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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 6 of 9  ·  164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,672.0 $490K 0.06% -108.0 -6.1% $293.17 +3.4%
102 T AT&T INC Communication Services 23,146.0 $479K 0.06% -3K -10.5% $20.70 +20.3%
103 ITW ILLINOIS TOOL WKS INC Industrials 1,751.0 $474K 0.06% -29.0 -1.6% $270.54 +5.2%
104 DOC HEALTHPEAK PROPERTIES INC Real Estate 21,971.0 $470K 0.06% -241.0 -1.1% $21.40 -4.5%
105 PFE PFIZER INC Healthcare 19,074.0 $459K 0.06% -2K -8.3% $24.08 +13.2%
106 OMC OMNICOM GROUP INC Communication Services 6,208.0 $452K 0.06% -382.0 -5.8% $72.83 +18.5%
107 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 4,894.0 $451K 0.06% -90.0 -1.8% $92.09 -1.4%
108 DELL DELL TECHNOLOGIES INC Technology 1,032.0 $445K 0.06% -240.0 -18.9% $431.43 +8.6%
109 VT VANGUARD INTL EQUITY INDEX F 2,822.0 $443K 0.05% -95.0 -3.3% $156.94 +2.0%
110 VBR VANGUARD INDEX FDS 1,804.0 $438K 0.05% -40.0 -2.2% $242.99 +1.8%
111 SYY SYSCO CORP Consumer Defensive 5,163.0 $432K 0.05% -103.0 -2.0% $83.58 -1.9%
112 JMOM J P MORGAN EXCHANGE TRADED F 4,980.0 $426K 0.05% -1K -18.9% $85.46 -1.5%
113 XLI SELECT SECTOR SPDR TR 2,160.0 $400K 0.05% -487.0 -18.4% $185.23 -0.9%
114 NSC NORFOLK SOUTHN CORP Industrials 1,269.0 $399K 0.05% -80.0 -5.9% $314.58 +7.7%
115 AZN ASTRAZENECA PLC Healthcare 2,069.0 $392K 0.05% -14.0 -0.7% $189.62 -15.6%
116 LMT LOCKHEED MARTIN CORP Industrials 767.0 $391K 0.05% -83.0 -9.8% $509.52 +19.2%
117 FCX FREEPORT MCMORAN INC Basic Materials 6,204.0 $390K 0.05% -43.0 -0.7% $62.89 +5.4%
118 ESGE ISHARES INC 7,122.0 $390K 0.05% -992.0 -12.2% $54.69 -4.0%
119 BND VANGUARD BD INDEX FDS 5,240.0 $385K 0.05% -430.0 -7.6% $73.42 -1.6%
120 ENTERGY CORP NEW 3,339.0 $384K 0.05% -653.0 -16.4% $114.86
Page 6 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%