Portfolio (Quarterly) Guide ↗

Black Cypress Capital Management, LLC

· CIK 0002022614

13F Portfolio $150M AUM 29 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 5 Added 17 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	JCI	JOHNSON CTLS INTL PLC	Industrials	188	$25K	0.02%	SOLD
2	NKE	NIKE INC	Consumer Cyclical	94	$5K	0.00%	SOLD

Sector Allocation

Consumer Cyclical 33.2%

Financial Services 19.9%

Industrials 19.4%

Communication Services 18.7%

Energy 8.2%

Consumer Defensive 0.6%