Cypress Capital, LLC

CIK 0001729939 • 7 13F filings • Apr 25, 2025 – Oct 20, 2026

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Filer information

Filed by: Cypress Capital, LLC, Director of Operations
Address: 436 MAIN ST, STE 205, FRANKLIN, TN, 37064
Phone: 6154676075
AUM: $357.2M

AUM over time

$377.3M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $357.2M2 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$3.4M	1.0%Prev: 1.0%	15,055 SH	Decreased+827 SH
AEROVIRONMENT INC	COM	$209K	0.1%	864 SH	New
ALLISON TRANSMISSION HLDGS I	COM	$670K	0.2%	6,839 SH	New
ALPHABET INC	CAP STK CL A	$3.6M	1.0%Prev: 1.0%	11,605 SH	Decreased+271 SH
ALPHABET INC	CAP STK CL C	$2.7M	0.8%Prev: 0.7%	8,572 SH	Increased+873 SH
AMAZON COM INC	COM	$386K	0.1%Prev: 0.1%	1,671 SH	Increased+606 SH
AMGEN INC	COM	$2.8M	0.8%Prev: 0.9%	8,460 SH	Decreased+209 SH
APPLE INC	COM	$8.1M	2.3%Prev: 2.3%	29,791 SH	Decreased+4,192 SH
AT&T INC	COM	$202K	0.1%	8,117 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$288K	0.1%	572 SH	New
BOEING CO	COM	$216K	0.1%Prev: 0.1%	996 SH	Increased-94 SH
BRISTOL-MYERS SQUIBB CO	COM	$2.1M	0.6%Prev: 0.8%	38,042 SH	Decreased-8,380 SH
BROADCOM INC	COM	$3.2M	0.9%Prev: 0.7%	9,127 SH	Increased+1,841 SH
CAL MAINE FOODS INC	COM NEW	$544K	0.2%Prev: 0.1%	6,838 SH	Increased+903 SH
CAPITAL ONE FINL CORP	COM	$243K	0.1%Prev: 0.1%	1,001 SH	Increased-172 SH
CHEVRON CORP NEW	COM	$215K	0.1%	1,413 SH	New
CISCO SYS INC	COM	$3.1M	0.9%Prev: 0.9%	40,575 SH	Decreased+10,732 SH
COLGATE PALMOLIVE CO	COM	$1.2M	0.3%Prev: 0.4%	15,192 SH	Decreased-3,977 SH
COMCAST CORP NEW	CL A	$1.3M	0.4%Prev: 0.3%	44,699 SH	Increased-10,272 SH
CONOCOPHILLIPS	COM	$206K	0.1%Prev: 0.1%	2,196 SH	Decreased-508 SH
CROWDSTRIKE HLDGS INC	CL A	$227K	0.1%Prev: 0.1%	484 SH	Increased-345 SH
EATON CORP PLC	SHS	$2.3M	0.7%Prev: 0.8%	7,369 SH	Decreased+237 SH
ELASTIC N V	ORD SHS	$348K	0.1%	4,614 SH	New
ELI LILLY & CO	COM	$805K	0.2%Prev: 0.2%	749 SH	Decreased-7 SH
ETFS GOLD TR	PHYSCL GOLD SHS	$13.1M	3.7%Prev: 2.7%	319,126 SH	Increased+62,177 SH
EVERCORE INC	CLASS A	$236K	0.1%	694 SH	New
EXELIXIS INC	COM	$729K	0.2%Prev: 0.2%	16,636 SH	Decreased+2,825 SH
EXXON MOBIL CORP	COM	$1.9M	0.5%	15,473 SH	New
FORD MTR CO	COM	$55K	0.0%Prev: 0.0%	15,000 SH	Decreased
FOX CORP	CL A COM	$1.5M	0.4%Prev: 0.3%	19,953 SH	Increased+2,400 SH
GE VERNOVA INC	COM	$226K	0.1%Prev: 0.1%	346 SH	Decreased+22 SH
GENERAL MLS INC	COM	$1.5M	0.4%	32,136 SH	New
GILEAD SCIENCES INC	COM	$266K	0.1%Prev: 0.1%	2,167 SH	Decreased-140 SH
HOME DEPOT INC	COM	$2.6M	0.7%Prev: 0.6%	7,675 SH	Increased-181 SH
HP INC	COM	$615K	0.2%Prev: 0.2%	27,609 SH	Decreased+4,725 SH
INTERNATIONAL BUSINESS MACHS	COM	$3.7M	1.0%Prev: 0.7%	12,500 SH	Increased+100 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$386K	0.1%Prev: 0.1%	2,013 SH	Decreased-179 SH
INVESCO QQQ TR	UNIT SER 1	$242K	0.1%Prev: 0.1%	394 SH	Increased+72 SH
IONIS PHARMACEUTICALS INC	COM	$791K	0.2%Prev: 0.1%	10,000 SH	Increased+4,000 SH
ISHARES TR	0-3 MNTH TREASRY	$7.4M	2.1%	74,044 SH	New
ISHARES TR	7-10 YR TRSY BD	$2.5M	0.7%Prev: 0.6%	25,615 SH	Increased+1,906 SH
ISHARES TR	CORE S&P500 ETF	$612K	0.2%Prev: 0.2%	894 SH	Decreased
ISHARES TR	HDG MSCI EAFE	$3.9M	1.1%Prev: 1.2%	95,176 SH	Decreased+1,365 SH
ISHARES TR	MBS ETF	$608K	0.2%Prev: 0.2%	6,389 SH	Increased-36 SH
ISHARES TR	RUS 1000 GRW ETF	$279K	0.1%Prev: 0.1%	590 SH	Increased-1,531 SH
ISHARES TR	RUS 1000 VAL ETF	$530K	0.1%Prev: 0.2%	2,520 SH	Decreased
ISHARES TR	TIPS BD ETF	$18.2M	5.1%Prev: 5.1%	165,244 SH	Decreased-19,802 SH
ISHARES TR	TRS FLT RT BD	$7.7M	2.2%Prev: 0.2%	152,640 SH	Increased+140,784 SH
KORN FERRY	COM NEW	$846K	0.2%Prev: 0.2%	12,814 SH	Increased+1,929 SH
KROGER CO	COM	$2.9M	0.8%Prev: 0.7%	46,762 SH	Increased-267 SH
LAM RESEARCH CORP	COM NEW	$2.5M	0.7%Prev: 0.8%	14,896 SH	Decreased+5,254 SH
LOCKHEED MARTIN CORP	COM	$2.5M	0.7%Prev: 0.7%	5,157 SH	Decreased+139 SH
LOWES COS INC	COM	$2.4M	0.7%Prev: 0.5%	10,018 SH	Increased+105 SH
MASTERCARD INCORPORATED	CL A	$301K	0.1%Prev: 0.1%	527 SH	Increased+62 SH
MCDONALDS CORP	COM	$2.5M	0.7%Prev: 0.5%	8,307 SH	Increased-84 SH
MEDTRONIC PLC	SHS	$2.9M	0.8%Prev: 0.7%	30,272 SH	Increased+14 SH
MERCK & CO INC	COM	$2.6M	0.7%Prev: 1.0%	25,081 SH	Decreased-167 SH
META PLATFORMS INC	CL A	$501K	0.1%Prev: 0.2%	759 SH	Decreased-118 SH
MICROSOFT CORP	COM	$2.3M	0.6%Prev: 0.6%	4,794 SH	Decreased+202 SH
NETAPP INC	COM	$2.3M	0.6%Prev: 0.8%	21,109 SH	Decreased+6,298 SH
NEXTPOWER INC	CLASS A COM	$1.9M	0.5%	21,326 SH	New
NVIDIA CORPORATION	COM	$1.3M	0.4%Prev: 0.4%	7,171 SH	Decreased-112 SH
OMNICOM GROUP INC	COM	$410K	0.1%Prev: 0.1%	5,072 SH	Increased+807 SH
PGIM ETF TR	PGIM ULTRA SH BD	$2.5M	0.7%Prev: 0.7%	49,979 SH	Decreased-6,187 SH
PGIM ETF TR	TOTAL RETURN BON	$981K	0.3%	23,325 SH	New
PROCTER AND GAMBLE CO	COM	$2.3M	0.6%	15,741 SH	New
PROSHARES TR	S&P 500 DV ARIST	$9.3M	2.6%Prev: 2.0%	89,726 SH	Increased-47,172 SH
QUALCOMM INC	COM	$2.5M	0.7%Prev: 0.5%	14,844 SH	Increased+4,884 SH
RBB FD INC	US TREAS 3 MNTH	$5.2M	1.5%	105,243 SH	New
RIVIAN AUTOMOTIVE INC	COM CL A	$236K	0.1%Prev: 0.1%	11,960 SH	Decreased-9,420 SH
SALESFORCE INC	COM	$391K	0.1%Prev: 0.1%	1,476 SH	Increased+571 SH
SCHWAB CHARLES CORP	COM	$2.9M	0.8%	29,070 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$633K	0.2%Prev: 0.2%	23,088 SH	Decreased-275 SH
SHOPIFY INC	CL A SUB VTG SHS	$1.6M	0.5%Prev: 0.4%	10,000 SH	Decreased-1,040 SH
SPDR GOLD TR	GOLD SHS	$705K	0.2%Prev: 0.1%	1,779 SH	Increased+847 SH
SPDR S&P 500 ETF TR	TR UNIT	$18.0M	5.0%	26,336 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$636K	0.2%	1,054 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$36.2M	10.1%	396,462 SH	New
STARBUCKS CORP	COM	$1.8M	0.5%Prev: 0.6%	21,040 SH	Decreased-3,660 SH
SUNCOR ENERGY INC NEW	COM	$218K	0.1%Prev: 0.1%	4,911 SH	Decreased-281 SH
TAPESTRY INC	COM	$1.6M	0.5%Prev: 0.3%	12,912 SH	Increased+1,872 SH
TEGNA INC	COM	$633K	0.2%	32,590 SH	New
TESLA INC	COM	$449K	0.1%Prev: 0.2%	999 SH	Decreased-1,234 SH
UNITEDHEALTH GROUP INC	COM	$431K	0.1%Prev: 0.1%	1,306 SH	Increased+147 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$353K	0.1%Prev: 0.1%	563 SH	Decreased-132 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$46.7M	13.1%	139,276 SH	New
VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$33.2M	9.3%	440,533 SH	New
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$255K	0.1%Prev: 0.1%	1,810 SH	Decreased-32 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$2.0M	0.6%Prev: 4.6%	39,748 SH	Decreased-313,414 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$12.4M	3.5%Prev: 0.3%	211,186 SH	Increased+190,789 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.5M	0.4%Prev: 0.4%	18,271 SH	Increased+1,119 SH
VANGUARD STAR FDS	VG TL INTL STK F	$3.9M	1.1%	51,909 SH	New
VISA INC	COM CL A	$2.8M	0.8%Prev: 0.8%	8,115 SH	Decreased+144 SH
WISDOMTREE TR	FLOATNG RAT TREA	$28.5M	8.0%Prev: 1.4%	566,132 SH	Increased+464,984 SH

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC — $398K
AMPHENOL CORP — $227K
CAPITAL GROUP DIVIDEND VALUE — $421K
CAPITAL GROUP GROWTH ETF — $241K
CHARLES SCHWAB CORP (THE) — $2.8M
CHEVRON CORPORATION — $307K
COCA COLA CO — $3.0M
EOG RES INC — $238K
EXXONMOBIL HOLDINGS CORP — $2.5M
ILLINOIS TOOL WKS INC — $228K
INNOVATOR ETFS TRUST — $403K
INTEL CORP — $679K
ISHARES INC — $4.4M
ISHARES TR — $35.7M
ISHARES TR — $331K
ISHARES TR — $357K
ISHARES TR — $865K
ISHARES TR — $306K
JPMORGAN CHASE & CO — $430K
MICRON TECHNOLOGY INC — $314K
… and 23 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 6, 2026	Q4 2025	13F-HR	0001729939-26-000001	$357.2M	View
Oct 20, 2026	Q3 2026	13F-HR	0001729939-26-000005	$377.3M	View
Oct 23, 2025	Q3 2025