CYPRESS FINANCIAL PLANNING LLC
Latest 13F filing data - Q2 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MS | 48K | $9.96M |
 | COF | 23K | $4.55M |
 | AAPL | 11K | $3.05M |
 | NFLX | 10K | $693.51K |
 | AMZN | 7K | $1.61M |
 | JCI | 5K | $750.13K |
 | NVDA | 4K | $807.89K |
 | BRK-B | 4K | $1.85M |
 | XOM | 4K | $484.48K |
 | LMT | 3K | $1.69M |
 | PEP | 3K | $357.70K |
 | JPM | 3K | $856.18K |
 | AMT | 2K | $377.23K |
 | SHOP | 2K | $252.79K |
 | GOOG | 2K | $766.43K |
 | QCOM | 2K | $398.83K |
 | V | 2K | $685.55K |
 | PG | 2K | $257.97K |
 | MCD | 1K | $384.47K |
 | EA | 1K | $287.26K |
Morgan Stanley
MS
Shares Held
48K
Value
$9.96M
Capital One Financial Corporation
COF
Shares Held
23K
Value
$4.55M
Apple Inc.
AAPL
Shares Held
11K
Value
$3.05M
Netflix, Inc.
NFLX
Shares Held
10K
Value
$693.51K
Amazon.com, Inc.
AMZN
Shares Held
7K
Value
$1.61M
Johnson Controls International plc
JCI
Shares Held
5K
Value
$750.13K
NVIDIA Corporation
NVDA
Shares Held
4K
Value
$807.89K
Berkshire Hathaway Inc.
BRK-B
Shares Held
4K
Value
$1.85M
Exxon Mobil Corporation
XOM
Shares Held
4K
Value
$484.48K
Lockheed Martin Corporation
LMT
Shares Held
3K
Value
$1.69M
PepsiCo, Inc.
PEP
Shares Held
3K
Value
$357.70K
JPMorgan Chase & Co.
JPM
Shares Held
3K
Value
$856.18K
American Tower Corporation
AMT
Shares Held
2K
Value
$377.23K
Shopify Inc.
SHOP
Shares Held
2K
Value
$252.79K
Alphabet Inc.
GOOG
Shares Held
2K
Value
$766.43K
QUALCOMM Incorporated
QCOM
Shares Held
2K
Value
$398.83K
Visa Inc.
V
Shares Held
2K
Value
$685.55K
The Procter & Gamble Company
PG
Shares Held
2K
Value
$257.97K
McDonald's Corporation
MCD
Shares Held
1K
Value
$384.47K
Electronic Arts Inc.
EA
Shares Held
1K
Value
$287.26K