Cypress Capital, LLC

Q1 2026 13F-HR Holdings

Location
Franklin, TN
Holdings as of
3/31/2026
Date filed
4/28/2026
Form type
13F-HR
Num holdings
95
Total value ($000)
$351,485
Net value change ($000)
-5,668 (-1.6%)
New positions
7
Sold out positions
6
Turnover %
4.1%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SGOV 29,638 398.7%
VTV 7,327 NEW
EMXC 3,510 NEW
VBIL 1,893 5.7%
XOM 743 39.9%
BMY 742 36.2%
NXT 667 35.9%
PAAA 653 NEW
LMT 574 23.0%
LRCX 573 22.5%
Top Reduces (Value $000, Stocks/ETFs)
USFR -22,764 -79.9%
SPY -9,250 -51.5%
TFLO -6,988 -90.7%
NOBL -2,273 -24.3%
VTI -2,265 -4.9%
BIL -1,840 -5.1%
SGOL -1,493 -11.4%
IBM -693 -18.7%
QCOM -646 -25.4%
AAPL -635 -7.8%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 173 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type