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Portfolio (Quarterly) Guide ↗

Cypress Wealth Services, LLC

· CIK 0001721527
13F Portfolio $815M AUM 436 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 52 New 106 Added 164 Reduced 13 Exited
Page 2 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PANW PALO ALTO NETWORKS INC Technology 894.0 $305K 0.04% NEW $341.02 +10.2%
22 NVDA PUT NVIDIA CORPORATION Technology 1,500.0 $300K 0.04% NEW $200.09 +12.5%
23 KLAC KLA CORP Technology 944.0 $285K 0.04% NEW $301.62 -31.8%
24 HONEYWELL INTL INC 1,253.0 $281K 0.03% NEW $223.90
25 HONEYWELL AEROSPACE INC 1,253.0 $277K 0.03% NEW $221.08
26 ASML ASML HLDG NV Technology 130.0 $259K 0.03% NEW $1989.44 -5.3%
27 FIRST TR EXCHNG TRADED FD VI 9,501.0 $252K 0.03% NEW $26.49
28 DPZ DOMINOS PIZZA INC Consumer Cyclical 842.0 $249K 0.03% NEW $296.06 +13.3%
29 LSCC LATTICE SEMICONDUCTOR CORP Technology 1,629.0 $249K 0.03% NEW $152.96 -13.3%
30 OKTA OKTA INC Technology 1,771.0 $242K 0.03% NEW $136.45 +5.0%
31 O REALTY INCOME CORP Real Estate 3,679.0 $228K 0.03% NEW $61.96 +0.7%
32 AJG GALLAGHER ARTHUR J & CO Financial Services 970.0 $223K 0.03% NEW $229.47 +8.1%
33 SCHG SCHWAB STRATEGIC TR 6,499.0 $220K 0.03% NEW $33.84 +4.8%
34 BIL SPDR SERIES TRUST 2,369.0 $217K 0.03% NEW $91.62 -0.1%
35 INNOVATOR ETFS TRUST 6,691.0 $212K 0.03% NEW $31.71
36 RSP INVESCO EXCHANGE TRADED FD T 967.0 $206K 0.03% NEW $212.86 +3.7%
37 DIVO AMPLIFY ETF TR 4,478.0 $205K 0.03% NEW $45.70 +5.9%
38 VHT VANGUARD WORLD FD 684.0 $204K 0.03% NEW $298.89 +5.2%
39 SNDK SANDISK CORP Technology 89.0 $203K 0.03% NEW $2284.82 -21.8%
40 EVUS ISHARES TR 5,767.0 $202K 0.03% NEW $35.11 +5.6%
Page 2 of 3  ·  52 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.0%
Financial Services 22.0%
Communication Services 8.9%
Consumer Cyclical 8.7%
Industrials 6.4%
Healthcare 6.1%
Consumer Defensive 4.7%
Energy 4.0%
Basic Materials 1.5%
Utilities 0.9%