☆Cypress Capital, LLC
Quality Q
0.629
AUM ($M)
369
Positions
110
Turnover
0.06
Top-10 wt
60%
Herfindahl
0.055
History (qtrs)
6
Excess Return
—
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Holdings · 112 positions · portfolio value $369M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆VTI funds › | VANGUARD INDEX FDS | TRIM | — | 13.5% | +0.9% | 49.9 | 134,808 | -3,686 | 5 | — |
| ☆SGOV funds › | ISHARES TR | TRIM | — | 9.9% | -0.7% | 36.4 | 361,428 | -6,847 | 5 | — |
| ☆VBIL funds › | VANGUARD INSTL INDEX FD | TRIM | — | 9.3% | -0.7% | 34.4 | 454,572 | -9,704 | 5 | — |
| ☆BIL funds › | SPDR SERIES TRUST | ADD | — | 9.3% | -0.5% | 34.4 | 375,328 | +63 | 5 | — |
| ☆TIP funds › | ISHARES TR | TRIM | — | 4.8% | -0.3% | 17.7 | 161,373 | -1,234 | 5 | — |
| ☆VGSH funds › | VANGUARD SCOTTSDALE FDS | TRIM | — | 3.4% | -0.2% | 12.6 | 216,254 | -2,251 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | TRIM | — | 2.7% | +0.2% | 9.9 | 13,308 | -84 | 5 | — |
| ☆SGOL funds › | ETFS GOLD TR | TRIM | — | 2.6% | -0.7% | 9.8 | 255,306 | -5,038 | 5 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 2.3% | +0.1% | 8.4 | 28,891 | -521 | 5 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | ADD | — | 2.2% | +0.2% | 8.3 | 37,970 | +623 | 2 | — |
| ☆NOBL funds › | PROSHARES TR | ADD | — | 2.1% | +0.0% | 7.6 | 134,856 | +68,207 | 5 | — |
| ☆TBIL funds › | RBB FD INC | ADD | — | 1.6% | +0.1% | 6.0 | 119,748 | +14,175 | 5 | — |
| ☆USFR funds › | WISDOMTREE TR | TRIM | — | 1.5% | -0.1% | 5.6 | 110,661 | -3,055 | 5 | — |
| ☆EMXC funds › | ISHARES INC | TRIM | — | 1.2% | +0.2% | 4.5 | 44,381 | -245 | 2 | — |
| ☆HEFA funds › | ISHARES TR | TRIM | — | 1.2% | +0.1% | 4.4 | 93,510 | -693 | 5 | — |
| ☆VXUS funds › | VANGUARD STAR FDS | TRIM | — | 1.2% | +0.1% | 4.3 | 50,700 | -324 | 5 | — |
| ☆LRCX funds › | LAM RESEARCH CORP | TRIM | — | 1.1% | +0.2% | 4.1 | 9,488 | -5,129 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 1.1% | +0.1% | 4.0 | 11,073 | -305 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | TRIM | — | 1.0% | +0.0% | 3.5 | 13,964 | -894 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | TRIM | — | 0.9% | +0.0% | 3.4 | 29,238 | -10,850 | 5 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | TRIM | — | 0.9% | +0.1% | 3.4 | 12,055 | -363 | 5 | — |
| ☆MRK funds › | MERCK & CO INC | TRIM | — | 0.9% | -0.0% | 3.2 | 24,880 | -751 | 5 | — |
| ☆UNP funds › | UNION PAC CORP | NEW | — | 0.8% | +0.8% | 3.1 | 11,347 | +11,347 | 1 | — |
| ☆ETN funds › | EATON CORP PLC | TRIM | — | 0.8% | +0.1% | 3.0 | 7,036 | -227 | 5 | — |
| ☆AMGN funds › | AMGEN INC | TRIM | — | 0.8% | -0.0% | 2.9 | 8,112 | -251 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 0.8% | +0.1% | 2.8 | 7,899 | -437 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | TRIM | — | 0.7% | -0.1% | 2.7 | 7,174 | -1,875 | 5 | — |
| ☆V funds › | VISA INC | TRIM | — | 0.7% | +0.0% | 2.7 | 7,842 | -207 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | TRIM | — | 0.7% | -0.0% | 2.6 | 7,455 | -168 | 5 | — |
| ☆SCHW funds › | SCHWAB CHARLES CORP | TRIM | — | 0.7% | -0.1% | 2.6 | 27,970 | -786 | 4 | — |
| ☆BMY funds › | BRISTOL-MYERS SQUIBB CO | TRIM | — | 0.7% | -0.1% | 2.6 | 44,705 | -1,356 | 5 | — |
| ☆LMT funds › | LOCKHEED MARTIN CORP | TRIM | — | 0.7% | -0.2% | 2.5 | 4,933 | -143 | 5 | — |
| ☆KR funds › | KROGER CO | TRIM | — | 0.7% | -0.3% | 2.5 | 45,079 | -1,229 | 5 | — |
| ☆PULS funds › | PGIM ETF TR | ADD | — | 0.7% | +0.0% | 2.5 | 50,208 | +2,545 | 5 | — |
| ☆SBUX funds › | STARBUCKS CORP | TRIM | — | 0.7% | +0.0% | 2.5 | 24,331 | -1,029 | 5 | — |
| ☆IEF funds › | ISHARES TR | TRIM | — | 0.6% | -0.1% | 2.4 | 25,276 | -500 | 5 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | TRIM | — | 0.6% | -0.0% | 2.3 | 15,700 | -389 | 5 | — |
| ☆MDT funds › | MEDTRONIC PLC | TRIM | — | 0.6% | -0.1% | 2.3 | 29,337 | -679 | 5 | — |
| ☆NTAP funds › | NETAPP INC | TRIM | — | 0.6% | -0.0% | 2.2 | 14,538 | -6,486 | 5 | — |
| ☆MCD funds › | MCDONALDS CORP | TRIM | — | 0.6% | -0.1% | 2.1 | 7,951 | -250 | 5 | — |
| ☆LOW funds › | LOWES COS INC | TRIM | — | 0.6% | -0.1% | 2.1 | 9,745 | -288 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | TRIM | — | 0.6% | -0.2% | 2.0 | 14,935 | -421 | 5 | — |
| ☆VTIP funds › | VANGUARD MALVERN FDS | TRIM | — | 0.5% | -0.0% | 1.9 | 38,471 | -632 | 5 | — |
| ☆TOL funds › | TOLL BROTHERS INC | NEW | — | 0.5% | +0.5% | 1.9 | 11,569 | +11,569 | 1 | — |
| ☆TPR funds › | TAPESTRY INC | TRIM | — | 0.5% | -0.0% | 1.8 | 12,467 | -479 | 5 | — |
| ☆QCOM funds › | QUALCOMM INC | TRIM | — | 0.5% | -0.0% | 1.8 | 9,811 | -4,888 | 5 | — |
| ☆CL funds › | COLGATE PALMOLIVE CO | TRIM | — | 0.5% | +0.0% | 1.7 | 18,805 | -452 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | TRIM | — | 0.5% | -0.0% | 1.7 | 4,582 | -218 | 5 | — |
| ☆NXT funds › | NEXTPOWER INC | TRIM | — | 0.4% | -0.3% | 1.7 | 13,880 | -7,064 | 5 | — |
| ☆VCSH funds › | VANGUARD SCOTTSDALE FDS | TRIM | — | 0.4% | -0.0% | 1.4 | 18,106 | -289 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 0.4% | +0.0% | 1.4 | 7,086 | +308 | 5 | — |
| ☆GIS funds › | GENERAL MILLS INC | TRIM | — | 0.4% | -0.1% | 1.4 | 38,847 | -1,097 | 5 | — |
| ☆CMCSA funds › | COMCAST CORP NEW | TRIM | — | 0.4% | -0.1% | 1.3 | 54,005 | -1,615 | 5 | — |
| ☆SHOP funds › | SHOPIFY INC | ADD | — | 0.3% | -0.0% | 1.3 | 11,041 | +1 | 5 | — |
| ☆PAAA funds › | PGIM ETF TR | ADD | — | 0.3% | +0.1% | 1.0 | 19,802 | +7,051 | 2 | — |
| ☆FOXA funds › | FOX CORP | TRIM | — | 0.3% | -0.1% | 1.0 | 18,302 | -803 | 5 | — |
| ☆MDY funds › | STATE STR SPDR S&P MIDCAP 40 | ADD | — | 0.3% | +0.0% | 0.9 | 1,314 | +53 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | TRIM | — | 0.2% | +0.0% | 0.9 | 746 | -6 | 5 | — |
| ☆SCHD funds › | SCHWAB STRATEGIC TR | ADD | — | 0.2% | +0.0% | 0.8 | 25,301 | +2,941 | 5 | — |
| ☆EXEL funds › | EXELIXIS INC | TRIM | — | 0.2% | +0.0% | 0.8 | 14,741 | -982 | 4 | — |
| ☆KFY funds › | KORN FERRY | TRIM | — | 0.2% | -0.0% | 0.8 | 11,617 | -743 | 5 | — |
| ☆ALSN funds › | ALLISON TRANSMISSION HLDGS I | TRIM | — | 0.2% | -0.0% | 0.7 | 6,026 | -395 | 5 | — |
| ☆IVV funds › | ISHARES TR | ADD | — | 0.2% | +0.0% | 0.7 | 902 | +8 | 5 | — |
| ☆MBB funds › | ISHARES TR | ADD | — | 0.2% | +0.0% | 0.7 | 6,908 | +370 | 5 | — |
| ☆IWD funds › | ISHARES TR | HOLD | — | 0.2% | +0.0% | 0.6 | 2,520 | +0 | 5 | — |
| ☆TFLO funds › | ISHARES TR | TRIM | — | 0.2% | -0.0% | 0.6 | 11,708 | -2,394 | 5 | — |
| ☆HPQ funds › | HP INC | TRIM | — | 0.1% | +0.0% | 0.5 | 24,413 | -1,630 | 5 | — |
| ☆GMMF funds › | BLACKROCK ETF TRUST | NEW | — | 0.1% | +0.1% | 0.5 | 5,163 | +5,163 | 1 | — |
| ☆CALM funds › | CAL MAINE FOODS INC | TRIM | — | 0.1% | -0.0% | 0.5 | 6,331 | -434 | 4 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | TRIM | — | 0.1% | +0.0% | 0.5 | 1,225 | -71 | 5 | — |
| ☆RSP funds › | INVESCO EXCHANGE TRADED FD T | ADD | — | 0.1% | +0.0% | 0.5 | 2,356 | +94 | 5 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 0.1% | -0.0% | 0.5 | 874 | +15 | 5 | — |
| ☆IONS funds › | IONIS PHARMACEUTICALS INC | HOLD | — | 0.1% | +0.0% | 0.5 | 6,000 | +0 | 5 | — |
| ☆GLD funds › | SPDR GOLD TR | ADD | — | 0.1% | -0.0% | 0.5 | 1,272 | +150 | 5 | — |
| ☆CGDV funds › | CAPITAL GROUP DIVIDEND VALUE | ADD | — | 0.1% | +0.0% | 0.4 | 8,410 | +3,165 | 2 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 0.1% | +0.0% | 0.4 | 1,700 | +48 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | ADD | — | 0.1% | +0.0% | 0.4 | 567 | +2 | 5 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | NEW | — | 0.1% | +0.1% | 0.4 | 652 | +652 | 1 | — |
| ☆PTRB funds › | PGIM ETF TR | TRIM | — | 0.1% | -0.0% | 0.4 | 8,744 | -1,898 | 5 | — |
| ☆TSLA funds › | TESLA INC | TRIM | — | 0.1% | +0.0% | 0.4 | 852 | -41 | 5 | — |
| ☆GEV funds › | GE VERNOVA INC | TRIM | — | 0.1% | +0.0% | 0.4 | 302 | -29 | 3 | — |
| ☆RIVN funds › | RIVIAN AUTOMOTIVE INC | ADD | — | 0.1% | +0.0% | 0.3 | 20,013 | +5,346 | 5 | — |
| ☆OMC funds › | OMNICOM GROUP INC | TRIM | — | 0.1% | -0.0% | 0.3 | 4,553 | -290 | 5 | — |
| ☆PWR funds › | QUANTA SVCS INC | NEW | — | 0.1% | +0.1% | 0.3 | 414 | +414 | 1 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | NEW | — | 0.1% | +0.1% | 0.3 | 251 | +251 | 1 | — |
| ☆GILD funds › | GILEAD SCIENCES INC | ADD | — | 0.1% | -0.0% | 0.3 | 2,254 | +75 | 5 | — |
| ☆VT funds › | VANGUARD INTL EQUITY INDEX F | HOLD | — | 0.1% | +0.0% | 0.3 | 1,810 | +0 | 5 | — |
| ☆COP funds › | CONOCOPHILLIPS | ADD | — | 0.1% | -0.0% | 0.3 | 2,666 | +64 | 5 | — |
| ☆SU funds › | SUNCOR ENERGY INC NEW | ADD | — | 0.1% | -0.0% | 0.3 | 5,099 | +159 | 4 | — |
| ☆CRWD funds › | CROWDSTRIKE HLDGS INC | NEW | — | 0.1% | +0.1% | 0.3 | 352 | +352 | 1 | — |
| ☆IWF funds › | ISHARES TR | ADD | — | 0.1% | +0.0% | 0.3 | 2,159 | +1,569 | 5 | — |
| ☆QQQ funds › | INVESCO QQQ TR | TRIM | — | 0.1% | +0.0% | 0.3 | 363 | -32 | 5 | — |
| ☆TTWO funds › | TAKE-TWO INTERACTIVE SOFTWAR | NEW | — | 0.1% | +0.1% | 0.3 | 1,040 | +1,040 | 1 | — |
| ☆NOW funds › | SERVICENOW INC | NEW | — | 0.1% | +0.1% | 0.3 | 2,567 | +2,567 | 1 | — |
| ☆AMAT funds › | APPLIED MATLS INC | NEW | — | 0.1% | +0.1% | 0.2 | 340 | +340 | 1 | — |
| ☆CVX funds › | CHEVRON CORPORATION | ADD | — | 0.1% | -0.0% | 0.2 | 1,482 | +43 | 4 | — |
| ☆CGGR funds › | CAPITAL GROUP GROWTH ETF | NEW | — | 0.1% | +0.1% | 0.2 | 5,196 | +5,196 | 1 | — |
| ☆GWW funds › | WW GRAINGER INC | NEW | — | 0.1% | +0.1% | 0.2 | 176 | +176 | 1 | — |
| ☆APH funds › | AMPHENOL CORP | NEW | — | 0.1% | +0.1% | 0.2 | 1,349 | +1,349 | 1 | — |
| ☆ITW funds › | ILLINOIS TOOL WKS INC | ADD | — | 0.1% | +0.0% | 0.2 | 870 | +25 | 2 | — |
| ☆MA funds › | MASTERCARD INCORPORATED | TRIM | — | 0.1% | -0.0% | 0.2 | 452 | -8 | 5 | — |
| ☆INTC funds › | INTEL CORP | NEW | — | 0.1% | +0.1% | 0.2 | 1,617 | +1,617 | 1 | — |
| ☆CRS funds › | CARPENTER TECHNOLOGY CORP | NEW | — | 0.1% | +0.1% | 0.2 | 359 | +359 | 1 | — |
| ☆EOG funds › | EOG RES INC | ADD | — | 0.1% | -0.0% | 0.2 | 1,702 | +47 | 2 | — |
| ☆COF funds › | CAPITAL ONE FINL CORP | TRIM | — | 0.1% | -0.0% | 0.2 | 1,098 | -111 | 3 | — |
| ☆BA funds › | BOEING CO | TRIM | — | 0.1% | +0.0% | 0.2 | 998 | -12 | 3 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | NEW | — | 0.1% | +0.1% | 0.2 | 2,436 | +2,436 | 1 | — |
| ☆EVR funds › | EVERCORE INC | TRIM | — | 0.1% | -0.0% | 0.2 | 597 | -140 | 4 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | NEW | — | 0.0% | +0.0% | 0.1 | 130 | +130 | 1 | — |
| ☆F funds › | FORD MTR CO | NEW | — | 0.0% | +0.0% | 0.0 | 4 | +4 | 1 | — |
| ☆ESTC funds › | ELASTIC N V | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -4,614 | 0 | — |
| ☆NFLX funds › | NETFLIX INC. | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,469 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 369 | 110 | 0.06 | 60% | 0.055 | 0.627 | — | in |
| 2026Q1 | 351 | 94 | 0.15 | 62% | 0.056 | 0.451 | — | in |
| 2025Q4 | 357 | 93 | 0.05 | 63% | 0.054 | 0.629 | — | in |
| 2025Q3 | 350 | 93 | 0.07 | 62% | 0.053 | 0.575 | — | in |
| 2025Q2 | 344 | 88 | 0.14 | 63% | 0.056 | 0.492 | — | entered |
| 2025Q1 | 347 | 79 | 0.00 | 66% | 0.070 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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