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Cypress Capital, LLC 13F Holdings
Holdings from the most recent 13F from Cypress Capital, LLC
Filed: 2023-08-07 (Q2 2023) | Holdings: 62 | Value: $332.2M | 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 9% ($5.9M) | 21.98% | $73.0M | +9.13% | +1.33% | +5.38% | |
| VTI - VANGUARD INDEX FDS | Reduce 1% $(637.0K) | 13.58% | $45.1M | +31.71% | -2.82% | +19.06% | |
| SPY - SPDR S&P 500 ETF TR | Reduce 2% $(643.6K) | 8.08% | $26.8M | +33.15% | -2.07% | +20.08% | |
| VGSH - VANGUARD SCOTTSDALE FDS | Reduce 1% $(351.9K) | 7.29% | $24.2M | +8.77% | +0.76% | +5.54% | |
| SHY - ISHARES TR | Reduce 1% $(111.5K) | 6.32% | $21.0M | +8.52% | +0.78% | +5.43% | |
| VTIP - VANGUARD MALVERN FDS | Reduce 1% $(217.1K) | 4.73% | $15.7M | +10.57% | +0.60% | +5.60% | |
| SGOV - ISHARES TR | Add 11% ($1.4M) | 4.28% | $14.2M | +9.28% | +1.34% | +5.46% | |
| SGOL - ABRDN GOLD ETF TRUST | Reduce 1% $(96.6K) | 3.31% | $11.0M | +71.88% | +1.19% | +25.68% | |
| HEFA - ISHARES TR | Reduce 2% $(152.4K) | 2.34% | $7.8M | +29.61% | -0.70% | +13.99% | |
| AAPL - APPLE INC | Reduce 8% $(557.3K) | 1.81% | $6.0M | +13.59% | +1.92% | +19.34% | |
| CSCO - CISCO SYS INC | Add 2% ($57.5K) | 1.11% | $3.7M | +26.51% | +1.37% | -10.17% | |
| AVGO - BROADCOM INC | New Purchase | 0.95% | $3.2M | +165.01% | +2.92% | +66.62% | |
| MRK - MERCK & CO INC | Add 1% ($24.9K) | 0.88% | $2.9M | -23.47% | -0.55% | +10.66% | |
| ABBV - ABBVIE INC | Add 2% ($55.5K) | 0.87% | $2.9M | +28.60% | -4.86% | +31.16% | |
| V - VISA INC | Add 1% ($33.5K) | 0.84% | $2.8M | +51.28% | +1.86% | +8.91% | |
| CMCSA - COMCAST CORP NEW | Add 1% ($28.5K) | 0.83% | $2.8M | -18.25% | -7.74% | -10.61% | |
| LOW - LOWES COS INC | Add 1% ($23.7K) | 0.81% | $2.7M | +6.96% | -10.99% | +9.65% | |
| HD - HOME DEPOT INC | New Purchase | 0.78% | $2.6M | +18.61% | -8.81% | +9.47% | |
| ETN - EATON CORP PLC | Add 2% ($57.5K) | 0.77% | $2.5M | +49.99% | -0.69% | +32.45% | |
| VBR - VANGUARD INDEX FDS | Reduce 1% $(26.1K) | 0.76% | $2.5M | +13.94% | -8.27% | +11.43% | |
| MCD - MCDONALDS CORP | New Purchase | 0.75% | $2.5M | +13.28% | -7.60% | -4.61% | |
| PG - PROCTER AND GAMBLE CO | Add 2% ($41.4K) | 0.73% | $2.4M | +9.82% | -4.02% | +11.39% | |
| IEF - ISHARES TR | Add 1% ($18.4K) | 0.72% | $2.4M | +3.93% | -2.71% | +4.46% | |
| LMT - LOCKHEED MARTIN CORP | New Purchase | 0.71% | $2.4M | +9.77% | -0.31% | +26.32% | |
| EMR - EMERSON ELEC CO | Add 2% ($51.2K) | 0.70% | $2.3M | +25.30% | -11.56% | +10.87% | |
| QCOM - QUALCOMM INC | Add 3% ($65.6K) | 0.70% | $2.3M | +34.37% | +3.34% | +44.20% | |
| UPS - UNITED PARCEL SERVICE INC | Add 1% ($14.2K) | 0.68% | $2.2M | -42.23% | -21.75% | -28.03% | |
| TXN - TEXAS INSTRS INC | Add 2% ($49.1K) | 0.67% | $2.2M | +16.87% | -12.40% | +19.14% | |
| HMC - HONDA MOTOR LTD | Reduce 11% $(281.1K) | 0.67% | $2.2M | +1.90% | +3.58% | -2.82% | |
| JNJ - JOHNSON & JOHNSON | Add 2% ($47.8K) | 0.66% | $2.2M | -6.51% | -12.46% | -4.48% | |
| KR - KROGER CO | New Purchase | 0.66% | $2.2M | +44.93% | -11.29% | +11.86% | |
| BMY - BRISTOL-MYERS SQUIBB CO | Add 3% ($53.5K) | 0.64% | $2.1M | -16.01% | -12.75% | -18.98% | |
| MSFT - MICROSOFT CORP | New Purchase | 0.63% | $2.1M | +40.57% | +11.32% | +24.13% | |
| GIS - GENERAL MLS INC | Add 1% ($25.2K) | 0.62% | $2.0M | -22.50% | -10.32% | -2.55% | |
| IBM - INTERNATIONAL BUSINESS MACHS | Add 3% ($53.5K) | 0.61% | $2.0M | +92.32% | +2.77% | +37.82% | |
| TFLO - ISHARES TR | 0.60% | $2.0M | +9.26% | +1.34% | +5.36% | ||
| PFE - PFIZER INC | Add 3% ($56.3K) | 0.52% | $1.7M | -29.42% | -15.26% | -16.26% | |
| GOOG - ALPHABET INC | 0.50% | $1.7M | +30.45% | +1.74% | +25.23% | ||
| SCHD - SCHWAB STRATEGIC TR | Add 1% ($15.6K) | 0.48% | $1.6M | +11.94% | -5.60% | +12.00% | |
| VCSH - VANGUARD SCOTTSDALE FDS | Add 1% ($15.5K) | 0.46% | $1.5M | +10.98% | +0.14% | +7.00% | |
| HPQ - HP INC | 0.45% | $1.5M | -6.94% | -16.02% | +4.57% | ||
| DIS - DISNEY WALT CO | Add 5% ($66.6K) | 0.43% | $1.4M | +29.28% | -2.31% | +0.16% | |
| SBUX - STARBUCKS CORP | Add 2% ($25.4K) | 0.43% | $1.4M | -13.91% | +3.59% | -23.32% | |
| UNH - UNITEDHEALTH GROUP INC | New Purchase | 0.43% | $1.4M | -38.11% | +7.12% | +14.33% | |
| IVV - ISHARES TR | New Purchase | 0.37% | $1.2M | +33.35% | -2.06% | +20.22% | |
| TGT - TARGET CORP | New Purchase | 0.31% | $1.0M | -23.79% | -15.18% | +6.01% | |
| TGNA - TEGNA INC | 0.28% | $935.1K | +3.71% | -11.03% | -16.63% | ||
| ACWV - ISHARES INC | New Purchase | 0.28% | $928.4K | +24.92% | -2.18% | +12.45% | |
| KFY - KORN FERRY | 0.28% | $922.1K | +33.88% | -8.99% | +32.16% | ||
| MBB - ISHARES TR | New Purchase | 0.26% | $878.3K | +6.25% | -2.26% | +6.08% | |
| VZ - VERIZON COMMUNICATIONS INC | Reduce 100% | 0.00% | $0.00 | ||||
| ALSN - ALLISON TRANSMISSION HLDGS I | Reduce 100% | 0.00% | $0.00 | ||||
| PEP - PEPSICO INC | Reduce 100% | 0.00% | $0.00 | ||||
| DLX - DELUXE CORP | Reduce 100% | 0.00% | $0.00 | ||||
| XLRE - SELECT SECTOR SPDR TR | Reduce 100% | 0.00% | $0.00 | ||||
| RTX - RAYTHEON TECHNOLOGIES CORP | Reduce 100% | 0.00% | $0.00 | ||||
| USNA - USANA HEALTH SCIENCES INC | Reduce 100% | 0.00% | $0.00 | ||||