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:

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SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:999

Value:$533.1K

% of Portfolio:0.2% ($533.1K/$346.9M)

SPDR GOLD TRUST

GLD|78463V107

Shares:1.7K

Value:$497.0K

% of Portfolio:0.1% ($497.0K/$346.9M)

OMNICOM GROUP INC.

OMC|681919106

Shares:5.9K

Value:$489.6K

% of Portfolio:0.1% ($489.6K/$346.9M)

464287598

IWD|464287598

Shares:2.5K

Value:$474.2K

% of Portfolio:0.1% ($474.2K/$346.9M)

Meta Platforms, Inc.

META|30303M102

Shares:810

Value:$466.9K

% of Portfolio:0.1% ($466.9K/$346.9M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:811

Value:$431.9K

% of Portfolio:0.1% ($431.9K/$346.9M)

ELI LILLY & Co

LLY|532457108

Shares:509

Value:$420.4K

% of Portfolio:0.1% ($420.4K/$346.9M)

Salesforce, Inc.

CRM|79466L302

Shares:1.2K

Value:$310.2K

% of Portfolio:0.1% ($310.2K/$346.9M)

IONIS PHARMACEUTICALS INC

IONS|462222100

Shares:10.0K

Value:$301.7K

% of Portfolio:0.1% ($301.7K/$346.9M)

46137V357

RSP|46137V357

Shares:1.7K

Value:$291.0K

% of Portfolio:0.1% ($291.0K/$346.9M)

AMAZON COM INC

AMZN|023135106

Shares:1.5K

Value:$287.0K

% of Portfolio:0.1% ($287.0K/$346.9M)

922908363

VOO|922908363

Shares:540

Value:$277.5K

% of Portfolio:0.1% ($277.5K/$346.9M)

Tesla, Inc.

TSLA|88160R101

Shares:911

Value:$236.1K

% of Portfolio:0.1% ($236.1K/$346.9M)

AT&T INC.

T|00206R102

Shares:8.1K

Value:$229.0K

% of Portfolio:0.1% ($229.0K/$346.9M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:476

Value:$223.3K

% of Portfolio:0.1% ($223.3K/$346.9M)

922042742

VT|922042742

Shares:1.8K

Value:$209.9K

% of Portfolio:0.1% ($209.9K/$346.9M)

USANA HEALTH SCIENCES INC

USNA|90328M107

Shares:7.8K

Value:$209.1K

% of Portfolio:0.1% ($209.1K/$346.9M)

CONOCOPHILLIPS

COP|20825C104

Shares:2.0K

Value:$208.2K

% of Portfolio:0.1% ($208.2K/$346.9M)

Rivian Automotive, Inc. / DE

RIVN|76954A103

Shares:13.6K

Value:$169.7K

% of Portfolio:0.0% ($169.7K/$346.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	999	QoQ NEW(+999) YoY NEW(+999)	All Managers (Combined)	$533.1K	0.2% ($533.1K/$346.9M)	QoQ NEW(+$533.1K) YoY NEW(+$533.1K)
SPDR GOLD TRUST(GLDcusip78463V107)	1.7K	QoQ +2.67% (+45) YoY +0.87% (+15)	All Managers (Combined)	$497.0K	0.1% ($497.0K/$346.9M)	QoQ +22.18% (+$90.3K) YoY +41.29% (+$145.3K)
OMNICOM GROUP INC.(OMCcusip681919106)	5.9K	QoQ -5.77% (-362) YoY -22.00% (-1.7K)	All Managers (Combined)	$489.6K	0.1% ($489.6K/$346.9M)	QoQ -9.20% (-$49.6K) YoY -33.16% (-$243.0K)
(IWDcusip464287598)	2.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$474.2K	0.1% ($474.2K/$346.9M)	QoQ +1.63% (+$7.6K) YoY +5.05% (+$22.8K)
Meta Platforms, Inc.(METAcusip30303M102)	810	QoQ +14.56% (+103) YoY +32.78% (+200)	All Managers (Combined)	$466.9K	0.1% ($466.9K/$346.9M)	QoQ +12.77% (+$52.9K) YoY +57.61% (+$170.6K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	811	QoQ -4.25% (-36) YoY NEW(+811)	All Managers (Combined)	$431.9K	0.1% ($431.9K/$346.9M)	QoQ +12.50% (-$48.0K) YoY NEW(+$431.9K)
ELI LILLY & Co(LLYcusip532457108)	509	QoQ -12.54% (-73) YoY -3.78% (-20)	All Managers (Combined)	$420.4K	0.1% ($420.4K/$346.9M)	QoQ -6.43% (-$28.9K) YoY +2.14% (-$8.8K)
Salesforce, Inc.(CRMcusip79466L302)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$310.2K	0.1% ($310.2K/$346.9M)	QoQ NEW(+$310.2K) YoY NEW(+$310.2K)
IONIS PHARMACEUTICALS INC(IONScusip462222100)	10.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$301.7K	0.1% ($301.7K/$346.9M)	QoQ -13.70% (-$47.9K) YoY -30.40% (-$131.8K)
(RSPcusip46137V357)	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$291.0K	0.1% ($291.0K/$346.9M)	QoQ NEW(+$291.0K) YoY NEW(+$291.0K)
AMAZON COM INC(AMZNcusip023135106)	1.5K	QoQ -5.39% (-86) YoY -16.02% (-288)	All Managers (Combined)	$287.0K	0.1% ($287.0K/$346.9M)	QoQ -17.95% (-$62.8K) YoY -11.44% (-$37.1K)
(VOOcusip922908363)	540	QoQ NEW(+540) YoY -36.69% (-313)	All Managers (Combined)	$277.5K	0.1% ($277.5K/$346.9M)	QoQ NEW(+$277.5K) YoY -32.32% (-$132.6K)
Tesla, Inc.(TSLAcusip88160R101)	911	QoQ -41.97% (-659) YoY -68.74% (-2.0K)	All Managers (Combined)	$236.1K	0.1% ($236.1K/$346.9M)	QoQ -62.76% (-$397.9K) YoY -53.92% (-$276.3K)
AT&T INC.(Tcusip00206R102)	8.1K	QoQ -17.94% (-1.8K) YoY NEW(+8.1K)	All Managers (Combined)	$229.0K	0.1% ($229.0K/$346.9M)	QoQ +1.91% (-$4.3K) YoY NEW(+$229.0K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	476	QoQ +1.49% (-7) YoY NEW(+476)	All Managers (Combined)	$223.3K	0.1% ($223.3K/$346.9M)	QoQ -6.90% (-$16.6K) YoY NEW(+$223.3K)
(VTcusip922042742)	1.8K	QoQ 0.00% (-0) YoY NEW(+1.8K)	All Managers (Combined)	$209.9K	0.1% ($209.9K/$346.9M)	QoQ -1.30% (-$2.8K) YoY NEW(+$209.9K)
USANA HEALTH SCIENCES INC(USNAcusip90328M107)	7.8K	QoQ -6.17% (-510) YoY -25.64% (-2.7K)	All Managers (Combined)	$209.1K	0.1% ($209.1K/$346.9M)	QoQ -29.49% (-$87.5K) YoY -58.65% (-$296.6K)
CONOCOPHILLIPS(COPcusip20825C104)	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$208.2K	0.1% ($208.2K/$346.9M)	QoQ NEW(+$208.2K) YoY NEW(+$208.2K)
Rivian Automotive, Inc. / DE(RIVNcusip76954A103)	13.6K	QoQ +13.40% (+1.6K) YoY +34.20% (+3.5K)	All Managers (Combined)	$169.7K	0.0% ($169.7K/$346.9M)	QoQ +6.15% (+$9.8K) YoY +52.59% (+$58.5K)