CYPRESS FINANCIAL PLANNING LLC logo

CYPRESS FINANCIAL PLANNING LLC Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for CYPRESS FINANCIAL PLANNING LLC with $325.7M in long positions as of Q3 2025, 89% allocated to ETF, and 72% concentrated in top 10 positions.

Portfolio Value
$325.7M
Top 10 Concentration
72%
Top Sector
ETF (89%)
US Exposure
100%
Market Cap Focus
N/A
Countries
3

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

ETF: 89.30%ETFFinancial Services: 4.10%Technology: 1.70%Industrials: 0.80%Communication Services: 0.60%Consumer Cyclical: 0.60%Healthcare: 0.20%Real Estate: 0.10%Basic Materials: 0.10%Consumer Defensive: 0.10%Energy: 0.10%
ETF
89.30%
Financial Services
4.10%
Technology
1.70%
Industrials
0.80%
Communication Services
0.60%
Consumer Cyclical
0.60%
Healthcare
0.20%
Real Estate
0.10%
Basic Materials
0.10%
Consumer Defensive
0.10%
Energy
0.10%

Industry Breakdown

24 industries across all sectors

ETF: 89.27%ETFFinancial - Capital Markets: 1.84%Financial - Credit Services: 1.49%Consumer Electronics: 0.69%Aerospace & Defense: 0.63%Insurance - Diversified: 0.58%18 more: 3.01%
ETF
ETF
89.27%
Financial - Capital Markets
Financial Services
1.84%
Financial - Credit Services
Financial Services
1.49%
Consumer Electronics
Technology
0.69%
Aerospace & Defense
Industrials
0.63%
Insurance - Diversified
Financial Services
0.58%
Specialty Retail
Consumer Cyclical
0.46%
Semiconductors
Technology
0.41%
Entertainment
Communication Services
0.38%
Software - Infrastructure
Technology
0.29%
Construction
Industrials
0.17%
Internet Content & Information
Communication Services
0.16%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 5.36%Large Cap ($10B - $200B): 2.78%Small Cap ($300M - $2B): 0.10%N/A (ETF or Unknown): 91.76%N/A (ETF or Unknown)
Mega Cap (> $200B)
5.36%
Large Cap ($10B - $200B)
2.78%
Small Cap ($300M - $2B)
0.10%
N/A (ETF or Unknown)
91.76%

Portfolio Concentration

Top 10 Holdings %
72.27%
Top 20 Holdings %
88.59%
Top 50 Holdings %
96.55%
Top 100 Holdings %
100.0%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
99.73%
International
0.274%
Countries
3
Largest Int'l Market
Ireland - 0.17%
United States of America
99.73% ($324.8M)
84 holdings
Ireland
0.17% ($564.0K)
1 holdings
Canada
0.10% ($329.2K)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
12.3 quarters
Avg. Top 20
10 quarters
Avg. All Positions
8.5 quarters
Median Holding Period
10 quarters
Persistence Rate
77.91%
Persistent Holdings Weight
90.27%
Persistent Positions
67
Longest Held
Microsoft Corp logo
Microsoft CorpMSFT - 13 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.08%
Avg. Position Weight
1.16%
Largest Position
Vanguard Intermediate-Term Corporate Bond ETF logo
Vanguard Intermediate-Term Corporate Bond ETFVCIT - 11.08%
Largest Ownership Stake
CVR Partners, LP logo
CVR Partners, LPUAN - 0.03%
Avg. Ownership Stake
0.001%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q2 2022)

Avg. New Position
1.26%
Avg. Ownership Stake
0.001%
Largest Position
Vanguard Intermediate-Term Corporate Bond ETF logo
Vanguard Intermediate-Term Corporate Bond ETFVCIT - 24.04% (Q3 2022)
Largest Ownership Stake
Intuitive Machines, Inc. Class A Common Stock logo
Intuitive Machines, Inc. Class A Common StockLUNR - 0.05% (Q3 2023)

Portfolio Turnover

Current Quarter

Turnover Ratio
1.8%
Value Traded
$5.76M
Positions Added
3
Positions Exited
0

Historical (Since Q2 2022)

Avg. Turnover Ratio
11.1%
Avg. Positions Added
7
Avg. Positions Exited
4
Highest Turnover
50.0%
Q2 2022
Lowest Turnover
1.8%
Q3 2025

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