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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 3 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LOW LOWES COS INC Consumer Cyclical 9,745.0 $2.1M 0.58% NEW $220.49 -5.6%
42 XOM EXXON MOBIL CORP Energy 14,935.0 $2.0M 0.55% NEW $136.72 +14.6%
43 VTIP VANGUARD MALVERN FDS 38,471.0 $1.9M 0.52% NEW $50.23 -1.2%
44 TOL TOLL BROTHERS INC Consumer Cyclical 11,569.0 $1.9M 0.52% NEW $164.75 -11.2%
45 TPR TAPESTRY INC Consumer Cyclical 12,467.0 $1.8M 0.49% NEW $146.38 -14.3%
46 QCOM QUALCOMM INC Technology 9,811.0 $1.8M 0.49% NEW $184.79 -11.1%
47 CL COLGATE PALMOLIVE CO Consumer Defensive 18,805.0 $1.7M 0.47% NEW $91.68 -1.0%
48 MSFT MICROSOFT CORP Technology 4,582.0 $1.7M 0.46% NEW $373.02 +37.7%
49 NXT NEXTPOWER INC Technology 13,880.0 $1.7M 0.45% NEW $119.14 -28.3%
50 VCSH VANGUARD SCOTTSDALE FDS 18,106.0 $1.4M 0.39% NEW $79.03 -0.7%
51 NVDA NVIDIA CORPORATION Technology 7,086.0 $1.4M 0.38% NEW $200.09 +8.7%
52 GIS GENERAL MILLS INC Consumer Defensive 38,847.0 $1.4M 0.36% NEW $34.80 +19.4%
53 CMCSA COMCAST CORP NEW Communication Services 54,005.0 $1.3M 0.36% NEW $24.55 +10.2%
54 SHOP SHOPIFY INC Technology 11,041.0 $1.3M 0.34% NEW $114.18 +33.9%
55 PAAA PGIM ETF TR 19,802.0 $1.0M 0.27% NEW $51.27 +0.5%
56 FOXA FOX CORP Communication Services 18,302.0 $955K 0.26% NEW $52.16 +31.2%
57 COST CALL COSTCO WHOLESALE CORPORATION Consumer Defensive 1,000.0 $935K 0.25% NEW $935.47 +1.1%
58 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,314.0 $924K 0.25% NEW $703.13 -1.8%
59 LLY ELI LILLY & CO Healthcare 746.0 $895K 0.24% NEW $1199.43 -2.2%
60 SCHD SCHWAB STRATEGIC TR 25,301.0 $802K 0.22% NEW $31.71 +10.1%
Page 3 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%