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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 17 of 22  ·  436 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 CRWV COREWEAVE INC Technology 3,204.0 $319K 0.04% NEW $99.54 -3.3%
322 XLP SELECT SECTOR SPDR TR 3,838.0 $319K 0.04% -174.0 -4.3% $83.08 +3.3%
323 HII HUNTINGTON INGALLS INDS INC Industrials 1,139.0 $319K 0.04% -14.0 -1.2% $279.84 +14.6%
324 OTIS OTIS WORLDWIDE CORP Industrials 4,440.0 $318K 0.04% NEW $71.60 -1.1%
325 FXL FIRST TR EXCHANGE-TRADED FD 1,456.0 $316K 0.04% $217.23 +0.3%
326 STRV EA SERIES TRUST 6,527.0 $315K 0.04% $48.30 -1.4%
327 ARTY ISHARES TR 4,119.0 $314K 0.04% NEW $76.16 -3.1%
328 XLY SELECT SECTOR SPDR TR 2,664.0 $312K 0.04% -242.0 -8.3% $117.28 +0.1%
329 GPC GENUINE PARTS CO Consumer Cyclical 2,646.0 $312K 0.04% -67.0 -2.5% $117.99 +13.1%
330 KKR KKR & CO INC Financial Services 3,395.0 $312K 0.04% -275.0 -7.5% $91.78 +17.2%
331 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,391.0 $312K 0.04% +27.0 +2.0% $224.00 +21.7%
332 IWP ISHARES TR 2,119.0 $310K 0.04% $146.41 -0.8%
333 MLM MARTIN MARIETTA MATLS INC Basic Materials 536.0 $309K 0.04% $576.89 -9.2%
334 HFSI HARTFORD FDS EXCHANGE TRADED 8,785.0 $309K 0.04% +121.0 +1.4% $35.16 -0.6%
335 VGK VANGUARD INTL EQUITY INDEX F 3,484.0 $308K 0.04% +96.0 +2.8% $88.53 +3.5%
336 NVS NOVARTIS AG Healthcare 1,948.0 $305K 0.04% -151.0 -7.2% $156.72 -1.3%
337 PANW PALO ALTO NETWORKS INC Technology 894.0 $305K 0.04% NEW $341.02 +9.5%
338 LII LENNOX INTL INC Industrials 530.0 $304K 0.04% $572.99 -28.2%
339 EIX EDISON INTL Utilities 4,070.0 $303K 0.04% -50.0 -1.2% $74.46 -1.0%
340 MART AIM ETF PRODUCTS TRUST 7,198.0 $302K 0.04% $41.93 +2.0%
Page 17 of 22  ·  436 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%