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Cypress Capital, LLC 13F Holdings
Holdings from the most recent 13F from Cypress Capital, LLC
Filed: 2024-08-22 (Q2 2024) | Holdings: 384 | Value: $334.8M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| BIL - SPDR SER TR | Reduce 16% $(13.1M) | 20.49% | $68.6M | +3.31% | +1.24% | ||
| VTI - VANGUARD INDEX FDS | Reduce 10% $(5.0M) | 14.10% | $47.2M | +6.89% | +8.39% | ||
| USFR - WISDOMTREE TR | New Purchase | 7.37% | $24.7M | +3.47% | +1.28% | ||
| TIP - ISHARES TR | Add 99% ($10.4M) | 6.27% | $21.0M | +1.50% | -0.30% | ||
| TFLO - ISHARES TR | Add 157% ($12.2M) | 5.96% | $20.0M | +3.44% | +1.26% | ||
| SPY - SPDR S&P 500 ETF TR | Reduce 20% $(4.5M) | 5.33% | $17.8M | +6.96% | +7.12% | ||
| VGSH - VANGUARD SCOTTSDALE FDS | Reduce 6% $(1.1M) | 4.63% | $15.5M | +2.84% | +0.42% | ||
| SGOV - ISHARES TR | Reduce 13% $(1.5M) | 3.02% | $10.1M | +3.37% | +1.24% | ||
| SGOL - ETFS GOLD TR | Reduce 42% $(6.1M) | 2.55% | $8.5M | +31.53% | +4.98% | ||
| HEFA - ISHARES TR | Reduce 5% $(436.4K) | 2.25% | $7.5M | +9.43% | +0.23% | ||
| AAPL - APPLE INC | Reduce 30% $(3.0M) | 2.09% | $7.0M | -8.01% | +3.31% | ||
| NOBL - PROSHARES TR | Reduce 4% $(256.9K) | 2.01% | $6.7M | +0.31% | +5.39% | ||
| CSCO - CISCO SYS INC | Reduce 2% $(74.2K) | 0.91% | $3.0M | +28.23% | +17.18% | ||
| MRK - MERCK & CO INC | Reduce 1% $(23.8K) | 0.91% | $3.0M | -31.68% | -12.81% | ||
| QCOM - QUALCOMM INC | Reduce 7% $(208.3K) | 0.86% | $2.9M | -9.02% | -7.06% | ||
| ETN - EATON CORP PLC | Reduce 1% $(17.2K) | 0.84% | $2.8M | +10.51% | +25.91% | ||
| V - VISA INC | Add 1% ($38.3K) | 0.80% | $2.7M | +37.24% | +16.78% | ||
| IEF - ISHARES TR | Add 1% ($34.5K) | 0.79% | $2.6M | -1.12% | -2.13% | ||
| HD - HOME DEPOT INC | 0.77% | $2.6M | +4.66% | +17.62% | |||
| AVGO - BROADCOM INC | Reduce 17% $(537.9K) | 0.77% | $2.6M | +41.66% | +0.20% | ||
| AMGN - AMGEN INC | Add 1% ($17.5K) | 0.77% | $2.6M | -13.59% | -9.17% | ||
| LOW - LOWES COS INC | 0.77% | $2.6M | -2.97% | +14.42% | |||
| ABBV - ABBVIE INC | Reduce 27% $(950.1K) | 0.76% | $2.5M | -3.77% | -9.52% | ||
| PG - PROCTER AND GAMBLE CO | 0.75% | $2.5M | -0.81% | +4.93% | |||
| LMT - LOCKHEED MARTIN CORP | Add 1% ($21.0K) | 0.71% | $2.4M | -13.08% | -5.95% | ||
| KR - KROGER CO | 0.70% | $2.3M | +34.81% | +15.43% | |||
| HMC - HONDA MOTOR LTD | Add 1% ($15.1K) | 0.70% | $2.3M | -5.43% | -16.37% | ||
| IBM - INTERNATIONAL BUSINESS MACHS | Add 1% ($28.4K) | 0.65% | $2.2M | +38.55% | +15.81% | ||
| VBR - VANGUARD INDEX FDS | Reduce 9% $(213.5K) | 0.63% | $2.1M | +1.24% | +12.50% | ||
| GOOG - ALPHABET INC | Reduce 5% $(102.2K) | 0.62% | $2.1M | -0.38% | +1.86% | ||
| CMCSA - COMCAST CORP NEW | Add 4% ($83.9K) | 0.62% | $2.1M | -7.93% | +9.82% | ||
| MCD - MCDONALDS CORP | Add 2% ($37.5K) | 0.61% | $2.0M | +12.08% | +2.59% | ||
| MSFT - MICROSOFT CORP | Reduce 6% $(129.2K) | 0.58% | $1.9M | +10.52% | +0.64% | ||
| SBUX - STARBUCKS CORP | Add 2% ($29.2K) | 0.57% | $1.9M | -6.09% | +10.36% | ||
| GIS - GENERAL MLS INC | Add 2% ($33.5K) | 0.54% | $1.8M | -20.24% | -6.52% | ||
| UPS - UNITED PARCEL SERVICE INC | Add 1% ($23.1K) | 0.53% | $1.8M | -20.16% | +9.18% | ||
| VTIP - VANGUARD MALVERN FDS | Reduce 89% $(12.9M) | 0.49% | $1.6M | +4.48% | +1.02% | ||
| BMY - BRISTOL-MYERS SQUIBB CO | Add 4% ($51.2K) | 0.43% | $1.4M | +3.78% | +24.69% | ||
| VCSH - VANGUARD SCOTTSDALE FDS | Add 1% ($16.7K) | 0.40% | $1.3M | +3.28% | +0.62% | ||
| HPQ - HP INC | Reduce 10% $(138.3K) | 0.39% | $1.3M | -15.75% | +12.16% | ||
| IVV - ISHARES TR | Reduce 67% $(2.4M) | 0.34% | $1.1M | +6.97% | +7.09% | ||
| KFY - KORN FERRY | Reduce 10% $(115.7K) | 0.30% | $1.0M | +0.02% | +13.45% | ||
| UNH - UNITEDHEALTH GROUP INC | Reduce 9% $(95.7K) | 0.28% | $926.3K | -44.00% | +4.64% | ||
| SCHD - SCHWAB STRATEGIC TR | Reduce 67% $(1.4M) | 0.21% | $705.5K | -1.33% | +7.97% | ||
| ALSN - ALLISON TRANSMISSION HLDGS I | New Purchase | 0.21% | $703.0K | +20.72% | +34.69% | ||
| MBB - ISHARES TR | New Purchase | 0.21% | $697.1K | -0.36% | -0.91% | ||
| SHOP - SHOPIFY INC | New Purchase | 0.20% | $660.5K | +41.91% | +48.00% | ||
| TGNA - TEGNA INC | New Purchase | 0.18% | $618.6K | +29.83% | +40.03% | ||
| OMC - OMNICOM GROUP INC | New Purchase | 0.18% | $615.0K | -20.52% | +7.50% | ||
| TBIL - RBB FD INC | New Purchase | 0.18% | $587.9K | +3.31% | +1.21% | ||
| CGGR - CAPITAL GROUP GROWTH ETF | Reduce 100% | 0.00% | $0.00 | ||||
| CGDV - CAPITAL GROUP DIVIDEND VALUE | Reduce 100% | 0.00% | $0.00 | ||||
| SHY - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||