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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 9  ·  164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CAT CATERPILLAR INC Industrials 3,033.0 $3.2M 0.40% -33.0 -1.1% $1065.03 -20.4%
22 DFUV DIMENSIONAL ETF TRUST 55,990.0 $3.1M 0.38% -2K -4.0% $55.01 +4.5%
23 MUB ISHARES TR 27,085.0 $2.9M 0.36% -2K -6.0% $107.62 -2.2%
24 DVY ISHARES TR 18,526.0 $2.9M 0.35% -198.0 -1.1% $156.30 +6.0%
25 LLY ELI LILLY & CO Healthcare 2,396.0 $2.9M 0.35% -20.0 -0.8% $1199.24 +1.0%
26 UPS UNITED PARCEL SVCS INC Industrials 26,106.0 $2.8M 0.34% -170.0 -0.7% $107.50 -4.7%
27 SCHD SCHWAB STRATEGIC TR 86,541.0 $2.7M 0.34% -651.0 -0.8% $31.71 +9.1%
28 JNJ JOHNSON & JOHNSON Healthcare 10,579.0 $2.7M 0.33% -2K -12.5% $253.96 +6.2%
29 AIM ETF PRODUCTS TRUST 86,684.0 $2.7M 0.33% -9K -9.4% $30.85
30 CVX CHEVRON CORPORATION Energy 16,117.0 $2.7M 0.33% -298.0 -1.8% $165.76 +23.6%
31 TLH ISHARES TR 25,980.0 $2.6M 0.32% -7K -20.8% $100.35 -4.1%
32 XOM EXXON MOBIL CORP Energy 18,911.0 $2.6M 0.32% -605.0 -3.1% $136.72 +20.2%
33 RDVY FIRST TR EXCHANGE TRADED FD 30,792.0 $2.5M 0.31% -5K -13.3% $81.06 +2.4%
34 VDC VANGUARD WORLD FD 10,835.0 $2.4M 0.30% -115.0 -1.1% $225.48 +3.1%
35 IWB ISHARES TR 4,911.0 $2.0M 0.25% -453.0 -8.4% $409.51 +2.7%
36 SHOP SHOPIFY INC Technology 17,217.0 $2.0M 0.24% -840.0 -4.7% $114.18 +31.2%
37 BINC BLACKROCK ETF TRUST II 34,859.0 $1.8M 0.22% -24K -41.0% $52.34 -0.7%
38 MRK MERCK & CO INC Healthcare 13,738.0 $1.8M 0.22% -156.0 -1.1% $128.50 +6.7%
39 SUSL ISHARES TR 13,229.0 $1.8M 0.22% -296.0 -2.2% $132.76 +3.4%
40 V VISA INC Financial Services 5,034.0 $1.7M 0.21% -93.0 -1.8% $343.11 +6.2%
Page 2 of 9  ·  164 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%