Black Cypress Capital Management, LLC

data from 30/09/2025

Capitalization

$ 133.322 M 9.04 %

Average holding period

5 ans

Performance

$ 18.330 M 16.31 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Black Cypress Capital Management, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 WCC WESCO INTL INC 27.59% 36.789 M $ 173941 2024/03/31 4.540 M $ 14.20 %
2025/09/30 USB US BANCORP DEL 11.72% 15.624 M $ 323269 2024/03/31 968.835 K $ 6.81 %
2025/09/30 HAL HALLIBURTON CO 8.10% 10.801 M $ 439056 2024/03/31 1.818 M $ 20.71 %
2025/09/30 SLB SCHLUMBERGER LTD 6.16% 8.209 M $ 238850 2024/03/31 134.649 K $ 1.69 %
2025/09/30 META META PLATFORMS INC 5.94% 7.916 M $ 10779 2024/03/31 -39.782 K $ -0.50 %
2025/09/30 WFC WELLS FARGO CO NEW 5.39% 7.180 M $ 85666 2024/03/31 336.651 K $ 4.62 %
2025/09/30 FORTUNE BRANDS INNOVATIONS I 4.93% 6.567 M $ 123001 2025/06/30 212.751 K $ 3.71 %
2025/09/30 FND FLOOR & DECOR HLDGS INC 4.74% 6.325 M $ 85815 2024/03/31 -189.758 K $ -2.98 %
2025/09/30 BF-B BROWN FORMAN CORP 4.36% 5.806 M $ 214406 2024/06/30 40.732 K $ 0.63 %
2025/09/30 DAL DELTA AIR LINES INC DEL 3.91% 5.211 M $ 91829 2024/03/31 666.561 K $ 15.39 %
2025/09/30 CCL CARNIVAL CORP 3.37% 4.498 M $ 155599 2024/03/31 128.584 K $ 2.81 %
2025/09/30 UAL UNITED AIRLS HLDGS INC 3.31% 4.407 M $ 45665 2024/03/31 754.477 K $ 21.19 %
2025/09/30 LOW LOWES COS INC 2.99% 3.993 M $ 15887 2024/03/31 420.785 K $ 13.27 %
2025/09/30 SBUX STARBUCKS CORP 2.82% 3.764 M $ 44487 2024/06/30 -371.823 K $ -7.67 %
2025/09/30 IEFA ISHARES TR 1.03% 1.375 M $ 15753 2024/03/31 58.215 K $ 4.59 %
2025/09/30 SCHF SCHWAB STRATEGIC TR 0.70% 931.772 K $ 40025 2024/03/31 46.077 K $ 5.34 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 0.69% 919.425 K $ 15344 2024/03/31 43.530 K $ 5.10 %
2025/09/30 IEMG ISHARES INC 0.48% 634.709 K $ 9628 2024/03/31 55.124 K $ 9.81 %
2025/09/30 OIH VANECK ETF TRUST 0.47% 623.004 K $ 2397 2025/09/30 0.000 $ 0.00 %
2025/09/30 VWO VANGUARD INTL EQUITY INDEX F 0.43% 570.972 K $ 10538 2024/03/31 48.460 K $ 9.54 %
2025/09/30 IBTF ISHARES TR 0.19% 259.260 K $ 11096 2024/03/31 92.000 $ 0.04 %
2025/09/30 IVE ISHARES TR 0.10% 134.932 K $ 653 2024/03/31 7.485 K $ 5.67 %
2025/09/30 IVW ISHARES TR 0.09% 124.043 K $ 1028 2024/03/31 11.246 K $ 9.65 %
2025/09/30 IBTG ISHARES TR 0.09% 115.163 K $ 5018 2025/03/31 60.000 $ 0.09 %
2025/09/30 BKR BAKER HUGHES COMPANY 0.09% 113.761 K $ 2335 2024/03/31 24.849 K $ 27.07 %
2025/09/30 JCI JOHNSON CTLS INTL PLC 0.09% 113.578 K $ 1033 2024/03/31 7.322 K $ 4.10 %
2025/09/30 IBDQ ISHARES TR 0.08% 108.569 K $ 4310 2024/03/31 38.000 $ 0.04 %
2025/09/30 IBDR ISHARES TR 0.06% 83.398 K $ 3432 2025/03/31 146.000 $ 0.21 %
2025/09/30 IBDS ISHARES TR 0.04% 48.680 K $ 2000 2025/09/30 0.000 $ 0.00 %
2025/09/30 IBTH ISHARES TR 0.03% 45.040 K $ 2000 2025/09/30 0.000 $ 0.00 %
2025/09/30 DIS DISNEY WALT CO 0.02% 23.244 K $ 203 2024/03/31 -1.968 K $ -7.67 %
2025/09/30 STZ CONSTELLATION BRANDS INC 0.01% 8.080 K $ 60 2025/09/30 0.000 $ 0.00 %