Cypress Capital, LLC

All 13F Filings

Location
Franklin, TN
Most recent 13F
Q2 2026
Holdings value ($000)
369,907
Description
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Website
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Founded
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Chairman
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CEO
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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
Q2 2026 7/17/2026 113 369,907 13F-HR Cypress Capital, LLC
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): 1.284 K (0.3% of total reported value) · QoQ Δ: +1.111 K
Type Value ($000) Share % Inflow Outflow Net
Stocks 127.2 K 34.6% 7.449 K 0 7.449 K
ETFs 240.8 K 65.4% 9.985 K 0 9.985 K
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Fund Snapshot

Q2 2026
Latest filed
7/17/2026
Total value ($000)
369,907
Holdings
113
QoQ value change ($000)
18,422 (5.2%)
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.