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: $369.9M2 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$3.5M	0.9%Prev: 0.8%	13,964 SH	Increased-1,361 SH
ADVANCED MICRO DEVICES INC	COM	$379K	0.1%	652 SH	New
ALLISON TRANSMISSION HLDGS I	COM	$679K	0.2%Prev: 0.2%	6,026 SH	Decreased-1,369 SH
ALPHABET INC	CAP STK CL A	$4.0M	1.1%Prev: 0.7%	11,073 SH	Increased-3,039 SH
ALPHABET INC	CAP STK CL C	$2.8M	0.8%Prev: 0.5%	7,899 SH	Increased-1,283 SH
AMAZON COM INC	COM	$405K	0.1%Prev: 0.1%	1,700 SH	Increased+177 SH
AMGEN INC	COM	$2.9M	0.8%Prev: 0.7%	8,112 SH	Increased-493 SH
AMPHENOL CORP	CL A	$238K	0.1%	1,349 SH	New
APPLE INC	COM	$8.4M	2.3%Prev: 1.7%	28,891 SH	Increased-80 SH
APPLIED MATLS INC	COM	$246K	0.1%	340 SH	New
BLACKROCK ETF TRUST	ISHARES GOVT MON	$518K	0.1%	5,163 SH	New
BOEING CO	COM	$216K	0.1%	998 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$2.6M	0.7%Prev: 0.6%	44,705 SH	Increased-3,258 SH
BROADCOM INC	COM	$2.7M	0.7%Prev: 1.1%	7,174 SH	Decreased-6,323 SH
CAL MAINE FOODS INC	COM NEW	$510K	0.1%	6,331 SH	New
CAPITAL GROUP DIVIDEND VALUE	SHS CREAT UNIT	$414K	0.1%	8,410 SH	New
CAPITAL GROUP GROWTH ETF	SHS CREAT UNIT	$245K	0.1%	5,196 SH	New
CAPITAL ONE FINL CORP	COM	$220K	0.1%	1,098 SH	New
CARPENTER TECHNOLOGY CORP	COM	$221K	0.1%	359 SH	New
CHEVRON CORPORATION	COM	$246K	0.1%	1,482 SH	New
CISCO SYS INC	COM	$3.4M	0.9%Prev: 0.1%	29,238 SH	Increased+25,785 SH
COLGATE PALMOLIVE CO	COM	$1.7M	0.5%Prev: 0.5%	18,805 SH	Decreased-694 SH
COMCAST CORP NEW	CL A	$1.3M	0.4%Prev: 0.6%	54,005 SH	Decreased-4,833 SH
CONOCOPHILLIPS	COM	$277K	0.1%Prev: 0.1%	2,666 SH	Increased-8 SH
COSTCO WHOLESALE CORPORATION	COM	$1.1M	0.3%	1,130 SH	New
CROWDSTRIKE HLDGS INC	CL A	$269K	0.1%	352 SH	New
EATON CORP PLC	SHS	$3.0M	0.8%Prev: 0.9%	7,036 SH	Decreased-2,084 SH
ELI LILLY & CO	COM	$895K	0.2%Prev: 0.2%	746 SH	Increased+68 SH
EOG RES INC	COM	$221K	0.1%	1,702 SH	New
ETFS GOLD TR	PHYSCL GOLD SHS	$9.8M	2.6%Prev: 3.0%	255,306 SH	Decreased-72,305 SH
EVERCORE INC	CLASS A	$204K	0.1%	597 SH	New
EXELIXIS INC	COM	$802K	0.2%	14,741 SH	New
EXXON MOBIL CORP	COM	$2.0M	0.6%Prev: 0.6%	14,935 SH	Decreased-4,826 SH
FORD MTR CO	COM	$209K	0.1%Prev: 0.0%	15,004 SH	Increased+4 SH
FOX CORP	CL A COM	$955K	0.3%Prev: 0.3%	18,302 SH	Decreased-3,098 SH
GE VERNOVA INC	COM	$355K	0.1%	302 SH	New
GENERAL MILLS INC	COM	$1.4M	0.4%	38,847 SH	New
GILEAD SCIENCES INC	COM	$285K	0.1%Prev: 0.1%	2,254 SH	Increased+40 SH
HOME DEPOT INC	COM	$2.6M	0.7%Prev: 0.8%	7,455 SH	Decreased-312 SH
HP INC	COM	$536K	0.1%Prev: 0.2%	24,413 SH	Decreased-5,375 SH
ILLINOIS TOOL WKS INC	COM	$235K	0.1%Prev: 0.1%	870 SH	Increased+57 SH
INTEL CORP	COM	$365K	0.1%	2,617 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$3.4M	0.9%Prev: 1.1%	12,055 SH	Decreased-609 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$501K	0.1%Prev: 0.1%	2,356 SH	Increased+500 SH
INVESCO QQQ TR	UNIT SER 1	$268K	0.1%Prev: 0.1%	363 SH	Decreased-220 SH
IONIS PHARMACEUTICALS INC	COM	$476K	0.1%Prev: 0.1%	6,000 SH	Increased-4,000 SH
ISHARES INC	MSCI EMRG CHN	$4.5M	1.2%	44,381 SH	New
ISHARES TR	0-3 MTH TREASURY	$36.4M	9.8%	361,428 SH	New
ISHARES TR	7-10 YR TRSY BD	$2.4M	0.6%Prev: 0.7%	25,276 SH	Decreased-725 SH
ISHARES TR	CORE S&P500 ETF	$675K	0.2%Prev: 0.2%	902 SH	Increased-83 SH
ISHARES TR	HDG MSCI EAFE	$4.4M	1.2%Prev: 1.1%	93,510 SH	Increased-4,168 SH
ISHARES TR	MBS ETF	$653K	0.2%Prev: 0.2%	6,908 SH	Decreased-51 SH
ISHARES TR	RUS 1000 GRW ETF	$268K	0.1%Prev: 0.1%	2,159 SH	Increased+1,569 SH
ISHARES TR	RUS 1000 VAL ETF	$611K	0.2%Prev: 0.1%	2,520 SH	Increased
ISHARES TR	TIPS BD ETF	$17.7M	4.8%Prev: 5.4%	161,373 SH	Decreased-9,094 SH
ISHARES TR	TRS FLT RT BD	$593K	0.2%Prev: 2.6%	11,708 SH	Decreased-166,753 SH
KORN FERRY	COM NEW	$773K	0.2%Prev: 0.3%	11,617 SH	Decreased-210 SH
KROGER CO	COM	$2.5M	0.7%Prev: 1.0%	45,079 SH	Decreased-2,263 SH
LAM RESEARCH CORP	COM NEW	$4.1M	1.1%Prev: 0.6%	9,488 SH	Increased-12,425 SH
LOCKHEED MARTIN CORP	COM	$2.5M	0.7%Prev: 0.7%	4,933 SH	Increased-326 SH
LOWES COS INC	COM	$2.1M	0.6%Prev: 0.7%	9,745 SH	Decreased-625 SH
MASTERCARD INCORPORATED	CL A	$232K	0.1%Prev: 0.1%	452 SH	Decreased+9 SH
MCDONALDS CORP	COM	$2.1M	0.6%Prev: 0.7%	7,951 SH	Decreased-486 SH
MEDTRONIC PLC	SHS	$2.3M	0.6%Prev: 0.8%	29,337 SH	Decreased-1,132 SH
MERCK & CO INC	COM	$3.2M	0.9%Prev: 0.6%	24,880 SH	Increased-1,509 SH
META PLATFORMS INC	CL A	$492K	0.1%Prev: 0.2%	874 SH	Decreased-56 SH
MICRON TECHNOLOGY INC	COM	$290K	0.1%	251 SH	New
MICROSOFT CORP	COM	$1.7M	0.5%Prev: 0.7%	4,582 SH	Decreased-209 SH
NETAPP INC	COM	$2.2M	0.6%Prev: 0.9%	14,538 SH	Decreased-16,012 SH
NEXTPOWER INC	CLASS A COM	$1.7M	0.4%	13,880 SH	New
NVIDIA CORPORATION	COM	$1.4M	0.4%Prev: 0.3%	7,086 SH	Increased-277 SH
OMNICOM GROUP INC	COM	$332K	0.1%Prev: 0.1%	4,553 SH	Decreased-945 SH
PGIM ETF TR	AAA CLO ETF	$1.0M	0.3%	19,802 SH	New
PGIM ETF TR	PGIM ULTRA SH BD	$2.5M	0.7%Prev: 0.6%	50,208 SH	Increased+6,401 SH
PGIM ETF TR	TOTA RETU BD ETF	$363K	0.1%	8,744 SH	New
PROCTER & GAMBLE CO	COM	$2.3M	0.6%	15,700 SH	New
PROSHARES TR	S&P 500 DV ARIST	$7.6M	2.0%Prev: 2.0%	134,856 SH	Increased+66,731 SH
QUALCOMM INC	COM	$1.8M	0.5%Prev: 0.7%	9,811 SH	Decreased-5,283 SH
QUANTA SVCS INC	COM	$298K	0.1%	414 SH	New
RBB FD INC	F/M US TREASURY	$6.0M	1.6%	119,748 SH	New
RIVIAN AUTOMOTIVE INC	COM CL A	$347K	0.1%Prev: 0.0%	20,013 SH	Increased+8,482 SH
SCHWAB CHARLES CORP	COM	$2.6M	0.7%	27,970 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$802K	0.2%Prev: 0.2%	25,301 SH	Increased+1,258 SH
SERVICENOW INC	COM	$255K	0.1%	2,567 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$1.3M	0.3%Prev: 0.3%	11,041 SH	Increased+1,041 SH
SPDR GOLD TR	GOLD SHS	$469K	0.1%Prev: 0.2%	1,272 SH	Decreased-453 SH
SPDR SERIES TRUST	ST STR BLO 1 ETF	$34.4M	9.3%	375,328 SH	New
STARBUCKS CORP	COM	$2.5M	0.7%Prev: 0.7%	24,331 SH	Increased-1,696 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$9.9M	2.7%	13,308 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$924K	0.2%	1,314 SH	New
SUNCOR ENERGY INC NEW	COM	$274K	0.1%	5,099 SH	New
TAKE-TWO INTERACTIVE SOFTWAR	COM	$260K	0.1%	1,040 SH	New
TAPESTRY INC	COM	$1.8M	0.5%Prev: 0.4%	12,467 SH	Increased-1,496 SH
TESLA INC	COM	$358K	0.1%Prev: 0.1%	852 SH	Increased-54 SH
TOLL BROTHERS INC	COM	$1.9M	0.5%	11,569 SH	New
UNION PAC CORP	COM	$3.1M	0.8%	11,347 SH	New
UNITEDHEALTH GROUP INC	COM	$509K	0.1%Prev: 0.1%	1,225 SH	Increased-150 SH
VANGUARD INDEX FDS	GROWTH ETF	$210K	0.1%	2,436 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$389K	0.1%Prev: 0.1%	567 SH	Increased+22 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$49.9M	13.5%Prev: 13.2%	134,808 SH	Increased-14,516 SH
VANGUARD INDEX FDS	VALUE ETF	$8.3M	2.2%	37,970 SH	New
VANGUARD INSTL INDEX FD	0 3 MO TR BI ETF	$34.4M	9.3%	454,572 SH	New
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$284K	0.1%Prev: 0.1%	1,810 SH	Increased
VANGUARD MALVERN FDS	STRM INFPROIDX	$1.9M	0.5%Prev: 0.5%	38,471 SH	Increased+2,444 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$12.6M	3.4%Prev: 3.9%	216,254 SH	Decreased-14,564 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.4M	0.4%Prev: 0.4%	18,106 SH	Decreased-202 SH
VANGUARD STAR FDS	VG TL INTL STK F	$4.3M	1.2%Prev: 3.2%	50,700 SH	Decreased-111,140 SH
VISA INC	COM CL A	$2.7M	0.7%Prev: 1.0%	7,842 SH	Decreased-2,308 SH
WISDOMTREE TR	FLOATNG RAT TREA	$5.6M	1.5%Prev: 8.8%	110,661 SH	Decreased-490,246 SH
WW GRAINGER INC	COM	$239K	0.1%	176 SH	New

Sold (vs prior filing)

AT&T INC — $235K
BERKSHIRE HATHAWAY INC DEL — $322K
COGNIZANT TECHNOLOGY SOLUTIO — $203K
ELASTIC N V — $389K
GENERAL MLS INC — $2.1M
GRAINGER W W INC — $226K
ISHARES TR — $7.0M
LENNAR CORP — $1.2M
NEXTRACKER INC — $1.3M
ORACLE CORP — $279K
PGIM ETF TR — $947K
PROCTER AND GAMBLE CO — $2.6M
RBB FD INC — $4.3M
SALESFORCE INC — $435K
SPDR S&P 500 ETF TR — $16.2M
SPDR S&P MIDCAP 400 ETF TR — $615K
SPDR SERIES TRUST — $41.0M
TEGNA INC — $591K
USANA HEALTH SCIENCES INC — $230K
VANGUARD INSTL INDEX FD — $22.7M

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