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Home > Institutional Investor > Cypress Capital, Llc > Profile

Instuitional Investor - Cypress Capital, Llc

Fund Profile
Filing Period:
Fund Name: Cypress Capital, Llc
Portfolio Value $329,405,610
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Ser Tr
 809,249 $73,957,262 22.45%
2.
Vanguard Index Fds
 191,037 $45,317,901 13.75%
3.
Ishares Trust
 IEF 244,980 $20,098,146 6.1%
4.
Vanguard Scottsdale Funds
 302,477 $17,643,455 5.35%
5.
Spdr S & P 500 Etf Trust
 SPY 36,533 $17,364,565 5.27%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)