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CYPRESS FINANCIAL PLANNING LLC
hedge fundUpdated 10 days agoManaged by Cypress Financial Planning Llc • Latest filing Q3 2026
Portfolio value
$373.5M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
99.3%
Weight of largest holdings
Annualized return
4.2%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $362.2M |
| Q1 2026 | $362.6M |
| Q2 2026 | $412.9M |
| Q3 2026 | $373.5M |
Top holdings
103 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $42.4M | 55.4K | 11.36% | Added(+0.6%) | |
| 2 | $34.6M | 447.5K | 9.26% | Trimmed(-3.3%) | |
| 3 | $34.3M | 486.3K | 9.19% | Trimmed(-0.8%) | |
| 4 | $28.2M | 121.9K | 7.56% | Added(+1.0%) | |
| 5 | $25M | 441.4K | 6.70% | Trimmed(-32.7%) | |
| 6 | $20.9M | 493.9K | 5.59% | Added(+18.9%) | |
| 7 | $18.4M | 243.7K | 4.92% | Trimmed(-8.7%) | |
| 8 | $18.3M | 204.5K | 4.91% | Added(+3.5%) | |
| 9 | $16.1M | 205.7K | 4.31% | Trimmed(-57.5%) | |
| 10 | $13M | 134.4K | 3.49% | Added(+9.4%) | |
| 11 | $12.8M | 61.7K | 3.44% | — | |
| 12 | $11.6M | 195.2K | 3.10% | Added(+0.5%) | |
| 13 | $8.4M | 35.8K | 2.24% | Trimmed(-3.6%) | |
| 14 | $7.8M | 10.3K | 2.09% | Added(+2463.0%) | |
| 15 | $7.1M | 37.7K | 1.90% | Added(+276.5%) | |
| 16 | $5.4M | 66.1K | 1.44% | Added(+8.3%) | |
| 17 | $4.4M | 22.7K | 1.17% | Added(+0.1%) | |
| 18 | $3.6M | 101.2K | 0.97% | Trimmed(-0.7%) | |
| 19 | $3.5M | 105.2K | 0.94% | Trimmed(-2.5%) | |
| 20 | $3.2M | 9.7K | 0.87% | Trimmed(-7.8%) |