Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $49.9M | 13.5% |
| iShares TR0-3 MTH TREASURY | 0-3 MTH TREASURY | $36.4M | 9.8% |
| Vanguard Instl Index FD0 3 MO TR BI ETF | 0 3 MO TR BI ETF | $34.4M | 9.3% |
| SPDR Series TrustST STR BLO 1 ETF | ST STR BLO 1 ETF | $34.4M | 9.3% |
| iShares TRTIPS BD ETF | TIPS BD ETF | $17.7M | 4.8% |
| Vanguard Scottsdale FdsSHORT TERM TREAS | SHORT TERM TREAS | $12.6M | 3.4% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $9.94M | 2.7% |
| ETFS Gold TRPHYSCL GOLD SHS | PHYSCL GOLD SHS | $9.76M | 2.6% |
| Apple Inc.COM | COM | $8.36M | 2.3% |
| Vanguard Index FdsVALUE ETF | VALUE ETF | $8.27M | 2.2% |
| Proshares TRS&P 500 DV ARIST | S&P 500 DV ARIST | $7.57M | 2.0% |
| Rbb FD Inc.F/M US TREASURY | F/M US TREASURY | $5.97M | 1.6% |
| Wisdomtree TRFLOATNG RAT TREA | FLOATNG RAT TREA | $5.57M | 1.5% |
| iShares Inc.MSCI EMRG CHN | MSCI EMRG CHN | $4.54M | 1.2% |
| iShares TRHDG MSCI EAFE | HDG MSCI EAFE | $4.39M | 1.2% |
| Vanguard Star FdsVG TL INTL STK F | VG TL INTL STK F | $4.33M | 1.2% |
| Lam Research Corp.COM NEW | COM NEW | $4.11M | 1.1% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $3.96M | 1.1% |
| Abbvie Inc.COM | COM | $3.51M | 0.9% |
| Cisco Sys Inc.COM | COM | $3.43M | 0.9% |
| International Business MachsCOM | COM | $3.39M | 0.9% |
| Merck & CO Inc.COM | COM | $3.2M | 0.9% |
| Union Pac Corp.COM | COM | $3.09M | 0.8% |
| Eaton Corp. PLCSHS | SHS | $3M | 0.8% |
| Amgen Inc.COM | COM | $2.94M | 0.8% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $2.79M | 0.8% |
| Broadcom Inc.COM | COM | $2.71M | 0.7% |
| Visa Inc.COM CL A | COM CL A | $2.69M | 0.7% |
| Home Depot Inc.COM | COM | $2.63M | 0.7% |
| Schwab Charles Corp.COM | COM | $2.58M | 0.7% |
| Bristol-myers Squibb COCOM | COM | $2.58M | 0.7% |
| Lockheed Martin Corp.COM | COM | $2.51M | 0.7% |
| Kroger COCOM | COM | $2.5M | 0.7% |
| Pgim ETF TRPGIM ULTRA SH BD | PGIM ULTRA SH BD | $2.49M | 0.7% |
| Starbucks Corp.COM | COM | $2.49M | 0.7% |
| iShares TR7-10 YR TRSY BD | 7-10 YR TRSY BD | $2.39M | 0.6% |
| Procter & Gamble COCOM | COM | $2.3M | 0.6% |
| Medtronic PLCSHS | SHS | $2.3M | 0.6% |
| Netapp Inc.COM | COM | $2.25M | 0.6% |
| Mcdonalds Corp.COM | COM | $2.15M | 0.6% |
| Lowes Cos Inc.COM | COM | $2.15M | 0.6% |
| Exxon Mobil Corp.COM | COM | $2.04M | 0.6% |
| Vanguard Malvern FdsSTRM INFPROIDX | STRM INFPROIDX | $1.93M | 0.5% |
| Toll Brothers Inc.COM | COM | $1.91M | 0.5% |
| Tapestry Inc.COM | COM | $1.82M | 0.5% |
| Qualcomm Inc.COM | COM | $1.81M | 0.5% |
| Colgate Palmolive COCOM | COM | $1.72M | 0.5% |
| Microsoft Corp.COM | COM | $1.71M | 0.5% |
| Nextpower Inc.CLASS A COM | CLASS A COM | $1.65M | 0.4% |
| Vanguard Scottsdale FdsSHRT TRM CORP BD | SHRT TRM CORP BD | $1.43M | 0.4% |
Vanguard Index FdsTOTAL STK MKT$49.9M
- Class
- TOTAL STK MKT
- Share
- 13.5%
iShares TR0-3 MTH TREASURY$36.4M
- Class
- 0-3 MTH TREASURY
- Share
- 9.8%
Vanguard Instl Index FD0 3 MO TR BI ETF$34.4M
- Class
- 0 3 MO TR BI ETF
- Share
- 9.3%
SPDR Series TrustST STR BLO 1 ETF$34.4M
- Class
- ST STR BLO 1 ETF
- Share
- 9.3%
iShares TRTIPS BD ETF$17.7M
- Class
- TIPS BD ETF
- Share
- 4.8%
Vanguard Scottsdale FdsSHORT TERM TREAS$12.6M
- Class
- SHORT TERM TREAS
- Share
- 3.4%
State Str SPDR S&P 500 ETF TTR UNIT$9.94M
- Class
- TR UNIT
- Share
- 2.7%
ETFS Gold TRPHYSCL GOLD SHS$9.76M
- Class
- PHYSCL GOLD SHS
- Share
- 2.6%
Apple Inc.COM$8.36M
- Class
- COM
- Share
- 2.3%
Vanguard Index FdsVALUE ETF$8.27M
- Class
- VALUE ETF
- Share
- 2.2%
Proshares TRS&P 500 DV ARIST$7.57M
- Class
- S&P 500 DV ARIST
- Share
- 2.0%
Rbb FD Inc.F/M US TREASURY$5.97M
- Class
- F/M US TREASURY
- Share
- 1.6%
Wisdomtree TRFLOATNG RAT TREA$5.57M
- Class
- FLOATNG RAT TREA
- Share
- 1.5%
iShares Inc.MSCI EMRG CHN$4.54M
- Class
- MSCI EMRG CHN
- Share
- 1.2%
iShares TRHDG MSCI EAFE$4.39M
- Class
- HDG MSCI EAFE
- Share
- 1.2%
Vanguard Star FdsVG TL INTL STK F$4.33M
- Class
- VG TL INTL STK F
- Share
- 1.2%
Lam Research Corp.COM NEW$4.11M
- Class
- COM NEW
- Share
- 1.1%
Alphabet Inc.CAP STK CL A$3.96M
- Class
- CAP STK CL A
- Share
- 1.1%
Abbvie Inc.COM$3.51M
- Class
- COM
- Share
- 0.9%
Cisco Sys Inc.COM$3.43M
- Class
- COM
- Share
- 0.9%
International Business MachsCOM$3.39M
- Class
- COM
- Share
- 0.9%
Merck & CO Inc.COM$3.2M
- Class
- COM
- Share
- 0.9%
Union Pac Corp.COM$3.09M
- Class
- COM
- Share
- 0.8%
Eaton Corp. PLCSHS$3M
- Class
- SHS
- Share
- 0.8%
Amgen Inc.COM$2.94M
- Class
- COM
- Share
- 0.8%
Alphabet Inc.CAP STK CL C$2.79M
- Class
- CAP STK CL C
- Share
- 0.8%
Broadcom Inc.COM$2.71M
- Class
- COM
- Share
- 0.7%
Visa Inc.COM CL A$2.69M
- Class
- COM CL A
- Share
- 0.7%
Home Depot Inc.COM$2.63M
- Class
- COM
- Share
- 0.7%
Schwab Charles Corp.COM$2.58M
- Class
- COM
- Share
- 0.7%
Bristol-myers Squibb COCOM$2.58M
- Class
- COM
- Share
- 0.7%
Lockheed Martin Corp.COM$2.51M
- Class
- COM
- Share
- 0.7%
Kroger COCOM$2.5M
- Class
- COM
- Share
- 0.7%
Pgim ETF TRPGIM ULTRA SH BD$2.49M
- Class
- PGIM ULTRA SH BD
- Share
- 0.7%
Starbucks Corp.COM$2.49M
- Class
- COM
- Share
- 0.7%
iShares TR7-10 YR TRSY BD$2.39M
- Class
- 7-10 YR TRSY BD
- Share
- 0.6%
Procter & Gamble COCOM$2.3M
- Class
- COM
- Share
- 0.6%
Medtronic PLCSHS$2.3M
- Class
- SHS
- Share
- 0.6%
Netapp Inc.COM$2.25M
- Class
- COM
- Share
- 0.6%
Mcdonalds Corp.COM$2.15M
- Class
- COM
- Share
- 0.6%
Lowes Cos Inc.COM$2.15M
- Class
- COM
- Share
- 0.6%
Exxon Mobil Corp.COM$2.04M
- Class
- COM
- Share
- 0.6%
Vanguard Malvern FdsSTRM INFPROIDX$1.93M
- Class
- STRM INFPROIDX
- Share
- 0.5%
Toll Brothers Inc.COM$1.91M
- Class
- COM
- Share
- 0.5%
Tapestry Inc.COM$1.82M
- Class
- COM
- Share
- 0.5%
Qualcomm Inc.COM$1.81M
- Class
- COM
- Share
- 0.5%
Colgate Palmolive COCOM$1.72M
- Class
- COM
- Share
- 0.5%
Microsoft Corp.COM$1.71M
- Class
- COM
- Share
- 0.5%
Nextpower Inc.CLASS A COM$1.65M
- Class
- CLASS A COM
- Share
- 0.4%
Vanguard Scottsdale FdsSHRT TRM CORP BD$1.43M
- Class
- SHRT TRM CORP BD
- Share
- 0.4%
The share class is shown on a wider screen.
The 50 largest of 113 positions by value, with holdings of the same security combined. The 113 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1729939
- File number
- 028-19283
- Options
- 3 call, 0 put
- In the 25 largest
- 77.0%
- Prior quarter
- $351M at 31 March 2026
- Positions opened
- 20
- Positions closed
- 2
Common questions
What are Cypress Capital’s 13F holdings worth?
$370 million across 113 positions for the quarter ended 30 June 2026.
What is Cypress Capital’s largest 13F holding?
VANGUARD INDEX FDS (TOTAL STK MKT) was the largest position at $49.9 million, or 13.5% of reported 13F value, as of 30 June 2026.
How concentrated is Cypress Capital’s 13F portfolio?
The ten largest positions accounted for 59.9% of reported value and the twenty-five largest for 77.0%, across 113 positions as of 30 June 2026.
Does Form 13F show everything Cypress Capital manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Cypress Capital file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.