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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 5 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TSLA TESLA INC Consumer Cyclical 852.0 $358K 0.10% NEW $420.60 -17.1%
82 GEV GE VERNOVA INC Utilities 302.0 $355K 0.10% NEW $1174.86 -22.4%
83 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 20,013.0 $347K 0.09% NEW $17.35 -7.4%
84 OMC OMNICOM GROUP INC Communication Services 4,553.0 $332K 0.09% NEW $72.83 +21.2%
85 PWR QUANTA SVCS INC Industrials 414.0 $298K 0.08% NEW $720.04 -16.3%
86 MU MICRON TECHNOLOGY INC Technology 251.0 $290K 0.08% NEW $1154.29 -19.2%
87 GILD GILEAD SCIENCES INC Healthcare 2,254.0 $285K 0.08% NEW $126.34 +15.3%
88 VT VANGUARD INTL EQUITY INDEX F 1,810.0 $284K 0.08% NEW $156.95 +2.6%
89 COP CONOCOPHILLIPS Energy 2,666.0 $277K 0.07% NEW $103.96 +25.4%
90 SU SUNCOR ENERGY INC NEW Energy 5,099.0 $274K 0.07% NEW $53.68 +21.9%
91 CRWD CROWDSTRIKE HLDGS INC Technology 352.0 $269K 0.07% NEW $190.78 +14.5%
92 IWF ISHARES TR 2,159.0 $268K 0.07% NEW $124.17 -1.1%
93 QQQ INVESCO QQQ TR Financial Services 363.0 $268K 0.07% NEW $737.15 -2.8%
94 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,040.0 $260K 0.07% NEW $249.98 -5.8%
95 NOW SERVICENOW INC Technology 2,567.0 $255K 0.07% NEW $99.28 +45.8%
96 AMAT APPLIED MATLS INC Technology 340.0 $246K 0.07% NEW $723.00 -36.1%
97 CVX CHEVRON CORPORATION Energy 1,482.0 $246K 0.07% NEW $165.76 +21.8%
98 CGGR CAPITAL GROUP GROWTH ETF 5,196.0 $245K 0.07% NEW $47.20 -0.4%
99 GWW WW GRAINGER INC Industrials 176.0 $239K 0.07% NEW $1360.40 -4.0%
100 APH AMPHENOL CORP Technology 1,349.0 $238K 0.06% NEW $176.32 -10.5%
Page 5 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%