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Cypress Capital, LLC 13F Holdings
Holdings from the most recent 13F from Cypress Capital, LLC
Filed: 2024-02-05 (Q4 2023) | Holdings: 59 | Value: $329.4M | 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 | Reduce 2% $(1.6M) | 22.45% | $74.0M | +6.31% | +1.28% | +5.08% | |
| VTI - VANGUARD INDEX FDS | Reduce 2% $(914.0K) | 13.76% | $45.3M | +19.29% | +5.18% | +24.64% | |
| SHY - ISHARES TR | Reduce 5% $(1.1M) | 6.10% | $20.1M | +5.79% | +0.32% | +4.36% | |
| VGSH - VANGUARD SCOTTSDALE FDS | Reduce 5% $(934.7K) | 5.36% | $17.6M | +5.98% | +0.35% | +4.49% | |
| SPY - SPDR S&P 500 ETF TR | Reduce 8% $(1.4M) | 5.27% | $17.4M | +19.98% | +5.00% | +24.43% | |
| VTIP - VANGUARD MALVERN FDS | Reduce 6% $(1.0M) | 4.45% | $14.7M | +8.13% | +1.22% | +5.97% | |
| SGOV - ISHARES TR | 3.52% | $11.6M | +6.42% | +1.32% | +5.15% | ||
| SGOL - ABRDN GOLD ETF TRUST | Reduce 3% $(368.3K) | 3.44% | $11.3M | +63.28% | +14.65% | +40.64% | |
| TIP - ISHARES TR | Reduce 4% $(417.1K) | 3.32% | $10.9M | +5.30% | +0.22% | +4.69% | |
| TFLO - ISHARES TR | Add 2% ($120.5K) | 2.25% | $7.4M | +6.49% | +1.42% | +5.24% | |
| HEFA - ISHARES TR | Reduce 7% $(569.1K) | 2.22% | $7.3M | +19.34% | +8.00% | +16.57% | |
| NOBL - PROSHARES TR | Reduce 4% $(334.7K) | 2.18% | $7.2M | +8.23% | +4.21% | +9.87% | |
| AAPL - APPLE INC | 1.77% | $5.8M | +8.94% | -2.63% | +25.42% | ||
| CSCO - CISCO SYS INC | Add 1% ($34.3K) | 1.02% | $3.4M | +30.45% | -5.60% | +27.68% | |
| AVGO - BROADCOM INC | Reduce 17% $(678.7K) | 1.01% | $3.3M | +84.82% | +4.14% | +85.57% | |
| ABBV - ABBVIE INC | Add 1% ($26.2K) | 0.98% | $3.2M | +10.79% | -4.31% | +16.52% | |
| V - VISA INC | 0.93% | $3.1M | +31.82% | -0.59% | +27.41% | ||
| ETN - EATON CORP PLC | Reduce 1% $(23.8K) | 0.91% | $3.0M | +21.59% | +21.81% | +18.30% | |
| IEF - ISHARES TR | Reduce 5% $(162.1K) | 0.89% | $2.9M | +2.89% | -1.48% | +2.27% | |
| QCOM - QUALCOMM INC | 0.87% | $2.9M | +7.35% | +26.49% | +19.49% | ||
| HD - HOME DEPOT INC | 0.81% | $2.7M | +7.75% | -2.96% | +19.57% | ||
| LOW - LOWES COS INC | Add 1% ($34.1K) | 0.81% | $2.7M | +6.87% | +6.89% | +20.14% | |
| MRK - MERCK & CO INC | 0.81% | $2.7M | -37.00% | +1.40% | -28.55% | ||
| IBM - INTERNATIONAL BUSINESS MACHS | 0.75% | $2.5M | +49.23% | -7.30% | +43.07% | ||
| EMR - EMERSON ELEC CO | Add 1% ($21.2K) | 0.75% | $2.5M | +27.34% | +13.90% | +38.56% | |
| AMGN - AMGEN INC | Add 1% ($25.1K) | 0.74% | $2.4M | -12.63% | -7.25% | -5.72% | |
| SBUX - STARBUCKS CORP | 0.72% | $2.4M | -6.80% | -20.72% | +23.91% | ||
| MCD - MCDONALDS CORP | Add 1% ($26.7K) | 0.72% | $2.4M | +15.20% | -4.29% | +6.55% | |
| VBR - VANGUARD INDEX FDS | 0.71% | $2.4M | +10.55% | +7.32% | +20.00% | ||
| HMC - HONDA MOTOR LTD | Add 1% ($19.0K) | 0.70% | $2.3M | -8.19% | +3.98% | -14.49% | |
| CMCSA - COMCAST CORP NEW | Add 1% ($31.3K) | 0.69% | $2.3M | -18.68% | -13.72% | -20.85% | |
| LMT - LOCKHEED MARTIN CORP | Add 1% ($29.0K) | 0.69% | $2.3M | +15.21% | +10.47% | +9.07% | |
| PG - PROCTER AND GAMBLE CO | Add 1% ($22.4K) | 0.69% | $2.3M | +7.75% | +4.55% | +9.31% | |
| KR - KROGER CO | Add 1% ($31.8K) | 0.66% | $2.2M | +55.84% | +21.68% | +45.40% | |
| UPS - UNITED PARCEL SERVICE INC | Add 2% ($49.4K) | 0.62% | $2.0M | -26.90% | +4.66% | -16.07% | |
| GIS - GENERAL MLS INC | Add 2% ($43.1K) | 0.56% | $1.8M | -12.03% | +9.70% | -3.35% | |
| GOOG - ALPHABET INC | Add 1% ($21.1K) | 0.54% | $1.8M | +17.06% | +16.35% | +32.92% | |
| BMY - BRISTOL-MYERS SQUIBB CO | Add 3% ($57.7K) | 0.52% | $1.7M | +4.03% | -7.38% | +25.73% | |
| MSFT - MICROSOFT CORP | Reduce 1% $(10.9K) | 0.52% | $1.7M | +12.77% | +2.08% | +3.22% | |
| VCSH - VANGUARD SCOTTSDALE FDS | Reduce 6% $(86.8K) | 0.43% | $1.4M | +7.21% | +0.65% | +5.61% | |
| IVV - ISHARES TR | Add 3% ($40.1K) | 0.41% | $1.4M | +20.10% | +5.04% | +24.58% | |
| HPQ - HP INC | Add 1% ($8.6K) | 0.39% | $1.3M | +5.39% | +1.15% | +18.87% | |
| UNH - UNITEDHEALTH GROUP INC | 0.34% | $1.1M | -38.68% | -1.51% | +6.83% | ||
| KFY - KORN FERRY | 0.31% | $1.0M | +18.54% | +8.81% | +18.35% | ||
| ACWV - ISHARES INC | 0.29% | $950.1K | +18.58% | +1.74% | +13.85% | ||
| SCHD - SCHWAB STRATEGIC TR | Add 11% ($83.7K) | 0.26% | $860.3K | +6.51% | +2.70% | +12.62% | |
| MBB - ISHARES TR | Reduce 6% $(52.4K) | 0.24% | $798.0K | +4.08% | -0.94% | +4.10% | |
| TGNA - TEGNA INC | 0.23% | $768.7K | +14.77% | -2.31% | +23.42% | ||
| OMC - OMNICOM GROUP INC | New Purchase | 0.20% | $665.4K | -13.77% | +5.98% | -2.03% | |
| ALSN - ALLISON TRANSMISSION HLDGS I | New Purchase | 0.19% | $612.8K | +72.85% | +22.90% | +91.18% | |
| TXN - TEXAS INSTRS INC | Reduce 100% | 0.00% | $0.00 | +28.88% | +14.14% | ||
| PFE - PFIZER INC | Reduce 100% | 0.00% | $0.00 | +2.78% | +5.63% | ||