Cypress Capital, LLC

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

Import this data to Google Sheets with:

=jivedata("cypress-capital-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $344.3M89 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$2.8M	0.8%Prev: 0.9%	15,325 SH	Decreased+467 SH
ALLISON TRANSMISSION HLDGS I	COM	$702K	0.2%Prev: 0.2%	7,395 SH	Decreased+974 SH
ALPHABET INC	CAP STK CL A	$2.5M	0.7%Prev: 0.9%	14,112 SH	Decreased+2,734 SH
ALPHABET INC	CAP STK CL C	$1.6M	0.5%Prev: 0.7%	9,182 SH	Decreased+846 SH
AMAZON COM INC	COM	$334K	0.1%Prev: 0.1%	1,523 SH	Decreased-129 SH
AMGEN INC	COM	$2.4M	0.7%Prev: 0.8%	8,605 SH	Decreased+242 SH
APPLE INC	COM	$5.9M	1.7%Prev: 2.1%	28,971 SH	Decreased-441 SH
AT&T INC	COM	$235K	0.1%	8,105 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$322K	0.1%	662 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$2.2M	0.6%Prev: 0.8%	47,963 SH	Decreased+1,902 SH
BROADCOM INC	COM	$3.7M	1.1%Prev: 0.8%	13,497 SH	Increased+4,448 SH
CISCO SYS INC	COM	$240K	0.1%Prev: 0.9%	3,453 SH	Decreased-36,635 SH
COGNIZANT TECHNOLOGY SOLUTIO	CL A	$203K	0.1%	2,606 SH	New
COLGATE PALMOLIVE CO	COM	$1.8M	0.5%Prev: 0.5%	19,499 SH	Increased+242 SH
COMCAST CORP NEW	CL A	$2.1M	0.6%Prev: 0.5%	58,838 SH	Increased+3,218 SH
CONOCOPHILLIPS	COM	$240K	0.1%Prev: 0.1%	2,674 SH	Decreased+72 SH
EATON CORP PLC	SHS	$3.3M	0.9%Prev: 0.7%	9,120 SH	Increased+1,857 SH
ELASTIC N V	ORD SHS	$389K	0.1%Prev: 0.1%	4,614 SH	Increased
ELI LILLY & CO	COM	$529K	0.2%Prev: 0.2%	678 SH	Decreased-74 SH
ETFS GOLD TR	PHYSCL GOLD SHS	$10.3M	3.0%Prev: 3.3%	327,611 SH	Decreased+67,267 SH
EXXON MOBIL CORP	COM	$2.1M	0.6%Prev: 0.7%	19,761 SH	Decreased+4,405 SH
FORD MTR CO	COM	$31K	0.0%Prev: 0.0%	15,000 SH	Decreased
FOX CORP	CL A COM	$1.2M	0.3%Prev: 0.3%	21,400 SH	Increased+2,295 SH
GENERAL MLS INC	COM	$2.1M	0.6%	40,883 SH	New
GILEAD SCIENCES INC	COM	$245K	0.1%Prev: 0.1%	2,214 SH	Decreased+35 SH
GRAINGER W W INC	COM	$226K	0.1%	217 SH	New
HOME DEPOT INC	COM	$2.8M	0.8%Prev: 0.7%	7,767 SH	Increased+144 SH
HP INC	COM	$729K	0.2%Prev: 0.1%	29,788 SH	Increased+3,745 SH
ILLINOIS TOOL WKS INC	COM	$201K	0.1%Prev: 0.1%	813 SH	Decreased-32 SH
INTERNATIONAL BUSINESS MACHS	COM	$3.7M	1.1%Prev: 0.9%	12,664 SH	Increased+246 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$337K	0.1%Prev: 0.1%	1,856 SH	Decreased-406 SH
INVESCO QQQ TR	UNIT SER 1	$322K	0.1%Prev: 0.1%	583 SH	Increased+188 SH
IONIS PHARMACEUTICALS INC	COM	$395K	0.1%Prev: 0.1%	10,000 SH	Decreased+4,000 SH
ISHARES TR	0-3 MNTH TREASRY	$7.0M	2.0%Prev: 10.5%	69,804 SH	Decreased-298,471 SH
ISHARES TR	7-10 YR TRSY BD	$2.5M	0.7%Prev: 0.7%	26,001 SH	Increased+225 SH
ISHARES TR	CORE S&P500 ETF	$612K	0.2%Prev: 0.2%	985 SH	Increased+91 SH
ISHARES TR	HDG MSCI EAFE	$3.7M	1.1%Prev: 1.1%	97,678 SH	Decreased+3,475 SH
ISHARES TR	MBS ETF	$653K	0.2%Prev: 0.2%	6,959 SH	Increased+421 SH
ISHARES TR	RUS 1000 GRW ETF	$251K	0.1%Prev: 0.1%	590 SH	Decreased
ISHARES TR	RUS 1000 VAL ETF	$489K	0.1%Prev: 0.2%	2,520 SH	Decreased
ISHARES TR	TIPS BD ETF	$18.8M	5.4%Prev: 5.1%	170,467 SH	Increased+7,860 SH
ISHARES TR	TRS FLT RT BD	$9.0M	2.6%Prev: 0.2%	178,461 SH	Increased+164,359 SH
KORN FERRY	COM NEW	$867K	0.3%Prev: 0.2%	11,827 SH	Increased-533 SH
KROGER CO	COM	$3.4M	1.0%Prev: 1.0%	47,342 SH	Increased+1,034 SH
LAM RESEARCH CORP	COM NEW	$2.1M	0.6%Prev: 0.9%	21,913 SH	Decreased+7,296 SH
LENNAR CORP	CL A	$1.2M	0.3%	10,575 SH	New
LOCKHEED MARTIN CORP	COM	$2.4M	0.7%Prev: 0.9%	5,259 SH	Decreased+183 SH
LOWES COS INC	COM	$2.3M	0.7%Prev: 0.7%	10,370 SH	Decreased+337 SH
MASTERCARD INCORPORATED	CL A	$249K	0.1%Prev: 0.1%	443 SH	Increased-17 SH
MCDONALDS CORP	COM	$2.5M	0.7%Prev: 0.7%	8,437 SH	Decreased+236 SH
MEDTRONIC PLC	SHS	$2.7M	0.8%Prev: 0.7%	30,469 SH	Increased+453 SH
MERCK & CO INC	COM	$2.1M	0.6%Prev: 0.9%	26,389 SH	Decreased+758 SH
META PLATFORMS INC	CL A	$686K	0.2%Prev: 0.1%	930 SH	Increased+71 SH
MICROSOFT CORP	COM	$2.4M	0.7%Prev: 0.5%	4,791 SH	Increased-9 SH
NETAPP INC	COM	$3.3M	0.9%Prev: 0.6%	30,550 SH	Increased+9,526 SH
NEXTRACKER INC	CLASS A COM	$1.3M	0.4%	24,415 SH	New
NVIDIA CORPORATION	COM	$1.2M	0.3%Prev: 0.3%	7,363 SH	Decreased+585 SH
OMNICOM GROUP INC	COM	$396K	0.1%Prev: 0.1%	5,498 SH	Increased+655 SH
ORACLE CORP	COM	$279K	0.1%	1,276 SH	New
PGIM ETF TR	PGIM ULTRA SH BD	$2.2M	0.6%Prev: 0.7%	43,807 SH	Decreased-3,856 SH
PGIM ETF TR	TOTAL RETURN BON	$947K	0.3%Prev: 0.1%	22,634 SH	Increased+11,992 SH
PROCTER AND GAMBLE CO	COM	$2.6M	0.7%	16,068 SH	New
PROSHARES TR	S&P 500 DV ARIST	$6.9M	2.0%Prev: 2.0%	68,125 SH	Decreased+1,476 SH
QUALCOMM INC	COM	$2.4M	0.7%Prev: 0.5%	15,094 SH	Increased+395 SH
RBB FD INC	US TREAS 3 MNTH	$4.3M	1.3%	86,275 SH	New
RIVIAN AUTOMOTIVE INC	COM CL A	$158K	0.0%Prev: 0.1%	11,531 SH	Decreased-3,136 SH
SALESFORCE INC	COM	$435K	0.1%	1,595 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$637K	0.2%Prev: 0.2%	24,043 SH	Decreased+1,683 SH
SHOPIFY INC	CL A SUB VTG SHS	$1.2M	0.3%Prev: 0.4%	10,000 SH	Decreased-1,040 SH
SPDR GOLD TR	GOLD SHS	$526K	0.2%Prev: 0.1%	1,725 SH	Increased+603 SH
SPDR S&P 500 ETF TR	TR UNIT	$16.2M	4.7%	26,220 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$615K	0.2%	1,086 SH	New
SPDR SERIES TRUST	BLOOMBERG 1-3 MO	$41.0M	11.9%	446,544 SH	New
STARBUCKS CORP	COM	$2.4M	0.7%Prev: 0.6%	26,027 SH	Increased+667 SH
TAPESTRY INC	COM	$1.2M	0.4%Prev: 0.5%	13,963 SH	Decreased+1,017 SH
TEGNA INC	COM	$591K	0.2%	35,254 SH	New
TESLA INC	COM	$288K	0.1%Prev: 0.1%	906 SH	Decreased+13 SH
UNITEDHEALTH GROUP INC	COM	$429K	0.1%Prev: 0.1%	1,375 SH	Increased+79 SH
USANA HEALTH SCIENCES INC	COM	$230K	0.1%	7,519 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$310K	0.1%Prev: 0.1%	545 SH	Decreased-20 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$45.4M	13.2%Prev: 12.6%	149,324 SH	Increased+10,830 SH
VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$22.7M	6.6%Prev: 10.0%	300,977 SH	Decreased-163,299 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$233K	0.1%Prev: 0.1%	1,810 SH	Decreased
VANGUARD MALVERN FDS	STRM INFPROIDX	$1.8M	0.5%Prev: 0.6%	36,027 SH	Decreased-3,076 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$13.6M	3.9%Prev: 3.6%	230,818 SH	Increased+12,313 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.5M	0.4%Prev: 0.4%	18,308 SH	Decreased-87 SH
VANGUARD STAR FDS	VG TL INTL STK F	$11.2M	3.2%Prev: 1.1%	161,840 SH	Increased+110,816 SH
VISA INC	COM CL A	$3.6M	1.0%Prev: 0.7%	10,150 SH	Increased+2,101 SH
WISDOMTREE TR	FLOATNG RAT TREA	$30.2M	8.8%Prev: 1.6%	600,907 SH	Increased+487,191 SH

Sold (vs prior filing)

BOEING CO — $201K
CAL MAINE FOODS INC — $535K
CAPITAL GROUP DIVIDEND VALUE — $223K
CAPITAL ONE FINL CORP — $221K
CHEVRON CORPORATION — $298K
EOG RES INC — $239K
EVERCORE INC — $220K
EXELIXIS INC — $674K
GE VERNOVA INC — $289K
GENERAL MILLS INC — $1.5M
ISHARES INC — $3.5M
NETFLIX INC. — $237K
NEXTPOWER INC — $2.5M
PGIM ETF TR — $653K
PROCTER & GAMBLE CO — $2.3M
RBB FD INC — $5.3M
SCHWAB CHARLES CORP — $2.7M
SPDR SERIES TRUST — $34.4M
STATE STR SPDR S&P 500 ETF T — $8.7M
STATE STR SPDR S&P MIDCAP 40 — $777K
… and 2 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