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Cypress Capital, LLC
Cypress Capital, LLC is an SEC-registered investment adviser headquartered in Franklin, Tennessee. Founded likely around 2014 or later, the firm provides asset management and investment advisory services to individual and institutional clients. The firm reports to the SEC and manages a broad portfolio of public securities reflecting a diversified approach. It operates with a small-to-medium team and serves clients seeking customized investment and portfolio management in Tennessee and beyond.
Investment Strategy
Cypress Capital, LLC employs a diversified, multi-asset investment strategy with significant allocations to fixed income ETFs (such as the SPDR Bloomberg 1-3 Month T-Bill ETF and iShares TIPS Bond ETF) and broad-market equity ETFs (such as Vanguard Total Stock Market ETF). Their portfolio construction relies on risk-managed, liquid securities to balance growth and capital preservation, serving both individual and institutional investors. The firm may also utilize other established managers for certain asset classes, reflecting a manager-of-managers approach. Their philosophy emphasizes diversification, liquidity, and managing risk through professionally selected holdings and model portfolios.
Latest 13F Filing Activity
Cypress Capital, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 88 equity positions and 1 options positions with a total 13F market value of $344M. The fund increased holdings in Vanguard Instl Index FD, Vanguard Star FDS, Vanguard Index FDS among other positions. Cypress Capital, LLC reduced exposure to SPDR Series Trust, Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (88)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 13.18% | $45.4M | 149,324 | $281.16 | $303.93 | +$4.1M |
B BIL | SPDR SERIES TRUST | 11.90% | $41.0M | 446,544 | $91.81 | $91.73 | -$23.5M |
U USFR | WISDOMTREE TR | 8.78% | $30.2M | 600,907 | $50.32 | $50.31 | +$1.8M |
V VBIL | VANGUARD INSTL INDEX FD | 6.60% | $22.7M | 300,977 | $75.55 | $75.55 | +$22.7M |
T TIP | ISHARES TR | 5.45% | $18.8M | 170,467 | $106.28 | $110.04 | -$421.0K |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
F F | FORD MTR CO | New | Call | $30.7K | 150 | $10.85 | $10.85 | +150 | +$30.7K |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
S Seth Grubstein | President | Plano, TX , United States | |
A Alan Goldman | Principal | San Francisco, CA , United States | |
J Jeffry Tallman | Principal | United States |
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