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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 7 of 9  ·  164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CL COLGATE PALMOLIVE CO Consumer Defensive 4,109.0 $377K 0.05% -129.0 -3.0% $91.68 +0.0%
122 IFRA ISHARES TR 5,964.0 $376K 0.05% -2K -23.5% $63.04 -2.5%
123 VBK VANGUARD INDEX FDS 1,000.0 $366K 0.04% -35.0 -3.4% $365.70 -1.5%
124 WEC WEC ENERGY GROUP INC Utilities 3,125.0 $365K 0.04% -24.0 -0.8% $116.76 -4.7%
125 GLW CORNING INC Technology 1,387.0 $354K 0.04% -105.0 -7.0% $255.40 -37.6%
126 LAMR LAMAR ADVERTISING CO Real Estate 2,238.0 $349K 0.04% -2K -48.5% $156.00 -1.7%
127 SDY SPDR SERIES TRUST 2,294.0 $349K 0.04% -21.0 -0.9% $152.18 +4.0%
128 FIS FIDELITY NATL INFORMATION SV Technology 8,579.0 $334K 0.04% -403.0 -4.5% $38.88 +7.4%
129 MCHP MICROCHIP TECHNOLOGY INC. Technology 3,621.0 $330K 0.04% -282.0 -7.2% $91.19 -16.6%
130 BK BANK OF NY MELLON CORP Financial Services 2,273.0 $329K 0.04% -165.0 -6.8% $144.60 -1.9%
131 SBRA SABRA HEALTH CARE REIT INC Real Estate 16,656.0 $325K 0.04% -906.0 -5.2% $19.51 +4.5%
132 ADI ANALOG DEVICES INC Technology 813.0 $323K 0.04% -70.0 -7.9% $396.99 -6.6%
133 XLP SELECT SECTOR SPDR TR 3,838.0 $319K 0.04% -174.0 -4.3% $83.08 +3.3%
134 HII HUNTINGTON INGALLS INDS INC Industrials 1,139.0 $319K 0.04% -14.0 -1.2% $279.84 +14.6%
135 XLY SELECT SECTOR SPDR TR 2,664.0 $312K 0.04% -242.0 -8.3% $117.28 +0.0%
136 GPC GENUINE PARTS CO Consumer Cyclical 2,646.0 $312K 0.04% -67.0 -2.5% $117.99 +12.8%
137 KKR KKR & CO INC Financial Services 3,395.0 $312K 0.04% -275.0 -7.5% $91.78 +17.5%
138 NVS NOVARTIS AG Healthcare 1,948.0 $305K 0.04% -151.0 -7.2% $156.72 -1.1%
139 EIX EDISON INTL Utilities 4,070.0 $303K 0.04% -50.0 -1.2% $74.46 -0.9%
140 SRE SEMPRA Utilities 3,239.0 $300K 0.04% -196.0 -5.7% $92.70 -6.1%
Page 7 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%