Cypress Capital, LLC - Portfolio overview

Cypress Capital, LLC has 102 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 12.56%
2. SGOV - ISHARES TR, 10.48%
3. VBIL - VANGUARD INSTL INDEX FD, 9.93%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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