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Livermore
Livermore
ZHEN

Cypress Capital Advisors, LLC

SEC CIK
0001732949
Latest filing
Jul 28, 2026

The latest 13F from Cypress Capital Advisors, LLC covers Q2 2026 (filed Jul 28, 2026): 80 long positions worth $243.3M. The top 10 holdings make up 64.0% of the portfolio, and the largest is BlackRock ETF Trust at 17.5%. Livermore has 7 filings on Form 13F from this institution, going back to Q4 2024.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
8
Est. +$45.5M
Added
19
Est. +$3.08M
Reduced
45
Est. −$5.31M
Sold out
2
Est. −$443.4K

Top 5 holdings

Share of this quarter's portfolio value

  1. BlackRock ETF Trust09290C749
    17.5%$42.6M
  2. Vanguard Morningstar Total Stock Market ETF922908769
    13.0%$31.5M
  3. iShares Core S&P 500 ETF464287200
    6.4%$15.6M
  4. SGOLabrdn Gold ETF Trust
    5.3%$12.9MHistory
  5. Vanguard Morningstar Value ETF922908744
    4.4%$10.8M

Biggest buys

New and added positions, by estimated amount bought

  1. BlackRock ETF Trust09290C749
    +$42.6MNew
  2. UNPUnion Pacific Corp
    +$967.5KNewHistory
  3. TOLToll Brothers, Inc.
    +$578.8KNewHistory
  4. Vanguard Morningstar Total Stock Market ETF922908769
    +$529.5KAdded
  5. STXSeagate Technology Holdings plc
    +$491.2KNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. BlackRock ETF Trust09290C749
    +17.50 pp0.0% → 17.5%
  2. UNPUnion Pacific Corp
    +0.40 pp0.0% → 0.4%History
  3. TOLToll Brothers, Inc.
    +0.24 pp0.0% → 0.2%History
  4. STXSeagate Technology Holdings plc
    +0.20 pp0.0% → 0.2%History
  5. SPCXSpace Exploration Technologies Corp
    +0.10 pp0.0% → 0.1%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. LRCXLam Research Corp
    −$1.08MReducedHistory
  2. Vanguard Instl Index FD922040845
    −$458.5KReduced
  3. CSCOCisco Systems, Inc.
    −$447.4KReducedHistory
  4. iShares Tr46436E718
    −$445.5KReduced
  5. NTAPNetApp, Inc.
    −$355.5KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares Tr46436E718
    −1.29 pp4.6% → 3.3%
  2. Vanguard Instl Index FD922040845
    −1.01 pp3.4% → 2.4%
  3. State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663
    −0.86 pp3.2% → 2.3%
  4. iShares Tips Bond ETF464287176
    −0.66 pp2.4% → 1.8%
  5. Vanguard Scottsdale FDS92206C102
    −0.50 pp1.8% → 1.3%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$243.3M
+$58.9M (+31.9%) vs. prior quarter
Positions
80
+6 vs. prior quarter
Top 10 concentration
64.0%
Top 10 as share of value
Turnover
2.7%
Q2 2026, one quarter
Average holding period
5.5 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2024), so positions held before then are understated.

13F filings by quarter

7 quarters, going back to Q4 2024. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $243.3M (Q2 2026)

Q4 2024: $127.8MQ1 2025: $143.9MQ2 2025: $159.8MQ3 2025: $175.7MQ4 2025: $186.3MQ1 2026: $184.4MQ2 2026: $243.3M
Q4 2024Q2 2026
13F filings of Cypress Capital Advisors, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 28, 202680$243.3MBlackRock ETF TrustVanguard Morningstar Total Stock Market ETFiShares Core S&P 500 ETFvs. Q1 2026SEC
Q1 2026Apr 21, 202674$184.4MVanguard Morningstar Total Stock Market ETFSGOLiShares Core S&P 500 ETFvs. Q4 2025SEC
Q4 2025Jan 26, 202676$186.3MVanguard Morningstar Total Stock Market ETFiShares Core S&P 500 ETFSGOLvs. Q3 2025SEC
Q3 2025Oct 28, 202574$175.7MVanguard Morningstar Total Stock Market ETFiShares Core S&P 500 ETFSGOLvs. Q2 2025SEC
Q2 2025Aug 27, 202572$159.8MVanguard Morningstar Total Stock Market ETFiShares Core S&P 500 ETFSGOLvs. Q1 2025SEC
Q1 2025Aug 27, 202574$143.9MVanguard Morningstar Total Stock Market ETFState Street SPDR Bloomberg 1-3 Month T-Bill ETFiShares Core S&P 500 ETFvs. Q4 2024SEC
Q4 2024Aug 27, 202561$127.8MVanguard Morningstar Total Stock Market ETFState Street SPDR Bloomberg 1-3 Month T-Bill ETFSPY–SEC