CYPRESS FINANCIAL PLANNING LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MS | 38K | $6.21M |
 | COF | 23K | $4.14M |
 | AAPL | 11K | $2.84M |
 | NFLX | 10K | $926.60K |
 | AMZN | 7K | $1.48M |
 | JCI | 5K | $672.30K |
 | BRK-B | 4K | $1.81M |
 | NVDA | 4K | $626.48K |
 | LMT | 3K | $1.86M |
 | CAVA | 3K | $242.70K |
 | PEP | 2K | $376.58K |
 | JPM | 2K | $699.95K |
 | SHOP | 2K | $262.74K |
 | QCOM | 2K | $284.89K |
 | GOOG | 2K | $622.23K |
 | AMT | 2K | $334.66K |
 | XOM | 2K | $324.77K |
 | PG | 2K | $254.04K |
 | V | 2K | $524.39K |
 | MSFT | 1K | $525.47K |
Morgan Stanley
MS
Shares Held
38K
Value
$6.21M
Capital One Financial Corporation
COF
Shares Held
23K
Value
$4.14M
Apple Inc.
AAPL
Shares Held
11K
Value
$2.84M
Netflix, Inc.
NFLX
Shares Held
10K
Value
$926.60K
Amazon.com, Inc.
AMZN
Shares Held
7K
Value
$1.48M
Johnson Controls International plc
JCI
Shares Held
5K
Value
$672.30K
Berkshire Hathaway Inc.
BRK-B
Shares Held
4K
Value
$1.81M
NVIDIA Corporation
NVDA
Shares Held
4K
Value
$626.48K
Lockheed Martin Corporation
LMT
Shares Held
3K
Value
$1.86M
CAVA Group, Inc.
CAVA
Shares Held
3K
Value
$242.70K
PepsiCo, Inc.
PEP
Shares Held
2K
Value
$376.58K
JPMorgan Chase & Co.
JPM
Shares Held
2K
Value
$699.95K
Shopify Inc.
SHOP
Shares Held
2K
Value
$262.74K
QUALCOMM Incorporated
QCOM
Shares Held
2K
Value
$284.89K
Alphabet Inc.
GOOG
Shares Held
2K
Value
$622.23K
American Tower Corporation
AMT
Shares Held
2K
Value
$334.66K
Exxon Mobil Corporation
XOM
Shares Held
2K
Value
$324.77K
The Procter & Gamble Company
PG
Shares Held
2K
Value
$254.04K
Visa Inc.
V
Shares Held
2K
Value
$524.39K
Microsoft Corporation
MSFT
Shares Held
1K
Value
$525.47K