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Cypress Capital, LLC 13F Holdings
Holdings from the most recent 13F from Cypress Capital, LLC
Filed: 2023-02-01 (Q4 2022) | Holdings: 65 | Value: $302.8M | 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 | Add 165% ($35.8M) | 19.02% | $57.6M | +11.78% | +1.04% | +5.12% | |
| VTI - VANGUARD INDEX FDS | Add 4% ($1.5M) | 13.09% | $39.6M | +41.76% | -2.15% | +19.17% | |
| VGSH - VANGUARD SCOTTSDALE FDS | Reduce 15% $(4.0M) | 7.79% | $23.6M | +9.37% | +0.94% | +3.34% | |
| SPY - SPDR S&P 500 ETF TR | Reduce 2% $(442.9K) | 7.66% | $23.2M | +44.89% | -0.59% | +20.97% | |
| SHY - ISHARES TR | Reduce 28% $(7.8M) | 6.65% | $20.2M | +9.08% | +0.94% | +3.26% | |
| VTIP - VANGUARD MALVERN FDS | Reduce 3% $(540.1K) | 4.94% | $15.0M | +11.67% | +1.27% | +3.27% | |
| SGOV - ISHARES TR | New Purchase | 4.22% | $12.8M | +12.05% | +1.11% | +5.26% | |
| SGOL - ABRDN GOLD ETF TRUST | 3.46% | $10.5M | +69.76% | +3.65% | +4.34% | ||
| HEFA - ISHARES TR | Reduce 2% $(122.0K) | 2.21% | $6.7M | +36.30% | +2.51% | +14.21% | |
| AAPL - APPLE INC | 1.75% | $5.3M | +37.48% | +13.36% | +25.51% | ||
| ABBV - ABBVIE INC | 1.26% | $3.8M | +35.58% | +4.85% | +20.26% | ||
| CSCO - CISCO SYS INC | Reduce 1% $(27.4K) | 1.08% | $3.3M | +39.35% | -3.75% | +6.55% | |
| MRK - MERCK & CO INC | 0.92% | $2.8M | -21.17% | +14.12% | +24.93% | ||
| VBR - VANGUARD INDEX FDS | 0.83% | $2.5M | +11.98% | -12.18% | +2.55% | ||
| HD - HOME DEPOT INC | 0.82% | $2.5M | +17.85% | -11.11% | +10.11% | ||
| RTX - RAYTHEON TECHNOLOGIES CORP | Add 1% ($17.4K) | 0.81% | $2.5M | +44.94% | +1.14% | -3.96% | |
| ETN - EATON CORP PLC | Add 1% ($19.9K) | 0.81% | $2.5M | +103.64% | +5.95% | +67.36% | |
| V - VISA INC | Add 2% ($39.7K) | 0.79% | $2.4M | +56.06% | -2.79% | +19.41% | |
| IEF - ISHARES TR | Reduce 79% $(9.0M) | 0.78% | $2.4M | +0.40% | +0.22% | -1.58% | |
| EMR - EMERSON ELEC CO | Add 1% ($22.7K) | 0.77% | $2.3M | +34.08% | -9.26% | +5.57% | |
| UNH - UNITEDHEALTH GROUP INC | 0.77% | $2.3M | -36.53% | +0.18% | +4.79% | ||
| PG - PROCTER AND GAMBLE CO | Add 2% ($36.8K) | 0.76% | $2.3M | +23.02% | +10.72% | +14.02% | |
| LOW - LOWES COS INC | Add 1% ($26.5K) | 0.75% | $2.3M | +9.98% | -4.19% | +3.70% | |
| AVGO - BROADCOM INC | 0.75% | $2.3M | +293.08% | +1.50% | +106.08% | ||
| PFE - PFIZER INC | Add 1% ($22.4K) | 0.75% | $2.3M | -39.87% | -10.47% | -35.10% | |
| BMY - BRISTOL-MYERS SQUIBB CO | Add 1% ($20.2K) | 0.75% | $2.3M | -26.26% | -2.36% | -28.00% | |
| PEP - PEPSICO INC | Reduce 7% $(179.0K) | 0.74% | $2.2M | -17.74% | +14.22% | +3.79% | |
| JNJ - JOHNSON & JOHNSON | Add 1% ($29.0K) | 0.73% | $2.2M | +0.69% | +1.97% | -1.00% | |
| CMCSA - COMCAST CORP NEW | Add 39% ($609.8K) | 0.72% | $2.2M | -5.70% | +4.18% | +16.34% | |
| GIS - GENERAL MLS INC | Reduce 12% $(300.7K) | 0.71% | $2.1M | -24.78% | +16.61% | -12.82% | |
| MCD - MCDONALDS CORP | Reduce 7% $(157.3K) | 0.70% | $2.1M | +25.85% | +13.18% | +14.68% | |
| UPS - UNITED PARCEL SERVICE INC | Add 1% ($19.6K) | 0.68% | $2.1M | -42.10% | -3.56% | -20.72% | |
| IBM - INTERNATIONAL BUSINESS MACHS | Add 2% ($32.7K) | 0.66% | $2.0M | +111.47% | -6.81% | +43.44% | |
| TXN - TEXAS INSTRS INC | Add 2% ($46.8K) | 0.65% | $2.0M | +7.91% | -10.84% | -10.63% | |
| QCOM - QUALCOMM INC | Add 17% ($270.8K) | 0.62% | $1.9M | +15.03% | -15.63% | +5.07% | |
| SCHD - SCHWAB STRATEGIC TR | Reduce 3% $(56.1K) | 0.55% | $1.7M | +9.24% | -7.53% | +3.01% | |
| VCSH - VANGUARD SCOTTSDALE FDS | Reduce 3% $(43.4K) | 0.50% | $1.5M | +11.42% | +0.13% | +4.12% | |
| MSFT - MICROSOFT CORP | Add 1% ($18.9K) | 0.48% | $1.5M | +78.41% | +18.30% | +60.29% | |
| VZ - VERIZON COMMUNICATIONS INC | Reduce 5% $(78.7K) | 0.48% | $1.5M | +22.17% | -8.26% | +8.47% | |
| INTC - INTEL CORP | Reduce 6% $(92.0K) | 0.47% | $1.4M | -26.64% | +3.02% | +49.04% | |
| SBUX - STARBUCKS CORP | Add 1% ($13.1K) | 0.46% | $1.4M | -20.01% | +4.54% | -13.72% | |
| AMT - AMERICAN TOWER CORP NEW | Add 2% ($26.5K) | 0.45% | $1.4M | +0.07% | -14.17% | -13.08% | |
| CCI - CROWN CASTLE INC | Add 3% ($44.2K) | 0.44% | $1.3M | -23.27% | -20.49% | -24.12% | |
| HPQ - HP INC | 0.44% | $1.3M | +2.92% | +1.03% | -1.20% | ||
| GOOG - ALPHABET INC | Reduce 1% $(18.5K) | 0.44% | $1.3M | +60.00% | -0.76% | +34.41% | |
| BBY - BEST BUY INC | Reduce 1% $(7.0K) | 0.42% | $1.3M | -14.25% | -18.41% | -12.43% | |
| TGNA - TEGNA INC | 0.41% | $1.3M | -10.93% | -16.56% | -20.96% | ||
| LIT - GLOBAL X FDS | Reduce 2% $(22.9K) | 0.40% | $1.2M | -46.34% | -17.99% | -43.11% | |
| TGT - TARGET CORP | Add 2% ($20.9K) | 0.37% | $1.1M | -43.25% | -11.82% | -15.48% | |
| DIS - DISNEY WALT CO | Reduce 4% $(49.4K) | 0.37% | $1.1M | +1.04% | -9.10% | -11.95% | |
| EMXC - ISHARES INC | Reduce 100% | 0.00% | $0.00 | ||||