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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 3 of 22  ·  436 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BE BLOOM ENERGY CORP Industrials 16,544.0 $5.0M 0.61% +837.0 +5.3% $302.70 -23.3%
42 AVGO BROADCOM INC Technology 12,989.0 $4.9M 0.60% +194.0 +1.5% $377.76 +3.9%
43 VCIT VANGUARD SCOTTSDALE FDS 56,220.0 $4.6M 0.57% +929.0 +1.7% $82.65 -2.0%
44 IYW ISHARES TR 18,410.0 $4.6M 0.57% $252.22 +1.0%
45 IALT BLACKROCK ETF TRUST 158,734.0 $4.5M 0.55% NEW $28.05 +3.6%
46 MTUM ISHARES TR 12,532.0 $4.3M 0.53% -3K -18.1% $342.84 -6.1%
47 PFF ISHARES TR 140,409.0 $4.3M 0.53% -871.0 -0.6% $30.49 +0.5%
48 SHLD GLOBAL X FDS 70,822.0 $4.2M 0.52% +12K +20.6% $59.71 +17.2%
49 MAR MARRIOTT INTL INC NEW Consumer Cyclical 9,774.0 $3.6M 0.44% $370.59 -3.8%
50 IVLU ISHARES TR 85,628.0 $3.6M 0.44% -3K -3.9% $41.82 +5.9%
51 HYG ISHARES TR 44,762.0 $3.6M 0.44% +259.0 +0.6% $79.97 -0.5%
52 CAT CATERPILLAR INC Industrials 3,033.0 $3.2M 0.40% -33.0 -1.1% $1065.03 -17.2%
53 META META PLATFORMS INC Communication Services 5,548.0 $3.1M 0.38% +106.0 +1.9% $563.31 +1.0%
54 DFUV DIMENSIONAL ETF TRUST 55,990.0 $3.1M 0.38% -2K -4.0% $55.01 +4.6%
55 BLACKROCK ETF TRUST 95,826.0 $3.0M 0.37% +15K +18.4% $31.78
56 MUB ISHARES TR 27,085.0 $2.9M 0.36% -2K -6.0% $107.62 -1.9%
57 DVY ISHARES TR 18,526.0 $2.9M 0.35% -198.0 -1.1% $156.30 +5.1%
58 LLY ELI LILLY & CO Healthcare 2,396.0 $2.9M 0.35% -20.0 -0.8% $1199.24 -1.2%
59 CSCO CISCO SYS INC Technology 24,296.0 $2.9M 0.35% $117.46 -3.9%
60 MU MICRON TECHNOLOGY INC Technology 2,434.0 $2.8M 0.34% +77.0 +3.3% $1154.26 -12.3%
Page 3 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%