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: $349.5M94 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$3.4M	1.0%Prev: 0.9%	14,863 SH	Decreased+899 SH
ALLISON TRANSMISSION HLDGS I	COM	$621K	0.2%Prev: 0.2%	7,316 SH	Decreased+1,290 SH
ALPHABET INC	CAP STK CL A	$3.3M	1.0%Prev: 1.1%	13,716 SH	Decreased+2,643 SH
ALPHABET INC	CAP STK CL C	$2.2M	0.6%Prev: 0.8%	9,123 SH	Decreased+1,224 SH
AMAZON COM INC	COM	$349K	0.1%Prev: 0.1%	1,589 SH	Decreased-111 SH
AMGEN INC	COM	$2.4M	0.7%Prev: 0.8%	8,335 SH	Decreased+223 SH
APPLE INC	COM	$7.3M	2.1%Prev: 2.3%	28,509 SH	Decreased-382 SH
AT&T INC	COM	$229K	0.1%	8,110 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$298K	0.1%	593 SH	New
BITMINE IMMERSION TECNOLOGIE	COM NEW	$222K	0.1%	4,282 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$2.1M	0.6%Prev: 0.7%	46,392 SH	Decreased+1,687 SH
BROADCOM INC	COM	$3.0M	0.9%Prev: 0.7%	9,029 SH	Increased+1,855 SH
CAL MAINE FOODS INC	COM NEW	$722K	0.2%Prev: 0.1%	7,671 SH	Increased+1,340 SH
CHEVRON CORP NEW	COM	$201K	0.1%	1,292 SH	New
CISCO SYS INC	COM	$2.7M	0.8%Prev: 0.9%	39,954 SH	Decreased+10,716 SH
COLGATE PALMOLIVE CO	COM	$1.5M	0.4%Prev: 0.5%	18,873 SH	Decreased+68 SH
COMCAST CORP NEW	CL A	$1.8M	0.5%Prev: 0.4%	56,474 SH	Increased+2,469 SH
CONOCOPHILLIPS	COM	$246K	0.1%Prev: 0.1%	2,604 SH	Decreased-62 SH
CROWDSTRIKE HLDGS INC	CL A	$226K	0.1%Prev: 0.1%	460 SH	Decreased+108 SH
EATON CORP PLC	SHS	$2.7M	0.8%Prev: 0.8%	7,250 SH	Decreased+214 SH
ELASTIC N V	ORD SHS	$390K	0.1%	4,614 SH	New
ELI LILLY & CO	COM	$604K	0.2%Prev: 0.2%	792 SH	Decreased+46 SH
ETFS GOLD TR	PHYSCL GOLD SHS	$11.8M	3.4%Prev: 2.6%	320,618 SH	Increased+65,312 SH
EVERCORE INC	CLASS A	$216K	0.1%Prev: 0.1%	641 SH	Increased+44 SH
EXELIXIS INC	COM	$737K	0.2%Prev: 0.2%	17,854 SH	Decreased+3,113 SH
EXXON MOBIL CORP	COM	$2.2M	0.6%Prev: 0.6%	19,373 SH	Increased+4,438 SH
FORD MTR CO	COM	$42K	0.0%Prev: 0.1%	15,000 SH	Decreased-4 SH
FOX CORP	CL A COM	$1.3M	0.4%Prev: 0.3%	21,031 SH	Increased+2,729 SH
GENERAL MLS INC	COM	$2.0M	0.6%	39,662 SH	New
GILEAD SCIENCES INC	COM	$234K	0.1%Prev: 0.1%	2,107 SH	Decreased-147 SH
HOME DEPOT INC	COM	$3.1M	0.9%Prev: 0.7%	7,571 SH	Increased+116 SH
HP INC	COM	$802K	0.2%Prev: 0.1%	29,467 SH	Increased+5,054 SH
ILLINOIS TOOL WKS INC	COM	$202K	0.1%Prev: 0.1%	776 SH	Decreased-94 SH
INTERNATIONAL BUSINESS MACHS	COM	$3.5M	1.0%Prev: 0.9%	12,324 SH	Increased+269 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$362K	0.1%Prev: 0.1%	1,907 SH	Decreased-449 SH
INVESCO QQQ TR	UNIT SER 1	$274K	0.1%Prev: 0.1%	456 SH	Increased+93 SH
IONIS PHARMACEUTICALS INC	COM	$654K	0.2%Prev: 0.1%	10,000 SH	Increased+4,000 SH
ISHARES TR	0-3 MNTH TREASRY	$7.2M	2.1%	71,694 SH	New
ISHARES TR	7-10 YR TRSY BD	$2.5M	0.7%Prev: 0.6%	26,209 SH	Increased+933 SH
ISHARES TR	CORE S&P500 ETF	$598K	0.2%Prev: 0.2%	894 SH	Decreased-8 SH
ISHARES TR	HDG MSCI EAFE	$3.7M	1.1%Prev: 1.2%	93,638 SH	Decreased+128 SH
ISHARES TR	MBS ETF	$640K	0.2%Prev: 0.2%	6,721 SH	Decreased-187 SH
ISHARES TR	RUS 1000 GRW ETF	$276K	0.1%Prev: 0.1%	590 SH	Increased-1,569 SH
ISHARES TR	RUS 1000 VAL ETF	$513K	0.1%Prev: 0.2%	2,520 SH	Decreased
ISHARES TR	TIPS BD ETF	$18.2M	5.2%Prev: 4.8%	163,991 SH	Increased+2,618 SH
ISHARES TR	TRS FLT RT BD	$7.7M	2.2%Prev: 0.2%	151,971 SH	Increased+140,263 SH
KORN FERRY	COM NEW	$960K	0.3%Prev: 0.2%	13,724 SH	Increased+2,107 SH
KROGER CO	COM	$3.1M	0.9%Prev: 0.7%	45,961 SH	Increased+882 SH
LAM RESEARCH CORP	COM NEW	$2.0M	0.6%Prev: 1.1%	14,824 SH	Decreased+5,336 SH
LOCKHEED MARTIN CORP	COM	$2.5M	0.7%Prev: 0.7%	5,068 SH	Increased+135 SH
LOWES COS INC	COM	$2.5M	0.7%Prev: 0.6%	10,037 SH	Increased+292 SH
MASTERCARD INCORPORATED	CL A	$267K	0.1%Prev: 0.1%	469 SH	Increased+17 SH
MCDONALDS CORP	COM	$2.5M	0.7%Prev: 0.6%	8,155 SH	Increased+204 SH
MEDTRONIC PLC	SHS	$2.8M	0.8%Prev: 0.6%	29,612 SH	Increased+275 SH
MERCK & CO INC	COM	$2.1M	0.6%Prev: 0.9%	25,514 SH	Decreased+634 SH
META PLATFORMS INC	CL A	$619K	0.2%Prev: 0.1%	843 SH	Increased-31 SH
MICROSOFT CORP	COM	$2.4M	0.7%Prev: 0.5%	4,706 SH	Increased+124 SH
NETAPP INC	COM	$2.5M	0.7%Prev: 0.6%	20,948 SH	Increased+6,410 SH
NEXTRACKER INC	CLASS A COM	$1.7M	0.5%	23,343 SH	New
NVIDIA CORPORATION	COM	$1.3M	0.4%Prev: 0.4%	7,074 SH	Decreased-12 SH
OMNICOM GROUP INC	COM	$444K	0.1%Prev: 0.1%	5,446 SH	Increased+893 SH
PGIM ETF TR	PGIM ULTRA SH BD	$2.6M	0.7%Prev: 0.7%	52,068 SH	Increased+1,860 SH
PGIM ETF TR	TOTAL RETURN BON	$879K	0.3%	20,827 SH	New
PROCTER AND GAMBLE CO	COM	$2.4M	0.7%	15,630 SH	New
PROSHARES TR	S&P 500 DV ARIST	$6.6M	1.9%Prev: 2.0%	63,933 SH	Decreased-70,923 SH
QUALCOMM INC	COM	$2.4M	0.7%Prev: 0.5%	14,627 SH	Increased+4,816 SH
RBB FD INC	US TREAS 3 MNTH	$3.3M	0.9%	65,902 SH	New
RIVIAN AUTOMOTIVE INC	COM CL A	$167K	0.0%Prev: 0.1%	11,378 SH	Decreased-8,635 SH
ROBINHOOD MKTS INC	COM CL A	$210K	0.1%	1,465 SH	New
SALESFORCE INC	COM	$340K	0.1%	1,435 SH	New
SCHWAB CHARLES CORP	COM	$1.7M	0.5%Prev: 0.7%	17,692 SH	Decreased-10,278 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$633K	0.2%Prev: 0.2%	23,179 SH	Decreased-2,122 SH
SHOPIFY INC	CL A SUB VTG SHS	$1.5M	0.4%Prev: 0.3%	10,000 SH	Increased-1,041 SH
SPDR GOLD TR	GOLD SHS	$613K	0.2%Prev: 0.1%	1,725 SH	Increased+453 SH
SPDR S&P 500 ETF TR	TR UNIT	$17.4M	5.0%	26,112 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$659K	0.2%	1,106 SH	New
SPDR SERIES TRUST	BLOOMBERG 1-3 MO	$32.1M	9.2%	349,561 SH	New
STARBUCKS CORP	COM	$2.1M	0.6%Prev: 0.7%	25,214 SH	Decreased+883 SH
SUNCOR ENERGY INC NEW	COM	$205K	0.1%Prev: 0.1%	4,906 SH	Decreased-193 SH
TAPESTRY INC	COM	$1.6M	0.4%Prev: 0.5%	13,829 SH	Decreased+1,362 SH
TEGNA INC	COM	$709K	0.2%	34,861 SH	New
TESLA INC	COM	$437K	0.1%Prev: 0.1%	982 SH	Increased+130 SH
UNITEDHEALTH GROUP INC	COM	$481K	0.1%Prev: 0.1%	1,392 SH	Decreased+167 SH
USANA HEALTH SCIENCES INC	COM	$205K	0.1%	7,444 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$341K	0.1%Prev: 0.1%	558 SH	Decreased-9 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$45.4M	13.0%Prev: 13.5%	138,306 SH	Decreased+3,498 SH
VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$32.4M	9.3%	428,200 SH	New
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$249K	0.1%Prev: 0.1%	1,810 SH	Decreased
VANGUARD MALVERN FDS	STRM INFPROIDX	$2.0M	0.6%Prev: 0.5%	38,852 SH	Increased+381 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$13.0M	3.7%Prev: 3.4%	221,277 SH	Increased+5,023 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.5M	0.4%Prev: 0.4%	18,318 SH	Increased+212 SH
VANGUARD STAR FDS	VG TL INTL STK F	$11.4M	3.3%Prev: 1.2%	155,544 SH	Increased+104,844 SH
VISA INC	COM CL A	$2.7M	0.8%Prev: 0.7%	7,964 SH	Increased+122 SH
WISDOMTREE TR	FLOATNG RAT TREA	$28.3M	8.1%Prev: 1.5%	562,030 SH	Increased+451,369 SH

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC — $379K
AMPHENOL CORP — $238K
APPLIED MATLS INC — $246K
BLACKROCK ETF TRUST — $518K
BOEING CO — $216K
CAPITAL GROUP DIVIDEND VALUE — $414K
CAPITAL GROUP GROWTH ETF — $245K
CAPITAL ONE FINL CORP — $220K
CARPENTER TECHNOLOGY CORP — $221K
CHEVRON CORPORATION — $246K
COSTCO WHOLESALE CORPORATION — $1.1M
EOG RES INC — $221K
GE VERNOVA INC — $355K
GENERAL MILLS INC — $1.4M
INTEL CORP — $365K
ISHARES INC — $4.5M
ISHARES TR — $36.4M
MICRON TECHNOLOGY INC — $290K
NEXTPOWER INC — $1.7M
PGIM ETF TR — $1.0M
… and 15 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