Black Cypress Capital Management, LLC Top Holdings and 13F Report (2025) About Black Cypress Capital Management, LLCInvestment ActivityBlack Cypress Capital Management, LLC has $122.27 million in total holdings as of June 30, 2025.Black Cypress Capital Management, LLC owns shares of 28 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 19.17% of the portfolio was purchased this quarter.About 15.04% of the portfolio was sold this quarter.This quarter, Black Cypress Capital Management, LLC has purchased 28 new stocks and bought additional shares in 12 stocks.Black Cypress Capital Management, LLC sold shares of 14 stocks and completely divested from 1 stock this quarter.Largest Holdings WESCO International $31,972,928U.S. Bancorp $14,233,695Halliburton $8,778,568Schlumberger $7,984,466Meta Platforms $7,914,539 Largest New Holdings this Quarter 34964C106 - Fortune Brands Innovations $5,734,254 Holding Largest Purchases this Quarter Fortune Brands Innovations 111,388 shares (about $5.73M)Floor & Decor 48,981 shares (about $3.72M)WESCO International 17,853 shares (about $3.31M)Halliburton 154,842 shares (about $3.16M)Delta Air Lines 47,129 shares (about $2.32M) Largest Sales this Quarter Johnson Controls International 98,176 shares (about $10.37M)Wells Fargo & Company 41,189 shares (about $3.30M)Baker Hughes 56,138 shares (about $2.15M)Brown-Forman 19,636 shares (about $528.40K)Schwab International Equity ETF 16,353 shares (about $361.40K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBlack Cypress Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorWCCWESCO International$31,972,928$3,306,376 ▲11.5%172,64026.1%Computer and TechnologyUSBU.S. Bancorp$14,233,695$1,628,637 ▲12.9%314,55711.6%FinanceHALHalliburton$8,778,568$3,155,682 ▲56.1%430,7447.2%EnergySLBSchlumberger$7,984,466$1,298,899 ▲19.4%236,2276.5%EnergyMETAMeta Platforms$7,914,539$266,450 ▼-3.3%10,7236.5%Computer and TechnologyWFCWells Fargo & Company$7,289,854$3,300,052 ▼-31.2%90,9876.0%FinanceBF.BBrown-Forman$6,447,771$528,405 ▼-7.6%239,6055.3%Consumer StaplesFNDFloor & Decor$6,377,918$3,720,604 ▲140.0%83,9645.2%Retail/WholesaleFBINFortune Brands Innovations$5,734,254$5,734,254 ▲New Holding111,3884.7%Retail/WholesaleSBUXStarbucks$4,846,402$477,942 ▲10.9%52,8914.0%Retail/WholesaleCCLCarnival$4,576,952$615,181 ▲15.5%162,7653.7%Consumer DiscretionaryDALDelta Air Lines$4,330,447$2,317,804 ▲115.2%88,0533.5%TransportationUALUnited Airlines$3,561,292$969,495 ▲37.4%44,7232.9%TransportationLOWLowe's Companies$3,171,256$118,703 ▲3.9%14,2932.6%Retail/WholesaleIEFAiShares Core MSCI EAFE ETF$1,268,921$300,283 ▼-19.1%15,2001.0%ETFSCHFSchwab International Equity ETF$862,974$361,398 ▼-29.5%39,0490.7%ETFVEAVanguard FTSE Developed Markets ETF$852,824$188,478 ▼-18.1%14,9590.7%ETFIEMGiShares Core MSCI Emerging Markets ETF$561,849$141,678 ▼-20.1%9,3590.5%ETFVWOVanguard FTSE Emerging Markets ETF$507,827$113,466 ▼-18.3%10,2670.4%ETFIBTFiShares iBonds Dec 2025 Term Treasury ETF$217,157$251,380 ▼-53.7%9,2960.2%ManufacturingJCIJohnson Controls International$178,610$10,369,731 ▼-98.3%1,6910.1%ConstructionIVEiShares S&P 500 Value ETF$131,986$33,241 ▼-20.1%6750.1%ETFIVWiShares S&P 500 Growth ETF$116,543$25,642 ▼-18.0%1,0590.1%ETFIBDQiShares iBonds Dec 2025 Term Corporate ETF$95,936$253,966 ▼-72.6%3,8100.1%ETFBKRBaker Hughes$91,795$2,152,543 ▼-95.9%2,3940.1%EnergyIBDRiShares iBonds Dec 2026 Term Corporate ETF$71,101$46,002 ▲183.3%2,9320.1%ETFIBTGiShares iBonds Dec 2026 Term Treasury ETF$69,203$44,117 ▲175.9%3,0180.1%ManufacturingDISWalt Disney$25,6700.0%2070.0%Consumer DiscretionaryBACBank of America$0$106,662 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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