AI Portfolio Summary
In 2026 Q1, Cypress Capital, LLC maintained a portfolio of 101 distinct positions. The most significant new addition to the portfolio was VANGUARD INDEX FDS, which now represents 2.08% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing their position by 397.4%. The fund also reduced its exposure to WISDOMTREE TR by 79.9%.
Total Positions
101
Quarter
2026 Q1
Top Holding
VTI (12.6%)
Top 10 Concentration
61.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 101
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD INDEX ...
|
ETF | 12.64% | 13.07% |
#1
Prev: #1
|
6.5 | -782 | -0.6% |
P
S
|
138,494 | $44,430,414 |
$122.37
+164.6%
|
2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | ||
|
SGOV
ISHARES TR
|
Bond/Debt | 10.55% | 2.08% |
#2
10
Prev: #12
|
8.5 | 294,231 | 397.4% |
P
S
|
368,275 | $37,070,548 |
$95.87
+4.4%
|
2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | ||
|
VBIL
VANGUARD INSTL ...
|
ETF | 9.99% | 9.30% |
#3
Prev: #3
|
7.0 | 23,743 | 5.4% |
P
S
|
464,276 | $35,122,457 |
$73.42
+2.5%
|
2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | ||
|
BIL
SPDR SERIES TRU...
|
ETF | 9.78% | 10.14% |
#4
2
Prev: #2
|
4.9 | -21,197 | -5.3% |
P
S
|
375,265 | $34,389,314 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
TIP
ISHARES TR
|
ETF | 5.11% | 5.09% |
#5
Prev: #5
|
3.0 | -2,637 | -1.6% |
P
S
|
162,607 | $17,945,311 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
VGSH
VANGUARD SCOTTS...
|
ETF | 3.64% | 3.47% |
#6
2
Prev: #8
|
2.0 | 7,319 | 3.5% |
P
S
|
218,505 | $12,791,289 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
SGOL
ETFS GOLD TR
|
ETF | 3.30% | 3.67% |
#7
Prev: #7
|
1.8 | -58,782 | -18.4% |
P
S
|
260,344 | $11,616,549 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 2.48% | 5.03% |
#8
2
Prev: #6
|
1.0 | -12,944 | -49.1% |
P
S
|
13,392 | $8,709,386 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
AAPL
APPLE INC
|
Technology | 2.12% | 2.27% |
#9
1
Prev: #10
|
1.3 | -379 | -1.3% |
P
S
|
29,412 | $7,464,413 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 2.08% | — |
#10
Prev: #—
|
4.3 | 37,347 | no change |
NEW
|
37,347 | $7,327,481 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
NOBL
PROSHARES TR
|
ETF | 2.01% | 2.61% |
#11
2
Prev: #9
|
0.8 | -23,077 | -25.7% |
P
S
|
66,649 | $7,065,427 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
USFR
WISDOMTREE TR
|
ETF | 1.63% | 7.98% |
#12
8
Prev: #4
|
0.7 | -452,416 | -79.9% |
P
S
|
113,716 | $5,724,473 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
TBIL
RBB FD INC
|
Unknown | 1.50% | 1.47% |
#13
Prev: #13
|
1.1 | 330 | 0.3% |
P
S
|
105,573 | $5,263,892 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
HEFA
ISHARES TR
|
ETF | 1.14% | 1.10% |
#14
Prev: #14
|
1.0 | -973 | -1.0% |
P
S
|
94,203 | $4,003,138 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 1.12% | 1.10% |
#15
Prev: #15
|
0.9 | -885 | -1.7% |
P
S
|
51,024 | $3,934,488 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
EMXC
ISHARES INC
|
ETF | 1.00% | — |
#16
Prev: #—
|
3.9 | 44,626 | no change |
NEW
|
44,626 | $3,510,281 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
KR
KROGER CO
|
Consumer Defensive | 0.95% | 0.82% |
#17
4
Prev: #21
|
0.9 | -454 | -1.0% |
P
S
|
46,308 | $3,350,847 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.93% | 1.02% |
#18
1
Prev: #17
|
0.9 | -227 | -2.0% |
P
S
|
11,378 | $3,271,858 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.92% | 0.96% |
#19
1
Prev: #18
|
0.9 | -197 | -1.3% |
P
S
|
14,858 | $3,231,466 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 0.89% | 0.71% |
#20
9
Prev: #29
|
0.9 | -279 | -1.9% |
P
S
|
14,617 | $3,123,068 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.88% | 0.88% |
#21
1
Prev: #20
|
0.9 | -487 | -1.2% |
P
S
|
40,088 | $3,110,429 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.88% | 0.74% |
#22
6
Prev: #28
|
0.9 | 550 | 2.2% |
P
S
|
25,631 | $3,083,153 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
LMT
LOCKHEED MARTIN...
|
Industrials | 0.87% | 0.70% |
#23
9
Prev: #32
|
0.8 | -81 | -1.6% |
P
S
|
5,076 | $3,068,013 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.86% | 1.04% |
#24
8
Prev: #16
|
0.8 | -82 | -0.7% |
P
S
|
12,418 | $3,009,999 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
AMGN
AMGEN INC
|
Healthcare | 0.84% | 0.78% |
#25
Prev: #25
|
0.8 | -97 | -1.1% |
P
S
|
8,363 | $2,942,522 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.80% | 0.88% |
#26
7
Prev: #19
|
0.8 | -78 | -0.9% |
P
S
|
9,049 | $2,800,756 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
BMY
BRISTOL-MYERS S...
|
Healthcare | 0.79% | 0.57% |
#27
13
Prev: #40
|
2.8 | 8,019 | 21.1% |
P
S
|
46,061 | $2,793,600 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
SCHW
SCHWAB CHARLES ...
|
Financial Services | 0.77% | 0.81% |
#28
5
Prev: #23
|
0.8 | -314 | -1.1% |
P
S
|
28,756 | $2,702,489 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.74% | 0.52% |
#29
13
Prev: #42
|
0.8 | -117 | -0.8% |
P
S
|
15,356 | $2,605,299 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
MDT
MEDTRONIC PLC
|
Healthcare | 0.74% | 0.81% |
#30
8
Prev: #22
|
0.8 | -256 | -0.8% |
P
S
|
30,016 | $2,600,886 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
ETN
EATON CORP PLC
|
Industrials | 0.74% | 0.66% |
#31
5
Prev: #36
|
0.8 | -106 | -1.4% |
P
S
|
7,263 | $2,597,757 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 0.73% | 0.71% |
#32
1
Prev: #31
|
0.8 | -106 | -1.3% |
P
S
|
8,201 | $2,548,789 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
NXT
NEXTPOWER INC
|
Technology | 0.72% | 0.52% |
#33
10
Prev: #43
|
0.8 | -382 | -1.8% |
P
S
|
20,944 | $2,524,799 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.71% | 0.74% |
#34
7
Prev: #27
|
0.8 | -52 | -0.7% |
P
S
|
7,623 | $2,507,128 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
IEF
ISHARES TR
|
ETF | 0.70% | 0.69% |
#35
1
Prev: #34
|
0.8 | 161 | 0.6% |
P
S
|
25,776 | $2,460,061 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
V
VISA INC
|
Financial Services | 0.69% | 0.80% |
#36
12
Prev: #24
|
0.8 | -66 | -0.8% |
P
S
|
8,049 | $2,432,730 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.68% | 0.75% |
#37
11
Prev: #26
|
0.8 | -236 | -2.8% |
P
S
|
8,336 | $2,391,273 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
LOW
LOWES COS INC
|
Consumer Cyclical | 0.67% | 0.68% |
#38
3
Prev: #35
|
0.8 | 15 | 0.1% |
P
S
|
10,033 | $2,370,597 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
PULS
PGIM ETF TR
|
ETF | 0.67% | 0.69% |
#39
6
Prev: #33
|
0.8 | -2,316 | -4.6% |
P
S
|
47,663 | $2,359,302 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.66% | 0.63% |
#40
1
Prev: #39
|
0.8 | 348 | 2.2% |
P
S
|
16,089 | $2,323,895 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
SBUX
STARBUCKS CORP
|
Consumer Cyclical | 0.65% | 0.50% |
#41
3
Prev: #44
|
2.8 | 4,320 | 20.5% |
P
S
|
25,360 | $2,272,010 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
NTAP
NETAPP INC
|
Technology | 0.61% | 0.63% |
#42
4
Prev: #38
|
0.7 | -85 | -0.4% |
P
S
|
21,024 | $2,152,647 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
VTIP
VANGUARD MALVER...
|
ETF | 0.56% | 0.55% |
#43
2
Prev: #41
|
0.7 | -645 | -1.6% |
P
S
|
39,103 | $1,953,195 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
QCOM
QUALCOMM INC
|
Technology | 0.54% | 0.71% |
#44
14
Prev: #30
|
0.7 | -145 | -1.0% |
P
S
|
14,699 | $1,892,937 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
TPR
TAPESTRY INC
|
Consumer Cyclical | 0.52% | 0.46% |
#45
Prev: #45
|
0.7 | 34 | 0.3% |
P
S
|
12,946 | $1,826,810 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.51% | 0.65% |
#46
9
Prev: #37
|
0.7 | 6 | 0.1% |
P
S
|
4,800 | $1,776,825 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
CL
COLGATE PALMOLI...
|
Consumer Defensive | 0.47% | 0.34% |
#47
5
Prev: #52
|
2.7 | 4,065 | 26.8% |
P
S
|
19,257 | $1,641,274 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
CMCSA
COMCAST CORP NE...
|
Communication Services | 0.45% | 0.37% |
#48
3
Prev: #51
|
2.7 | 10,921 | 24.4% |
P
S
|
55,620 | $1,596,863 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
GIS
GENERAL MILLS I...
|
Consumer Defensive | 0.42% | 0.42% |
#49
2
Prev: #47
|
2.7 | 7,808 | 24.3% |
P
S
|
39,944 | $1,486,716 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 0.41% | 0.41% |
#50
1
Prev: #49
|
0.7 | 124 | 0.7% |
P
S
|
18,395 | $1,458,139 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 |
Showing 1-50 of 101 holdings