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Cypress Capital, LLC 13F Holdings
Holdings from the most recent 13F from Cypress Capital, LLC
Filed: 2023-02-01 (Q3 2022) | Holdings: 67 | Value: $266.4M | 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 |
| VTI - VANGUARD INDEX FDS | Reduce 1% $(311.6K) | 13.44% | $35.8M | +41.76% | -2.15% | +19.17% | |
| SHY - ISHARES TR | Add 15% ($3.6M) | 10.49% | $28.0M | +9.08% | +0.94% | +3.26% | |
| VGSH - VANGUARD SCOTTSDALE FDS | Add 2% ($627.8K) | 10.37% | $27.6M | +9.37% | +0.94% | +3.34% | |
| SPY - SPDR S&P 500 ETF TR | Reduce 32% $(10.6M) | 8.29% | $22.1M | +44.89% | -0.59% | +20.97% | |
| BIL - SPDR SER TR | Add 187% ($14.2M) | 8.17% | $21.8M | +11.78% | +1.04% | +5.12% | |
| VTIP - VANGUARD MALVERN FDS | Reduce 28% $(6.1M) | 5.99% | $16.0M | +11.67% | +1.27% | +3.27% | |
| IEF - ISHARES TR | Add 1% ($129.9K) | 4.29% | $11.4M | +0.40% | +0.22% | -1.58% | |
| SGOL - ABRDN GOLD ETF TRUST | Reduce 2% $(150.1K) | 3.57% | $9.5M | +69.76% | +3.65% | +4.34% | |
| HEFA - ISHARES TR | Add 2% ($139.6K) | 2.83% | $7.5M | +36.30% | +2.51% | +14.21% | |
| AAPL - APPLE INC | Reduce 10% $(644.7K) | 2.12% | $5.7M | +37.48% | +13.36% | +25.51% | |
| ABBV - ABBVIE INC | Add 2% ($71.7K) | 1.19% | $3.2M | +35.58% | +4.85% | +20.26% | |
| EMXC - ISHARES INC | Add 3% ($105.5K) | 1.18% | $3.2M | +20.97% | -4.02% | +8.40% | |
| CSCO - CISCO SYS INC | Reduce 71% $(6.7M) | 1.04% | $2.8M | +39.35% | -3.75% | +6.55% | |
| VBR - VANGUARD INDEX FDS | Reduce 5% $(117.4K) | 0.85% | $2.3M | +11.98% | -12.18% | +2.55% | |
| GIS - GENERAL MLS INC | New Purchase | 0.84% | $2.2M | -24.78% | +16.61% | -12.82% | |
| UNH - UNITEDHEALTH GROUP INC | Reduce 36% $(1.2M) | 0.83% | $2.2M | -36.53% | +0.18% | +4.79% | |
| BMY - BRISTOL-MYERS SQUIBB CO | New Purchase | 0.83% | $2.2M | -26.26% | -2.36% | -28.00% | |
| PEP - PEPSICO INC | New Purchase | 0.82% | $2.2M | -17.74% | +14.22% | +3.79% | |
| HD - HOME DEPOT INC | New Purchase | 0.81% | $2.2M | +17.85% | -11.11% | +10.11% | |
| MRK - MERCK & CO INC | New Purchase | 0.81% | $2.2M | -21.17% | +14.12% | +24.93% | |
| LOW - LOWES COS INC | New Purchase | 0.79% | $2.1M | +9.98% | -4.19% | +3.70% | |
| ETN - EATON CORP PLC | New Purchase | 0.78% | $2.1M | +103.64% | +5.95% | +67.36% | |
| V - VISA INC | New Purchase | 0.76% | $2.0M | +56.06% | -2.79% | +19.41% | |
| JNJ - JOHNSON & JOHNSON | New Purchase | 0.75% | $2.0M | +0.69% | +1.97% | -1.00% | |
| MCD - MCDONALDS CORP | New Purchase | 0.75% | $2.0M | +25.85% | +13.18% | +14.68% | |
| RTX - RAYTHEON TECHNOLOGIES CORP | New Purchase | 0.74% | $2.0M | +44.94% | +1.14% | -3.96% | |
| PFE - PFIZER INC | New Purchase | 0.72% | $1.9M | -39.87% | -10.47% | -35.10% | |
| UPS - UNITED PARCEL SERVICE INC | New Purchase | 0.72% | $1.9M | -42.10% | -3.56% | -20.72% | |
| PG - PROCTER AND GAMBLE CO | New Purchase | 0.71% | $1.9M | +23.02% | +10.72% | +14.02% | |
| AVGO - BROADCOM INC | New Purchase | 0.67% | $1.8M | +293.08% | +1.50% | +106.08% | |
| TXN - TEXAS INSTRS INC | New Purchase | 0.67% | $1.8M | +7.91% | -10.84% | -10.63% | |
| EMR - EMERSON ELEC CO | New Purchase | 0.66% | $1.8M | +34.08% | -9.26% | +5.57% | |
| IBM - INTERNATIONAL BUSINESS MACHS | New Purchase | 0.63% | $1.7M | +111.47% | -6.81% | +43.44% | |
| QCOM - QUALCOMM INC | New Purchase | 0.62% | $1.7M | +15.03% | -15.63% | +5.07% | |
| VCSH - VANGUARD SCOTTSDALE FDS | New Purchase | 0.58% | $1.5M | +11.42% | +0.13% | +4.12% | |
| SCHD - SCHWAB STRATEGIC TR | New Purchase | 0.57% | $1.5M | +9.24% | -7.53% | +3.01% | |
| VZ - VERIZON COMMUNICATIONS INC | New Purchase | 0.56% | $1.5M | +22.17% | -8.26% | +8.47% | |
| INTC - INTEL CORP | New Purchase | 0.55% | $1.5M | -26.64% | +3.02% | +49.04% | |
| GOOG - ALPHABET INC | New Purchase | 0.55% | $1.5M | +60.00% | -0.76% | +34.41% | |
| MSFT - MICROSOFT CORP | Reduce 95% $(24.7M) | 0.53% | $1.4M | +78.41% | +18.30% | +60.29% | |
| LIT - GLOBAL X FDS | New Purchase | 0.52% | $1.4M | -46.34% | -17.99% | -43.11% | |
| CCI - CROWN CASTLE INC | New Purchase | 0.51% | $1.4M | -23.27% | -20.49% | -24.12% | |
| AMT - AMERICAN TOWER CORP NEW | New Purchase | 0.51% | $1.4M | +0.07% | -14.17% | -13.08% | |
| CMCSA - COMCAST CORP NEW | New Purchase | 0.50% | $1.3M | -5.70% | +4.18% | +16.34% | |
| DIS - DISNEY WALT CO | Reduce 86% $(8.0M) | 0.47% | $1.3M | +1.04% | -9.10% | -11.95% | |
| HPQ - HP INC | New Purchase | 0.46% | $1.2M | +2.92% | +1.03% | -1.20% | |
| TGNA - TEGNA INC | New Purchase | 0.46% | $1.2M | -10.93% | -16.56% | -20.96% | |
| SBUX - STARBUCKS CORP | New Purchase | 0.44% | $1.2M | -20.01% | +4.54% | -13.72% | |
| TGT - TARGET CORP | New Purchase | 0.41% | $1.1M | -43.25% | -11.82% | -15.48% | |
| BBY - BEST BUY INC | New Purchase | 0.38% | $1.0M | -14.25% | -18.41% | -12.43% | |
| SCCO - SOUTHERN COPPER CORP | Reduce 100% | 0.00% | $0.00 | ||||
| DGX - QUEST DIAGNOSTICS INC | Reduce 100% | 0.00% | $0.00 | ||||
| KO - COCA COLA CO | Reduce 100% | 0.00% | $0.00 | ||||
| ADBE - ADOBE SYSTEMS INCORPORATED | Reduce 100% | 0.00% | $0.00 | ||||
| CTSH - COGNIZANT TECHNOLOGY SOLUTIO | Reduce 100% | 0.00% | $0.00 | ||||
| VOT - VANGUARD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||
| MDY - SPDR S&P MIDCAP 400 ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| GRMN - GARMIN LTD | Reduce 100% | 0.00% | $0.00 | ||||
| MCK - MCKESSON CORP | Reduce 100% | 0.00% | $0.00 | ||||
| LRCX - LAM RESEARCH CORP | Reduce 100% | 0.00% | $0.00 | ||||
| SPGI - S&P GLOBAL INC | Reduce 100% | 0.00% | $0.00 | ||||
| DHR - DANAHER CORPORATION | Reduce 100% | 0.00% | $0.00 | ||||
| DKS - DICKS SPORTING GOODS INC | Reduce 100% | 0.00% | $0.00 | ||||
| ORCL - ORACLE CORP | Reduce 100% | 0.00% | $0.00 | ||||
| DLTR - DOLLAR TREE INC | Reduce 100% | 0.00% | $0.00 | ||||
| GD - GENERAL DYNAMICS CORP | Reduce 100% | 0.00% | $0.00 | ||||
| LHX - L3HARRIS TECHNOLOGIES INC | Reduce 100% | 0.00% | $0.00 | ||||
| IEFA - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| WAT - WATERS CORP | Reduce 100% | 0.00% | $0.00 | ||||
| A - AGILENT TECHNOLOGIES INC | Reduce 100% | 0.00% | $0.00 | ||||
| CMI - CUMMINS INC | Reduce 100% | 0.00% | $0.00 | ||||
| ITT - ITT INC | Reduce 100% | 0.00% | $0.00 | ||||
| OEF - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| GS - GOLDMAN SACHS GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| SCHW - SCHWAB CHARLES CORP | Reduce 100% | 0.00% | $0.00 | ||||
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 100% | 0.00% | $0.00 | ||||
| FDS - FACTSET RESH SYS INC | Reduce 100% | 0.00% | $0.00 | ||||
| NUE - NUCOR CORP | Reduce 100% | 0.00% | $0.00 | ||||
| NKE - NIKE INC | Reduce 100% | 0.00% | $0.00 | ||||
| EME - EMCOR GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| ACN - ACCENTURE PLC IRELAND | Reduce 100% | 0.00% | $0.00 | ||||
| BDX - BECTON DICKINSON & CO | Reduce 100% | 0.00% | $0.00 | ||||
| SYK - STRYKER CORPORATION | Reduce 100% | 0.00% | $0.00 | ||||