Black Cypress Capital Management, LLC
29 holdingsFiling period: 2026-06-30Current AUM: $143.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | FND | Floor & Decor Hldgs Inc | 356.7K | $21.2M | $16.9M | 11.76% | +23.6K | 2026-06-30 |
| 2 | USB | US Bancorp | 306.4K | $18.5M | $18.3M | 12.72% | -8,249 | 2026-06-30 |
| 3 | META | Meta Platforms Inc | 25.7K | $14.5M | $16.2M | 11.27% | -936 | 2026-06-30 |
| 4 | FBIN | Fortune Brands Innovations I | 243.5K | $13.4M | $10.5M | 7.29% | +9.9K | 2026-06-30 |
| 5 | AMZN | Amazon.com Inc | 55.4K | $13.2M | $13.8M | 9.59% | -2,806 | 2026-06-30 |
| 6 | DIS | Disney Walt Co | 120.5K | $11.6M | $13.3M | 9.25% | -2,031 | 2026-06-30 |
| 7 | WFC | Wells Fargo & Co | 111.9K | $9.2M | $9.2M | 6.43% | +53.2K | 2026-06-30 |
| 8 | UAL | United Airls Hldgs Inc | 62.2K | $8.5M | $6.3M | 4.36% | -2,224 | 2026-06-30 |
| 9 | CCL | Carnival Corp | 255.1K | $7.3M | $6.9M | 4.77% | +2.9K | 2026-06-30 |
| 10 | SLB | Slb Limited | 126.9K | $5.9M | $6.7M | 4.68% | -11,133 | 2026-06-30 |
| 11 | HAL | Halliburton Co | 163.0K | $5.5M | $5.8M | 4.02% | -10,570 | 2026-06-30 |
| 12 | WCC | Wesco Intl Inc | 13.7K | $4.7M | $4.5M | 3.15% | -23,413 | 2026-06-30 |
| 13 | LULU | Lululemon Athletica Inc | 40.7K | $4.6M | $4.2M | 2.91% | +14.2K | 2026-06-30 |
| 14 | BF/B | Brown Forman Corp | 162.0K | $4.3M | $4.3M | 3.00% | -8,493 | 2026-06-30 |
| 15 | IEFA | iShares TR | 16.4K | $1.6M | $1.6M | 1.09% | -353 | 2026-06-30 |
| 16 | SCHF | Schwab Strategic TR | 39.2K | $1.1M | $1.1M | 0.73% | -841 | 2026-06-30 |
| 17 | VEA | Vanguard Tax-Managed Fds | 15.1K | $1.1M | $1.0M | 0.73% | -103 | 2026-06-30 |
| 18 | STZ | Constellation Brands Inc | 6.1K | $845K | $824K | 0.57% | -- | 2026-06-30 |
| 19 | IEMG | iShares Inc | 9.4K | $779K | $708K | 0.49% | -314 | 2026-06-30 |
| 20 | VWO | Vanguard Intl Equity Index F | 10.2K | $611K | $578K | 0.40% | -402 | 2026-06-30 |
| 21 | DAL | Delta Air Lines Inc | 4.7K | $436K | $369K | 0.26% | -15,728 | 2026-06-30 |
| 22 | IBTH | iShares TR | 6.5K | $145K | $145K | 0.10% | -- | 2026-06-30 |
| 23 | IBDS | iShares TR | 5.8K | $140K | $139K | 0.10% | -- | 2026-06-30 |
| 24 | IVE | iShares TR | 539 | $122K | $128K | 0.09% | -- | 2026-06-30 |
| 25 | IBTG | iShares TR | 5.1K | $116K | $116K | 0.08% | -- | 2026-06-30 |
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