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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
BILSpdr Ser Tr
Recent Activity
Increased 13.23%
20.05%
$77.693M
846,237 shares@ $91.81 avg price
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
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 8.48%
5.27%
$20.408M
35,569 shares@ $573.77 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
SGOLEtfs Gold Tr
Recent Activity
Increased 37.65%
3.43%
$13.287M
528,714 shares@ $25.13 avg price
AAPLApple Inc
Recent Activity
Increased 38.46%
2.77%
$10.733M
46,063 shares@ $233.01 avg price
SGOVIshares Tr
Recent Activity
Increased 1.96%
2.67%
$10.315M
102,409 shares@ $100.72 avg price