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Portfolio (Quarterly) Guide ↗

Cypress Point Wealth Management, LLC

· CIK 0001825611
13F Portfolio $492M AUM 142 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 42 New 48 Added 31 Reduced 23 Exited
Page 6 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 QCOM QUALCOMM INC Technology 1,699.0 $314K 0.06% NEW $184.79 -14.2%
102 BIL SPDR SERIES TRUST 3,385.0 $310K 0.06% +29.0 +0.9% $91.65 -0.0%
103 MRK MERCK & CO INC Healthcare 2,343.0 $301K 0.06% -540.0 -18.7% $128.52 +17.3%
104 WDC WESTERN DIGITAL CORP Technology 469.0 $300K 0.06% NEW $638.72 -31.8%
105 EPD ENTERPRISE PRODS PARTNERS L 8,011.0 $294K 0.06% NEW $36.76
106 APP APPLOVIN CORP Technology 564.0 $291K 0.06% NEW $515.23 -42.0%
107 VLO VALERO ENERGY CORP Energy 1,104.0 $288K 0.06% NEW $260.44 +32.9%
108 CEG CONSTELLATION ENERGY CORP Utilities 1,139.0 $283K 0.06% NEW $248.37 +10.1%
109 HOOD ROBINHOOD MKTS INC Financial Services 2,792.0 $280K 0.06% NEW $100.28 +3.3%
110 AXP AMERICAN EXPRESS CO Financial Services 825.0 $279K 0.06% +84.0 +11.3% $338.25 -0.3%
111 SYY SYSCO CORP Consumer Defensive 3,306.0 $276K 0.06% NEW $83.58 +0.3%
112 MO ALTRIA GROUP INC Consumer Defensive 3,817.0 $275K 0.06% NEW $71.95 -4.8%
113 CVS CVS HEALTH CORP Healthcare 2,649.0 $274K 0.06% NEW $103.45 -9.0%
114 MPC MARATHON PETE CORP Energy 1,049.0 $268K 0.06% NEW $255.67 +41.8%
115 DFAT DIMENSIONAL ETF TRUST 3,817.0 $267K 0.05% -2K -29.4% $69.89 +2.2%
116 SPG SIMON PPTY GROUP INC NEW Real Estate 1,190.0 $266K 0.05% NEW $223.65 -1.3%
117 UBER UBER TECHNOLOGIES INC Technology 3,649.0 $263K 0.05% +821.0 +29.0% $72.16 +9.9%
118 NEE NEXTERA ENERGY INC Utilities 3,000.0 $263K 0.05% NEW $87.77 -4.2%
119 EEMV ISHARES INC 3,495.0 $263K 0.05% -965.0 -21.6% $75.28 -1.0%
120 GS GOLDMAN SACHS GROUP INC Financial Services 258.0 $261K 0.05% NEW $1011.88 +2.4%
Page 6 of 8  ·  142 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 81.3%
Communication Services 4.0%
Financial Services 3.7%
Industrials 3.0%
Consumer Cyclical 2.4%
Consumer Defensive 1.6%
Healthcare 1.5%
Energy 1.1%
Utilities 1.0%
Real Estate 0.3%