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| Happy Holidays!! thanks for using AUM13F!! |
| Cypress Capital LLC
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| CRD # | 171266 |
| SEC # | 801-79771 |
| CIK # | 0001341748, 0001729939, 0001964277, 0001140468, 0001633896, 0001964276 |
| AUM | $413.5 M (2025-06-19) |
| Employees | 12 (58% Investors, 0% Brokers) |
| Phone | 615-467-6075 |
| Address | 436 Main Street Franklin, TN 37064 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001341748 0001729939 0001964277 0001140468 0001633896 0001964276 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 40.8 | ||
| Lilly Eli & Co | 40.6 | ||
| Microsoft Corp | 36.0 | ||
| VISA Inc | 24.9 | ||
| J P Morgan Chase & Co | 21.1 | ||
| AbbVie Inc | 20.1 | ||
| Nvidia Corp | 19.2 | ||
| iShares Comex Gold Trust | 16.3 | ||
| Amazon Com Inc | 15.9 | ||
| Lockheed Martin Corp | 15.2 | ||
| Broadcom Inc | 15.1 | ||
| Exxon Mobil Corp | 14.2 | ||
| Wal Mart Stores Inc | 13.8 | ||
| TJX Companies Inc /DE/ | 11.8 | ||
| Johnson & Johnson | 11.3 | ||
| Abbott Laboratories | 10.3 | ||
| Mastercard Inc | 10.2 | ||
| CME Group Inc | 9.6 | ||
| Philip Morris International Inc | 9.1 | ||
| Home Depot Inc | 8.6 | ||
| Costco Wholesale Corp /NEW | 8.2 | ||
| BlackRock Inc | 8.2 | ||
| 3M Co | 7.5 | ||
| Alphabet Inc | 7.5 | ||
| Alphabet Inc | 7.3 | ||
| Phillips 66 | 7.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 592 | 187.2 |
| (b) Individuals (high net worth individuals) | 96 | 208.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 16.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,534 | 413.5 |
| By Discretionary | ||
| Discretionary | 1,534 | 413.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,534 | 413.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 413.5 | |
| Total | 1,534 | 413.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001140468] | |
| 13F-HR | [0001341748] | |
| 13F-HR | [0001633896] | |
| 13F-HR | [0001729939] | |
| 13F-NT | [0001964276] | |
| 13F-NT | [0001964277] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Cypress Capital LLC
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|
TN | 0.4 |
|
Cypress Capital Advisors, LLC
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|
TN | 0.0 |
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0.4 | |
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0.4 | |
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0.4 |