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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
GOOGLAlphabet Inc
Recent Activity
Exited
0%
$484,519
2,660 shares@ $182.15 avg price
VOVanguard Index Fds
Recent Activity
Exited
0%
$196,343
811 shares@ $242.1 avg price
TSNTyson Foods Inc
Recent Activity
Exited
0%
$171,820
3,007 shares@ $57.15 avg price
CRWDCrowdstrike Hldgs Inc
Recent Activity
Exited
0%
$138,332
361 shares@ $383.2 avg price
SHYIshares Tr
Recent Activity
Exited
0%
$114,987
1,408 shares@ $81.67 avg price
MAMastercard Incorporated
Recent Activity
Exited
0%
$109,408
248 shares@ $441.17 avg price
LANDGladstone Ld Corp
Recent Activity
Exited
0%
$107,538
7,855 shares@ $13.7 avg price
ZSZscaler Inc
Recent Activity
Exited
0%
$96,095
500 shares@ $192.19 avg price
ABTAbbott Labs
Recent Activity
Exited
0%
$95,078
915 shares@ $103.92 avg price
APPNAppian Corp
Recent Activity
Exited
0%
$92,580
3,000 shares@ $30.86 avg price