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: $351.5M2 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$3.2M	0.9%Prev: 0.9%	14,858 SH	Decreased-676 SH
ALLISON TRANSMISSION HLDGS I	COM	$752K	0.2%Prev: 0.2%	6,421 SH	Decreased-1,515 SH
ALPHABET INC	CAP STK CL A	$3.3M	0.9%Prev: 0.6%	11,378 SH	Increased-2,932 SH
ALPHABET INC	CAP STK CL C	$2.4M	0.7%Prev: 0.5%	8,336 SH	Increased-1,957 SH
AMAZON COM INC	COM	$344K	0.1%Prev: 0.1%	1,652 SH	Increased+143 SH
AMGEN INC	COM	$2.9M	0.8%Prev: 0.8%	8,363 SH	Increased-246 SH
APPLE INC	COM	$7.5M	2.1%Prev: 2.0%	29,412 SH	Increased-1,095 SH
BOEING CO	COM	$201K	0.1%	1,010 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$2.8M	0.8%Prev: 0.8%	46,061 SH	Decreased-2,006 SH
BROADCOM INC	COM	$2.8M	0.8%Prev: 0.6%	9,049 SH	Increased-4,319 SH
CAL MAINE FOODS INC	COM NEW	$535K	0.2%	6,765 SH	New
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$223K	0.1%	5,245 SH	New
CAPITAL ONE FINL CORP	COM	$221K	0.1%	1,209 SH	New
CHEVRON CORPORATION	COM	$298K	0.1%	1,439 SH	New
CISCO SYS INC	COM	$3.1M	0.9%	40,088 SH	New
COLGATE PALMOLIVE CO	COM	$1.6M	0.5%Prev: 0.5%	19,257 SH	Decreased+228 SH
COMCAST CORP NEW	CL A	$1.6M	0.5%Prev: 0.6%	55,620 SH	Decreased-5,107 SH
CONOCOPHILLIPS	COM	$343K	0.1%Prev: 0.1%	2,602 SH	Increased+620 SH
EATON CORP PLC	SHS	$2.6M	0.7%Prev: 0.7%	7,263 SH	Increased-1,736 SH
ELASTIC N V	ORD SHS	$231K	0.1%	4,614 SH	New
ELI LILLY & CO	COM	$692K	0.2%Prev: 0.1%	752 SH	Increased+243 SH
EOG RES INC	COM	$239K	0.1%	1,655 SH	New
ETFS GOLD TR	PHYSCL GOLD SHS	$11.6M	3.3%Prev: 3.1%	260,344 SH	Increased-98,822 SH
EVERCORE INC	CLASS A	$220K	0.1%	737 SH	New
EXELIXIS INC	COM	$674K	0.2%	15,723 SH	New
EXXON MOBIL CORP	COM	$2.6M	0.7%Prev: 0.7%	15,356 SH	Increased-4,255 SH
FORD MTR CO	COM	$173K	0.0%	15,000 SH	New
FOX CORP	CL A COM	$1.1M	0.3%Prev: 0.3%	19,105 SH	Decreased-2,140 SH
GE VERNOVA INC	COM	$289K	0.1%	331 SH	New
GENERAL MILLS INC	COM	$1.5M	0.4%	39,944 SH	New
GILEAD SCIENCES INC	COM	$304K	0.1%	2,179 SH	New
HOME DEPOT INC	COM	$2.5M	0.7%Prev: 0.8%	7,623 SH	Decreased+50 SH
HP INC	COM	$500K	0.1%Prev: 0.3%	26,043 SH	Decreased-5,889 SH
ILLINOIS TOOL WKS INC	COM	$220K	0.1%	845 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$3.0M	0.9%Prev: 0.9%	12,418 SH	Decreased+87 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$434K	0.1%Prev: 0.1%	2,262 SH	Increased+582 SH
INVESCO QQQ TR	UNIT SER 1	$228K	0.1%Prev: 0.1%	395 SH	Increased-81 SH
IONIS PHARMACEUTICALS INC	COM	$451K	0.1%Prev: 0.1%	6,000 SH	Increased-4,000 SH
ISHARES INC	MSCI EMRG CHN	$3.5M	1.0%	44,626 SH	New
ISHARES TR	0-3 MNTH TREASRY	$37.1M	10.5%Prev: 2.2%	368,275 SH	Increased+290,837 SH
ISHARES TR	7-10 YR TRSY BD	$2.5M	0.7%Prev: 0.7%	25,776 SH	Decreased-471 SH
ISHARES TR	CORE S&P500 ETF	$584K	0.2%Prev: 0.2%	894 SH	Increased-91 SH
ISHARES TR	HDG MSCI EAFE	$4.0M	1.1%Prev: 1.0%	94,203 SH	Increased-4,227 SH
ISHARES TR	MBS ETF	$621K	0.2%Prev: 0.2%	6,538 SH	Decreased-492 SH
ISHARES TR	RUS 1000 GRW ETF	$252K	0.1%Prev: 2.3%	590 SH	Decreased-21,398 SH
ISHARES TR	RUS 1000 VAL ETF	$538K	0.2%Prev: 0.1%	2,520 SH	Increased
ISHARES TR	TIPS BD ETF	$17.9M	5.1%Prev: 5.5%	162,607 SH	Decreased-10,038 SH
ISHARES TR	TRS FLT RT BD	$714K	0.2%Prev: 5.4%	14,102 SH	Decreased-354,027 SH
KORN FERRY	COM NEW	$778K	0.2%Prev: 0.2%	12,360 SH	Decreased-389 SH
KROGER CO	COM	$3.4M	1.0%Prev: 0.9%	46,308 SH	Increased-932 SH
LAM RESEARCH CORP	COM NEW	$3.1M	0.9%Prev: 0.5%	14,617 SH	Increased-6,945 SH
LOCKHEED MARTIN CORP	COM	$3.1M	0.9%Prev: 0.7%	5,076 SH	Increased-292 SH
LOWES COS INC	COM	$2.4M	0.7%Prev: 0.7%	10,033 SH	Decreased-467 SH
MASTERCARD INCORPORATED	CL A	$230K	0.1%	460 SH	New
MCDONALDS CORP	COM	$2.5M	0.7%Prev: 0.8%	8,201 SH	Decreased-269 SH
MEDTRONIC PLC	SHS	$2.6M	0.7%Prev: 0.5%	30,016 SH	Increased+11,231 SH
MERCK & CO INC	COM	$3.1M	0.9%Prev: 0.7%	25,631 SH	Increased-792 SH
META PLATFORMS INC	CL A	$491K	0.1%Prev: 0.1%	859 SH	Increased+49 SH
MICROSOFT CORP	COM	$1.8M	0.5%Prev: 0.5%	4,800 SH	Increased+135 SH
NETAPP INC	COM	$2.2M	0.6%Prev: 0.3%	21,024 SH	Increased+8,154 SH
NETFLIX INC.	COM	$237K	0.1%	2,469 SH	New
NEXTPOWER INC	CLASS A COM	$2.5M	0.7%	20,944 SH	New
NVIDIA CORPORATION	COM	$1.2M	0.3%Prev: 0.2%	6,778 SH	Increased-540 SH
OMNICOM GROUP INC	COM	$365K	0.1%Prev: 0.1%	4,843 SH	Decreased-1,062 SH
PGIM ETF TR	AAA CLO ETF	$653K	0.2%	12,751 SH	New
PGIM ETF TR	PGIM ULTRA SH BD	$2.4M	0.7%Prev: 0.4%	47,663 SH	Increased+17,045 SH
PGIM ETF TR	TOTAL RETURN BON	$442K	0.1%Prev: 0.2%	10,642 SH	Decreased-8,852 SH
PROCTER & GAMBLE CO	COM	$2.3M	0.7%	16,089 SH	New
PROSHARES TR	S&P 500 DV ARIST	$7.1M	2.0%Prev: 2.0%	66,649 SH	Increased-366 SH
QUALCOMM INC	COM	$1.9M	0.5%Prev: 0.7%	14,699 SH	Decreased-594 SH
RBB FD INC	F/M US TREASURY	$5.3M	1.5%	105,573 SH	New
RIVIAN AUTOMOTIVE INC	COM CL A	$221K	0.1%Prev: 0.0%	14,667 SH	Increased+1,038 SH
SCHWAB CHARLES CORP	COM	$2.7M	0.8%	28,756 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$686K	0.2%Prev: 0.2%	22,360 SH	Increased-1,920 SH
SHOPIFY INC	CL A SUB VTG SHS	$1.3M	0.4%	11,040 SH	New
SPDR GOLD TR	GOLD SHS	$483K	0.1%Prev: 0.1%	1,122 SH	Decreased-603 SH
SPDR SERIES TRUST	STATE STREET SPD	$34.4M	9.8%	375,265 SH	New
STARBUCKS CORP	COM	$2.3M	0.6%Prev: 0.7%	25,360 SH	Decreased-1,004 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$8.7M	2.5%	13,392 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$777K	0.2%	1,261 SH	New
SUNCOR ENERGY INC NEW	COM	$327K	0.1%	4,940 SH	New
TAPESTRY INC	COM	$1.8M	0.5%Prev: 0.3%	12,946 SH	Increased-2,107 SH
TESLA INC	COM	$332K	0.1%Prev: 0.1%	893 SH	Increased-18 SH
UNITEDHEALTH GROUP INC	COM	$351K	0.1%Prev: 0.2%	1,296 SH	Decreased-228 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$337K	0.1%Prev: 0.1%	565 SH	Increased+25 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$44.4M	12.6%Prev: 11.9%	138,494 SH	Increased-11,890 SH
VANGUARD INDEX FDS	VALUE ETF	$7.3M	2.1%	37,347 SH	New
VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$35.1M	10.0%	464,276 SH	New
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$250K	0.1%Prev: 0.1%	1,810 SH	Increased
VANGUARD MALVERN FDS	STRM INFPROIDX	$2.0M	0.6%Prev: 0.5%	39,103 SH	Increased+3,638 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$12.8M	3.6%Prev: 4.0%	218,505 SH	Decreased-19,945 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.5M	0.4%Prev: 0.4%	18,395 SH	Increased+1,200 SH
VANGUARD STAR FDS	VG TL INTL STK F	$3.9M	1.1%Prev: 2.0%	51,024 SH	Decreased-62,316 SH
VISA INC	COM CL A	$2.4M	0.7%Prev: 1.0%	8,049 SH	Decreased-1,858 SH
WISDOMTREE TR	FLOATNG RAT TREA	$5.7M	1.6%Prev: 8.2%	113,716 SH	Decreased-450,775 SH

Sold (vs prior filing)

AT&T INC — $229K
BERKSHIRE HATHAWAY INC DEL — $432K
GENERAL MLS INC — $2.5M
LENNAR CORP — $1.2M
NEXTRACKER INC — $1.0M
PROCTER AND GAMBLE CO — $2.7M
RBB FD INC — $5.4M
SALESFORCE INC — $310K
SHOPIFY INC — $955K
SPDR S&P 500 ETF TR — $16.1M
SPDR S&P MIDCAP 400 ETF TR — $533K
SPDR SER TR — $64.4M
TEGNA INC — $691K
USANA HEALTH SCIENCES INC — $209K

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