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Cypress Wealth Services, LLC
hedge fundUpdated 15 days agoManaged by Cypress Wealth Services, Llc • Latest filing Q3 2026
Portfolio value
$847.6M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
99.7%
Weight of largest holdings
Annualized return
23.7%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $722.7M |
| Q1 2026 | $708.3M |
| Q2 2026 | $814.9M |
| Q3 2026 | $847.6M |
Top holdings
434 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $54.3M | 162.8K | 6.41% | Added(+7299.4%) | |
| 2 | $54M | 589.0K | 6.37% | Added(+10.0%) | |
| 3 | $48.4M | 61.8K | 5.71% | Added(+3.1%) | |
| 4 | $26.9M | 381.7K | 3.17% | Trimmed(-11.3%) | |
| 5 | $22.3M | 607.5K | 2.63% | Added(+19.1%) | |
| 6 | $22M | 150.5K | 2.59% | Added(+1.8%) | |
| 7 | $17M | 773.8K | 2.01% | Added(+17.4%) | |
| 8 | $15.4M | 66.7K | 1.82% | Added(+0.1%) | |
| 9 | $13.7M | 25.8K | 1.61% | Added(+0.8%) | |
| 10 | $13.6M | 17.4K | 1.60% | Added(+3388.6%) | |
| 11 | $11.9M | 49.7K | 1.40% | Added(+3210.2%) | |
| 12 | $11.8M | 234.6K | 1.40% | Added(+39.7%) | |
| 13 | $11.7M | 265.0K | 1.38% | Added(+24.7%) | |
| 14 | $11.1M | 116.4K | 1.31% | Trimmed(-1.1%) | |
| 15 | $10.5M | 14.7K | 1.24% | Trimmed(-0.6%) | |
| 16 | $10.4M | 209.4K | 1.23% | Trimmed(-6.1%) | |
| 17 | $9.7M | 27.8K | 1.14% | Added(+0.9%) | |
| 18 | $9.6M | 56.0K | 1.13% | Added(+0.0%) | |
| 19 | $9.1M | 93.4K | 1.07% | Added(+985.6%) | |
| 20 | $9M | 23.1K | 1.06% | Trimmed(-0.2%) |