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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 4 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EXEL EXELIXIS INC Healthcare 14,741.0 $802K 0.22% NEW $54.41 +0.1%
62 KFY KORN FERRY Industrials 11,617.0 $773K 0.21% NEW $66.58 +29.6%
63 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 6,026.0 $679K 0.18% NEW $112.74 +12.0%
64 IVV ISHARES TR 902.0 $675K 0.18% NEW $748.89 +3.2%
65 MBB ISHARES TR 6,908.0 $653K 0.18% NEW $94.52 -1.4%
66 IWD ISHARES TR 2,520.0 $611K 0.17% NEW $242.43 +6.6%
67 TFLO ISHARES TR 11,708.0 $593K 0.16% NEW $50.63 +0.0%
68 HPQ HP INC Technology 24,413.0 $536K 0.14% NEW $21.94 +39.1%
69 BLACKROCK ETF TRUST 5,163.0 $518K 0.14% NEW $100.32
70 CALM CAL MAINE FOODS INC Consumer Defensive 6,331.0 $510K 0.14% NEW $80.56 -0.4%
71 UNH UNITEDHEALTH GROUP INC Healthcare 1,225.0 $509K 0.14% NEW $415.78 -5.5%
72 RSP INVESCO EXCHANGE TRADED FD T 2,356.0 $501K 0.14% NEW $212.77 +3.7%
73 META META PLATFORMS INC Communication Services 874.0 $492K 0.13% NEW $563.30 +2.6%
74 IONS IONIS PHARMACEUTICALS INC Healthcare 6,000.0 $476K 0.13% NEW $79.29 -23.0%
75 GLD SPDR GOLD TR Financial Services 1,272.0 $469K 0.13% NEW $368.38 +11.0%
76 CGDV CAPITAL GROUP DIVIDEND VALUE 8,410.0 $414K 0.11% NEW $49.28 +2.2%
77 AMZN AMAZON COM INC Consumer Cyclical 1,700.0 $405K 0.11% NEW $238.35 +11.8%
78 VOO VANGUARD INDEX FDS 567.0 $389K 0.10% NEW $686.38 +3.0%
79 AMD ADVANCED MICRO DEVICES INC Technology 652.0 $379K 0.10% NEW $580.91 -19.9%
80 PTRB PGIM ETF TR 8,744.0 $363K 0.10% NEW $41.46 -1.3%
Page 4 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%