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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Alphabet Inc.

GOOG|02079K107

Shares:10.3K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$346.9M)

LAM RESEARCH CORP

LRCX|512807306

Shares:21.6K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$346.9M)

69344A107

Shares:30.6K

Value:$1.5M

% of Portfolio:0.4% ($1.5M/$346.9M)

92206C409

Shares:17.2K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$346.9M)

LENNAR CORP /NEW/

LEN|526057104

Shares:10.6K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$346.9M)

Fox Corp

FOXA|35137L105

Shares:21.2K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$346.9M)

NetApp, Inc.

NTAP|64110D104

Shares:12.9K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$346.9M)

TAPESTRY, INC.

TPR|876030107

Shares:15.1K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$346.9M)

Nextracker Inc.

NXT|65290E101

Shares:24.9K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$346.9M)

SHOPIFY INC.

SHOP|82509L107

Shares:10.0K

Value:$954.8K

% of Portfolio:0.3% ($954.8K/$346.9M)

HP INC

HPQ|40434L105

Shares:31.9K

Value:$884.2K

% of Portfolio:0.3% ($884.2K/$346.9M)

KORN FERRY

KFY|500643200

Shares:12.7K

Value:$864.8K

% of Portfolio:0.2% ($864.8K/$346.9M)

69344A800

Shares:19.5K

Value:$813.7K

% of Portfolio:0.2% ($813.7K/$346.9M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:1.5K

Value:$798.2K

% of Portfolio:0.2% ($798.2K/$346.9M)

NVIDIA CORP

NVDA|67066G104

Shares:7.3K

Value:$793.1K

% of Portfolio:0.2% ($793.1K/$346.9M)

Allison Transmission Holdings Inc

ALSN|01973R101

Shares:7.9K

Value:$759.2K

% of Portfolio:0.2% ($759.2K/$346.9M)

TEGNA INC

TGNA|87901J105

Shares:37.9K

Value:$691.1K

% of Portfolio:0.2% ($691.1K/$346.9M)

808524797

SCHD|808524797

Shares:24.3K

Value:$678.9K

% of Portfolio:0.2% ($678.9K/$346.9M)

464288588

Shares:7.0K

Value:$659.3K

% of Portfolio:0.2% ($659.3K/$346.9M)

464287200

IVV|464287200

Shares:985

Value:$553.5K

% of Portfolio:0.2% ($553.5K/$346.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Alphabet Inc.(GOOGcusip02079K107)	10.3K	QoQ -6.59% (-727) YoY -13.77% (-1.6K)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$346.9M)	QoQ -23.37% (-$490.6K) YoY -11.53% (-$209.6K)
LAM RESEARCH CORP(LRCXcusip512807306)	21.6K	QoQ NEW(+21.6K) YoY NEW(+21.6K)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$346.9M)	QoQ NEW(+$1.6M) YoY NEW(+$1.6M)
(cusip69344A107)✕	30.6K	QoQ -3.80% (-1.2K) YoY +29.93% (+7.1K)	All Managers (Combined)	$1.5M	0.4% ($1.5M/$346.9M)	QoQ -3.45% (-$54.5K) YoY +30.01% (+$351.5K)
(cusip92206C409)✕	17.2K	QoQ +5.69% (+927) YoY +1.08% (+184)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$346.9M)	QoQ +6.95% (+$88.3K) YoY +3.21% (+$42.3K)
LENNAR CORP /NEW/(LENcusip526057104)	10.6K	QoQ +13.56% (-1.3K) YoY NEW(+10.6K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$346.9M)	QoQ -4.41% (-$56.3K) YoY NEW(+$1.2M)
Fox Corp(FOXAcusip35137L105)	21.2K	QoQ +7.43% (+1.5K) YoY NEW(+21.2K)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$346.9M)	QoQ +25.16% (+$241.8K) YoY NEW(+$1.2M)
NetApp, Inc.(NTAPcusip64110D104)	12.9K	QoQ NEW(+12.9K) YoY NEW(+12.9K)	All Managers (Combined)	$1.1M	0.3% ($1.1M/$346.9M)	QoQ NEW(+$1.1M) YoY NEW(+$1.1M)
TAPESTRY, INC.(TPRcusip876030107)	15.1K	QoQ -6.35% (-1.0K) YoY NEW(+15.1K)	All Managers (Combined)	$1.1M	0.3% ($1.1M/$346.9M)	QoQ +0.93% (-$9.8K) YoY NEW(+$1.1M)
Nextracker Inc.(NXTcusip65290E101)	24.9K	QoQ -5.84% (-1.5K) YoY NEW(+24.9K)	All Managers (Combined)	$1.0M	0.3% ($1.0M/$346.9M)	QoQ +8.61% (-$83.1K) YoY NEW(+$1.0M)
SHOPIFY INC.(SHOPcusip82509L107)	10.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$954.8K	0.3% ($954.8K/$346.9M)	QoQ -10.20% (-$108.5K) YoY +23.72% (+$183.1K)
HP INC(HPQcusip40434L105)	31.9K	QoQ -5.81% (-2.0K) YoY -22.22% (-9.1K)	All Managers (Combined)	$884.2K	0.3% ($884.2K/$346.9M)	QoQ -20.07% (-$222.1K) YoY -28.73% (-$356.5K)
KORN FERRY(KFYcusip500643200)	12.7K	QoQ -6.75% (-923) YoY -24.40% (-4.1K)	All Managers (Combined)	$864.8K	0.2% ($864.8K/$346.9M)	QoQ -6.22% (-$57.4K) YoY -22.02% (-$244.3K)
(cusip69344A800)✕	19.5K	QoQ -21.15% (-5.2K) YoY NEW(+19.5K)	All Managers (Combined)	$813.7K	0.2% ($813.7K/$346.9M)	QoQ -19.65% (-$199.0K) YoY NEW(+$813.7K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	1.5K	QoQ -8.30% (-138) YoY -24.06% (-483)	All Managers (Combined)	$798.2K	0.2% ($798.2K/$346.9M)	QoQ -5.06% (-$42.5K) YoY -19.60% (-$194.7K)
NVIDIA CORP(NVDAcusip67066G104)	7.3K	QoQ +1.14% (-83) YoY +1272.98% (+6.8K)	All Managers (Combined)	$793.1K	0.2% ($793.1K/$346.9M)	QoQ -18.36% (-$178.5K) YoY +64.68% (+$311.5K)
Allison Transmission Holdings Inc(ALSNcusip01973R101)	7.9K	QoQ -6.10% (-516) YoY -22.40% (-2.3K)	All Managers (Combined)	$759.2K	0.2% ($759.2K/$346.9M)	QoQ -16.87% (-$154.1K) YoY -8.53% (-$70.9K)
TEGNA INC(TGNAcusip87901J105)	37.9K	QoQ -6.20% (-2.5K) YoY -22.62% (-11.1K)	All Managers (Combined)	$691.1K	0.2% ($691.1K/$346.9M)	QoQ -6.56% (-$48.6K) YoY -5.63% (-$41.3K)
(SCHDcusip808524797)	24.3K	QoQ -2.81% (-703) YoY -32.41% (-11.6K)	All Managers (Combined)	$678.9K	0.2% ($678.9K/$346.9M)	QoQ -0.53% (-$3.7K) YoY -76.56% (-$2.2M)
(cusip464288588)✕	7.0K	QoQ -2.33% (-168) YoY -7.21% (-547)	All Managers (Combined)	$659.3K	0.2% ($659.3K/$346.9M)	QoQ -0.09% (-$640) YoY -5.85% (-$41.0K)
(IVVcusip464287200)	985	QoQ 0.00% (-0) YoY -86.69% (-6.4K)	All Managers (Combined)	$553.5K	0.2% ($553.5K/$346.9M)	QoQ -4.54% (-$26.4K) YoY -85.78% (-$3.3M)