AI Portfolio Summary
In 2025 Q4, Cypress Capital, LLC maintained a portfolio of 98 distinct positions. They heavily accumulated shares in VANGUARD INDEX FDS, increasing their position by 0.7%. Conversely, Cypress Capital, LLC completely exited their position in BITMINE IMMERSION TE.
Total Positions
98
Quarter
2025 Q4
Top Holding
VTI (13.1%)
Top 10 Concentration
62.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 98
| 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 | 13.07% | 12.98% |
#1
Prev: #1
|
7.2 | 970 | 0.7% |
P
S
|
139,276 | $46,695,114 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BIL
SPDR SERIES TRU...
|
ETF | 10.14% | 9.18% |
#2
1
Prev: #3
|
6.1 | 46,901 | 13.4% |
P
S
|
396,462 | $36,228,653 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VBIL
VANGUARD INSTL ...
|
ETF | 9.30% | 9.26% |
#3
1
Prev: #2
|
5.7 | 12,333 | 2.9% |
P
S
|
440,533 | $33,229,425 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
USFR
WISDOMTREE TR
|
ETF | 7.98% | 8.08% |
#4
Prev: #4
|
5.2 | 4,102 | 0.7% |
P
S
|
566,132 | $28,487,763 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TIP
ISHARES TR
|
ETF | 5.09% | 5.22% |
#5
Prev: #5
|
4.0 | 1,253 | 0.8% |
P
S
|
165,244 | $18,161,971 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 5.03% | 4.98% |
#6
Prev: #6
|
4.0 | 224 | 0.9% |
P
S
|
26,336 | $17,958,971 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SGOL
ETFS GOLD TR
|
ETF | 3.67% | 3.38% |
#7
1
Prev: #8
|
1.5 | -1,492 | -0.5% |
P
S
|
319,126 | $13,109,696 | 2019 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VGSH
VANGUARD SCOTTS...
|
ETF | 3.47% | 3.73% |
#8
1
Prev: #7
|
1.4 | -10,091 | -4.6% |
P
S
|
211,186 | $12,402,978 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NOBL
PROSHARES TR
|
ETF | 2.61% | 1.89% |
#9
4
Prev: #13
|
3.2 | 25,793 | 40.3% |
P
S
|
89,726 | $9,337,811 | 2023 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 2.27% | 2.08% |
#10
1
Prev: #11
|
2.9 | 1,282 | 4.5% |
P
S
|
29,791 | $8,098,877 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TFLO
ISHARES TR
|
ETF | 2.16% | 2.20% |
#11
1
Prev: #10
|
2.9 | 669 | 0.4% |
P
S
|
152,640 | $7,702,230 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SGOV
ISHARES TR
|
Bond/Debt | 2.08% | 2.07% |
#12
Prev: #12
|
2.8 | 2,350 | 3.3% |
P
S
|
74,044 | $7,432,573 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TBIL
RBB FD INC
|
Bond/Debt | 1.47% | 0.94% |
#13
5
Prev: #18
|
2.8 | 39,341 | 59.7% |
P
S
|
105,243 | $5,249,539 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HEFA
ISHARES TR
|
ETF | 1.10% | 1.06% |
#14
Prev: #14
|
2.4 | 1,538 | 1.6% |
P
S
|
95,176 | $3,936,460 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 1.10% | 3.27% |
#15
6
Prev: #9
|
0.6 | -103,635 | -66.6% |
P
S
|
51,909 | $3,916,036 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IBM
INTERNATIONAL B...
|
Technology | 1.04% | 0.99% |
#16
1
Prev: #15
|
2.4 | 176 | 1.4% |
P
S
|
12,500 | $3,702,625 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.02% | 0.95% |
#17
Prev: #17
|
0.5 | -2,111 | -15.4% |
P
S
|
11,605 | $3,632,365 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.96% | 0.98% |
#18
2
Prev: #16
|
2.4 | 192 | 1.3% |
P
S
|
15,055 | $3,439,917 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVGO
BROADCOM INC
|
Technology | 0.88% | 0.85% |
#19
2
Prev: #21
|
2.4 | 98 | 1.1% |
P
S
|
9,127 | $3,158,855 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.88% | 0.78% |
#20
3
Prev: #23
|
2.4 | 621 | 1.6% |
P
S
|
40,575 | $3,125,507 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
KR
KROGER CO
|
Consumer Defensive | 0.82% | 0.89% |
#21
2
Prev: #19
|
2.3 | 801 | 1.7% |
P
S
|
46,762 | $2,921,690 | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MDT
MEDTRONIC PLC
|
Healthcare | 0.81% | 0.81% |
#22
Prev: #22
|
2.3 | 660 | 2.2% |
P
S
|
30,272 | $2,907,928 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHW
SCHWAB CHARLES ...
|
Financial Services | 0.81% | 0.48% |
#23
23
Prev: #46
|
2.5 | 11,378 | 64.3% |
P
S
|
29,070 | $2,904,384 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
V
VISA INC
|
Financial Services | 0.80% | 0.78% |
#24
Prev: #24
|
2.3 | 151 | 1.9% |
P
S
|
8,115 | $2,846,012 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMGN
AMGEN INC
|
Healthcare | 0.78% | 0.67% |
#25
10
Prev: #35
|
2.3 | 125 | 1.5% |
P
S
|
8,460 | $2,769,043 | 2023 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BMNRD
BITMINE IMMERSI...
|
Unknown | 0.00% | 0.06% |
Sold All 😨
(Was: #86) |
0.3 | -4,282 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HOOD
ROBINHOOD MKTS ...
|
Financial Services | 0.00% | 0.06% |
Sold All 😨
(Was: #88) |
0.3 | -1,465 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
USNA
USANA HEALTH SC...
|
Consumer Defensive | 0.00% | 0.06% |
Sold All 😨
(Was: #90) |
0.3 | -7,444 | -100.0% |
CLOSED
|
— | $— | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ITW
ILLINOIS TOOL W...
|
Industrials | 0.00% | 0.06% |
Sold All 😨
(Was: #91) |
0.3 | -776 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 98 holdings