Investor
Cypress Capital Group
CIK 0001341748 · filed 2026-05-15 · SEC filing
13F book
$888.9M
Positions
246
28 new · 14 sold
Largest name
5.5%
Apple Inc. · AAPL
Est. mark
−$8.87M
Price effect on 218 names still held. Flow $5.22M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | 191K | $48.5M | 5.5% | −$3.45M | Cut−$6.38M |
| Eli Lilly & Co | LLY | 46.8K | $43.1M | 4.8% | −$7.26M | Cut−$9.36M |
| Microsoft Corp | MSFT | 82.8K | $30.7M | 3.5% | −$9.4M | Cut−$10.4M |
| AbbVie Inc. | ABBV | 110.4K | $24M | 2.7% | −$1.21M | Cut−$1.71M |
| Ishares Gold Tr | — | 272.1K | $24M | 2.7% | $1.9M | Cut$1.7M |
| Exxon Mobil Corp | — | 127.1K | $21.6M | 2.4% | $6.27M | Cut$6.17M |
| Ishares Tr | — | 32.9K | $21.5M | 2.4% | −$1.04M | Cut−$1.42M |
| Jpmorgan Chase & Co. | — | 71.9K | $21.2M | 2.4% | −$2.02M | Cut−$2.38M |
| Nvidia Corp | NVDA | 117K | $20.4M | 2.3% | −$1.42M | Cut−$1.93M |
| Johnson & Johnson | JNJ | 81K | $19.8M | 2.2% | $3.03M | Cut$2.41M |
| Visa Inc. | V | 64.7K | $19.6M | 2.2% | −$3.14M | Cut−$3.99M |
| Berkshire Hathaway Inc Del | — | 40.5K | $19.4M | 2.2% | −$945.1K | Added−$869.4K |
| Walmart Inc. | WMT | 140.5K | $17.5M | 2.0% | $1.81M | Cut$1.43M |
| Broadcom Inc. | AVGO | 55.5K | $17.2M | 1.9% | −$2.03M | Cut−$2.68M |
| Lockheed Martin Corp | LMT | 27.4K | $16.6M | 1.9% | $3.31M | Cut$3M |
| Amazon Com Inc | AMZN | 77.7K | $16.2M | 1.8% | −$1.75M | Cut−$1.93M |
| Tjx Cos Inc New | — | 90.3K | $14.4M | 1.6% | $549.8K | Cut−$184.7K |
| Spdr S&P 500 Etf Tr | — | 21.5K | $14M | 1.6% | −$677.9K | Cut−$750.1K |
| Invesco Qqq Tr | — | 22.8K | $13.2M | 1.5% | −$841.2K | Added−$762.7K |
| Alphabet Inc | — | 45.3K | $13M | 1.5% | −$1.15M | Cut−$1.64M |
| Alphabet Inc | — | 41.9K | $12M | 1.4% | −$1.13M | Cut−$1.21M |
| Ishares Silver Tr | — | 168.8K | $11.5M | 1.3% | $628K | Cut−$3.25M |
| Cme Group Inc. | CME | 36.6K | $10.8M | 1.2% | $814.9K | Cut$655.7K |
| Phillips 66 | PSX | 57.7K | $10.5M | 1.2% | $3.07M | Cut$3.02M |
| Philip Morris Intl Inc | — | 57.6K | $9.52M | 1.1% | $281.1K | Added$396.1K |
| Taiwan Semiconductor Mfg Ltd | — | 26.9K | $9.09M | 1.0% | $915.7K | Cut−$107.5K |
| Chevron Corp New | CVX | 42.7K | $8.82M | 1.0% | $2.24M | Added$2.56M |
| Mastercard Inc | MA | 17.4K | $8.7M | 1.0% | −$1.24M | Cut−$1.98M |
| Costco Whsl Corp New | — | 8.07K | $8.04M | 0.9% | $1.08M | Cut$1.02M |
| 3M CO | MMM | 53.7K | $7.8M | 0.9% | −$757.4K | Added−$356.5K |
| BlackRock, Inc. | BLK | 8.07K | $7.76M | 0.9% | −$875.9K | Added−$868.2K |
| RTX Corp | RTX | 40.2K | $7.76M | 0.9% | $371.2K | Added$598.8K |
| Mcdonalds Corp | MCD | 24.5K | $7.61M | 0.9% | $126.4K | Cut−$75.3K |
| Lam Research Corp | LRCX | 34.6K | $7.39M | 0.8% | $1.47M | Cut$1.41M |
| Home Depot, Inc. | HD | 22.1K | $7.28M | 0.8% | −$336.9K | Cut−$491.4K |
| Merck & Co., Inc. | MRK | 58.7K | $7.07M | 0.8% | $872.5K | Added$955.6K |
| Gilead Sciences, Inc. | GILD | 48.4K | $6.75M | 0.8% | $805.3K | Cut$785.8K |
| Abbott Labs | ABT | 65.5K | $6.73M | 0.8% | −$1.48M | Cut−$3.01M |
| Cisco Sys Inc | — | 81.4K | $6.31M | 0.7% | $44.4K | Added$201.3K |
| Newmont Corp | — | 57.8K | $6.25M | 0.7% | $479.9K | Added$549.1K |
| Amgen Inc | AMGN | 17.7K | $6.23M | 0.7% | $415.6K | Added$682.3K |
| Us Bancorp Del | — | 117.1K | $6.09M | 0.7% | — | New |
| Ishares Inc | — | 147.2K | $5.65M | 0.6% | $916.8K | Added$1.25M |
| Canadian Nat Res Ltd | — | 108.3K | $5.28M | 0.6% | $1.45M | Added$1.98M |
| Valero Energy Corp | — | 21K | $5.18M | 0.6% | $1.58M | Added$2.13M |
| Asml Holding N V | — | 3.76K | $4.97M | 0.6% | $924.3K | Added$1.03M |
| Altria Group, Inc. | MO | 75.1K | $4.95M | 0.6% | $606.6K | Added$754.8K |
| Meta Platforms, Inc. | META | 8.64K | $4.94M | 0.6% | −$759.8K | Cut−$1.12M |
| Lowes Cos Inc | — | 20.6K | $4.87M | 0.5% | −$100.6K | Cut−$195.9K |
| Bristol-Myers Squibb Co | — | 79.2K | $4.8M | 0.5% | $507K | Added$727.9K |
| Cencora, Inc. | COR | 14.9K | $4.68M | 0.5% | −$351.4K | Cut−$545.6K |
| Duke Energy Corp New | — | 33.9K | $4.44M | 0.5% | $438K | Added$699.5K |
| Alibaba Group Hldg Ltd | — | 34.3K | $4.3M | 0.5% | −$713.5K | Added−$647.6K |
| Blackrock Etf Trust Ii | — | 82.3K | $4.27M | 0.5% | −$38.6K | Added$1.85M |
| Ishares Inc | — | 50.2K | $4.24M | 0.5% | $178.3K | Added$350.2K |
| Ross Stores, Inc. | ROST | 18.5K | $4.01M | 0.5% | $675K | Cut$554.5K |
| International Business Machs | — | 16.3K | $3.96M | 0.4% | −$878.5K | Cut−$1.8M |
| Vaneck Etf Trust | — | 31.5K | $3.78M | 0.4% | — | New |
| American Elec Pwr Co Inc | — | 28.2K | $3.7M | 0.4% | $445.3K | Cut$418.8K |
| Eaton Corp Plc | ETN | 10.3K | $3.69M | 0.4% | $404K | Cut$366.7K |
| Pfizer Inc | PFE | 130.2K | $3.66M | 0.4% | $393.2K | Added$578.6K |
| L3harris Technologies Inc | — | 10.6K | $3.65M | 0.4% | $522.3K | Added$674.2K |
| Coca Cola Co | KO | 47.9K | $3.64M | 0.4% | $289.8K | Added$339K |
| Global X Fds | — | 47.3K | $3.61M | 0.4% | $173.1K | Added$882.9K |
| Ishares Tr | — | 35.7K | $3.55M | 0.4% | −$16.4K | Added$861.4K |
| Ge Aerospace | — | 12K | $3.4M | 0.4% | −$288.8K | Added−$271.5K |
| Ishares Inc | — | 25.3K | $3.12M | 0.4% | $194.7K | Added$2.38M |
| Kinder Morgan Inc Del | — | 92.8K | $3.11M | 0.4% | $461.2K | Added$1.01M |
| Advanced Micro Devices Inc | AMD | 15.3K | $3.11M | 0.3% | −$163.8K | Cut−$249.9K |
| Paychex Inc | PAYX | 33.4K | $3.08M | 0.3% | −$669.9K | Cut−$1.18M |
| Global X Fds | — | 63.1K | $3.06M | 0.3% | $331.8K | Added$568.4K |
| Caterpillar Inc | CAT | 4.22K | $2.99M | 0.3% | $572.9K | Cut$555.1K |
| Disney Walt Co | — | 30.8K | $2.97M | 0.3% | −$523.2K | Added−$456.2K |
| Ishares Tr | — | 69.8K | $2.95M | 0.3% | −$464.6K | Added−$298.6K |
| Ishares Tr | — | 6.88K | $2.93M | 0.3% | −$322.8K | Cut−$493.2K |
| Select Sector Spdr Tr | — | 21.8K | $2.9M | 0.3% | −$241.2K | Cut−$570.6K |
| Qualcomm Inc | — | 21.8K | $2.8M | 0.3% | −$872.2K | Added−$724.9K |
| Oneok Inc /New/ | OKE | 30.4K | $2.75M | 0.3% | $62.5K | Added$2.48M |
| Procter And Gamble Co | PG | 18.7K | $2.71M | 0.3% | $21.2K | Cut−$210.3K |
| Netflix Inc | NFLX | 28.1K | $2.7M | 0.3% | $51.7K | Added$675.5K |
| Ishares Tr | — | 71.6K | $2.57M | 0.3% | −$159.1K | Added$20.8K |
| Texas Instrs Inc | — | 12.4K | $2.41M | 0.3% | $256.1K | Cut$217.1K |
| Select Sector Spdr Tr | — | 20.1K | $2.22M | 0.3% | −$137.6K | Held |
| Conocophillips | COP | 16.6K | $2.2M | 0.2% | $605.5K | Added$720.8K |
| Intuit Inc. | INTU | 5K | $2.16M | 0.2% | −$1.15M | Cut−$2.01M |
| Ishares Tr | — | 23.7K | $2.14M | 0.2% | $22.3K | Added$277.5K |
| Cal-Maine Foods Inc | CALM | 26.1K | $2.06M | 0.2% | −$9.89K | Added$188.2K |
| Accenture Plc Ireland | — | 10.3K | $2.04M | 0.2% | −$720.8K | Cut−$1.13M |
| Select Sector Spdr Tr | — | 33.2K | $2.03M | 0.2% | $437.1K | Added$853.9K |
| Select Sector Spdr Tr | — | 13.6K | $2M | 0.2% | −$111.8K | Cut−$138.1K |
| Corning Inc | — | 14.1K | $1.91M | 0.2% | $680.4K | Cut$546.8K |
| State Str Corp | — | 15K | $1.9M | 0.2% | −$36.7K | Held |
| Invesco Exchange Traded Fd T | — | 9.85K | $1.89M | 0.2% | $3.4K | Added$83K |
| General Dynamics Corp | GD | 5.5K | $1.89M | 0.2% | $30.6K | Added$317.2K |
| Ishares Tr | — | 12.1K | $1.83M | 0.2% | $124K | Cut$109.9K |
| At&T Inc | — | 61.8K | $1.79M | 0.2% | $208.8K | Added$542.3K |
| Ishares Tr | — | 16.7K | $1.78M | 0.2% | −$3.21K | Added$66K |
| Pepsico Inc | PEP | 11.1K | $1.72M | 0.2% | $122.6K | Added$223.4K |
| Vanguard Index Fds | — | 8.32K | $1.71M | 0.2% | −$27.6K | Held |
| Reynolds Consumer Prods Inc | — | 80.4K | $1.7M | 0.2% | — | New |
| Vanguard Index Fds | — | 5.21K | $1.67M | 0.2% | −$73.1K | Added−$23.4K |
| Wisdomtree Tr | — | 33.1K | $1.67M | 0.2% | $89 | Added$1.44M |
| S&P Global Inc. | SPGI | 3.85K | $1.64M | 0.2% | −$374.9K | Cut−$623.7K |
| Ishares Tr | — | 20.7K | $1.4M | 0.2% | $26.2K | Added$264.3K |
| Nextera Energy Inc | — | 15K | $1.4M | 0.2% | $189.3K | Cut$170.6K |
| Stryker Corp | SYK | 4.13K | $1.36M | 0.2% | −$94.5K | Cut−$95.9K |
| Ishares Tr | — | 12.8K | $1.35M | 0.2% | −$12.2K | Cut−$317.4K |
| Air Prods & Chems Inc | — | 4.63K | $1.35M | 0.2% | $201.4K | Cut$75.9K |
| Vanguard Index Fds | — | 4.66K | $1.34M | 0.2% | −$14.2K | Cut−$258.8K |
| Moodys Corp | — | 3.03K | $1.32M | 0.1% | −$212.5K | Added−$131.8K |
| Oracle Corp | — | 8.9K | $1.31M | 0.1% | −$425.5K | Cut−$623.1K |
| Ishares Tr | — | 3.67K | $1.31M | 0.1% | −$62K | Cut−$69.5K |
| Simon Ppty Group Inc New | — | 7.01K | $1.31M | 0.1% | $9.96K | Cut$9.03K |
| United Parcel Service Inc | UPS | 13K | $1.28M | 0.1% | −$8.88K | Added$195.3K |
| Sherwin Williams Co | SHW | 3.96K | $1.27M | 0.1% | −$13.8K | Cut−$555.3K |
| Emerson Elec Co | — | 9.58K | $1.26M | 0.1% | −$15.2K | Added$72.6K |
| Fedex Corp | FDX | 3.48K | $1.24M | 0.1% | $225.8K | Added$269.2K |
| Ishares Inc | — | 17.3K | $1.21M | 0.1% | $43.8K | Cut$20.2K |
| Bank America Corp | — | 24.2K | $1.18M | 0.1% | −$151K | Cut−$157.1K |
| Select Sector Spdr Tr | — | 25.6K | $1.17M | 0.1% | $81.9K | Cut−$35.1K |
| Starbucks Corp | SBUX | 12.9K | $1.15M | 0.1% | $69.2K | Cut−$35.6K |
| Vanguard Specialized Funds | — | 5.19K | $1.12M | 0.1% | −$24.2K | Added−$11.1K |
| Ishares Tr | — | 11.4K | $1.11M | 0.1% | $11K | Held |
| Deere & Co | DE | 1.91K | $1.07M | 0.1% | $150K | Added$359K |
| Pnc Finl Svcs Group Inc | — | 5.15K | $1.07M | 0.1% | −$3.29K | Cut−$39.8K |
| Verizon Communications Inc | VZ | 21.2K | $1.07M | 0.1% | $149.8K | Added$421.6K |
| Colgate Palmolive Co | CL | 12.2K | $1.04M | 0.1% | $69.6K | Added$156.1K |
| Solventum Corp | SOLV | 15.2K | $990.9K | 0.1% | −$211.5K | Cut−$298.7K |
| Automatic Data Processing In | — | 4.84K | $984.4K | 0.1% | −$261.9K | Cut−$492.1K |
| Mosaic Co New | MOS | 38.4K | $978.1K | 0.1% | — | New |
| Tesla, Inc. | TSLA | 2.46K | $914.9K | 0.1% | −$191.9K | Cut−$218.9K |
| Novartis Ag | — | 5.94K | $907.5K | 0.1% | $88.4K | Cut$85K |
| Honeywell Intl Inc | — | 3.92K | $885.8K | 0.1% | $120.3K | Added$127.1K |
| Ww Grainger Inc | — | 796 | $868.3K | 0.1% | $65.1K | Held |
| Salesforce, Inc. | CRM | 4.6K | $857.9K | 0.1% | −$359.6K | Cut−$741.9K |
| American Express Co | AXP | 2.72K | $823.7K | 0.1% | −$183.7K | Held |
| Ishares Tr | — | 5.73K | $816K | 0.1% | −$35.9K | Held |
| Xcel Energy Inc | — | 10.1K | $801.2K | 0.1% | $56.3K | Cut$50.7K |
| Ishares Tr | — | 8.18K | $794.1K | 0.1% | $8.99K | Held |
| Pimco Mun Income Fd Ii | — | 102.7K | $777.6K | 0.1% | $2.85K | Added$61.9K |
| Spdr Gold Tr | — | 1.78K | $765.5K | 0.1% | $60.5K | Cut−$264.1K |
| First Tr Exch Traded Fd Iii | — | 14.8K | $752.3K | 0.1% | −$7.05K | Cut−$467.3K |
| Global X Fds | — | 15.4K | $745.9K | 0.1% | $19K | Added$301.7K |
| Berkshire Hathaway Inc Del | — | 1 | $718.1K | 0.1% | −$36.7K | Held |
| Ishares Tr | — | 13.4K | $706.4K | 0.1% | −$2.2K | Added$342.1K |
| Avery Dennison Corp | AVY | 4.08K | $705.2K | 0.1% | −$30.4K | Added$103.4K |
| T-Mobile Us Inc | — | 3.28K | $688.7K | 0.1% | $22.9K | Cut$20.3K |
| Wabtec | — | 2.68K | $670.8K | 0.1% | $97.9K | Cut$97.4K |
| Ishares Tr | — | 5.96K | $663.5K | 0.1% | −$15.2K | Cut−$15.6K |
| Intuitive Surgical Inc | ISRG | 1.44K | $662K | 0.1% | −$151.3K | Cut−$153K |
| Sunococorp Llc | SUNC | 10.7K | $661.3K | 0.1% | — | New |
| Vanguard Index Fds | — | 2.13K | $636.8K | 0.1% | −$34K | Held |
| Slb Limited/Nv | SLB | 12.3K | $632.5K | 0.1% | $157.1K | Added$169.1K |
| Acm Resh Inc | — | 15.8K | $622.5K | 0.1% | — | New |
| Danaher Corporation | — | 3.27K | $620.9K | 0.1% | −$128.8K | Cut−$143.4K |
| Ishares Tr | — | 2.39K | $592.5K | 0.1% | $4.34K | Added$11.8K |
| Aerovironment Inc | AVAV | 3.21K | $587.2K | 0.1% | −$188.8K | Held |
| Cintas Corp | CTAS | 3.42K | $578.3K | 0.1% | −$60K | Added−$17.3K |
| Thermo Fisher Scientific Inc. | TMO | 1.16K | $568.2K | 0.1% | −$101.6K | Held |
| Sunoco Lp/Sunoco Fin Corp | — | 8.62K | $560K | 0.1% | $108.3K | Held |
| Linde Plc | LIN | 1.13K | $559.5K | 0.1% | $78.1K | Cut−$1.67M |
| Enterprise Prods Partners L | — | 14.7K | $555.6K | 0.1% | — | New |
| Analog Devices Inc | ADI | 1.71K | $543.7K | 0.1% | $80.2K | Cut$76.4K |
| Doubleline Income Solutions | — | 49.9K | $540.4K | 0.1% | −$22K | Held |
| Norfolk Southn Corp | — | 1.87K | $536.7K | 0.1% | −$3.22K | Held |
| Waste Mgmt Inc Del | — | 2.3K | $529.4K | 0.1% | $22K | Added$50.7K |
| Delta Air Lines Inc Del | DAL | 7.84K | $521.5K | 0.1% | −$22.9K | Cut−$24.6K |
| Citigroup Inc | — | 4.54K | $515.4K | 0.1% | −$11.5K | Added$106K |
| Ishares Tr | — | 5.3K | $503K | 0.1% | — | New |
| Pacer Fds Tr | — | 8K | $500.5K | 0.1% | $19.1K | Held |
| Southern Co | — | 5.18K | $500.3K | 0.1% | $40.5K | Added$121.5K |
| Becton Dickinson & Co | BDX | 3.17K | $498.1K | 0.1% | −$116.7K | Cut−$131.3K |
| Booking Holdings Inc. | BKNG | 2.9K | $488.4K | 0.1% | −$606.9K | Added−$138.2K |
| Illinois Tool Wks Inc | — | 1.85K | $481.5K | 0.1% | $25.9K | Held |
| Global X Fds | — | 25.3K | $478.5K | 0.1% | $40K | Held |
| Stanley Black & Decker, Inc. | SWK | 6.66K | $473.5K | 0.1% | −$21.5K | Cut−$30K |
| Comcast Corp New | — | 16.4K | $470K | 0.1% | −$18K | Added$13.6K |
| Pimco Income Strategy Fd | — | 58.2K | $465.7K | 0.1% | −$25K | Held |
| Medtronic Plc | MDT | 5.37K | $464.9K | 0.1% | −$49.9K | Added−$44.1K |
| Schwab Strategic Tr | — | 15K | $460.2K | 0.1% | $48.8K | Held |
| Sysco Corp | SYY | 6.17K | $440.1K | 0.1% | −$14.6K | Held |
| Ishares Bitcoin Trust Etf | IBIT | 11.4K | $439.9K | 0.0% | −$128.6K | Held |
| Fastenal Co | FAST | 9.42K | $437.2K | 0.0% | $59.1K | Cut$53.9K |
| Williams Cos Inc | — | 6K | $436.7K | 0.0% | $76K | Held |
| Entergy Corp New | — | 3.75K | $421.9K | 0.0% | $74.8K | Cut−$3.73K |
| Toronto Dominion Bk Ont | — | 4.52K | $421.4K | 0.0% | −$4.02K | Cut−$38.9K |
| Eaton Vance Tax-Managed Dive | — | 30.4K | $419.1K | 0.0% | — | New |
| Truist Finl Corp | — | 9.08K | $417.5K | 0.0% | −$29.4K | Cut−$36.6K |
| Royal Bk Cda | — | 2.55K | $412.5K | 0.0% | −$22.2K | Cut−$129.6K |
| Microchip Technology Inc. | — | 6.27K | $405.3K | 0.0% | $5.58K | Held |
| Spdr Series Trust | — | 15.4K | $404K | 0.0% | — | New |
| Alliant Energy Corp | LNT | 5.55K | $398.5K | 0.0% | $37.5K | Held |
| Quest Diagnostics Inc | DGX | 2K | $392K | 0.0% | $44.9K | Held |
| Ishares Tr | — | 1.8K | $385.7K | 0.0% | $6.01K | Held |
| Agilent Technologies, Inc. | A | 3.37K | $383.7K | 0.0% | −$74.4K | Held |
| Wells Fargo Co New | — | 4.79K | $381.5K | 0.0% | −$56.1K | Added−$3.06K |
| Yum Brands Inc | YUM | 2.45K | $380.6K | 0.0% | $10.3K | Held |
| Blackrock Enhanced Large Cap | — | 18K | $377.6K | 0.0% | — | New |
| Dominion Energy, Inc | D | 6.05K | $374.2K | 0.0% | $19.4K | Added$21.8K |
| Invesco Exchange Traded Fd T | — | 3.57K | $369K | 0.0% | — | New |
| Energy Transfer L P | — | 18.6K | $359.4K | 0.0% | — | New |
| Chubb Limited | — | 1.1K | $358.8K | 0.0% | $14.7K | Added$26.4K |
| Texas Pacific Land Corporati | — | 755 | $358.3K | 0.0% | — | New |
| Invesco Actively Managed Exc | — | 6.91K | $346.3K | 0.0% | −$899 | Cut−$50.8K |
| Pimco Income Strategy Fd Ii | — | 47.2K | $324.9K | 0.0% | −$28.8K | Held |
| J P Morgan Exchange Traded F | — | 5.4K | $306.1K | 0.0% | −$3.02K | Held |
| Capital One Finl Corp | — | 1.65K | $301.2K | 0.0% | −$98.9K | Cut−$105K |
| Ishares Tr | — | 2.65K | $299.7K | 0.0% | −$26.9K | Held |
| Nuveen Municipal Credit Inc | — | 24.1K | $293.3K | 0.0% | — | New |
| Cardinal Health Inc | CAH | 1.39K | $292.7K | 0.0% | $7.47K | Added$28.6K |
| World Gold Tr | — | 3.07K | $284.7K | 0.0% | — | New |
| Vanguard Index Fds | — | 3.19K | $283.2K | 0.0% | $559 | Added$47.7K |
| Vanguard Index Fds | — | 1.08K | $281.8K | 0.0% | $4.27K | Cut−$25.9K |
| Ishares Tr | — | 3.52K | $280.4K | 0.0% | −$3.13K | Added$44.6K |
| Ishares Tr | — | 9.16K | $277.9K | 0.0% | −$5.86K | Cut−$37.6K |
| Schwab Charles Corp | — | 2.94K | $276.8K | 0.0% | −$16.8K | Added−$5.67K |
| United Cmnty Bks Blairsvle G | — | 8.74K | $275.4K | 0.0% | $2.36K | Held |
| Morgan Stanley | — | 1.66K | $272.4K | 0.0% | −$21.5K | Cut−$25.7K |
| First Tr Exchange-Traded Fd | — | 5.3K | $264.2K | 0.0% | −$955 | Cut−$685.8K |
| Bny Mellon Etf Trust Ii | — | 10.1K | $257.7K | 0.0% | — | New |
| Ecolab Inc. | ECL | 961 | $255.6K | 0.0% | $3.36K | Cut−$6.88K |
| Albemarle Corp | — | 1.41K | $253.1K | 0.0% | — | New |
| Ishares Tr | — | 3.06K | $252.4K | 0.0% | −$765 | Held |
| Kla Corp | KLAC | 171 | $251.8K | 0.0% | — | New |
| Ishares Tr | — | 1.3K | $245.7K | 0.0% | $10.9K | Held |
| Spdr Series Trust | — | 8.29K | $242K | 0.0% | — | New |
| American Tower Corp New | — | 1.4K | $241.6K | 0.0% | −$4.19K | Cut−$130.1K |
| Spdr Series Trust | — | 1.65K | $240.8K | 0.0% | $11.2K | Held |
| Vanguard Intl Equity Index F | — | 3.2K | $240.3K | 0.0% | $4.93K | Held |
| Diageo Plc | — | 3.2K | $238.2K | 0.0% | −$37.8K | Cut−$55.1K |
| Shell Plc | — | 2.54K | $236.1K | 0.0% | — | New |
| Mckesson Corp | MCK | 269 | $232.8K | 0.0% | $12.1K | Held |
| Equinix Inc | EQIX | 237 | $232.3K | 0.0% | — | New |
| Ishares Tr | — | 3.35K | $224.8K | 0.0% | $18.9K | Cut$15.2K |
| Ishares Tr | — | 695 | $221.1K | 0.0% | −$17.3K | Held |
| Applied Matls Inc | — | 644 | $220.1K | 0.0% | — | New |
| Ishares Tr | — | 2.35K | $218.4K | 0.0% | −$3.34K | Held |
| Invesco Exchange Traded Fd T | — | 3.05K | $212.4K | 0.0% | $9.72K | Held |
| Blackrock Energy & Res Tr | — | 12K | $208.1K | 0.0% | — | New |
| Northern Tr Corp | — | 1.48K | $206.6K | 0.0% | $4.41K | Held |
| Cheniere Energy, Inc. | LNG | 720 | $204.3K | 0.0% | — | New |
| J P Morgan Exchange Traded F | — | 4K | $203.9K | 0.0% | — | New |
| Kimberly Clark Corp | KMB | 2.1K | $202.6K | 0.0% | — | New |
| Crown Hldgs Inc | — | 2.01K | $201.6K | 0.0% | −$5.47K | Cut−$57K |
| Vodafone Group Plc New | — | 13.3K | $199.2K | 0.0% | $24K | Held |
| Hyperscale Data Inc | — | 19K | $2.86K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.