Christopher Prest

@Cypress Capital, Llc

Latest period2024 - Q3

Reported2mo 7d ago

Managed Assets$387.64M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
PULSPgim Etf Tr Recent Activity New Position	0.44%	$1.694M 34,036 shares@ $49.79 avg price	New Position
PTRBPgim Etf Tr Recent Activity New Position	0.2%	$768,437 17,929 shares@ $42.87 avg price	New Position
SPLGSpdr Ser Tr Recent Activity New Position	0.2%	$751,319 11,129 shares@ $67.52 avg price	New Position
VOOVanguard Index Fds Recent Activity New Position	0.13%	$468,043 887 shares@ $527.67 avg price	New Position
CGUSCapital Group Core Equity Et Recent Activity New Position	0.12%	$447,594 13,057 shares@ $34.29 avg price	New Position
METAMeta Platforms Inc Recent Activity New Position	0.09%	$346,326 605 shares@ $572.44 avg price	New Position
AORIshares Tr Recent Activity New Position	0.09%	$316,460 5,342 shares@ $59.24 avg price	New Position
FAUGFirst Tr Exchng Traded Fd Vi Recent Activity New Position	0.08%	$273,585 5,980 shares@ $45.75 avg price	New Position
SCHGSchwab Strategic Tr Recent Activity New Position	0.07%	$249,824 2,398 shares@ $104.19 avg price	New Position
VHTVanguard World Fd Recent Activity New Position	0.07%	$239,023 847 shares@ $282.2 avg price	New Position