Cypress Funds LLC Portfolio Holdings by Sector

Cypress Funds LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology FICO CDNS TYL 3 stocks	$130,137 17.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$123,542 16.19% of portfolio	-	2	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$102,449 13.42% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$97,098 12.72% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA 1 stocks	$53,193 6.97% of portfolio	-	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI 1 stocks	$51,402 6.73% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$51,021 6.69% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$43,948 5.76% of portfolio	-	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$41,713 5.47% of portfolio	-	-	-	-	0 Calls 0 Puts

Consumer Electronics \| Technology AAPL 1 stocks	$37,760 4.95% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$16,816 2.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical CMG 1 stocks	$14,136 1.85% of portfolio	-	1	-	-	0 Calls 0 Puts

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