Cypress-Capital

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ALSN",
  "ABBV",
  "GOOGL",
  "T",
  "AVGO",
  "LOW",
  "KFY",
  null,
  "GIS",
  "HD",
  "HPQ",
  "MCD",
  "QCOM",
  "LEN",
  "RIVN",
  "META",
  null,
  "HEFA",
  "IONS",
  "LRCX",
  "MDT",
  "MSFT",
  null,
  "OMC",
  "IWD",
  "KR",
  "IWF",
  "VGSH",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "LMT",
  "PG",
  "MRK",
  "AMGN",
  null,
  null,
  null,
  "SHOP",
  "GLD",
  null,
  "IBM",
  "SBUX",
  "TPR",
  "USNA",
  "NXT",
  "IEF",
  "SGOL",
  "AMZN",
  null,
  "VXUS",
  "VT",
  "VOO",
  "V",
  null,
  "FOXA",
  "SCHD",
  "TGNA",
  "CRM",
  null,
  null,
  "NTAP",
  "BRK-B",
  "BMY",
  "CMCSA",
  "CL",
  "COP",
  "RSP",
  "QQQ",
  "MDY",
  "ETN",
  "GOOG",
  "XOM",
  "LLY",
  "TSLA",
  null,
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-25
Total Holdings: 79
Total Value: 346892546
Accession Number: 0001729939-25-000002
Form Type: 13F-HR
CIK: cypress-capital
Manager Name: Cypress-Capital

Data Enrichment

85% identified

67 identified12 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

79 positions • $346.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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HOME DEPOT, INC.

HD|437076102

Shares:7.6K

Value:$2.8M

% of Portfolio:0.8% ($2.8M/$346.9M)

AMGEN INC

AMGN|031162100

Shares:8.6K

Value:$2.7M

% of Portfolio:0.8% ($2.7M/$346.9M)

PROCTER & GAMBLE Co

PG|742718109

Shares:15.7K

Value:$2.7M

% of Portfolio:0.8% ($2.7M/$346.9M)

MCDONALDS CORP

MCD|580135101

Shares:8.5K

Value:$2.6M

% of Portfolio:0.8% ($2.6M/$346.9M)

STARBUCKS CORP

SBUX|855244109

Shares:26.4K

Value:$2.6M

% of Portfolio:0.7% ($2.6M/$346.9M)

464287440

IEF|464287440

Shares:26.2K

Value:$2.5M

% of Portfolio:0.7% ($2.5M/$346.9M)

GENERAL MILLS INC

GIS|370334104

Shares:41.2K

Value:$2.5M

% of Portfolio:0.7% ($2.5M/$346.9M)

LOWES COMPANIES INC

LOW|548661107

Shares:10.5K

Value:$2.4M

% of Portfolio:0.7% ($2.4M/$346.9M)

Eaton Corp plc

ETN|G29183103

Shares:9.0K

Value:$2.4M

% of Portfolio:0.7% ($2.4M/$346.9M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:5.4K

Value:$2.4M

% of Portfolio:0.7% ($2.4M/$346.9M)

Merck & Co., Inc.

MRK|58933Y105

Shares:26.4K

Value:$2.4M

% of Portfolio:0.7% ($2.4M/$346.9M)

QUALCOMM INC/DE

QCOM|747525103

Shares:15.3K

Value:$2.3M

% of Portfolio:0.7% ($2.3M/$346.9M)

EXXON MOBIL CORP

XOM|30231G102

Shares:19.6K

Value:$2.3M

% of Portfolio:0.7% ($2.3M/$346.9M)

COMCAST CORP

CMCSA|20030N101

Shares:60.7K

Value:$2.2M

% of Portfolio:0.6% ($2.2M/$346.9M)

Broadcom Inc.

AVGO|11135F101

Shares:13.4K

Value:$2.2M

% of Portfolio:0.6% ($2.2M/$346.9M)

Alphabet Inc.

GOOGL|02079K305

Shares:14.3K

Value:$2.2M

% of Portfolio:0.6% ($2.2M/$346.9M)

COLGATE PALMOLIVE CO

CL|194162103

Shares:19.0K

Value:$1.8M

% of Portfolio:0.5% ($1.8M/$346.9M)

922020805

Shares:35.5K

Value:$1.8M

% of Portfolio:0.5% ($1.8M/$346.9M)

MICROSOFT CORP

MSFT|594918104

Shares:4.7K

Value:$1.8M

% of Portfolio:0.5% ($1.8M/$346.9M)

Medtronic plc

MDT|G5960L103

Shares:18.8K

Value:$1.7M

% of Portfolio:0.5% ($1.7M/$346.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
HOME DEPOT, INC.(HDcusip437076102)	7.6K	QoQ +2.62% (-194) YoY +0.71% (-54)	All Managers (Combined)	$2.8M	0.8% ($2.8M/$346.9M)	QoQ -3.30% (-$94.9K) YoY -3.77% (-$108.9K)
AMGEN INC(AMGNcusip031162100)	8.6K	QoQ +2.01% (+170) YoY +5.03% (+413)	All Managers (Combined)	$2.7M	0.8% ($2.7M/$346.9M)	QoQ +21.94% (+$482.6K) YoY +15.09% (+$351.8K)
PROCTER & GAMBLE Co(PGcusip742718109)	15.7K	QoQ +2.00% (+309) YoY +4.03% (+610)	All Managers (Combined)	$2.7M	0.8% ($2.7M/$346.9M)	QoQ +3.69% (+$95.3K) YoY +9.27% (+$227.4K)
MCDONALDS CORP(MCDcusip580135101)	8.5K	QoQ +3.10% (+255) YoY +8.22% (+644)	All Managers (Combined)	$2.6M	0.8% ($2.6M/$346.9M)	QoQ +11.09% (+$264.3K) YoY +19.90% (+$439.2K)
STARBUCKS CORP(SBUXcusip855244109)	26.4K	QoQ +2.15% (+557) YoY +8.69% (+2.1K)	All Managers (Combined)	$2.6M	0.7% ($2.6M/$346.9M)	QoQ +9.81% (+$231.2K) YoY +16.66% (+$369.4K)
(IEFcusip464287440)	26.2K	QoQ -2.08% (-560) YoY -5.75% (-1.6K)	All Managers (Combined)	$2.5M	0.7% ($2.5M/$346.9M)	QoQ +1.00% (-$24.9K) YoY -5.04% (-$133.0K)
GENERAL MILLS INC(GIScusip370334104)	41.2K	QoQ +3.97% (-1.6K) YoY +46.93% (+13.2K)	All Managers (Combined)	$2.5M	0.7% ($2.5M/$346.9M)	QoQ -2.50% (-$63.4K) YoY +25.55% (+$501.1K)
LOWES COMPANIES INC(LOWcusip548661107)	10.5K	QoQ +3.62% (-367) YoY -10.16% (-1.2K)	All Managers (Combined)	$2.4M	0.7% ($2.4M/$346.9M)	QoQ -2.07% (-$51.9K) YoY -17.74% (-$528.4K)
Eaton Corp plc(ETNcusipG29183103)	9.0K	QoQ +2.69% (-236) YoY -0.14% (-13)	All Managers (Combined)	$2.4M	0.7% ($2.4M/$346.9M)	QoQ -15.88% (-$462.0K) YoY -13.18% (-$371.7K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	5.4K	QoQ +3.31% (-172) YoY +5.66% (+288)	All Managers (Combined)	$2.4M	0.7% ($2.4M/$346.9M)	QoQ -5.02% (-$126.9K) YoY +3.77% (+$87.2K)
Merck & Co., Inc.(MRKcusip58933Y105)	26.4K	QoQ +4.52% (-1.1K) YoY +7.10% (-1.8K)	All Managers (Combined)	$2.4M	0.7% ($2.4M/$346.9M)	QoQ -5.68% (-$143.0K) YoY -27.14% (-$883.6K)
QUALCOMM INC/DE(QCOMcusip747525103)	15.3K	QoQ +3.06% (+455) YoY -1.34% (-208)	All Managers (Combined)	$2.3M	0.7% ($2.3M/$346.9M)	QoQ +3.05% (+$69.7K) YoY -10.48% (-$275.2K)
EXXON MOBIL CORP(XOMcusip30231G102)	19.6K	QoQ +5.21% (+972) YoY +406.22% (+15.7K)	All Managers (Combined)	$2.3M	0.7% ($2.3M/$346.9M)	QoQ +16.32% (+$327.3K) YoY +417.93% (+$1.9M)
COMCAST CORP(CMCSAcusip20030N101)	60.7K	QoQ +6.49% (+3.7K) YoY +18.86% (+9.6K)	All Managers (Combined)	$2.2M	0.6% ($2.2M/$346.9M)	QoQ +4.70% (+$100.7K) YoY +1.18% (+$26.2K)
Broadcom Inc.(AVGOcusip11135F101)	13.4K	QoQ +4.17% (-536) YoY +588.71% (-11.4K)	All Managers (Combined)	$2.2M	0.6% ($2.2M/$346.9M)	QoQ -24.76% (-$736.8K) YoY -12.99% (-$334.4K)
Alphabet Inc.(GOOGLcusip02079K305)	14.3K	QoQ +4.09% (-563) YoY +433.95% (+11.6K)	All Managers (Combined)	$2.2M	0.6% ($2.2M/$346.9M)	QoQ -14.96% (-$389.4K) YoY +447.08% (+$1.8M)
COLGATE PALMOLIVE CO(CLcusip194162103)	19.0K	QoQ NEW(+19.0K) YoY NEW(+19.0K)	All Managers (Combined)	$1.8M	0.5% ($1.8M/$346.9M)	QoQ NEW(+$1.8M) YoY NEW(+$1.8M)
(cusip922020805)✕	35.5K	QoQ +0.93% (+327) YoY -88.34% (-268.7K)	All Managers (Combined)	$1.8M	0.5% ($1.8M/$346.9M)	QoQ +4.01% (+$68.3K) YoY -87.85% (-$12.8M)
MICROSOFT CORP(MSFTcusip594918104)	4.7K	QoQ -0.10% (-5) YoY -18.71% (-1.1K)	All Managers (Combined)	$1.8M	0.5% ($1.8M/$346.9M)	QoQ -11.03% (-$217.2K) YoY -27.47% (-$663.3K)
Medtronic plc(MDTcusipG5960L103)	18.8K	QoQ NEW(+18.8K) YoY NEW(+18.8K)	All Managers (Combined)	$1.7M	0.5% ($1.7M/$346.9M)	QoQ NEW(+$1.7M) YoY NEW(+$1.7M)