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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
Page 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DAL DELTA AIR LINES INC Industrials 4,665.0 $437K 0.29% -16K -77.1% $93.66 -14.5%
22 ISHARES TR 6,500.0 $145K 0.10% $22.37
23 IBDS ISHARES TR 5,800.0 $140K 0.09% $24.22 +0.0%
24 IVE ISHARES TR 539.0 $122K 0.08% $227.23 +4.4%
25 ISHARES TR 5,100.0 $117K 0.08% $22.89
26 IVW ISHARES TR 839.0 $115K 0.08% $137.45 +1.9%
27 IBDR ISHARES TR 3,500.0 $85K 0.06% $24.23 +0.0%
28 SBUX STARBUCKS CORP Consumer Cyclical 263.0 $27K 0.02% -108.0 -29.1% $102.19 +5.5%
29 LOW LOWES COS INC Consumer Cyclical 24.0 $5K 0.00% -1K -97.8% $217.00 -4.1%
Page 2 of 2  ·  29 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
Consumer Cyclical 33.2%
Financial Services 19.9%
Industrials 19.4%
Communication Services 18.7%
Energy 8.2%
Consumer Defensive 0.6%