Cypress Capital, LLC has disclosed its latest investment holdings in a 13F filing with the SEC, revealing a total value of $377.3 million as of September 30, 2026. This filing is significant as it provides insight into the firm’s investment strategies and positions in major companies across various sectors.
The filing indicates that Cypress Capital has been actively managing its portfolio, which includes substantial investments in technology and healthcare companies. This reflects broader trends in the investment management industry, where firms are increasingly focusing on sectors that demonstrate strong growth potential.
Background
Cypress Capital, LLC is an investment management firm based in Franklin, Tennessee. The firm is categorized under the SEC filings as an 'other' entity type and does not have publicly traded tickers or exchanges listed. The firm’s recent filings include a series of 13F reports, with the latest being filed on October 20, 2026, and covering the reporting period ending September 30, 2026.
What the Filing Says
The 13F filing reveals that Cypress Capital has reported a total of 118 different holdings. The firm has disclosed a diverse range of investments, with significant positions in well-known companies such as Apple Inc., Amazon.com Inc., and Alphabet Inc. The filing states, "The total value of the portfolio is $377,312,076," indicating a robust investment strategy.
Impact
This filing may affect various stakeholders, including investors, analysts, and competitors within the investment management industry. Other firms mentioned in the filing, such as Confluence Investment Management LLC and Dorsey Wright & Associates, may also be influenced by Cypress Capital's investment choices as they navigate their own strategies in a competitive landscape.
What's Next
The filing does not specify what actions Cypress Capital will take next regarding its investments or any upcoming filings.
Source: SEC Accession Number 0001729939-26-000005