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Cypress Capital, LLC

Portfolio Manager
Cypress Capital, LLC
Performance
-1.13% (2026 Q1)
AUM (13F)
$351.48M
# of Holdings
94
Performance Rank
Allocation (Top 20)
73.83%

Cypress Capital, LLC Holdings Map

Top 50 Cypress Capital, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VTI
VANGUARD INDEX FDS
12.65%138.5K$44.4M
-0.56%(-782)
2025-Q1: 150.4K shares2025-Q2: 149.3K shares2025-Q3: 138.3K shares2025-Q4: 139.3K shares2026-Q1: 138.5K shares
$273.38(+33.41%)
2026-03-31
SGOV
ISHARES TR
10.55%368.3K$37.1M
+397.37%(+294.23K)
2025-Q1: 77.4K shares2025-Q2: 69.8K shares2025-Q3: 71.7K shares2025-Q4: 74.0K shares2026-Q1: 368.3K shares
$100.52(-0.01%)
2026-03-31
VBIL
VANGUARD INSTL INDEX FD
10%464.3K$35.1M
+5.39%(+23.74K)
2025-Q1: 0 shares2025-Q2: 301.0K shares2025-Q3: 428.2K shares2025-Q4: 440.5K shares2026-Q1: 464.3K shares
$75.51(+0.05%)
2026-03-31
BIL
SPDR SERIES TRUST
9.79%375.3K$34.4M
-5.35%(-21.20K)
2025-Q1: 702.2K shares2025-Q2: 446.5K shares2025-Q3: 349.6K shares2025-Q4: 396.5K shares2026-Q1: 375.3K shares
$91.77(-0.30%)
2026-03-31
TIP
ISHARES TR
5.11%162.6K$17.9M
-1.60%(-2.64K)
2025-Q1: 172.6K shares2025-Q2: 170.5K shares2025-Q3: 164.0K shares2025-Q4: 165.2K shares2026-Q1: 162.6K shares
$108.00(+2.89%)
2026-03-31
VGSH
VANGUARD SCOTTSDALE FDS
3.64%218.5K$12.8M
+3.47%(+7.32K)
2025-Q1: 238.4K shares2025-Q2: 230.8K shares2025-Q3: 221.3K shares2025-Q4: 211.2K shares2026-Q1: 218.5K shares
$58.51(-0.40%)
2026-03-31
SGOL
ETFS GOLD TR
3.31%260.3K$11.6M
-18.42%(-58.78K)
2025-Q1: 359.2K shares2025-Q2: 327.6K shares2025-Q3: 320.6K shares2025-Q4: 319.1K shares2026-Q1: 260.3K shares
$22.85(+95.48%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
2.48%13.4K$8.7M
-49.15%(-12.94K)
2025-Q1: 28.8K shares2025-Q2: 26.2K shares2025-Q3: 26.1K shares2025-Q4: 26.3K shares2026-Q1: 13.4K shares
$547.06(+35.69%)
2026-03-31
AAPL
APPLE INC
2.12%29.4K$7.5M
-1.27%(-379)
2025-Q1: 30.5K shares2025-Q2: 29.0K shares2025-Q3: 28.5K shares2025-Q4: 29.8K shares2026-Q1: 29.4K shares
$199.29(+49.97%)
2026-03-31
VTV
VANGUARD INDEX FDS
2.09%37.3K$7.3Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 37.3K shares
$185.13(+12.55%)
2026-03-31

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