Stock Taper

CYPRESS WEALTH SERVICES, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Citigroup Inc.C3.34K$467.84K
RTX CorporationRTX3.38K$640.69K
Salesforce, Inc.CRM3.39K$530.71K
KKR & Co. Inc.KKR3.4K$311.61K
Microchip Technology IncorporatedMCHP3.62K$330.21K
Realty Income CorporationO3.68K$227.94K
Morgan StanleyMS3.69K$770.81K
QUALCOMM IncorporatedQCOM3.87K$715.6K
PepsiCo, Inc.PEP3.98K$538.2K
Becton, Dickinson and CompanyBDX4.03K$610.24K
Edison InternationalEIX4.07K$303.03K
Colgate-Palmolive CompanyCL4.11K$376.7K
Accenture plcACN4.24K$527.53K
The TJX Companies, Inc.TJX4.29K$649.88K
Otis Worldwide CorporationOTIS4.44K$317.92K
Shell plcSHEL4.47K$346.37K
AbbVie Inc.ABBV4.72K$1.19M
Wheaton Precious Metals Corp.WPM4.86K$545.54K
O'Reilly Automotive, Inc.ORLY4.89K$450.69K
ConocoPhillipsCOP5.03K$522.81K