10,000+ stock pitches from top investors available on joinyellowbrick.com
Cypress Capital, LLC 13F Holdings
Holdings from the most recent 13F from Cypress Capital, LLC
Filed: 2023-11-09 (Q3 2023) | Holdings: 60 | Value: $325.9M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| BIL - SPDR SER TR | Add 4% ($2.9M) | 23.29% | $75.9M | +7.63% | +1.33% | +5.28% | |
| VTI - VANGUARD INDEX FDS | Reduce 5% $(2.1M) | 12.70% | $41.4M | +36.17% | +16.32% | +40.33% | |
| SHY - ISHARES TR | 6.42% | $20.9M | +7.73% | +1.85% | +5.15% | ||
| VGSH - VANGUARD SCOTTSDALE FDS | Reduce 24% $(5.8M) | 5.63% | $18.3M | +7.95% | +1.89% | +5.27% | |
| SPY - SPDR S&P 500 ETF TR | Reduce 35% $(9.0M) | 5.18% | $16.9M | +36.36% | +15.37% | +39.19% | |
| VTIP - VANGUARD MALVERN FDS | 4.79% | $15.6M | +10.02% | +1.79% | +6.33% | ||
| SGOV - ISHARES TR | Reduce 18% $(2.6M) | 3.57% | $11.6M | +7.76% | +1.34% | +5.36% | |
| TIP - ISHARES TR | New Purchase | 3.36% | $11.0M | +8.29% | +2.71% | +6.80% | |
| SGOL - ABRDN GOLD ETF TRUST | Reduce 1% $(103.5K) | 3.22% | $10.5M | +69.94% | +3.70% | +34.41% | |
| HEFA - ISHARES TR | 2.31% | $7.5M | +30.26% | +9.99% | +21.00% | ||
| TFLO - ISHARES TR | Add 269% ($5.3M) | 2.25% | $7.3M | +7.76% | +1.29% | +5.24% | |
| NOBL - PROSHARES TR | New Purchase | 2.14% | $7.0M | +18.69% | +11.05% | +25.98% | |
| AAPL - APPLE INC | Reduce 3% $(135.8K) | 1.59% | $5.2M | +10.65% | +1.86% | +22.48% | |
| CSCO - CISCO SYS INC | Reduce 8% $(293.2K) | 1.09% | $3.6M | +26.58% | -3.58% | +15.86% | |
| ABBV - ABBVIE INC | Reduce 3% $(101.4K) | 0.95% | $3.1M | +38.46% | +26.02% | +30.40% | |
| AVGO - BROADCOM INC | Reduce 1% $(44.0K) | 0.92% | $3.0M | +154.52% | +37.87% | +97.09% | |
| IEF - ISHARES TR | Add 30% ($673.6K) | 0.90% | $2.9M | +7.45% | +4.25% | +6.33% | |
| V - VISA INC | 0.83% | $2.7M | +48.47% | +12.95% | +28.17% | ||
| ETN - EATON CORP PLC | Reduce 1% $(28.6K) | 0.82% | $2.7M | +49.32% | +24.52% | +71.09% | |
| MRK - MERCK & CO INC | Reduce 4% $(112.8K) | 0.77% | $2.5M | -21.88% | +22.76% | +0.55% | |
| HMC - HONDA MOTOR LTD | Add 1% ($24.5K) | 0.76% | $2.5M | +0.01% | +9.98% | -11.26% | |
| LOW - LOWES COS INC | Reduce 1% $(13.5K) | 0.75% | $2.5M | +22.53% | +21.00% | +46.51% | |
| EMR - EMERSON ELEC CO | Reduce 2% $(60.2K) | 0.75% | $2.4M | +40.03% | +22.34% | +53.80% | |
| HD - HOME DEPOT INC | Reduce 8% $(192.2K) | 0.71% | $2.3M | +33.08% | +27.20% | +44.83% | |
| CMCSA - COMCAST CORP NEW | Reduce 23% $(669.9K) | 0.70% | $2.3M | -10.44% | +4.41% | +10.83% | |
| SBUX - STARBUCKS CORP | Add 70% ($925.6K) | 0.69% | $2.2M | -15.98% | -6.39% | -0.30% | |
| AMGN - AMGEN INC | New Purchase | 0.69% | $2.2M | +7.46% | +11.29% | +24.32% | |
| PG - PROCTER AND GAMBLE CO | Reduce 4% $(93.1K) | 0.68% | $2.2M | +13.79% | +4.81% | +12.81% | |
| QCOM - QUALCOMM INC | Add 1% ($22.4K) | 0.67% | $2.2M | +28.07% | +26.39% | +40.94% | |
| IBM - INTERNATIONAL BUSINESS MACHS | 0.65% | $2.1M | +85.78% | +27.41% | +48.91% | ||
| KR - KROGER CO | Add 1% ($30.5K) | 0.65% | $2.1M | +63.01% | +4.94% | +38.88% | |
| VBR - VANGUARD INDEX FDS | Reduce 14% $(328.5K) | 0.64% | $2.1M | +25.21% | +17.32% | +40.82% | |
| MCD - MCDONALDS CORP | Reduce 6% $(131.5K) | 0.64% | $2.1M | +22.67% | +8.92% | +15.52% | |
| LMT - LOCKHEED MARTIN CORP | Reduce 4% $(78.1K) | 0.62% | $2.0M | +10.27% | -2.90% | +31.98% | |
| TXN - TEXAS INSTRS INC | Add 1% ($27.0K) | 0.61% | $2.0M | +33.63% | +11.97% | +53.13% | |
| UPS - UNITED PARCEL SERVICE INC | Add 1% ($25.1K) | 0.61% | $2.0M | -25.32% | +6.30% | -1.75% | |
| BMY - BRISTOL-MYERS SQUIBB CO | Reduce 2% $(34.7K) | 0.58% | $1.9M | -0.29% | -0.56% | +24.17% | |
| GIS - GENERAL MLS INC | Add 3% ($57.3K) | 0.54% | $1.8M | -13.77% | -2.72% | +1.50% | |
| GOOG - ALPHABET INC | Reduce 11% $(191.7K) | 0.50% | $1.6M | +29.91% | +13.08% | +38.69% | |
| PFE - PFIZER INC | Add 4% ($59.3K) | 0.50% | $1.6M | -14.87% | -5.63% | -6.41% | |
| VCSH - VANGUARD SCOTTSDALE FDS | Reduce 4% $(59.7K) | 0.45% | $1.5M | +10.95% | +3.54% | +8.19% | |
| MSFT - MICROSOFT CORP | Reduce 26% $(499.2K) | 0.45% | $1.5M | +26.87% | +15.11% | +16.50% | |
| IVV - ISHARES TR | 0.37% | $1.2M | +36.52% | +15.40% | +39.31% | ||
| UNH - UNITEDHEALTH GROUP INC | Reduce 27% $(397.8K) | 0.33% | $1.1M | -42.86% | -4.29% | +16.97% | |
| HPQ - HP INC | Reduce 13% $(158.2K) | 0.33% | $1.1M | +10.97% | +6.56% | +43.44% | |
| ACWV - ISHARES INC | 0.28% | $903.4K | +27.81% | +7.72% | +22.03% | ||
| KFY - KORN FERRY | Reduce 7% $(64.0K) | 0.25% | $819.1K | +47.27% | +28.43% | +69.88% | |
| MBB - ISHARES TR | Reduce 4% $(33.6K) | 0.25% | $802.7K | +8.92% | +4.48% | +8.48% | |
| TGNA - TEGNA INC | Reduce 13% $(108.5K) | 0.22% | $730.4K | +14.74% | -3.84% | +26.08% | |
| SCHD - SCHWAB STRATEGIC TR | Reduce 54% $(837.0K) | 0.22% | $721.8K | +19.28% | +12.86% | +31.31% | |
| TGT - TARGET CORP | Reduce 100% | 0.00% | $0.00 | ||||
| JNJ - JOHNSON & JOHNSON | Reduce 100% | 0.00% | $0.00 | ||||
| DIS - DISNEY WALT CO | Reduce 100% | 0.00% | $0.00 | ||||