Cypress Capital Management LLC (WY)
Filing Date
Global Rank
#5,819
/ 8,622
▲ 202
· as of Mar 2026
Top Industry
Asset Management
27.6%
3Y Alpha vs SPY
-2.3%
Period ended 4 months ago
Filed May 8, 2026 · 3mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+61.5%
SPY
+67.9%
Annualised alpha
-1.5%
Max drawdown
−17.8%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
160 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
21.8%
−2.1 pts
Top 5
41.4%
−0.8 pts
Top 10
56.9%
+0.0 pts
HHI
681
Diversified−82
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 35.0% | $33,397,702 |
| Technology | 29.9% | $28,486,417 |
| Energy | 9.9% | $9,487,726 |
| Consumer Defensive | 9.0% | $8,555,369 |
| Basic Materials | 6.8% | $6,462,148 |
| Industrials | 4.0% | $3,835,643 |
| Communication Services | 1.8% | $1,679,450 |
| Healthcare | 1.4% | $1,354,901 |
| Consumer Cyclical | 1.3% | $1,253,621 |
| Unclassified | 0.8% | $739,293 |
| Real Estate | 0.1% | $97,223 |
| Utilities | 0.1% | $66,307 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
21 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ETY | Eaton Vance Tax-Managed Diversified Equity Income Fund | +74,970 | 362,177 | $4,994,420 | |
| RVT | Royce Small-Cap Trust, Inc. | +27,013 | 216,884 | $3,600,274 | |
| QQQX | Nuveen NASDAQ 100 Dynamic Overwrite Fund | +15,332 | 177,931 | $4,745,419 | |
| BUI | BlackRock Utilities, Infrastructure & Power Opportunities Trust | +8,450 | 64,480 | $1,700,982 | |
| BME | BlackRock Health Sciences Trust | +7,000 | 44,860 | $1,727,558 | |
| GE | General Electric Co | +4,093 | 4,109 | $1,166,010 | |
| YDES | YD Bio Ltd | +3,150 | 30,690 | $236,313 | |
| NRIM | Northrim Bancorp Inc | +2,265 | 4,462 | $102,090 | |
| PHYS | Sprott Physical Gold Trust | +1,089 | 87,555 | $3,102,949 | |
| EPD | Enterprise Products Partners L.P. | +1,086 | 13,686 | $517,878 | |
| ET | Energy Transfer LP | +530 | 12,930 | $249,549 | |
| OKE | Oneok Inc /New/ | +165 | 631 | $57,036 | |
| BRK-B | Berkshire Hathaway Inc | +141 | 678 | $324,897 | |
| AMZN | Amazon Com Inc | +81 | 3,418 | $711,866 | |
| HD | Home Depot, Inc. | +66 | 79 | $25,982 | |
| JPM | Jpmorgan Chase & Co | +45 | 8,391 | $2,468,296 | |
| MSFT | Microsoft Corp | +44 | 2,338 | $865,457 | |
| MRK | Merck & Co., Inc. | +25 | 283 | $34,042 | |
| CCJ | Cameco Corp | +21 | 26,351 | $2,861,982 | |
| DIS | Walt Disney Co | +10 | 19 | $1,831 | |
| META | Meta Platforms, Inc. | +6 | 20 | $11,442 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BGR | BlackRock Energy & Resources Trust | −41,781 | 265,914 | $4,602,971 | |
| AGI | Alamos Gold Inc | −40,440 | 28,270 | $1,256,036 | |
| AEP | American Electric Power Co Inc | −8,903 | 347 | $45,484 | |
| FIBK | First Interstate Bancsystem Inc | −5,582 | 62,213 | $2,077,914 | |
| PUMP | ProPetro Holding Corp. | −1,800 | 500 | $7,205 | |
| CELH | Celsius Holdings, Inc. | −1,010 | 25,036 | $888,277 | |
| SMR | NUSCALE POWER Corp | −420 | 42,152 | $456,927 | |
| T | At&T Inc. | −346 | 205 | $5,942 | |
| AAPL | Apple Inc. | −302 | 81,830 | $20,767,635 | |
| EQT | EQT Corp | −215 | 18,002 | $1,145,647 | |
| MP | MP Materials Corp. / DE | −195 | 18,673 | $901,158 | |
| CLS | Celestica Inc | −193 | 7,860 | $2,214,004 | |
| GOOGL | Alphabet Inc. | −135 | 5,132 | $1,475,757 | |
| COST | Costco Wholesale Corp /New | −129 | 4,398 | $4,382,299 | |
| KO | Coca Cola Co | −101 | 1,118 | $85,023 | |
| CVX | Chevron Corp | −99 | 8,723 | $1,804,788 | |
| PLTR | Palantir Technologies Inc. | −95 | 8,374 | $1,224,948 | |
| AEM | Agnico Eagle Mines Ltd | −89 | 11,085 | $2,250,033 | |
| UBER | Uber Technologies, Inc | −78 | 235 | $16,903 | |
| AER | AerCap Holdings N.V. | −77 | 6,345 | $870,407 | |
| SCCO | Southern Copper Corp/ | −76 | 11,292 | $1,942,901 | |
| AMD | Advanced Micro Devices Inc | −68 | 6,879 | $1,399,394 | |
| PEP | Pepsico Inc | −64 | 774 | $120,194 | |
| HON | Honeywell International Inc | −57 | 828 | $187,152 | |
| V | Visa Inc. | −55 | 5,630 | $1,701,611 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
17 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SPXX | Nuveen S&P 500 Dynamic Overwrite Fund | 94,482 | $1,518,325 | |
| COLL | Collegium Pharmaceutical, Inc | 7,080 | $234,135 | |
| FCFS | FirstCash Holdings, Inc. | 1,099 | $206,612 | |
| PCAR | Paccar Inc | 1,614 | $186,417 | |
| PPLT | abrdn Platinum ETF Trust | 939 | $167,357 | |
| ONTO | Onto Innovation Inc. | 269 | $55,163 | |
| WRBY | Warby Parker Inc. | 2,128 | $44,836 | |
| VIAV | Viavi Solutions Inc. | 515 | $17,139 | |
| MRSH | Marsh & Mclennan Companies, Inc. | 97 | $16,824 | |
| ORLA | Orla Mining Ltd. | 1,035 | $16,694 | |
| SOLS | Solstice Advanced Materials Inc. | 81 | $6,168 | |
| STX | Seagate Technology Holdings plc | 15 | $5,876 | |
| APH | Amphenol Corp /De/ | 40 | $5,054 | |
| HALO | Halozyme Therapeutics, Inc. | 75 | $4,847 | |
| WLDN | Willdan Group, Inc. | 50 | $3,828 | |
| ADNT | Adient plc | 1 | $20 | |
| ITRMF | Iterum Therapeutics plc | 66 | $1 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
18 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| RTX | RTX Corp | 1,524 | $279,501 | |
| NBIS | Nebius Group N.V. | 200 | $16,741 | |
| BLK | BlackRock, Inc. | 11 | $11,773 | |
| REEMF | Rare Element Resources Ltd | 14,356 | $10,192 | |
| CVS | CVS HEALTH Corp | 98 | $7,777 | |
| CCI | Crown Castle Inc. | 75 | $6,665 | |
| ETN | Eaton Corp plc | 18 | $5,733 | |
| BX | Blackstone Inc. | 36 | $5,549 | |
| BSX | Boston Scientific Corp | 53 | $5,053 | |
| IBM | International Business Machines Corp | 17 | $5,035 | |
| MOD | Modine Manufacturing Co | 34 | $4,539 | |
| PFE | Pfizer Inc | 182 | $4,531 | |
| TGT | Target Corp | 42 | $4,105 | |
| MDLZ | Mondelez International, Inc. | 61 | $3,283 | |
| SPOT | Spotify Technology S.A. | 5 | $2,903 | |
| INV | Innventure, Inc. | 485 | $2,027 | |
| UNH | Unitedhealth Group Inc | 6 | $1,980 | |
| SNOW | Snowflake Inc. | 9 | $1,974 | |
| No positions match the current search. | ||||
160 tracked positions ·
$95,415,800 total
· filing declares
205 positions · $108,129,093
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 160 positions by value
· page 1 of 4
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 81,830 | $20,767,635 | 21.77% | |
| ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
Financial Services
|
Added | 362,177 | $4,994,420 | 5.23% | |
| QQQX |
Nuveen NASDAQ 100 Dynamic Overwrite Fund
Financial Services
|
Added | 177,931 | $4,745,419 | 4.97% | |
| BGR |
BlackRock Energy & Resources Trust
Financial Services
|
Reduced | 265,914 | $4,602,971 | 4.82% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 4,398 | $4,382,299 | 4.59% | |
| RVT |
Royce Small-Cap Trust, Inc.
Financial Services
|
Added | 216,884 | $3,600,274 | 3.77% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
Added | 87,555 | $3,102,949 | 3.25% | |
| CCJ |
Cameco Corp
Energy
|
Added | 26,351 | $2,861,982 | 3.00% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 16,036 | $2,720,667 | 2.85% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 8,391 | $2,468,296 | 2.59% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 14,907 | $2,464,723 | 2.58% | |
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
Reduced | 11,085 | $2,250,033 | 2.36% | |
| CLS |
Celestica Inc
Technology
|
Reduced | 7,860 | $2,214,004 | 2.32% | |
| FIBK |
First Interstate Bancsystem Inc
Financial Services
|
Reduced | 62,213 | $2,077,914 | 2.18% | |
| SCCO |
Southern Copper Corp/
Basic Materials
|
Reduced | 11,292 | $1,942,901 | 2.04% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 8,723 | $1,804,788 | 1.89% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 10,013 | $1,746,267 | 1.83% | |
| BME |
BlackRock Health Sciences Trust
Financial Services
|
Added | 44,860 | $1,727,558 | 1.81% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 5,630 | $1,701,611 | 1.78% | |
| BUI |
BlackRock Utilities, Infrastructure & Power Opportunities Trust
Financial Services
|
Added | 64,480 | $1,700,982 | 1.78% | |
| SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
Financial Services
|
NEW | 94,482 | $1,518,325 | 1.59% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 5,132 | $1,475,757 | 1.55% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 6,879 | $1,399,394 | 1.47% | |
| AGI |
Alamos Gold Inc
Basic Materials
|
Reduced | 28,270 | $1,256,036 | 1.32% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 8,374 | $1,224,948 | 1.28% | |
| GE |
General Electric Co
Industrials
|
Added | 4,109 | $1,166,010 | 1.22% | |
| EQT |
EQT Corp
Energy
|
Reduced | 18,002 | $1,145,647 | 1.20% | |
| MP |
MP Materials Corp. / DE
Basic Materials
|
Reduced | 18,673 | $901,158 | 0.94% | |
| CELH |
Celsius Holdings, Inc.
Consumer Defensive
|
Reduced | 25,036 | $888,277 | 0.93% | |
| AER |
AerCap Holdings N.V.
Industrials
|
Reduced | 6,345 | $870,407 | 0.91% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,338 | $865,457 | 0.91% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 3,418 | $711,866 | 0.75% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Added | 13,686 | $517,878 | 0.54% | |
| SMR |
NUSCALE POWER Corp
Industrials
|
Reduced | 42,152 | $456,927 | 0.48% | |
| PCT |
PureCycle Technologies, Inc.
Industrials
|
Held | 73,153 | $379,664 | 0.40% | |
| GLD |
Spdr Gold Trust
|
Held | 774 | $333,044 | 0.35% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 678 | $324,897 | 0.34% | |
| ET |
Energy Transfer LP
Energy
|
Added | 12,930 | $249,549 | 0.26% | |
| YDES |
YD Bio Ltd
Healthcare
|
Added | 30,690 | $236,313 | 0.25% | |
| COLL |
Collegium Pharmaceutical, Inc
Healthcare
|
NEW | 7,080 | $234,135 | 0.25% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 1,583 | $228,648 | 0.24% | |
| ABT |
Abbott Laboratories
Healthcare
|
Held | 2,189 | $224,744 | 0.24% | |
| RACE |
Ferrari N.V.
Consumer Cyclical
|
Held | 650 | $219,992 | 0.23% | |
| FCFS |
FirstCash Holdings, Inc.
Financial Services
|
NEW | 1,099 | $206,612 | 0.22% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 341 | $196,818 | 0.21% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Held | 2,900 | $191,371 | 0.20% | |
| HON |
Honeywell International Inc
Industrials
|
Reduced | 828 | $187,152 | 0.20% | |
| PCAR |
Paccar Inc
Industrials
|
NEW | 1,614 | $186,417 | 0.20% | |
| PPLT |
abrdn Platinum ETF Trust
|
NEW | 939 | $167,357 | 0.18% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 535 | $166,272 | 0.17% |
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.