CYPRESS FINANCIAL PLANNING LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MS | 38K | $6.76M |
 | COF | 23K | $5.54M |
 | AAPL | 11K | $2.99M |
 | NFLX | 10K | $912.57K |
 | AMZN | 7K | $1.59M |
 | JCI | 5K | $620.91K |
 | LMT | 4K | $1.96M |
 | BRK-B | 4K | $1.90M |
 | UAN | 4K | $343.94K |
 | NVDA | 3K | $602.70K |
 | PEP | 3K | $373.16K |
 | XOM | 2K | $295.02K |
 | JPM | 2K | $744.57K |
 | SHOP | 2K | $362.68K |
 | QCOM | 2K | $380.14K |
 | GOOG | 2K | $682.60K |
 | V | 2K | $690.19K |
 | AMT | 2K | $342.68K |
 | PG | 2K | $219.03K |
 | MCD | 1K | $433.38K |
Morgan Stanley
MS
Shares Held
38K
Value
$6.76M
Capital One Financial Corporation
COF
Shares Held
23K
Value
$5.54M
Apple Inc.
AAPL
Shares Held
11K
Value
$2.99M
Netflix, Inc.
NFLX
Shares Held
10K
Value
$912.57K
Amazon.com, Inc.
AMZN
Shares Held
7K
Value
$1.59M
Johnson Controls International plc
JCI
Shares Held
5K
Value
$620.91K
Lockheed Martin Corporation
LMT
Shares Held
4K
Value
$1.96M
Berkshire Hathaway Inc.
BRK-B
Shares Held
4K
Value
$1.90M
CVR Partners, LP
UAN
Shares Held
4K
Value
$343.94K
NVIDIA Corporation
NVDA
Shares Held
3K
Value
$602.70K
PepsiCo, Inc.
PEP
Shares Held
3K
Value
$373.16K
Exxon Mobil Corporation
XOM
Shares Held
2K
Value
$295.02K
JPMorgan Chase & Co.
JPM
Shares Held
2K
Value
$744.57K
Shopify Inc.
SHOP
Shares Held
2K
Value
$362.68K
QUALCOMM Incorporated
QCOM
Shares Held
2K
Value
$380.14K
Alphabet Inc.
GOOG
Shares Held
2K
Value
$682.60K
Visa Inc.
V
Shares Held
2K
Value
$690.19K
American Tower Corporation
AMT
Shares Held
2K
Value
$342.68K
The Procter & Gamble Company
PG
Shares Held
2K
Value
$219.03K
McDonald's Corporation
MCD
Shares Held
1K
Value
$433.38K