Cypress Capital LLC Investment Activity Analysis: Q2 2026 Portfolio Changes
Cypress Capital, Llc managed a portfolio valued at $333.7 million as of June 30, 2026. This analysis highlights observable purchases and sales during the quarter based on available data.
As of June 30, 2026, Cypress Capital, Llc managed a portfolio valued at $333.7 million. The entity's investment activity for this period is detailed in its filing, showing changes across various holdings.
The investor demonstrated significant buying activity during the quarter, adding weight to several positions. Notably, PROSHARES TR (NOBL) saw a substantial increase of +102.34% in its portfolio weighting, indicating a major new investment or significant purchase.
RBB FD INC (TBIL) also experienced a large weight gain of +13.43%, suggesting another substantial addition to the portfolio. Furthermore, three holdings appeared to have been initiated or significantly increased: Toll Brothers Inc. (TOL), with a 100% weight increase; Union Pacific Corp. (UNP), also showing a 100% jump in allocation; and PGIM ETF TR (PAAA) which gained +55.3% weighting.
On the other side, several holdings were reduced during Q2. Vanguard Index Fund Invesco (VTI), despite being one of the largest positions at 13.53%, decreased its weight by -2.66%. Similarly, IShares TR (SGOV) lost allocation through a -1.86% change.
Other significant decreases included Vanguard Scottsdale Fund Holdings (VGSH) with a -1.03% change, and several Technology stocks like Qualcomm Inc. (QCOM), Lam Research Corp. (LRCX), and NetApp Inc. (NTAP) all saw notable weight reductions of over 30%. IShares Core MSCI Total U.S. Stock Market ETF (TIP) also decreased by -0.76%.
While the investor holds a diverse range of assets, this analysis focuses solely on observable changes during the quarter based on disclosed data. For more detailed information including all holdings and their current allocations, please refer to Cypress Capital's official filing.