Cypress Capital, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities holdings as of the close of business on September 30, 2026. The filing lists a portfolio of 118 separate holdings, managed by Director of Operations Stephanie L Davis.
The largest position disclosed in the filing is a holding of 354,943 shares of SPDR Gold Trust (GLD), valued at 932 shares. The firm also holds significant positions in VANGUARD INDEX FDS MRNGSTR TTL STK, with 133,700 shares, and VANGUARD MALVERN FDS STRM INFPROIDX, with 353,162 shares. Other notable equity holdings include 116,216 shares of RBB FD INC F/M US TREASURY, 101,148 shares of WISDOMTREE TR FLOATNG RAT TREA, and 79,711 shares of VISA INC COM CL A.
The portfolio is heavily weighted toward exchange-traded funds and mutual funds, including numerous Vanguard and iShares funds such as VANGUARD INDEX FDS MRNGSTR GRWT ETF, ISHARES TR S&P 500 GRWT ETF, and ISHARES TR RUS 1000 GRW ETF. Specific stock holdings include 35,481 shares of Tesla Inc., 32,843 shares of Cisco Systems Inc., and 24,700 shares of Starbucks Corp.
