Cypress-Financial-Planning

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-09
Total Holdings
80
Total Value
270000925
Accession Number
0001085146-25-001975
Form Type
13F-HR
Manager Name
Cypress-Financial-Planning
Data Enrichment
64% identified
51 identified29 unidentified

Holdings

80 positions • $270.0M total value
Manager:
Search and click to pin securities to the top
Page 3 of 4
45782C797
Shares:11.9K
Value:$462.0K
% of Portfolio:0.2% ($462.0K/$270.0M)
45782C813
Shares:11.3K
Value:$454.3K
% of Portfolio:0.2% ($454.3K/$270.0M)
78464A854
Shares:6.8K
Value:$448.1K
% of Portfolio:0.2% ($448.1K/$270.0M)
AMERICAN TOWER CORP /MA/
Shares:1.9K
Value:$421.3K
% of Portfolio:0.2% ($421.3K/$270.0M)
Johnson Controls International plc
Shares:5.1K
Value:$410.6K
% of Portfolio:0.2% ($410.6K/$270.0M)
NVIDIA CORP
Shares:3.7K
Value:$403.9K
% of Portfolio:0.1% ($403.9K/$270.0M)
464287655
Shares:2.0K
Value:$399.8K
% of Portfolio:0.1% ($399.8K/$270.0M)
78468R721
Shares:8.9K
Value:$399.3K
% of Portfolio:0.1% ($399.3K/$270.0M)
922908363
Shares:774
Value:$397.8K
% of Portfolio:0.1% ($397.8K/$270.0M)
45782C417
Shares:11.0K
Value:$393.0K
% of Portfolio:0.1% ($393.0K/$270.0M)
464287739
Shares:3.9K
Value:$373.0K
% of Portfolio:0.1% ($373.0K/$270.0M)
45783Y533
Shares:12.6K
Value:$362.5K
% of Portfolio:0.1% ($362.5K/$270.0M)
45782C631
Shares:11.6K
Value:$354.8K
% of Portfolio:0.1% ($354.8K/$270.0M)
Alphabet Inc.
Shares:2.3K
Value:$354.0K
% of Portfolio:0.1% ($354.0K/$270.0M)
JPMORGAN CHASE & CO
Shares:1.4K
Value:$350.0K
% of Portfolio:0.1% ($350.0K/$270.0M)
78464A375
Shares:10.3K
Value:$344.0K
% of Portfolio:0.1% ($344.0K/$270.0M)
45782C573
Shares:9.2K
Value:$342.9K
% of Portfolio:0.1% ($342.9K/$270.0M)
45783Y426
Shares:12.2K
Value:$339.9K
% of Portfolio:0.1% ($339.9K/$270.0M)
QUALCOMM INC/DE
Shares:2.2K
Value:$335.3K
% of Portfolio:0.1% ($335.3K/$270.0M)
45782C722
Shares:11.5K
Value:$334.3K
% of Portfolio:0.1% ($334.3K/$270.0M)