | Technology | $2.4M | 0.6% | 4,592 | +0.2% | |||
| 38 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $2.3M | 0.6% | 16K | +2% | |||
| 39 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $2.3M | 0.6% | 25K | +2% | |||
| 40 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $2.2M | 0.6% | 7,856 | +5% | |||
| 41 | — | ISHARES TR - 7-10 YR TRSY BD | — | $2.1M | 0.6% | 24K | -6% | |||
| 42 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.9M | 0.5% | 8,391 | +6% | |||
| 43 | $QCOM | QUALCOMM INC/DE | Technology | $1.8M | 0.5% | 9,960 | +2% | |||
| 44 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $1.8M | 0.5% | 9,913 | +2% | |||
| 45 | $NVDA | NVIDIA CORP | Technology | $1.7M | 0.4% | 7,283 | +3% | |||
| 46 | $SHOP | SHOPIFY INC. | Technology | $1.6M | 0.4% | 11K | -0.0% | |||
| 47 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $1.6M | 0.4% | 19K | +2% | |||
| 48 | $TOL | Toll Brothers, Inc. | Industrials | $1.6M | 0.4% | 12K | +0.8% | |||
| 49 | — | PROSHARES TR - PSHS ULT S&P 500 | — | $1.4M | 0.4% | 20K | New | |||
| 50 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $1.3M | 0.3% | 17K | -5% | |||
| 51 | $TPR | TAPESTRY, INC. | Consumer Discretionary | $1.3M | 0.3% | 11K | -11% | |||
| 52 | $CCZ | COMCAST CORP | Communication Services | $1.2M | 0.3% | 55K | +2% | |||
| 53 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | — | $1.2M | 0.3% | 20K | -91% | |||
| 54 | $FOXA | Fox Corp | Communication Services | $1.1M | 0.3% | 18K | -4% | |||
| 55 | $NXT | Nextpower Inc. | Technology | $1.1M | 0.3% | 14K | -2% | |||
| 56 | — | PGIM ETF TR - AAA CLO ETF | — | $1.0M | 0.3% | 20K | +0.7% | |||
| 57 | $LLY | ELI LILLY & Co | Healthcare | $875K | 0.2% | 756 | +1% | |||
| 58 | — | ISHARES TR - S&P MC 400VL ETF | — | $865K | 0.2% | 6,282 | New | |||
| 59 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $809K | 0.2% | 1,233 | -6% | |||
| 60 | $EXEL | EXELIXIS, INC. | Healthcare | $807K | 0.2% | 14K | -6% | |||
| 61 | $KFY | KORN FERRY | Industrials | $779K | 0.2% | 11K | -6% | |||
| 62 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $760K | 0.2% | 23K | -8% | |||
| 63 | $HPQ | HP INC | Technology | $716K | 0.2% | 23K | -6% | |||
| 64 | — | ISHARES TR - CORE S&P500 ETF | — | $685K | 0.2% | 894 | -0.9% | |||
| 65 | $META | Meta Platforms, Inc. | Technology | $636K | 0.2% | 877 | +0.3% | |||
| 66 | — | ISHARES TR - RUS 1000 VAL ETF | — | $625K | 0.2% | 2,520 | — | |||
| 67 | — | VANGUARD MUN BD FDS - SHORT TAX EXEMPT | — | $616K | 0.2% | 8,288 | New | |||
| 68 | — | ISHARES TR - TRS FLT RT BD | — | $601K | 0.2% | 12K | +1% | |||
| 69 | — | ISHARES TR - MBS ETF | — | $576K | 0.1% | 6,425 | -7% | |||
| 70 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $487K | 0.1% | 695 | +23% | |||
| 71 | $IVZ | Invesco Ltd. | Financials | $456K | 0.1% | 2,192 | -7% | |||
| 72 | $INTC | INTEL CORP | Technology | $438K | 0.1% | 3,646 | +125% | |||
| 73 | $TSLA | Tesla, Inc. | Consumer Discretionary | $437K | 0.1% | 1,233 | +45% | |||
| 74 | $JPM | JPMORGAN CHASE & CO | Financials | $430K | 0.1% | 1,300 | New | |||
| 75 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $425K | 0.1% | 1,159 | -5% | |||
| 76 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | — | $421K | 0.1% | 8,627 | +3% | |||
| 77 | $CALM | CAL-MAINE FOODS INC | Consumer Staples | $404K | 0.1% | 5,935 | -6% | |||
| 78 | — | INNOVATOR ETFS TRUST - INNOVATOR DEEPW | — | $403K | 0.1% | 4,542 | New | |||
| 79 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $398K | 0.1% | 650 | -0.3% | |||
| 80 | — | ISHARES TR - S&P 500 GRWT ETF | — | $357K | 0.1% | 2,512 | New | |||
| 81 | $GLD | SPDR GOLD TRUST | Financials | $355K | 0.1% | 932 | -27% | |||
| 82 | $TSLA CALL | Tesla, Inc. | Consumer Discretionary | $355K | — | 1,000 | New | |||
| 83 | $SU | SUNCOR ENERGY INC | Energy | $352K | 0.1% | 5,192 | +2% | |||
| 84 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $344K | 0.1% | 2,307 | +2% | |||
| 85 | $NOW | ServiceNow, Inc. | Technology | $344K | 0.1% | 2,565 | -0.1% | |||
| 86 | $COP | CONOCOPHILLIPS | Energy | $338K | 0.1% | 2,704 | +1% | |||
| 87 | — | ISHARES TR - RUSSELL 2000 ETF | — | $331K | 0.1% | 1,190 | New | |||
| 88 | $RIVN | Rivian Automotive, Inc. / DE | Consumer Discretionary | $319K | 0.1% | 21K | +7% | |||
| 89 | $MU | MICRON TECHNOLOGY INC | Technology | $314K | 0.1% | 295 | +18% | |||
| 90 | $OMC | OMNICOM GROUP INC. | Communication Services | $314K | 0.1% | 4,265 | -6% | |||
| 91 | $GEV | GE Vernova Inc. | Industrials | $308K | 0.1% | 324 | +7% | |||
| 92 | $CVX | CHEVRON CORP | Energy | $307K | 0.1% | 1,505 | +2% | |||
| 93 | — | ISHARES TR - SELECT DIVID ETF | — | $306K | 0.1% | 2,009 | New | |||
| 94 | $DOV | DOVER Corp | Industrials | $291K | 0.1% | 1,842 | +2% | |||
| 95 | $PWR | QUANTA SERVICES, INC. | Industrials | $276K | 0.1% | 430 | +4% | |||
| 96 | $IONS | IONIS PHARMACEUTICALS INC | Healthcare | $268K | 0.1% | 6,000 | — | |||
| 97 | — | ISHARES TR - RUS 1000 GRW ETF | — | $266K | 0.1% | 2,121 | -2% | |||
| 98 | $AMZN | AMAZON COM INC | Consumer Discretionary | $265K | 0.1% | 1,065 | -37% | |||
| 99 | — | PGIM ETF TR - TOTA RETU BD ETF | — | $263K | 0.1% | 6,674 | -24% | |||
| 100 | $MA | Mastercard Inc | Financials | $256K | 0.1% | 465 | +3% | |||
| 101 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | — | $241K | 0.1% | 5,071 | -2% | |||
| 102 | $INTC CALL | INTEL CORP | Technology | $240K | — | 2,000 | +100% | |||
| 103 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $240K | 0.1% | 1,109 | -97% | |||
| 104 | $EOG | EOG RESOURCES INC | Energy | $238K | 0.1% | 1,729 | +2% | |||
| 105 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $238K | 0.1% | 322 | -11% | |||
| 106 | $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | Technology | $230K | 0.1% | 1,110 | +7% | |||
| 107 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $228K | 0.1% | 886 | +2% | |||
| 108 | $APH | AMPHENOL CORP /DE/ | Technology | $227K | 0.1% | 2,690 | +99% | |||
| 109 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $226K | 0.1% | 1,173 | +7% | |||
| 110 | $GWW | W.W. GRAINGER, INC. | Consumer Discretionary | $224K | 0.1% | 180 | +2% | |||
| 111 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $219K | 0.1% | 829 | +136% | |||
| 112 | $CRM | Salesforce, Inc. | Technology | $208K | 0.1% | 905 | New | |||
| 113 | $BA | BOEING CO | Industrials | $203K | 0.1% | 1,090 | +9% | |||
| 114 | $WELL | WELLTOWER INC. | Real Estate | $201K | 0.1% | 874 | New | |||
| 115 | $F CALL | FORD MOTOR CO | Consumer Discretionary | $181K | — | 15K | — | |||
| 116 | $EGY | VAALCO ENERGY INC /DE/ | Energy | $74K | 0.0% | 13K | New | |||
| 117 | $PSEC | PROSPECT CAPITAL CORP | Other | $40K | 0.0% | 19K | New |
What changed in Q3 2026
Against the previous quarter's 13F: 14 new, 67 added to, 33 trimmed, 10 sold out. Share-count changes; largest moves by dollar size first.
New positions (14)
$KOCOCA COLA CO$3.0M
first bought this quarter
- PROSHARES TR - PSHS ULT S&P 500$1.4M
first bought this quarter
- ISHARES TR - S&P MC 400VL ETF$865K
first bought this quarter
- VANGUARD MUN BD FDS - SHORT TAX EXEMPT$616K
first bought this quarter
$JPMJPMORGAN CHASE & CO$430K
first bought this quarter
- INNOVATOR ETFS TRUST - INNOVATOR DEEPW$403K
first bought this quarter
+8 more in the Excel export
Added to (67)
- VANGUARD MALVERN FDS - STRM INFPROIDX+818%
now $17.4M
- VANGUARD INDEX FDS - MRNGSTR GRWT ETF+3673%
now $8.3M
- ISHARES TR - TIPS BD ETF+15%
now $19.3M
- SPDR SERIES TRUST - ST STR BLO 1 ETF+4%
now $35.9M
- VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF+2%
now $35.1M
- PGIM ETF TR - PGIM ULTRA SH BD+12%
now $2.8M
+61 more in the Excel export
Trimmed (33)
- VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS-91%
now $1.2M
- VANGUARD INDEX FDS - MRNGSTR VAL ETF-97%
now $240K
now $8.5M · held 10+ qtrs, 3 trims in a row
- ISHARES TR - 0-3 MTH TREASURY-2%
now $35.7M
now $5.1M · held 10+ qtrs, 3 trims in a row
- VANGUARD INDEX FDS - MRNGSTR TTL STK-0.8%
now $50.0M
+27 more in the Excel export
Sold out (10)
- VANGUARD STAR FDS - VG TL INTL STK Fwas $4.3M
$GISGENERAL MILLS INCwas $1.4M
held 9+ qtrs
$COSTCALLCOSTCO WHOLESALE CORP /NEWwas $935K
$ALSNAllison Transmission Holdings Incwas $679K
held 9+ qtrs
- BLACKROCK ETF TRUST - ISHARES GOVT MONwas $518K
$AMATAPPLIED MATERIALS INC /DEwas $246K
+4 more in the Excel export
Holdings by quarter
Every 13F Cypress Capital, LLC has filed, 30 earlier quarters. Pick one to see what it held then.
Is it too late to follow Cypress Capital?
Q3 2026 13F filed with the SEC on Oct 20, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Cypress Capital's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-1.8%
Value-weighted move of the 10 largest stock positions
Turnover
8%
Last quarter; 29% over the last 4
Top 10 weight
61%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
91%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Cypress Capital, LLC disclosed 117 positions worth $377.3M in its Form 13F-HR for Q3 2026 — $376.5M in common stock plus $776,170 of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 14 new positions and exited 10 — including a new stake in $KO. The portfolio is most concentrated in Other (67.1% of disclosed assets). All figures are sourced directly from Cypress Capital, LLC’s Form 13F-HR filing with the SEC under CIK 1729939.
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AI-Powered Hedge Fund Analysis: Cypress Capital, LLC
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Every holding in Cypress Capital, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.