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Portfolio (Quarterly) Guide ↗

Cypress Point Wealth Management, LLC

· CIK 0001825611
13F Portfolio $464M AUM 123 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 42 New 35 Added 16 Reduced 9 Exited
Page 2 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JPM JPMORGAN CHASE & CO Financial Services 959.0 $282K 0.06% NEW $294.16 +10.6%
22 BKNG BOOKING HOLDINGS INC Consumer Cyclical 67.0 $282K 0.06% NEW $4210.33 -95.9%
23 ABT ABBOTT LABORATORIES Healthcare 2,715.0 $279K 0.06% NEW $102.67 -13.9%
24 ACN ACCENTURE PLC IRELAND Technology 1,379.0 $273K 0.06% NEW $198.29 -35.5%
25 CVX CHEVRON CORPORATION Energy 1,245.0 $258K 0.06% NEW $206.90 -16.1%
26 WMT WALMART INC Consumer Defensive 2,037.0 $253K 0.06% NEW $124.26 -5.7%
27 INTU INTUIT Technology 575.0 $249K 0.05% NEW $432.38 -38.2%
28 GE GE AEROSPACE Industrials 858.0 $243K 0.05% NEW $283.63 +26.1%
29 ABBV ABBVIE INC Healthcare 1,115.0 $243K 0.05% NEW $217.49 -0.5%
30 HD HOME DEPOT INC Consumer Cyclical 720.0 $237K 0.05% NEW $328.89 +1.6%
31 TMO THERMO FISHER SCIENTIFIC INC Healthcare 480.0 $236K 0.05% NEW $491.53 -5.5%
32 MU MICRON TECHNOLOGY INC Technology 685.0 $231K 0.05% NEW $337.84 +235.7%
33 AXP AMERICAN EXPRESS CO Financial Services 741.0 $224K 0.05% NEW $302.48 +11.7%
34 AMAT APPLIED MATLS INC Technology 632.0 $216K 0.05% NEW $341.79 +80.6%
35 PSX PHILLIPS 66 Energy 1,182.0 $215K 0.05% NEW $182.18 -8.8%
36 AEM AGNICO EAGLE MINES LTD Basic Materials 1,023.0 $208K 0.04% NEW $202.98 -17.9%
37 UBER UBER TECHNOLOGIES INC Technology 2,828.0 $203K 0.04% NEW $71.93 -0.4%
38 GILD GILEAD SCIENCES INC Healthcare 1,450.0 $202K 0.04% NEW $139.37 -11.2%
39 MRVL MARVELL TECHNOLOGY INC Technology 2,036.0 $202K 0.04% NEW $99.05 +213.6%
40 UROY URANIUM RTY CORP Energy 17,835.0 $65K 0.01% NEW $3.65 -19.2%
Page 2 of 3  ·  42 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 84.5%
Communication Services 4.2%
Energy 3.2%
Financial Services 2.8%
Consumer Cyclical 1.7%
Healthcare 1.5%
Consumer Defensive 0.8%
Basic Materials 0.7%
Industrials 0.5%
Utilities 0.2%