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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
IWFIshares Tr
Recent Activity
Increased 10586.41%
2.14%
$8.264M
22,014 shares@ $375.38 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
IVVIshares Tr
Recent Activity
Increased 386.08%
1.52%
$5.88M
10,193 shares@ $576.82 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 452.73%
1.1%
$4.239M
50,149 shares@ $84.53 avg price
TBILRbb Fd Inc
Recent Activity
Increased 529.1%
0.96%
$3.7M
73,938 shares@ $50.04 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 3.18%
0.91%
$3.507M
65,894 shares@ $53.23 avg price
HDHome Depot Inc
Recent Activity
Increased 1.12%
0.8%
$3.074M
7,587 shares@ $405.21 avg price
ETNEaton Corp Plc
Recent Activity
Increased 3.06%
0.79%
$3.06M
9,231 shares@ $331.45 avg price
ABBVAbbvie Inc
Recent Activity
Increased 4.26%
0.79%
$3.041M
15,398 shares@ $197.48 avg price