$240 Million is the total value of Cypress Capital, LLC's 69 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IEMG | New | ISHARES INCcore msci emkt | $3,493,000 | – | 67,551 | +100.0% | 1.46% | – |
| CPRI | New | CAPRI HOLDINGS LIMITED | $1,501,000 | – | 32,812 | +100.0% | 0.63% | – |
| HD | New | HOME DEPOT INC | $740,000 | – | 3,856 | +100.0% | 0.31% | – |
| CVS | New | CVS HEALTH CORP | $574,000 | – | 10,649 | +100.0% | 0.24% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SP 500 ETF TRUST | 20 | Q4 2023 | 25.0% |
| APPLE INC. | 20 | Q4 2023 | 4.4% |
| CISCO SYSTEMS INC | 20 | Q4 2023 | 3.2% |
| QUALCOMM INC | 20 | Q4 2023 | 1.5% |
| LOWES COS INC | 20 | Q4 2023 | 1.8% |
| EATON CORP PLC | 20 | Q4 2023 | 1.9% |
| PROCTER & GAMBLE CO COM | 20 | Q4 2023 | 1.5% |
| EMERSON ELEC CO COM | 20 | Q4 2023 | 1.8% |
| HP INC | 20 | Q4 2023 | 1.6% |
| COMCAST CORP NEW | 20 | Q4 2023 | 1.7% |
View Cypress Capital, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-26 |
| 13F-HR | 2024-08-22 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-05-09 |
View Cypress Capital, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.