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CIK: 0001729939
Total reported value
$369.9M
$369.9M
79 檔
46.5%
In Q1 2025, Cypress Capital, LLC's U.S. equity holdings reached a combined market value of $369.9M, distributed across 79 disclosed stock positions.
In Q1 2025, Cypress Capital, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 18.57% | -0.48% | -11.32% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 11.91% | +0.85% | +0.00% | |
| 3 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 8.19% | -0.12% | -1.14% | |
| 4 | TIP | Ishares Tips Bond ETF | ETF-Other | 5.53% | -0.34% | -2.20% | |
| 5 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 5.38% | -0.04% | -1.83% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.64% | +0.21% | +0.51% | |
| 7 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 4.03% | -0.24% | -1.48% | |
| 8 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 3.09% | -0.66% | -0.17% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.29% | — | -0.23% | |
| 10 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.25% | -0.71% | -6.03% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.03% | +0.05% | — | |
| 12 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.97% | +0.04% | +7.76% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.95% | +0.14% | +1.00% | |
| 14 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 1.57% | +0.11% | -11.35% | |
| 15 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 1.03% | +0.05% | -48.18% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.00% | +0.04% | -1.12% | |
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 0.94% | +0.03% | +1.92% | |
| 18 | KR | Kroger Co | Stock-Consumer Staples | 0.92% | -0.27% | +0.28% | |
| 19 | IBM | Intl Business Machines CORP | Stock-Tech | 0.88% | +0.06% | -0.91% | |
| 20 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.85% | -0.09% | +1.01% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 0.80% | — | +2.63% | |
| 22 | AMGN | Amgen Inc | Stock-Healthcare | 0.77% | -0.05% | +2.01% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.77% | -0.04% | +2.01% | |
| 24 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.76% | -0.15% | +3.10% | |
| 25 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.75% | +0.02% | +2.16% | |
| 26 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.72% | -0.05% | -2.09% | |
| 27 | GIS | General Mills Inc | Stock-Consumer Staples | 0.71% | -0.05% | +3.98% | |
| 28 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.71% | -0.09% | +3.62% | |
| 29 | ETN | Eaton Corporation plc | Stock-Industrials | 0.71% | +0.07% | +2.69% | |
| 30 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.69% | -0.19% | +3.31% | |
| 31 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.68% | -0.02% | +4.53% | |
| 32 | QCOM | Qualcomm Inc | Stock-Tech | 0.68% | -0.05% | +3.07% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.67% | -0.19% | +5.21% | |
| 34 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.65% | -0.09% | +6.49% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.65% | -0.07% | +4.18% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.64% | +0.14% | +4.10% | |
| 37 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.51% | — | — | |
| 38 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.51% | -0.04% | +0.93% | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.50% | -0.05% | -0.11% | |
| 40 | MDT | Medtronic plc | Stock-Healthcare | 0.49% | -0.12% | — | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.46% | +0.07% | -6.60% | |
| 42 | LRCX | Lam Research CORP | Stock-Tech | 0.45% | +0.22% | — | |
| 43 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.44% | — | -3.80% | |
| 44 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.39% | -0.02% | +5.70% | |
| 45 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.35% | — | +13.57% | |
| 46 | FOXA | Fox CORP - Class A | Stock-Comm Services | 0.35% | -0.06% | +7.43% | |
| 47 | NTAP | Netapp Inc | Stock-Tech | 0.33% | — | — | |
| 48 | TPR | Tapestry Inc | Stock-Consumer Disc | 0.31% | -0.03% | -6.35% | |
| 49 | NXT | Nextpower Inc-cl A | Stock-Tech | 0.30% | -0.27% | -5.84% | |
| 50 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.28% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | — | NEW | New buy |
| 2 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 3 | USFR | Wisdomtree Floating Rate Tre | — | NEW | New buy |
| 4 | TIP | Ishares Tips Bond ETF | — | NEW | New buy |
| 5 | TFLO | Ishares Treasury Floating Ra | — | NEW | New buy |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 7 | VGSH | Vanguard Short-term Treasury | — | NEW | New buy |
| 8 | SGOL | Abrdn Physical Gold Shares | — | NEW | New buy |
| 9 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 10 | SGOV | Ishares 0-3 Month Treasury B | — | NEW | New buy |
| 11 | VXUS | Vanguard Total Intl Stock | — | NEW | New buy |
| 12 | NOBL | Proshares S&p 500 Dividend A | — | NEW | New buy |
| 13 | AAPL | Apple Inc | — | NEW | New buy |
| 14 | TBIL | F/m US Treasury 3 Month Bill | — | NEW | New buy |
| 15 | HEFA | Isha Curr Hedged Msci Eafe | — | NEW | New buy |
| 16 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 17 | ABBV | Abbvie Inc | — | NEW | New buy |
| 18 | KR | Kroger Co | — | NEW | New buy |
| 19 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 20 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 21 | HD | Home Depot Inc | — | NEW | New buy |
| 22 | AMGN | Amgen Inc | — | NEW | New buy |
| 23 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 24 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 25 | SBUX | Starbucks CORP | — | NEW | New buy |
| 26 | IEF | Ishares 7-10 Year Treasury B | — | NEW | New buy |
| 27 | GIS | General Mills Inc | — | NEW | New buy |
| 28 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 29 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 30 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 31 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 32 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 33 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 34 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 35 | AVGO | Broadcom Inc | — | NEW | New buy |
| 36 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 37 | CL | Colgate-palmolive Co | — | NEW | New buy |
| 38 | VTIP | Vanguard Short-term Tips | — | NEW | New buy |
| 39 | MSFT | Microsoft CORP | — | NEW | New buy |
| 40 | MDT | Medtronic plc | — | NEW | New buy |
| 41 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 42 | LRCX | Lam Research CORP | — | NEW | New buy |
| 43 | PULS | Pgim Ultra Short Bond ETF | — | NEW | New buy |
| 44 | VCSH | Vanguard S/t CORP Bond ETF | — | NEW | New buy |
| 45 | LEN | Lennar Corp-a | — | NEW | New buy |
| 46 | FOXA | Fox CORP - Class A | — | NEW | New buy |
| 47 | NTAP | Netapp Inc | — | NEW | New buy |
| 48 | TPR | Tapestry Inc | — | NEW | New buy |
| 49 | NXT | Nextpower Inc-cl A | — | NEW | New buy |
| 50 | SHOP | Shopify Inc - Class A | — | NEW | New buy |
According to official SEC Form 13F filings, Cypress Capital, LLC reported a total U.S. public equity portfolio value of $369.9M across 79 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BIL, VTI, USFR) accounted for 46.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
BIL
市值: $64.4M
During Q1 2025, Cypress Capital, LLC's top holdings by market value included BIL (18.6%)、VTI (11.9%)、USFR (8.2%). The largest single position, BIL, represented 18.6% of total portfolio value.
In Q1 2025, Cypress Capital, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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