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Portfolio (Quarterly) Guide ↗

Cypress Capital, LLC

· CIK 0001729939
13F Portfolio $370M AUM 113 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 113 New
Page 2 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IBM INTERNATIONAL BUSINESS MACHS Technology 12,055.0 $3.4M 0.92% NEW $281.21 -16.2%
22 MRK MERCK & CO INC Healthcare 24,880.0 $3.2M 0.86% NEW $128.50 +15.4%
23 UNP UNION PAC CORP Industrials 11,347.0 $3.1M 0.83% NEW $272.00 +13.0%
24 ETN EATON CORP PLC Industrials 7,036.0 $3.0M 0.81% NEW $426.12 -5.5%
25 AMGN AMGEN INC Healthcare 8,112.0 $2.9M 0.79% NEW $362.12 +19.4%
26 GOOG ALPHABET INC 7,899.0 $2.8M 0.76% NEW $353.33
27 AVGO BROADCOM INC Technology 7,174.0 $2.7M 0.73% NEW $377.75 -2.4%
28 V VISA INC Financial Services 7,842.0 $2.7M 0.73% NEW $343.09 +11.2%
29 HD HOME DEPOT INC Consumer Cyclical 7,455.0 $2.6M 0.71% NEW $352.68 -6.4%
30 SCHW SCHWAB CHARLES CORP Financial Services 27,970.0 $2.6M 0.70% NEW $92.27 +19.4%
31 BMY BRISTOL-MYERS SQUIBB CO Healthcare 44,705.0 $2.6M 0.70% NEW $57.62 +15.6%
32 LMT LOCKHEED MARTIN CORP Industrials 4,933.0 $2.5M 0.68% NEW $509.49 +10.7%
33 KR KROGER CO Consumer Defensive 45,079.0 $2.5M 0.68% NEW $55.53 +3.9%
34 PULS PGIM ETF TR 50,208.0 $2.5M 0.67% NEW $49.55 +0.3%
35 SBUX STARBUCKS CORP Consumer Cyclical 24,331.0 $2.5M 0.67% NEW $102.19 +5.5%
36 IEF ISHARES TR 25,276.0 $2.4M 0.65% NEW $94.57 -1.8%
37 PG PROCTER & GAMBLE CO Consumer Defensive 15,700.0 $2.3M 0.62% NEW $146.64 -2.0%
38 MDT MEDTRONIC PLC Healthcare 29,337.0 $2.3M 0.62% NEW $78.23 +16.6%
39 NTAP NETAPP INC Technology 14,538.0 $2.2M 0.61% NEW $154.76 +20.8%
40 MCD MCDONALDS CORP Consumer Cyclical 7,951.0 $2.1M 0.58% NEW $270.31 -2.0%
Page 2 of 6  ·  113 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 27.8%
Financial Services 22.0%
Healthcare 14.1%
Consumer Cyclical 12.0%
Industrials 8.5%
Consumer Defensive 6.9%
Communication Services 5.9%
Energy 2.5%
Utilities 0.3%