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CIK: 0001729939
Total reported value
$369.9M
$369.9M
95 檔
45.7%
According to the latest 13F quarterly dataset, Cypress Capital, LLC managed an equity portfolio of $369.9M at the end of Q1 2026, spanning 95 distinct U.S. exchange-listed positions.
In Q1 2026, Cypress Capital, LLC adopted a defensive or profit-taking posture, trimming 50 positions and completely liquidating 6 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 12.64% | +0.85% | -0.56% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 10.55% | -0.71% | +397.37% | |
| 3 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 9.99% | -0.69% | +5.39% | |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 9.78% | -0.48% | -5.35% | |
| 5 | TIP | Ishares Tips Bond ETF | ETF-Other | 5.11% | -0.34% | -1.60% | |
| 6 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 3.64% | -0.24% | +3.47% | |
| 7 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 3.30% | -0.66% | -18.42% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.48% | +0.21% | -49.15% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.12% | +0.14% | -1.27% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 2.08% | +0.16% | — | |
| 11 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 2.01% | +0.04% | -25.72% | |
| 12 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.63% | -0.12% | -79.91% | |
| 13 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 1.50% | +0.11% | +0.31% | |
| 14 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 1.14% | +0.05% | -1.02% | |
| 15 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.12% | +0.05% | -1.70% | |
| 16 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.00% | +0.23% | — | |
| 17 | KR | Kroger Co | Stock-Consumer Staples | 0.95% | -0.27% | -0.97% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.93% | +0.14% | -1.96% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 0.92% | +0.03% | -1.31% | |
| 20 | LRCX | Lam Research CORP | Stock-Tech | 0.89% | +0.22% | -1.87% | |
| 21 | CSCO | Cisco Systems Inc | Stock-Tech | 0.88% | +0.05% | -1.20% | |
| 22 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.88% | -0.02% | +2.19% | |
| 23 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.87% | -0.19% | -1.57% | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 0.86% | +0.06% | -0.66% | |
| 25 | AMGN | Amgen Inc | Stock-Healthcare | 0.84% | -0.05% | -1.15% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.80% | -0.07% | -0.85% | |
| 27 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.79% | -0.09% | +21.08% | |
| 28 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.77% | -0.07% | -1.08% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.74% | -0.19% | -0.76% | |
| 30 | MDT | Medtronic plc | Stock-Healthcare | 0.74% | -0.12% | -0.85% | |
| 31 | ETN | Eaton Corporation plc | Stock-Industrials | 0.74% | +0.07% | -1.44% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.73% | -0.15% | -1.28% | |
| 33 | NXT | Nextpower Inc-cl A | Stock-Tech | 0.72% | -0.27% | -1.79% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.71% | — | -0.68% | |
| 35 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.70% | -0.05% | +0.63% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.69% | +0.04% | -0.81% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.68% | +0.07% | -2.75% | |
| 38 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.67% | -0.09% | +0.15% | |
| 39 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.67% | — | -4.63% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.66% | -0.04% | +2.21% | |
| 41 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.65% | +0.02% | +20.53% | |
| 42 | NTAP | Netapp Inc | Stock-Tech | 0.61% | — | -0.40% | |
| 43 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.56% | -0.04% | -1.62% | |
| 44 | QCOM | Qualcomm Inc | Stock-Tech | 0.54% | -0.05% | -0.98% | |
| 45 | TPR | Tapestry Inc | Stock-Consumer Disc | 0.52% | -0.03% | +0.26% | |
| 46 | MSFT | Microsoft CORP | Stock-Tech | 0.51% | -0.05% | +0.13% | |
| 47 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.47% | — | +26.76% | |
| 48 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.45% | -0.09% | +24.43% | |
| 49 | GIS | General Mills Inc | Stock-Consumer Staples | 0.42% | -0.05% | +24.30% | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.41% | -0.02% | +0.68% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +8.5% | +397.37% | Add |
| 2 | VBIL | Vanguard 0-3m T-bill ETF | +0.7% | +5.39% | Add |
| 3 | XOM | Exxon Mobil CORP | +0.2% | -0.76% | Trim |
| 4 | BMY | Bristol-myers Squibb Co | +0.2% | +21.08% | Add |
| 5 | NXT | Nextpower Inc-cl A | +0.2% | -1.79% | Trim |
| 6 | LRCX | Lam Research CORP | +0.2% | -1.87% | Trim |
| 7 | LMT | Lockheed Martin CORP | +0.2% | -1.57% | Trim |
| 8 | VGSH | Vanguard Short-term Treasury | +0.2% | +3.47% | Add |
| 9 | SBUX | Starbucks CORP | +0.2% | +20.53% | Add |
| 10 | MRK | Merck & Co. Inc. | +0.1% | +2.19% | Add |
| 11 | CL | Colgate-palmolive Co | +0.1% | +26.76% | Add |
| 12 | KR | Kroger Co | +0.1% | -0.97% | Trim |
| 13 | CMCSA | Comcast Corp-class A | +0.1% | +24.43% | Add |
| 14 | ETN | Eaton Corporation plc | +0.1% | -1.44% | Trim |
| 15 | TPR | Tapestry Inc | +0.1% | +0.26% | Add |
| 16 | AMGN | Amgen Inc | +0.1% | -1.15% | Trim |
| 17 | MDY | State Street Spdr S&p Midcap | 0% | +19.64% | Add |
| 18 | COP | Conocophillips | 0% | +18.49% | Add |
| 19 | HEFA | Isha Curr Hedged Msci Eafe | 0% | -1.02% | Trim |
| 20 | F | Ford Motor Co | 0% | — | Unchanged |
| 21 | SU | Suncor Energy Inc | 0% | +0.59% | Add |
| 22 | PG | Procter & Gamble Co/the | 0% | +2.21% | Add |
| 23 | TBIL | F/m US Treasury 3 Month Bill | 0% | +0.31% | Add |
| 24 | TIP | Ishares Tips Bond ETF | 0% | -1.60% | Trim |
| 25 | CVX | Chevron CORP | 0% | +1.84% | Add |
| 26 | ALSN | Allison Transmission Holding | 0% | -6.11% | Trim |
| 27 | GEV | GE Vernova Inc | 0% | -4.34% | Trim |
| 28 | SCHD | Schwab US Dvd Equity ETF | 0% | -3.15% | Trim |
| 29 | GILD | Gilead Sciences Inc | 0% | +0.55% | Add |
| 30 | VXUS | Vanguard Total Intl Stock | 0% | -1.70% | Trim |
| 31 | MCD | Mcdonald's CORP | 0% | -1.28% | Trim |
| 32 | RSP | Invesco S&p 500 Equal Weight | 0% | +12.37% | Add |
| 33 | VTIP | Vanguard Short-term Tips | 0% | -1.62% | Trim |
| 34 | MBB | Ishares Mbs ETF | 0% | +2.33% | Add |
| 35 | IEF | Ishares 7-10 Year Treasury B | 0% | +0.63% | Add |
| 36 | IVV | Ishares Core S&p 500 ETF | — | — | Unchanged |
| 37 | VOO | Vanguard S&p 500 ETF | — | +0.36% | Add |
| 38 | BA | Boeing Co/the | — | +1.41% | Add |
| 39 | CSCO | Cisco Systems Inc | — | -1.20% | Trim |
| 40 | META | Meta Platforms Inc-class A | — | +13.18% | Add |
| 41 | CALM | Cal-maine Foods Inc | — | -1.07% | Trim |
| 42 | IWD | Ishares Russell 1000 Value E | — | — | Unchanged |
| 43 | GIS | General Mills Inc | — | +24.30% | Add |
| 44 | VT | Vanguard Tot World Stk ETF | — | — | Unchanged |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | — | +0.68% | Add |
| 46 | MA | Mastercard Inc - A | 0% | -12.71% | Trim |
| 47 | EXEL | Exelixis Inc | 0% | -5.49% | Trim |
| 48 | LOW | Lowe's Cos Inc | 0% | +0.15% | Add |
| 49 | OMC | Omnicom Group | 0% | -4.51% | Trim |
| 50 | AMZN | Amazon.com Inc | 0% | -1.14% | Trim |
According to official SEC Form 13F filings, Cypress Capital, LLC reported a total U.S. public equity portfolio value of $369.9M across 95 disclosed positions in Q1 2026.
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 VTI, SGOV, VBIL) accounted for 45.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
VTV
市值: $7.3M
Top Position Liquidated / Trimmed
TGNA
前期市值: $632.6K
During Q1 2026, Cypress Capital, LLC's top holdings by market value included VTI (12.6%)、SGOV (10.6%)、VBIL (10.0%). The largest single position, VTI, represented 12.6% of total portfolio value.
In Q1 2026, Cypress Capital, LLC made 95 total portfolio adjustments, initiating 7 new buys, adding to 32 positions, trimming 50 holdings, and fully liquidating 6 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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