Institutional filer · SEC 13F · Q2 2025
Cypress Capital Advisors, LLC
The reported 13F portfolio of Cypress Capital Advisors, LLC (CIK 1732949) - top holdings, how concentrated the book is, and what changed last quarter.
- $159.8M
- Reported book
- 72
- Positions
- #241
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, Cypress Capital Advisors, LLC ranks #241 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q2 2025 the reported book is $159.8M across 72 positions, a moderately concentrated portfolio.
- $159.8M
- reported 13F value
- 72
- disclosed positions
- 14.2%
- in VANGUARD INDEX FDS
- #241
- of 360 filers
Top-5 share 39.8% → MID-PACK book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, Cypress Capital Advisors, LLC ranks #241 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where Cypress Capital Advisors, LLC sits by disclosed position count
Cypress Capital Advisors, LLC reports 72 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
Cypress Capital Advisors, LLC vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
72 221st of 360 higher than 139 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
Cypress Capital Advisors, LLC reports a book ($0.16B) concentrated across only 72 disclosed positions -- fewer than the 76-position median among similarly sized filers.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 1732949 · Q2 2025 $160M book
BOOK-LIGHT · POS-FOCUS · CONC-HEAVY · LEAD-HEAVY · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-LIGHT #241/360
- POS-FOCUS 72 names
- CONC-HEAVY 40% top-5
- LEAD-HEAVY 14.2% top
- PHOTO-FINISH TRU INDEPENDENCE ASS…
- TREND-FLAT Book steady
- FY-SNAPSHOT Q2 2025
Photo-finish peer on reported book: TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC
Read with: Institutional investor types - Manager type shapes what a 13F book represents — RIAs, hedge funds, and banks file the same form differently.
Reported-book neighbourhood · Cypress Capital Advisors, LLC
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$159.8M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $22.7M | 14.2% |
| 2 | ISHARES TR | $12.7M | 7.9% |
| 3 | ETFS GOLD TR | $10.8M | 6.7% |
| 4 | SPDR S&P 500 ETF TR | $9.4M | 5.9% |
| 5 | VANGUARD STAR FDS | $8.1M | 5.0% |
| 6 | WISDOMTREE TR | $7.0M | 4.4% |
| 7 | VANGUARD INSTL INDEX FD | $7.0M | 4.4% |
| 8 | SCHWAB STRATEGIC TR | $6.6M | 4.1% |
| 9 | CAPITAL GROUP GROWTH ETF | $6.0M | 3.8% |
| 10 | APPLE INC | $4.9M | 3.1% |
| 11 | SCHWAB STRATEGIC TR | $4.9M | 3.0% |
| 12 | ISHARES TR | $4.7M | 3.0% |
| 13 | SPDR SERIES TRUST | $4.2M | 2.6% |
| 14 | VANGUARD SCOTTSDALE FDS | $3.6M | 2.3% |
| 15 | VANGUARD INDEX FDS | $3.0M | 1.9% |
| 16 | PROSHARES TR | $2.6M | 1.6% |
| 17 | ISHARES TR | $2.0M | 1.2% |
| 18 | CAPITAL GROUP DIVIDEND VALUE | $1.8M | 1.1% |
| 19 | BROADCOM INC | $1.5M | 1.0% |
| 20 | INTERNATIONAL BUSINESS MACHS | $1.5M | 0.9% |
| 21 | ISHARES TR | $1.4M | 0.9% |
| 22 | VISA INC | $1.4M | 0.9% |
| 23 | EATON CORP PLC | $1.3M | 0.8% |
| 24 | KROGER CO | $1.3M | 0.8% |
| 25 | SELECT SECTOR SPDR TR | $1.2M | 0.7% |
Latest Quarter Trades · Q2 2025
New positions (72)
Frequently Asked Questions
- How big is Cypress Capital Advisors, LLC's 13F portfolio?
- Cypress Capital Advisors, LLC reports $159.8M of long US-equity positions across 72 securities as of Q2 2025. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does Cypress Capital Advisors, LLC sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, Cypress Capital Advisors, LLC ranks #241 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is Cypress Capital Advisors, LLC's largest position?
- Cypress Capital Advisors, LLC's largest reported position is VANGUARD INDEX FDS at $22.7M, about 14.2% of its reported book as of Q2 2025.
- What did Cypress Capital Advisors, LLC trade last quarter?
- In its Q2 2025 filing, Cypress Capital Advisors, LLC opened 72 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for Cypress Capital Advisors, LLC: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($159.8M here).
Similar holding count
Nearest filers by number of disclosed positions (72 here).
Using this filing
- The rankings sort every tracked filer the same way Cypress Capital Advisors, LLC was placed above, so you can see exactly how the rest of the field compares. View the rankings
- TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC reported the nearest book value ($159.8M) this quarter, a useful scale comparison for Cypress Capital Advisors, LLC. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q2 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.