Black Cypress Capital Management, LLC Top Holdings and 13F Report (2026) About Black Cypress Capital Management, LLCInvestment ActivityBlack Cypress Capital Management, LLC has $149.62 million in total holdings as of June 30, 2026.Black Cypress Capital Management, LLC owns shares of 29 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 5.37% of the portfolio was purchased this quarter.About 8.85% of the portfolio was sold this quarter.This quarter, Black Cypress Capital Management, LLC has purchased 31 new stocks and bought additional shares in 5 stocks.Black Cypress Capital Management, LLC sold shares of 17 stocks and completely divested from 2 stocks this quarter.Largest Holdings Floor & Decor $21,175,800U.S. Bancorp $18,503,772Meta Platforms $14,475,990Fortune Brands Innovations $13,367,436Amazon.com $13,195,217 Largest Purchases this Quarter Wells Fargo & Company 53,217 shares (about $4.40M)lululemon athletica 14,166 shares (about $1.62M)Floor & Decor 23,562 shares (about $1.40M)Fortune Brands Innovations 9,880 shares (about $542.41K)Carnival 2,916 shares (about $83.31K) Largest Sales this Quarter WESCO International 23,413 shares (about $8.09M)Delta Air Lines 15,728 shares (about $1.47M)Amazon.com 2,806 shares (about $668.78K)Meta Platforms 936 shares (about $527.24K)SLB 11,133 shares (about $517.57K) 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 PortfolioSectorFNDFloor & Decor$21,175,800$1,398,641 â–²7.1%356,73514.2%Consumer DiscretionaryUSBU.S. Bancorp$18,503,772$498,239 â–¼-2.6%306,35412.4%FinanceMETAMeta Platforms$14,475,990$527,239 â–¼-3.5%25,6999.7%Communication ServicesFBINFortune Brands Innovations$13,367,436$542,412 â–²4.2%243,4878.9%IndustrialsAMZNAmazon.com$13,195,217$668,782 â–¼-4.8%55,3638.8%Consumer DiscretionaryDISWalt Disney$11,595,719$195,484 â–¼-1.7%120,4757.8%Communication ServicesWFCWells Fargo & Company$9,244,518$4,397,850 â–²90.7%111,8656.2%FinanceUALUnited Airlines$8,456,402$302,442 â–¼-3.5%62,1845.7%IndustrialsCCLCarnival$7,289,236$83,310 â–²1.2%255,1364.9%Consumer DiscretionarySLBSLB$5,899,918$517,574 â–¼-8.1%126,9073.9%EnergyHALHalliburton$5,532,920$358,851 â–¼-6.1%162,9733.7%EnergyWCCWESCO International$4,742,408$8,087,552 â–¼-63.0%13,7293.2%IndustrialsLULUlululemon athletica$4,641,760$1,617,474 â–²53.5%40,6533.1%Consumer DiscretionaryBF.BBrown-Forman$4,316,980$226,338 â–¼-5.0%161,9882.9%Consumer StaplesIEFAiShares Core MSCI EAFE ETF$1,584,694$34,093 â–¼-2.1%16,4081.1%ETFSCHFSchwab International Equity ETF$1,087,047$23,295 â–¼-2.1%39,2440.7%ETFVEAVanguard FTSE Developed Markets ETF$1,077,970$7,339 â–¼-0.7%15,1290.7%ETFSTZConstellation Brands$845,1110.0%6,0760.6%Consumer StaplesIEMGiShares Core MSCI Emerging Markets ETF$779,369$26,012 â–¼-3.2%9,4080.5%ETFVWOVanguard FTSE Emerging Markets ETF$611,338$23,995 â–¼-3.8%10,2420.4%ETFDALDelta Air Lines$436,924$1,473,085 â–¼-77.1%4,6650.3%IndustrialsIBTHiShares iBonds Dec 2027 Term Treasury ETF$145,4050.0%6,5000.1%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$140,4760.0%5,8000.1%ETFIVEiShares S&P 500 Value ETF$122,4750.0%5390.1%ETFIBTGiShares iBonds Dec 2026 Term Treasury ETF$116,7390.0%5,1000.1%ETFIVWiShares S&P 500 Growth ETF$115,3220.0%8390.1%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$84,8050.0%3,5000.1%ETFSBUXStarbucks$26,876$11,037 â–¼-29.1%2630.0%Consumer DiscretionaryLOWLowe's Companies$5,208$236,964 â–¼-97.8%240.0%Consumer DiscretionaryJCIJohnson Controls International$0$24,619 â–¼-100.0%00.0%IndustrialsNKENIKE$0$4,965 â–¼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. 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