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Cypress Capital, LLC 13F Holdings
Holdings from the most recent 13F from Cypress Capital, LLC
Filed: 2023-04-27 (Q1 2023) | Holdings: 46 | Value: $304.4M | 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 |
| BIL - SPDR SER TR | Add 16% ($9.3M) | 22.05% | $67.1M | +10.62% | +1.23% | +5.28% | |
| VTI - VANGUARD INDEX FDS | 13.93% | $42.4M | +44.65% | +12.02% | +25.81% | ||
| SPY - SPDR S&P 500 ETF TR | Add 2% ($539.6K) | 8.34% | $25.4M | +45.53% | +11.45% | +25.75% | |
| VGSH - VANGUARD SCOTTSDALE FDS | Add 4% ($1.0M) | 8.19% | $24.9M | +8.47% | -0.59% | +2.32% | |
| SHY - ISHARES TR | Add 5% ($976.9K) | 7.02% | $21.4M | +8.21% | -0.57% | +2.24% | |
| VTIP - VANGUARD MALVERN FDS | Add 5% ($741.8K) | 5.27% | $16.1M | +10.43% | -0.40% | +3.07% | |
| SGOV - ISHARES TR | 4.21% | $12.8M | +10.85% | +1.30% | +5.42% | ||
| SGOL - ABRDN GOLD ETF TRUST | Add 1% ($90.7K) | 3.74% | $11.4M | +66.28% | -1.58% | +17.23% | |
| HEFA - ISHARES TR | Add 3% ($252.0K) | 2.48% | $7.5M | +32.50% | +4.60% | +18.74% | |
| AAPL - APPLE INC | Reduce 17% $(1.2M) | 1.83% | $5.6M | +21.31% | +16.39% | +3.52% | |
| CSCO - CISCO SYS INC | Add 2% ($87.0K) | 1.21% | $3.7M | +43.78% | +12.42% | +5.53% | |
| ABBV - ABBVIE INC | Reduce 11% $(417.7K) | 1.10% | $3.4M | +32.49% | +3.08% | +13.59% | |
| MRK - MERCK & CO INC | Add 1% ($14.6K) | 0.88% | $2.7M | -28.79% | -6.39% | +16.89% | |
| V - VISA INC | Add 1% ($34.7K) | 0.86% | $2.6M | +59.37% | +3.31% | +19.82% | |
| CMCSA - COMCAST CORP NEW | Add 5% ($112.4K) | 0.82% | $2.5M | -6.87% | +13.76% | -0.26% | |
| VBR - VANGUARD INDEX FDS | Reduce 3% $(67.8K) | 0.80% | $2.4M | +26.50% | +12.32% | +20.93% | |
| IEF - ISHARES TR | Reduce 1% $(23.0K) | 0.80% | $2.4M | +0.43% | -3.30% | -4.83% | |
| UPS - UNITED PARCEL SERVICE INC | Add 4% ($100.5K) | 0.79% | $2.4M | -39.63% | +7.27% | -12.45% | |
| QCOM - QUALCOMM INC | Add 10% ($226.2K) | 0.79% | $2.4M | +37.55% | +13.28% | +50.79% | |
| LOW - LOWES COS INC | Add 4% ($81.2K) | 0.77% | $2.4M | +15.55% | +15.44% | +15.19% | |
| PG - PROCTER AND GAMBLE CO | Add 2% ($51.9K) | 0.76% | $2.3M | +11.22% | +0.72% | +6.10% | |
| PEP - PEPSICO INC | Add 3% ($63.4K) | 0.76% | $2.3M | -27.09% | +0.92% | -4.50% | |
| TXN - TEXAS INSTRS INC | Add 3% ($55.8K) | 0.74% | $2.3M | +20.36% | +9.80% | +12.26% | |
| GIS - GENERAL MLS INC | Add 3% ($64.4K) | 0.74% | $2.3M | -35.34% | -14.36% | -18.09% | |
| BMY - BRISTOL-MYERS SQUIBB CO | Add 3% ($59.5K) | 0.73% | $2.2M | -23.40% | -7.72% | -30.66% | |
| EMR - EMERSON ELEC CO | Add 4% ($83.9K) | 0.72% | $2.2M | +47.38% | +11.05% | +36.19% | |
| HMC - HONDA MOTOR LTD | New Purchase | 0.72% | $2.2M | +20.67% | +20.78% | +33.31% | |
| RTX - RAYTHEON TECHNOLOGIES CORP | Reduce 10% $(231.5K) | 0.71% | $2.1M | +43.01% | -11.30% | +6.23% | |
| ETN - EATON CORP PLC | Reduce 21% $(556.9K) | 0.70% | $2.1M | +98.99% | +22.12% | +98.32% | |
| JNJ - JOHNSON & JOHNSON | Add 4% ($73.0K) | 0.66% | $2.0M | +0.09% | +7.98% | -7.05% | |
| TFLO - ISHARES TR | New Purchase | 0.65% | $2.0M | +10.90% | +1.37% | +5.51% | |
| IBM - INTERNATIONAL BUSINESS MACHS | Add 3% ($54.7K) | 0.63% | $1.9M | +124.39% | +14.87% | +38.41% | |
| PFE - PFIZER INC | Add 4% ($70.5K) | 0.62% | $1.9M | -32.21% | -4.74% | -30.34% | |
| VZ - VERIZON COMMUNICATIONS INC | Add 17% ($246.4K) | 0.55% | $1.7M | +30.10% | -10.17% | +11.69% | |
| SCHD - SCHWAB STRATEGIC TR | Reduce 1% $(15.5K) | 0.52% | $1.6M | +17.30% | +6.57% | +12.80% | |
| VCSH - VANGUARD SCOTTSDALE FDS | Reduce 1% $(8.4K) | 0.51% | $1.5M | +11.28% | -0.01% | +3.78% | |
| DIS - DISNEY WALT CO | Add 19% ($248.7K) | 0.50% | $1.5M | +12.53% | -13.32% | +13.16% | |
| SBUX - STARBUCKS CORP | Add 1% ($16.2K) | 0.48% | $1.5M | -22.10% | -9.49% | -19.70% | |
| GOOG - ALPHABET INC | Reduce 7% $(111.2K) | 0.47% | $1.4M | +58.50% | +23.39% | +55.75% | |
| HPQ - HP INC | Reduce 3% $(38.8K) | 0.46% | $1.4M | +3.01% | +10.49% | -1.66% | |
| TGNA - TEGNA INC | Reduce 3% $(29.4K) | 0.32% | $972.2K | +5.05% | +0.40% | -16.47% | |
| KFY - KORN FERRY | New Purchase | 0.32% | $960.4K | +48.70% | +10.20% | +31.68% | |
| XLRE - SELECT SECTOR SPDR TR | New Purchase | 0.32% | $958.9K | +17.05% | +2.50% | +2.30% | |
| USNA - USANA HEALTH SCIENCES INC | New Purchase | 0.25% | $769.1K | -55.73% | -3.12% | -36.07% | |
| ALSN - ALLISON TRANSMISSION HLDGS I | New Purchase | 0.18% | $544.2K | +123.60% | +23.54% | +61.61% | |
| DLX - DELUXE CORP | New Purchase | 0.08% | $228.4K | +10.30% | +26.55% | +45.77% | |
| UNH - UNITEDHEALTH GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| AVGO - BROADCOM INC | Reduce 100% | 0.00% | $0.00 | ||||
| BBY - BEST BUY INC | Reduce 100% | 0.00% | $0.00 | ||||
| CCI - CROWN CASTLE INC | Reduce 100% | 0.00% | $0.00 | ||||
| MCD - MCDONALDS CORP | Reduce 100% | 0.00% | $0.00 | ||||
| HD - HOME DEPOT INC | Reduce 100% | 0.00% | $0.00 | ||||
| INTC - INTEL CORP | Reduce 100% | 0.00% | $0.00 | ||||
| LIT - GLOBAL X FDS | Reduce 100% | 0.00% | $0.00 | ||||
| MSFT - MICROSOFT CORP | Reduce 100% | 0.00% | $0.00 | ||||
| AMT - AMERICAN TOWER CORP NEW | Reduce 100% | 0.00% | $0.00 | ||||
| TGT - TARGET CORP | Reduce 100% | 0.00% | $0.00 | ||||