Cypress Capital, LLC

All 13F Filings

Location
Franklin, TN
Most recent 13F
Q1 2026
Holdings value ($000)
351,485
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q1 2026 4/28/2026 95 351,485 13F-HR Cypress Capital, LLC
Q4 2025 2/6/2026 94 357,153 13F-HR Cypress Capital, LLC
Q3 2025 10/23/2025 94 349,543 13F-HR Cypress Capital, LLC
Q2 2025 8/7/2025 89 344,310 13F-HR Cypress Capital, LLC
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 173 (0.0% of total reported value) · QoQ Δ: +118
Type Value ($000) Share % Inflow Outflow Net
Stocks 119.8 K 34.2% 0 208.8 K -208.8 K
ETFs 230.8 K 65.8% 210 K 0 210 K
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Fund Snapshot

Q1 2026
Latest filed
4/28/2026
Total value ($000)
351,485
Holdings
95
QoQ value change ($000)
-5,668 (-1.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.