StockDriftsStockDriftsTop 50 Cypress Capital, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 13.53% | 134.8K | $49.9M | -2.66%(-3.69K) | $273.38(+40.23%) | 2026-06-30 | |
| SGOV | ISHARES TR | 9.87% | 361.4K | $36.4M | -1.86%(-6.85K) | $100.52(+0.05%) | 2026-06-30 | |
| VBIL | VANGUARD INSTL INDEX FD | 9.33% | 454.6K | $34.4M | -2.09%(-9.70K) | $75.51(+0.13%) | 2026-06-30 | |
| BIL | SPDR SERIES TRUST | 9.33% | 375.3K | $34.4M | +0.02%(+63) | $91.77(-0.24%) | 2026-06-30 | |
| TIP | ISHARES TR | 4.79% | 161.4K | $17.7M | -0.76%(-1.23K) | $108.00(-1.07%) | 2026-06-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 3.41% | 216.3K | $12.6M | -1.03%(-2.25K) | $58.51(-0.61%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.7% | 13.3K | $9.9M | -0.63%(-84) | $547.06(+41.73%) | 2026-06-30 | |
| SGOL | ETFS GOLD TR | 2.65% | 255.3K | $9.8M | -1.94%(-5.04K) | $22.85(+82.39%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.27% | 28.9K | $8.4M | -1.77%(-521) | $199.29(+53.23%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 2.24% | 38.0K | $8.3M | +1.67%(+623) | $185.46(+22.67%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.99% | +40.44% | +5.16% | +28.59% |
| Top 20 Holdings Unweighted | +12.14% | +41.02% | +5.16% | +28.58% |
Cypress Capital, LLC reports $369.91M in US-listed equity holdings across 110 positions in its most recent 13F filing. Its largest disclosed positions are VTI (13.5%), SGOV (9.9%) and VBIL (9.3%). The top 20 holdings account for 72.97% of reported assets. Its disclosed equity book has returned +40.44% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cypress Capital, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1729939). View Cypress Capital, LLC’s 13F filings on SEC