CYPRESS CAPITAL MANAGEMENT LLC
Filing Date
Global Rank
#2,360
/ 6,827
▼ 230
· as of Sep 2022
Top Industry
Software - Infrastructure
9.6%
Period ended 4 years ago
Filed Nov 4, 2022 · 4y
11 quarters · since Mar 2020
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Holder type
Unknown
Portfolio style
Measured from the filed 13F common-share book for Sep 30, 2022, never from the firm's own description.
Style
Diversified active
Top 10 weight 31.9%, 52.4 effective positions, active share 62.3% against the S&P 500 as of 2022-09-30; it meets none of the index-like, systematic-like or concentrated tests
Turnover
Low turnover
7.9% over the last four quarters (under 30%)
Horizon
Horizon unknown
The value-weighted holding period is at least 10.2 quarters, but 82.6% of the book was already held when coverage starts
Closest benchmark: the S&P 500 as of 2022-09-30, active share 62.3%; sector active share 12.8% against the combined 13F book's sector weights.
Over time 11 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
188 tracked positions · as of Sep 30, 2022 · Δ vs Jun 30, 2022Top Position
5.3%
−0.2 pts
Top 5
19.1%
+0.8 pts
Top 10
31.9%
+1.6 pts
HHI
191
Diversified+6
Portfolio Trend
11 quarters · across all stocks
Sector Breakdown
As of Sep 30, 2022| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 19.5% | $103,051,119 |
| Technology | 16.8% | $88,773,285 |
| Healthcare | 15.1% | $79,818,643 |
| Financial Services | 10.1% | $53,503,452 |
| Consumer Cyclical | 8.8% | $46,708,110 |
| Industrials | 7.8% | $41,018,339 |
| Communication Services | 6.3% | $33,147,611 |
| Consumer Defensive | 6.3% | $33,052,655 |
| Utilities | 5.1% | $26,771,016 |
| Energy | 3.1% | $16,519,492 |
| Basic Materials | 0.9% | $4,954,542 |
| Real Estate | 0.2% | $1,180,106 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | +171,591 | 181,515 | $17,361,909 | |
| VTEB | VANGUARD TAX-EXEMPT BOND INDEX FUND | +36,350 | 54,850 | $2,640,479 | |
| GOOG | Alphabet Inc. | +25,569 | 26,626 | $2,560,089 | |
| SUB | iShares Short-Term National Muni Bond ETF | +12,925 | 20,425 | $2,096,830 | |
| NDAQ | Nasdaq, Inc. | +12,071 | 18,204 | $1,031,802 | |
| NKE | NIKE, Inc. | +4,265 | 8,121 | $675,017 | |
| AAPL | Apple Inc. | +4,244 | 54,965 | $7,596,163 | |
| DIS | Walt Disney Co | +3,025 | 15,969 | $1,506,355 | |
| TJX | Tjx Companies Inc | +2,954 | 129,660 | $8,054,479 | |
| TSLA | Tesla, Inc. | +2,600 | 3,900 | $1,034,475 | |
| DD | DuPont de Nemours, Inc. | +2,574 | 17,231 | $868,442 | |
| V | Visa Inc. | +2,550 | 6,697 | $1,189,722 | |
| HON | Honeywell International Inc | +2,373 | 3,802 | $634,819 | |
| LOW | Lowes Companies Inc | +1,555 | 2,705 | $508,026 | |
| AMGN | Amgen Inc | +1,341 | 3,818 | $860,577 | |
| IEF | iShares 7-10 Year Treasury Bond ETF | +1,332 | 19,530 | $1,874,684 | |
| PEP | Pepsico Inc | +1,298 | 9,889 | $1,614,478 | |
| CRM | Salesforce, Inc. | +1,279 | 2,749 | $395,416 | |
| TMO | Thermo Fisher Scientific Inc. | +1,225 | 4,455 | $2,259,531 | |
| IEI | iShares 3-7 Year Treasury Bond ETF | +960 | 17,410 | $1,989,614 | |
| IGSB | iShares 1-5 Year Investment Grade Corporate Bond ETF | +740 | 41,814 | $2,060,593 | |
| IJR | iShares Core S&P Small-Cap ETF | +545 | 11,681 | $1,018,466 | |
| MCD | Mcdonalds Corp | +363 | 34,720 | $8,011,292 | |
| IJH | iShares Core S&P Mid-Cap ETF | +346 | 7,813 | $1,713,078 | |
| CVX | Chevron Corp | +293 | 46,934 | $6,743,007 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| HPQ | Hp Inc | −289,000 | 127,214 | $3,170,172 | |
| HPE | Hewlett Packard Enterprise Co | −289,000 | 142,296 | $1,704,706 | |
| A | Agilent Technologies, Inc. | −100,000 | 35,823 | $4,354,285 | |
| CSCO | Cisco Systems, Inc. | −55,340 | 291,457 | $11,658,280 | |
| KEYS | Keysight Technologies, Inc. | −50,000 | 19,509 | $3,069,936 | |
| T | At&T Inc. | −48,525 | 182,337 | $2,797,049 | |
| VZ | Verizon Communications Inc | −38,594 | 124,353 | $4,721,683 | |
| CFG | Citizens Financial Group Inc | −33,939 | 192,354 | $6,609,283 | |
| MDLZ | Mondelez International, Inc. | −32,150 | 218,822 | $11,998,010 | |
| MRK | Merck & Co., Inc. | −31,279 | 191,976 | $16,532,973 | |
| FE | Firstenergy Corp | −29,030 | 184,455 | $6,824,835 | |
| EVRG | Evergy, Inc. | −27,516 | 148,300 | $8,809,020 | |
| TFC | Truist Financial Corp | −25,339 | 84,422 | $3,675,733 | |
| IEFA | iShares Core MSCI EAFE ETF | −25,218 | 13,392 | $705,356 | |
| BEN | Franklin Templeton Inc | −24,809 | 267,036 | $5,746,614 | |
| KHC | Kraft Heinz Co | −24,780 | 162,386 | $5,415,573 | |
| FAST | Fastenal Co | −22,900 | 11,160 | $513,806 | |
| MSFT | Microsoft Corp | −21,712 | 119,244 | $27,771,927 | |
| WAB | Westinghouse Air Brake Technologies Corp | −18,577 | 3,617 | $294,242 | |
| JCI | Johnson Controls International plc | −18,511 | 164,314 | $8,087,535 | |
| ZBH | Zimmer Biomet Holdings, Inc. | −18,371 | 64,103 | $6,701,968 | |
| D | Dominion Energy, Inc | −18,305 | 125,489 | $8,672,544 | |
| XOM | ExxonMobil Holdings Corp | −17,538 | 71,863 | $6,274,358 | |
| JPM | Jpmorgan Chase & Co | −15,518 | 121,756 | $12,723,502 | |
| MUB | iShares National Muni Bond ETF | −15,420 | 7,475 | $766,785 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
16 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| J | Jacobs Solutions Inc. | 49,826 | $5,405,620 | |
| INTU | Intuit Inc. | 1,270 | $491,896 | |
| CME | Cme Group Inc. | 2,661 | $471,342 | |
| UPS | United Parcel Service Inc | 2,891 | $467,012 | |
| BDX | Becton Dickinson & Co | 1,955 | $435,632 | |
| UL | Unilever PLC | 8,683 | $381,044 | |
| NSC | Norfolk Southern Corp | 1,554 | $325,796 | |
| SWKS | Skyworks Solutions, Inc. | 3,783 | $322,576 | |
| GLW | Corning Inc | 10,522 | $305,348 | |
| SHY | iShares 1-3 Year Treasury Bond ETF | 3,600 | $292,356 | |
| DLTR | Dollar Tree, Inc. | 2,048 | $278,732 | |
| PPG | Ppg Industries Inc | 2,253 | $249,384 | |
| PRU | Prudential Financial Inc | 2,799 | $240,098 | |
| AFL | Aflac Inc | 4,262 | $239,524 | |
| SYY | Sysco Corp | 3,305 | $233,696 | |
| ADP | Automatic Data Processing Inc | 928 | $209,904 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
18 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| JEC | Jacobs Solutions Inc. | 50,486 | $6,418,000 | |
| GM | General Motors Co | 183,031 | $5,813,064 | |
| SWK | Stanley Black & Decker, Inc. | 45,155 | $4,734,953 | |
| DXC | DXC Technology Co | 32,625 | $988,863 | |
| — | 53,951 | $724,022 | ||
| NXP | Nuveen Select Tax Free Income Portfolio | 33,350 | $456,561 | |
| ITM | VanEck Intermediate Muni ETF | 9,292 | $424,365 | |
| WMT | Walmart Inc. | 3,021 | $367,293 | |
| MLN | VanEck Long Muni ETF | 18,500 | $326,710 | |
| IWF | iShares Russell 1000 Growth ETF | 1,308 | $286,059 | |
| IGM | iShares Expanded Tech Sector ETF | 900 | $264,951 | |
| XEL | Xcel Energy Inc | 3,700 | $261,812 | |
| IP | International Paper Co | 5,500 | $230,065 | |
| GE | General Electric Co | 3,537 | $225,200 | |
| ADBE | Adobe Inc. | 585 | $214,145 | |
| GLD | Spdr Gold Trust | 1,260 | $212,259 | |
| — | 2,130 | $42,783 | ||
| ROBO | ROBO Global Robotics and Automation Index ETF | 5,700 | $0 | |
| No positions match the current search. | ||||
188 tracked positions ·
$528,498,370 total
· filing declares
193 positions · $538,937,000
· as of Sep 30, 2022
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 188 positions by value
· page 1 of 4
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
Reduced | 119,244 | $27,771,927 | 5.25% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 181,515 | $17,361,909 | 3.29% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 191,976 | $16,532,973 | 3.13% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 60,735 | $16,217,459 | 3.07% | |
| DHR |
Danaher Corp
Healthcare
|
Reduced | 59,001 | $15,239,368 | 2.88% | |
|
|
Reduced | 124,095 | $14,828,111 | 2.81% | ||
| ORCL |
Oracle Corp
Technology
|
Reduced | 211,700 | $12,928,519 | 2.45% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 121,756 | $12,723,502 | 2.41% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
Reduced | 218,822 | $11,998,010 | 2.27% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 291,457 | $11,658,280 | 2.21% | |
| GPC |
Genuine Parts Co
Consumer Cyclical
|
Reduced | 76,243 | $11,384,604 | 2.15% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 136,132 | $11,143,765 | 2.11% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 21,963 | $11,092,193 | 2.10% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 38,155 | $10,528,490 | 1.99% | |
| VYM |
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
Reduced | 106,994 | $10,151,590 | 1.92% | |
| PFE |
Pfizer Inc
Healthcare
|
Reduced | 203,833 | $8,919,732 | 1.69% | |
|
|
Added | 87,460 | $8,893,807 | 1.68% | ||
| EVRG |
Evergy, Inc.
Utilities
|
Reduced | 148,300 | $8,809,020 | 1.67% | |
| D |
Dominion Energy, Inc
Utilities
|
Reduced | 125,489 | $8,672,544 | 1.64% | |
| JCI |
Johnson Controls International plc
Industrials
|
Reduced | 164,314 | $8,087,535 | 1.53% | |
| TJX |
Tjx Companies Inc
Consumer Cyclical
|
Added | 129,660 | $8,054,479 | 1.52% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 34,720 | $8,011,292 | 1.52% | |
| AAPL |
Apple Inc.
Technology
|
Added | 54,965 | $7,596,163 | 1.44% | |
| FE |
Firstenergy Corp
Utilities
|
Reduced | 184,455 | $6,824,835 | 1.29% | |
| CVX |
Chevron Corp
Energy
|
Added | 46,934 | $6,743,007 | 1.28% | |
| ZBH |
Zimmer Biomet Holdings, Inc.
Healthcare
|
Reduced | 64,103 | $6,701,968 | 1.27% | |
| CFG |
Citizens Financial Group Inc
Financial Services
|
Reduced | 192,354 | $6,609,283 | 1.25% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 18,184 | $6,494,961 | 1.23% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 71,863 | $6,274,358 | 1.19% | |
| VCSH |
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
|
Reduced | 84,458 | $6,273,540 | 1.19% | |
| VGT |
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
|
Reduced | 20,296 | $6,238,373 | 1.18% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 51,515 | $6,120,497 | 1.16% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 61,612 | $5,961,577 | 1.13% | |
| BEN |
Franklin Templeton Inc
Financial Services
|
Reduced | 267,036 | $5,746,614 | 1.09% | |
| STZ |
Constellation Brands, Inc.
Consumer Defensive
|
Reduced | 24,944 | $5,729,137 | 1.08% | |
| KHC |
Kraft Heinz Co
Consumer Defensive
|
Reduced | 162,386 | $5,415,573 | 1.02% | |
| J |
Jacobs Solutions Inc.
Industrials
|
NEW | 49,826 | $5,405,620 | 1.02% | |
| ADI |
Analog Devices Inc
Technology
|
Reduced | 35,810 | $4,989,765 | 0.94% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 124,353 | $4,721,683 | 0.89% | |
| XLE |
State Street(R) Energy Select Sector SPDR(R) ETF
|
Reduced | 62,624 | $4,510,180 | 0.85% | |
| A |
Agilent Technologies, Inc.
Healthcare
|
Reduced | 35,823 | $4,354,285 | 0.82% | |
| SCHD |
Schwab U.S. Dividend Equity ETF
|
Reduced | 65,514 | $4,352,088 | 0.82% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 24,751 | $4,043,323 | 0.77% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 29,255 | $3,969,318 | 0.75% | |
| TFC |
Truist Financial Corp
Financial Services
|
Reduced | 84,422 | $3,675,733 | 0.70% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Reduced | 14,235 | $3,449,282 | 0.65% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 25,538 | $3,224,172 | 0.61% | |
| HPQ |
Hp Inc
Technology
|
Reduced | 127,214 | $3,170,172 | 0.60% | |
| KEYS |
Keysight Technologies, Inc.
Technology
|
Reduced | 19,509 | $3,069,936 | 0.58% | |
| BR |
Broadridge Financial Solutions, Inc.
Technology
|
Added | 20,775 | $2,998,248 | 0.57% |
Showing the top 50 of 188 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.