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: $377.3M2 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$3.7M	1.0%Prev: 1.0%	14,228 SH	Increased-635 SH
ADVANCED MICRO DEVICES INC	COM	$398K	0.1%	650 SH	New
ALPHABET INC	CAP STK CL A	$3.9M	1.0%Prev: 1.0%	11,334 SH	Increased-2,382 SH
ALPHABET INC	CAP STK CL C	$2.6M	0.7%Prev: 0.6%	7,699 SH	Increased-1,424 SH
AMAZON COM INC	COM	$265K	0.1%Prev: 0.1%	1,065 SH	Decreased-524 SH
AMGEN INC	COM	$3.5M	0.9%Prev: 0.7%	8,251 SH	Increased-84 SH
AMPHENOL CORP	CL A	$227K	0.1%	2,690 SH	New
APPLE INC	COM	$8.5M	2.3%Prev: 2.1%	25,599 SH	Increased-2,910 SH
BOEING CO	COM	$203K	0.1%	1,090 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$2.9M	0.8%Prev: 0.6%	46,422 SH	Increased+30 SH
BROADCOM INC	COM	$2.6M	0.7%Prev: 0.9%	7,286 SH	Decreased-1,743 SH
CAL MAINE FOODS INC	COM NEW	$404K	0.1%Prev: 0.2%	5,935 SH	Decreased-1,736 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREAT UNIT	$421K	0.1%	8,627 SH	New
CAPITAL GROUP GROWTH ETF	SHS CREAT UNIT	$241K	0.1%	5,071 SH	New
CAPITAL ONE FINL CORP	COM	$226K	0.1%	1,173 SH	New
CHARLES SCHWAB CORP (THE)	COM	$2.8M	0.7%	28,486 SH	New
CHEVRON CORPORATION	COM	$307K	0.1%	1,505 SH	New
CISCO SYS INC	COM	$3.2M	0.9%Prev: 0.8%	29,843 SH	Increased-10,111 SH
COCA COLA CO	COM	$3.0M	0.8%	35,092 SH	New
COLGATE PALMOLIVE CO	COM	$1.6M	0.4%Prev: 0.4%	19,169 SH	Increased+296 SH
COMCAST CORP NEW	CL A	$1.2M	0.3%Prev: 0.5%	54,971 SH	Decreased-1,503 SH
CONOCOPHILLIPS	COM	$338K	0.1%Prev: 0.1%	2,704 SH	Increased+100 SH
CROWDSTRIKE HLDGS INC	CL A	$219K	0.1%Prev: 0.1%	829 SH	Decreased+369 SH
EATON CORP PLC	SHS	$3.1M	0.8%Prev: 0.8%	7,132 SH	Increased-118 SH
ELI LILLY & CO	COM	$875K	0.2%Prev: 0.2%	756 SH	Increased-36 SH
EOG RES INC	COM	$238K	0.1%	1,729 SH	New
ETFS GOLD TR	PHYSCL GOLD SHS	$10.2M	2.7%Prev: 3.4%	256,949 SH	Decreased-63,669 SH
EXELIXIS INC	COM	$807K	0.2%Prev: 0.2%	13,811 SH	Increased-4,043 SH
EXXONMOBIL HOLDINGS CORP	COM SHS	$2.5M	0.7%	15,144 SH	New
FORD MTR CO	COM	$181K	0.0%Prev: 0.0%	15,000 SH	Increased
FOX CORP	CL A COM	$1.1M	0.3%Prev: 0.4%	17,553 SH	Decreased-3,478 SH
GE VERNOVA INC	COM	$308K	0.1%	324 SH	New
GILEAD SCIENCES INC	COM	$344K	0.1%Prev: 0.1%	2,307 SH	Increased+200 SH
HOME DEPOT INC	COM	$2.2M	0.6%Prev: 0.9%	7,856 SH	Decreased+285 SH
HP INC	COM	$716K	0.2%Prev: 0.2%	22,884 SH	Decreased-6,583 SH
ILLINOIS TOOL WKS INC	COM	$228K	0.1%Prev: 0.1%	886 SH	Increased+110 SH
INNOVATOR ETFS TRUST	INNOVATOR DEEPW	$403K	0.1%	4,542 SH	New
INTEL CORP	COM	$679K	0.2%	5,646 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$2.7M	0.7%Prev: 1.0%	12,400 SH	Decreased+76 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$456K	0.1%Prev: 0.1%	2,192 SH	Increased+285 SH
INVESCO QQQ TR	UNIT SER 1	$238K	0.1%Prev: 0.1%	322 SH	Decreased-134 SH
IONIS PHARMACEUTICALS INC	COM	$268K	0.1%Prev: 0.2%	6,000 SH	Decreased-4,000 SH
ISHARES INC	MSCI EMRG CHN	$4.4M	1.2%	44,523 SH	New
ISHARES TR	0-3 MTH TREASURY	$35.7M	9.5%	354,964 SH	New
ISHARES TR	7-10 YR TRSY BD	$2.1M	0.6%Prev: 0.7%	23,709 SH	Decreased-2,500 SH
ISHARES TR	CORE S&P500 ETF	$685K	0.2%Prev: 0.2%	894 SH	Increased
ISHARES TR	HDG MSCI EAFE	$4.4M	1.2%Prev: 1.1%	93,811 SH	Increased+173 SH
ISHARES TR	MBS ETF	$576K	0.2%Prev: 0.2%	6,425 SH	Decreased-296 SH
ISHARES TR	RUS 1000 GRW ETF	$266K	0.1%Prev: 0.1%	2,121 SH	Decreased+1,531 SH
ISHARES TR	RUS 1000 VAL ETF	$625K	0.2%Prev: 0.1%	2,520 SH	Increased
ISHARES TR	RUSSELL 2000 ETF	$331K	0.1%	1,190 SH	New
ISHARES TR	S&P 500 GRWT ETF	$357K	0.1%	2,512 SH	New
ISHARES TR	S&P MC 400VL ETF	$865K	0.2%	6,282 SH	New
ISHARES TR	SELECT DIVID ETF	$306K	0.1%	2,009 SH	New
ISHARES TR	TIPS BD ETF	$19.3M	5.1%Prev: 5.2%	185,046 SH	Increased+21,055 SH
ISHARES TR	TRS FLT RT BD	$601K	0.2%Prev: 2.2%	11,856 SH	Decreased-140,115 SH
JPMORGAN CHASE & CO	COM	$430K	0.1%	1,300 SH	New
KORN FERRY	COM NEW	$779K	0.2%Prev: 0.3%	10,885 SH	Decreased-2,839 SH
KROGER CO	COM	$2.8M	0.7%Prev: 0.9%	47,029 SH	Decreased+1,068 SH
LAM RESEARCH CORP	COM NEW	$3.2M	0.8%Prev: 0.6%	9,642 SH	Increased-5,182 SH
LOCKHEED MARTIN CORP	COM	$2.6M	0.7%Prev: 0.7%	5,018 SH	Increased-50 SH
LOWES COS INC	COM	$1.8M	0.5%Prev: 0.7%	9,913 SH	Decreased-124 SH
MASTERCARD INCORPORATED	CL A	$256K	0.1%Prev: 0.1%	465 SH	Decreased-4 SH
MCDONALDS CORP	COM	$1.9M	0.5%Prev: 0.7%	8,391 SH	Decreased+236 SH
MEDTRONIC PLC	SHS	$2.6M	0.7%Prev: 0.8%	30,258 SH	Decreased+646 SH
MERCK & CO INC	COM	$3.7M	1.0%Prev: 0.6%	25,248 SH	Increased-266 SH
META PLATFORMS INC	CL A	$636K	0.2%Prev: 0.2%	877 SH	Increased+34 SH
MICRON TECHNOLOGY INC	COM	$314K	0.1%	295 SH	New
MICROSOFT CORP	COM	$2.4M	0.6%Prev: 0.7%	4,592 SH	Decreased-114 SH
NETAPP INC	COM	$3.1M	0.8%Prev: 0.7%	14,811 SH	Increased-6,137 SH
NEXTPOWER INC	COM	$1.1M	0.3%	13,629 SH	New
NVIDIA CORPORATION	COM	$1.7M	0.4%Prev: 0.4%	7,283 SH	Increased+209 SH
OMNICOM GROUP INC	COM	$314K	0.1%Prev: 0.1%	4,265 SH	Decreased-1,181 SH
PGIM ETF TR	AAA CLO ETF	$1.0M	0.3%	19,946 SH	New
PGIM ETF TR	PGIM ULTRA SH BD	$2.8M	0.7%Prev: 0.7%	56,166 SH	Increased+4,098 SH
PGIM ETF TR	TOTA RETU BD ETF	$263K	0.1%	6,674 SH	New
PROCTER & GAMBLE CO	COM	$2.3M	0.6%	15,985 SH	New
PROSHARES TR	PSHS ULT S&P 500	$1.4M	0.4%	19,763 SH	New
PROSHARES TR	S&P 500 DV ARIST	$7.4M	2.0%Prev: 1.9%	136,898 SH	Increased+72,965 SH
PROSPECT CAP CORP	COM	$40K	0.0%	19,000 SH	New
QUALCOMM INC	COM	$1.8M	0.5%Prev: 0.7%	9,960 SH	Decreased-4,667 SH
QUANTA SVCS INC	COM	$276K	0.1%	430 SH	New
RBB FD INC	F/M US TREASURY	$5.8M	1.5%	116,216 SH	New
RIVIAN AUTOMOTIVE INC	COM CL A	$319K	0.1%Prev: 0.0%	21,380 SH	Increased+10,002 SH
SALESFORCE INC	COM	$208K	0.1%Prev: 0.1%	905 SH	Decreased-530 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$760K	0.2%Prev: 0.2%	23,363 SH	Increased+184 SH
SERVICENOW INC	COM	$344K	0.1%	2,565 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$1.6M	0.4%Prev: 0.4%	11,040 SH	Increased+1,040 SH
SPDR GOLD TR	GOLD SHS	$355K	0.1%Prev: 0.2%	932 SH	Decreased-793 SH
SPDR SERIES TRUST	ST STR BLO 1 ETF	$35.9M	9.5%	391,632 SH	New
STARBUCKS CORP	COM	$2.3M	0.6%Prev: 0.6%	24,700 SH	Increased-514 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$10.2M	2.7%	13,353 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$809K	0.2%	1,233 SH	New
SUNCOR ENERGY INC NEW	COM	$352K	0.1%Prev: 0.1%	5,192 SH	Increased+286 SH
TAKE-TWO INTERACTIVE SOFTWAR	COM	$230K	0.1%	1,110 SH	New
TAPESTRY INC	COM	$1.3M	0.3%Prev: 0.4%	11,040 SH	Decreased-2,789 SH
TESLA INC	COM	$792K	0.2%Prev: 0.1%	2,233 SH	Increased+1,251 SH
TOLL BROTHERS INC	COM	$1.6M	0.4%	11,657 SH	New
UNION PAC CORP	COM	$3.1M	0.8%	11,574 SH	New
UNITEDHEALTH GROUP INC	COM	$425K	0.1%Prev: 0.1%	1,159 SH	Decreased-233 SH
VAALCO ENERGY INC	COM NEW	$74K	0.0%	13,000 SH	New
VANGUARD INDEX FDS	MRNGSTR GRWT ETF	$8.3M	2.2%	91,914 SH	New
VANGUARD INDEX FDS	MRNGSTR TTL STK	$50.0M	13.3%	133,700 SH	New
VANGUARD INDEX FDS	MRNGSTR VAL ETF	$240K	0.1%	1,109 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$487K	0.1%Prev: 0.1%	695 SH	Increased+137 SH
VANGUARD INSTL INDEX FD	0 3 MO TR BI ETF	$35.1M	9.3%	463,153 SH	New
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$291K	0.1%Prev: 0.1%	1,842 SH	Increased+32 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$17.4M	4.6%Prev: 0.6%	353,162 SH	Increased+314,310 SH
VANGUARD MUN BD FDS	SHORT TAX EXEMPT	$616K	0.2%	8,288 SH	New
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$1.2M	0.3%Prev: 3.7%	20,397 SH	Decreased-200,880 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.3M	0.4%Prev: 0.4%	17,152 SH	Decreased-1,166 SH
VISA INC	COM CL A	$2.9M	0.8%Prev: 0.8%	7,971 SH	Increased+7 SH
WELLTOWER INC	COM	$201K	0.1%	874 SH	New
WISDOMTREE TR	FLOATNG RAT TREA	$5.1M	1.4%Prev: 8.1%	101,148 SH	Decreased-460,882 SH
WW GRAINGER INC	COM	$224K	0.1%	180 SH	New

Sold (vs prior filing)

ALLISON TRANSMISSION HLDGS I — $621K
AT&T INC — $229K
BERKSHIRE HATHAWAY INC DEL — $298K
BITMINE IMMERSION TECNOLOGIE — $222K
CHEVRON CORP NEW — $201K
ELASTIC N V — $390K
EVERCORE INC — $216K
EXXON MOBIL CORP — $2.2M
GENERAL MLS INC — $2.0M
ISHARES TR — $7.2M
NEXTRACKER INC — $1.7M
PGIM ETF TR — $879K
PROCTER AND GAMBLE CO — $2.4M
RBB FD INC — $3.3M
ROBINHOOD MKTS INC — $210K
SCHWAB CHARLES CORP — $1.7M
SPDR S&P 500 ETF TR — $17.4M
SPDR S&P MIDCAP 400 ETF TR — $659K
SPDR SERIES TRUST — $32.1M
TEGNA INC — $709K
… and 4 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