BCCM

Black Cypress Capital Management Portfolio holdings

AUM $133M
1-Year Est. Return 15.8%
This Quarter Est. Return
1 Year Est. Return
+15.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$3.72M
3
+$3.31M
4
HAL icon
Halliburton
HAL
+$3.16M
5
DAL icon
Delta Air Lines
DAL
+$2.32M

Top Sells

1
+$10.4M
2
+$3.3M
3
+$2.15M
4
BF.B icon
Brown-Forman Class B
BF.B
+$528K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$361K

Sector Composition

1 Industrials 37.44%
2 Financials 17.6%
3 Consumer Discretionary 15.52%
4 Energy 13.78%
5 Communication Services 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBDR icon
26
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.36B
$71.1K 0.06%
2,932
+1,897
IBTG icon
27
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.07B
$69.2K 0.06%
3,018
+1,924
DIS icon
28
Walt Disney
DIS
$190B
$25.7K 0.02%
207
BAC icon
29
Bank of America
BAC
$384B
– –
-2,556
1
2