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Christopher Prest

@Cypress Capital, Llc

Latest period2024 - Q3ReportedManaged Assets$387.64MTotal holdings81
Assets growth rate15.77%Assets growth rate (2-Q avg)8.71%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Cypress Capital, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 81 positions.

Assets under management

The assets under management (AUM) of Cypress Capital, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 387.64M in assets, with a quarterly growth rate of 15.77% and a 2-quarter average growth rate of 8.71%. The portfolio is managed by Christopher Prest, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VTIVanguard Index Fds
Recent Activity
Decreased -4.46%
12.32%
$47.733M
168,573 shares@ $283.17 avg price
USFRWisdomtree Tr
Recent Activity
Decreased -3.7%
6.12%
$23.706M
472,039 shares@ $50.22 avg price
TIPIshares Tr
Recent Activity
Decreased -8.41%
5.13%
$19.882M
179,976 shares@ $110.48 avg price
TFLOIshares Tr
Recent Activity
Decreased -4.46%
4.92%
$19.058M
376,637 shares@ $50.61 avg price
VGSHVanguard Scottsdale Fds
Recent Activity
Decreased -8.37%
3.73%
$14.454M
244,895 shares@ $59.03 avg price
HEFAIshares Tr
Recent Activity
Decreased -5.68%
1.83%
$7.085M
200,021 shares@ $35.43 avg price
NOBLProshares Tr
Recent Activity
Decreased -10.22%
1.74%
$6.725M
62,995 shares@ $106.77 avg price
LOWLowes Cos Inc
Recent Activity
Decreased -11.35%
0.73%
$2.806M
10,361 shares@ $270.86 avg price
VVisa Inc
Recent Activity
Decreased -1.16%
0.72%
$2.786M
10,131 shares@ $274.95 avg price
IEFIshares Tr
Recent Activity
Decreased -0.85%
0.71%
$2.745M
27,976 shares@ $98.12 avg price