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Cypress Capital Advisors, LLC Top Holdings and 13F Report (2026)

About Cypress Capital Advisors, LLC

Investment Activity

  • Cypress Capital Advisors, LLC has $243.31 million in total holdings as of June 30, 2026.
  • Cypress Capital Advisors, LLC owns shares of 80 different stocks, but just 17 companies or ETFs make up 80% of its holdings.
  • Approximately 21.38% of the portfolio was purchased this quarter.
  • About 2.37% of the portfolio was sold this quarter.
  • This quarter, Cypress Capital Advisors, LLC has purchased 74 new stocks and bought additional shares in 20 stocks.
  • Cypress Capital Advisors, LLC sold shares of 45 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

BLACKROCK ETF TRUST
$42,568,384
Vanguard Value ETF
$10,780,343

Largest New Holdings this Quarter

09290C749 - BLACKROCK ETF TRUST
$42,568,384 Holding
907818108 - Union Pacific
$967,504 Holding
889478103 - Toll Brothers
$578,767 Holding
G7997R103 - Seagate Technology
$491,185 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP
$253,044 Holding

Largest Purchases this Quarter

BLACKROCK ETF TRUST
424,326 shares (about $42.57M)
ProShares S&P 500 Aristocrats ETF
66,130 shares (about $3.71M)
Union Pacific
3,557 shares (about $967.50K)
Toll Brothers
3,513 shares (about $578.77K)
Vanguard Total Stock Market ETF
1,431 shares (about $529.53K)

Largest Sales this Quarter

LAM RESEARCH CORP
2,498 shares (about $1.08M)
VANGUARD INSTL INDEX FD
6,059 shares (about $458.55K)
Cisco Systems
3,809 shares (about $447.41K)
iShares 0-3 Month Treasury Bond ETF
4,425 shares (about $445.46K)
NetApp
2,297 shares (about $355.48K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofCypress Capital Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
BLACKROCK ETF TRUST
$42,568,384$42,568,384 â–²New Holding424,32617.5%ISHARES GOVT MON
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$31,509,276$529,527 â–²1.7%85,15113.0%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$15,555,194$137,796 â–²0.9%20,7716.4%ETF
abrdn Physical Gold Shares ETF stock logo
SGOL
abrdn Physical Gold Shares ETF
$12,886,645$335,851 â–²2.7%337,0825.3%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$10,780,343$311,204 â–²3.0%49,4674.4%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$9,609,418$187,993 â–²2.0%112,4043.9%ETF
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$9,282,824$362,118 â–²4.1%196,6703.8%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$8,302,589$192,667 â–²2.4%11,1183.4%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$8,035,580$445,465 â–¼-5.3%79,8213.3%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$7,119,988$118,596 â–²1.7%224,5342.9%ETF
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$6,943,117$3,713,861 â–²115.0%123,6312.9%ETF
Apple Inc. stock logo
AAPL
Apple
$6,239,981$50,927 â–¼-0.8%21,5652.6%Technology
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$6,154,445$125,039 â–²2.1%181,8692.5%ETF
VANGUARD INSTL INDEX FD
$5,785,433$458,545 â–¼-7.3%76,4462.4%0 3 MO TR BI ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$5,689,653$214,071 â–¼-3.6%62,0872.3%ETF
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$4,263,283$151,779 â–¼-3.4%38,9591.8%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$4,163,802$245,138 â–²6.3%17,5971.7%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$3,218,227$115,061 â–¼-3.5%55,2961.3%ETF
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$1,889,444$6,554 â–¼-0.3%38,3410.8%ETF
iShares Currency Hedged MSCI EAFE ETF stock logo
HEFA
iShares Currency Hedged MSCI EAFE ETF
$1,641,014$38,103 â–¼-2.3%34,9710.7%ETF
LAM RESEARCH CORP
$1,627,587$1,082,458 â–¼-39.9%3,7560.7%COM NEW
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$1,540,926$38,866 â–¼-2.5%8,0880.6%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,478,082$86,841 â–¼-5.5%4,1360.6%Communication Services
AbbVie Inc. stock logo
ABBV
AbbVie
$1,401,635$75,995 â–¼-5.1%5,5700.6%Healthcare
International Business Machines Corporation stock logo
IBM
International Business Machines
$1,319,719$75,646 â–¼-5.4%4,6930.5%Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,313,438$447,405 â–¼-25.4%11,1820.5%Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$1,285,106$323,354 â–¼-20.1%3,4020.5%Technology
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$1,272,919$39,590 â–¼-3.0%12,4430.5%ETF
Eaton Corporation, PLC stock logo
ETN
Eaton
$1,235,748$66,049 â–¼-5.1%2,9000.5%Industrials
Visa Inc. stock logo
V
Visa
$1,094,800$55,237 â–¼-4.8%3,1910.4%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,083,641$68,748 â–¼-6.0%8,4330.4%Healthcare
Amgen Inc. stock logo
AMGN
Amgen
$1,075,496$61,922 â–¼-5.4%2,9700.4%Healthcare
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$978,6900.0%4,0370.4%ETF
Union Pacific Corporation stock logo
UNP
Union Pacific
$967,504$967,504 â–²New Holding3,5570.4%Industrials
The Home Depot, Inc. stock logo
HD
Home Depot
$956,115$48,670 â–¼-4.8%2,7110.4%Consumer Discretionary
The Kroger Co. stock logo
KR
Kroger
$923,297$48,922 â–¼-5.0%16,6270.4%Consumer Staples
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$891,534$18,656 â–¼-2.0%16,6300.4%ETF
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$867,101$53,493 â–¼-5.8%1,7020.4%Industrials
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$856,521$26,563 â–¼-3.0%14,8650.4%Healthcare
McDonald's Corporation stock logo
MCD
McDonald's
$840,394$46,223 â–¼-5.2%3,1090.3%Consumer Discretionary
Starbucks Corporation stock logo
SBUX
Starbucks
$839,184$51,810 â–¼-5.8%8,2120.3%Consumer Discretionary
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$836,319$45,200 â–¼-5.1%3,7930.3%Consumer Discretionary
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$829,396$59,536 â–¼-6.7%5,6560.3%Consumer Staples
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$806,532$24,728 â–¼-3.0%8,7410.3%Finance
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$776,487$25,320 â–²3.4%1,1040.3%ETF
Medtronic PLC stock logo
MDT
Medtronic
$749,600$49,520 â–¼-6.2%9,5820.3%Healthcare
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$721,471$40,196 â–¼-5.3%5,2770.3%Energy
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$712,181$312,110 â–¼-30.5%3,8540.3%Technology
NetApp, Inc. stock logo
NTAP
NetApp
$695,956$355,484 â–¼-33.8%4,4970.3%Technology
iShares Core 80/20 Aggressive Allocation ETF stock logo
AOA
iShares Core 80/20 Aggressive Allocation ETF
$671,293$293 â–²0.0%6,8780.3%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$668,452$28,350 â–¼-4.1%1,7920.3%Technology
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$625,716$15,861 â–¼-2.5%6,8250.3%Consumer Staples
Toll Brothers Inc. stock logo
TOL
Toll Brothers
$578,767$578,767 â–²New Holding3,5130.2%Consumer Discretionary
Capital Group Core Equity ETF stock logo
CGUS
Capital Group Core Equity ETF
$512,187$51,196 â–¼-9.1%11,5150.2%ETF
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
$491,185$491,185 â–²New Holding5090.2%Technology
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$483,413$16,383 â–²3.5%2,2720.2%ETF
General Mills, Inc. stock logo
GIS
General Mills
$474,185$15,625 â–¼-3.2%13,6260.2%Consumer Staples
Comcast Corporation stock logo
CMCSA
Comcast
$469,519$11,563 â–¼-2.4%19,1250.2%Communication Services
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$464,898$12,432 â–¼-2.6%3,9640.2%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$452,986$26,498 â–¼-5.5%1,0770.2%Consumer Discretionary
XLC
Communication Services Select Sector SPDR Fund
$452,624$11,784 â–¼-2.5%4,2250.2%ETF
Twist Bioscience Corporation stock logo
TWST
Twist Bioscience
$446,3960.0%4,3390.2%Healthcare
WisdomTree Floating Rate Treasury Fund stock logo
USFR
WisdomTree Floating Rate Treasury Fund
$403,052$20,039 â–¼-4.7%8,0050.2%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$392,259$21,205 â–¼-5.1%5,0870.2%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$362,2100.0%1,8100.1%Technology
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$360,884$5,799 â–²1.6%4,9160.1%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$304,6500.0%8270.1%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$261,369$196,027 â–²300.0%3,2440.1%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$256,867$14,423 â–¼-5.3%3740.1%ETF
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$253,2610.0%8470.1%ETF
SPACE EXPLORATION TECHN CORP
$253,044$253,044 â–²New Holding1,4810.1%CLASS A COM STK
iShares Core 60/40 Balanced Allocation ETF stock logo
AOR
iShares Core 60/40 Balanced Allocation ETF
$252,4940.0%3,6330.1%ETF
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$251,164$505 â–²0.2%1,9880.1%Healthcare
Suncor Energy  Inc. stock logo
SU
Suncor Energy
$248,968$429 â–²0.2%4,6380.1%Energy
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$240,2330.0%1,5370.1%ETF
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$225,826$225,826 â–²New Holding1660.1%Industrials
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$220,896$220,896 â–²New Holding2,8800.1%ETF
Chevron Corporation stock logo
CVX
Chevron
$209,355$332 â–²0.2%1,2630.1%Energy
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$201,157$201,157 â–²New Holding2,2890.1%ETF
Fox Corporation stock logo
FOXA
FOX
$200,868$574 â–²0.3%3,8510.1%Communication Services
ConocoPhillips stock logo
COP
ConocoPhillips
$0$231,132 â–¼-100.0%00.0%Energy
Meta Platforms, Inc. stock logo
META
Meta Platforms
$0$212,260 â–¼-100.0%00.0%Communication Services

Showing largest 100 holdings. View all holdings.
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