Black Cypress Capital Management, LLC Top Holdings and 13F Report (2025) About Black Cypress Capital Management, LLCInvestment ActivityBlack Cypress Capital Management, LLC has $109.72 million in total holdings as of March 31, 2025.Black Cypress Capital Management, LLC owns shares of 28 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 9.69% of the portfolio was purchased this quarter.About 7.49% of the portfolio was sold this quarter.This quarter, Black Cypress Capital Management, LLC has purchased 28 new stocks and bought additional shares in 8 stocks.Black Cypress Capital Management, LLC sold shares of 15 stocks and completely divested from 2 stocks this quarter.Largest Holdings WESCO International $24,038,419U.S. Bancorp $11,761,006Wells Fargo & Company $9,488,924Brown-Forman $8,798,640Schlumberger $8,267,949 Largest New Holdings this Quarter 46436E858 - iShares iBonds Dec 2026 Term Treasury ETF $25,096 Holding46435GAA0 - iShares iBonds Dec 2026 Term Corporate ETF $25,057 Holding Largest Purchases this Quarter Brown-Forman 149,724 shares (about $5.08M)Halliburton 64,824 shares (about $1.64M)U.S. Bancorp 31,798 shares (about $1.34M)Schlumberger 20,583 shares (about $860.37K)Floor & Decor 10,306 shares (about $829.33K) Largest Sales this Quarter Baker Hughes 45,092 shares (about $1.98M)Wells Fargo & Company 27,190 shares (about $1.95M)United Airlines 19,530 shares (about $1.35M)Meta Platforms 2,276 shares (about $1.31M)Delta Air Lines 10,364 shares (about $451.87K) 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$24,038,419$753,671 ▲3.2%154,78721.9%Computer and TechnologyUSBU.S. Bancorp$11,761,006$1,342,511 ▲12.9%278,56510.7%FinanceWFCWells Fargo & Company$9,488,924$1,951,972 ▼-17.1%132,1768.6%FinanceBF.BBrown-Forman$8,798,640$5,081,633 ▲136.7%259,2418.0%Consumer StaplesSLBSchlumberger$8,267,949$860,369 ▲11.6%197,7987.5%EnergyJCIJohnson Controls International$8,000,348$27,077 ▼-0.3%99,8677.3%ConstructionHALHalliburton$6,999,640$1,644,586 ▲30.7%275,9026.4%EnergyMETAMeta Platforms$6,388,374$1,311,795 ▼-17.0%11,0845.8%Computer and TechnologySBUXStarbucks$4,676,441$7,847 ▼-0.2%47,6754.3%Retail/WholesaleLOWLowe's Companies$3,208,850$196,617 ▼-5.8%13,7582.9%Retail/WholesaleFNDFloor & Decor$2,815,095$829,328 ▲41.8%34,9832.6%Retail/WholesaleCCLCarnival Co. &$2,751,543$67,222 ▲2.5%140,8882.5%Consumer DiscretionaryBKRBaker Hughes$2,572,462$1,981,778 ▼-43.5%58,5322.3%EnergyUALUnited Airlines$2,247,439$1,348,546 ▼-37.5%32,5482.0%TransportationDALDelta Air Lines$1,784,286$451,870 ▼-20.2%40,9241.6%TransportationIEFAiShares Core MSCI EAFE ETF$1,421,980$54,619 ▼-3.7%18,7971.3%ETFSCHFSchwab International Equity ETF$1,095,855$14,301 ▼-1.3%55,4021.0%ETFVEAVanguard FTSE Developed Markets ETF$928,394$152,284 ▼-14.1%18,2650.8%ETFIEMGiShares Core MSCI Emerging Markets ETF$632,500$7,556 ▼-1.2%11,7190.6%ETFVWOVanguard FTSE Emerging Markets ETF$568,506$1,222 ▲0.2%12,5610.5%ETFIBTFiShares iBonds Dec 2025 Term Treasury ETF$468,7340.0%20,0570.4%ManufacturingIBDQiShares iBonds Dec 2025 Term Corporate ETF$349,4840.0%13,8960.3%ETFIVEiShares S&P 500 Value ETF$161,115$49,383 ▼-23.5%8450.1%ETFIVWiShares S&P 500 Growth ETF$119,892$37,118 ▼-23.6%1,2920.1%ETFBACBank of America$106,6620.0%2,5560.1%FinanceIBTGiShares iBonds Dec 2026 Term Treasury ETF$25,096$25,096 ▲New Holding1,0940.0%ManufacturingIBDRiShares iBonds Dec 2026 Term Corporate ETF$25,057$25,057 ▲New Holding1,0350.0%ETFDISWalt Disney$20,431$35,828 ▼-63.7%2070.0%Consumer DiscretionaryOIHVanEck Oil Services ETF$0$355,583 ▼-100.0%00.0%ETFSTZConstellation Brands$0$239,122 ▼-100.0%00.0%Consumer StaplesShowing 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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