Black Cypress Capital Management, LLC
All holdings · as of Jun 30, 2026
| Company | Value | % of portfolio |
|---|---|---|
| FLOOR & DECOR HOLDINGS INC | $21.18M | 14.2% |
| US BANCORP \DE | $18.50M | 12.4% |
| Meta Platforms Inc | $14.48M | 9.7% |
| Fortune Brands Innovations, Inc. | $13.37M | 8.9% |
| Amazon.com Inc | $13.20M | 8.8% |
| Walt Disney Co | $11.60M | 7.8% |
| WELLS FARGO & COMPANY/MN | $9.24M | 6.2% |
| United Airlines Holdings Inc | $8.46M | 5.7% |
| Carnival Corp Ltd. | $7.29M | 4.9% |
| SLB LIMITED/NV | $5.90M | 3.9% |
| HALLIBURTON CO | $5.53M | 3.7% |
| WESCO INTERNATIONAL INC | $4.74M | 3.2% |
| Lululemon Athletica Inc | $4.64M | 3.1% |
| BROWN FORMAN CORP | $4.32M | 2.9% |
| ISHARES TR | $1.58M | 1.1% |
| SCHWAB STRATEGIC TR | $1.09M | 0.7% |
| VANGUARD TAX-MANAGED FDS | $1.08M | 0.7% |
| CONSTELLATION BRANDS, INC. | $845.1K | 0.6% |
| ISHARES INC | $779.4K | 0.5% |
| VANGUARD INTL EQUITY INDEX F | $611.3K | 0.4% |
| DELTA AIR LINES, INC. | $436.9K | 0.3% |
| ISHARES TR | $145.4K | 0.1% |
| ISHARES TR | $140.5K | 0.1% |
| ISHARES TR | $122.5K | 0.1% |
| ISHARES TR | $116.7K | 0.1% |
| ISHARES TR | $115.3K | 0.1% |
| ISHARES TR | $84.8K | 0.1% |
| STARBUCKS CORP | $26.9K | 0.0% |
| LOWES COMPANIES INC | $5.2K | 0.0% |