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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 6 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ITW ILLINOIS TOOL WKS INC Industrials 870.0 $235K 0.06% NEW $270.47 +3.6%
102 MA MASTERCARD INCORPORATED Financial Services 452.0 $232K 0.06% NEW $513.50 +15.9%
103 INTC INTEL CORP Technology 1,617.0 $226K 0.06% NEW $139.63 -35.9%
104 CRS CARPENTER TECHNOLOGY CORP Industrials 359.0 $221K 0.06% NEW $616.84 -22.8%
105 EOG EOG RES INC Energy 1,702.0 $221K 0.06% NEW $129.73 +10.5%
106 COF CAPITAL ONE FINL CORP Financial Services 1,098.0 $220K 0.06% NEW $200.62 +7.5%
107 BA BOEING CO Industrials 998.0 $216K 0.06% NEW $216.47 -3.1%
108 VUG VANGUARD INDEX FDS 2,436.0 $210K 0.06% NEW $86.14 +2.8%
109 F CALL FORD MTR CO Consumer Cyclical 15,000.0 $208K 0.06% NEW $13.90 -0.1%
110 EVR EVERCORE INC Financial Services 597.0 $204K 0.06% NEW $341.44 -15.0%
111 INTC CALL INTEL CORP Technology 1,000.0 $140K 0.04% NEW $139.63 -35.9%
112 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 130.0 $122K 0.03% NEW $935.47 +1.1%
113 F FORD MTR CO Consumer Cyclical 4.0 $56.0 NEW $14.00 -0.9%
Page 6 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%