Cypress Capital Management LLC (WY)

Registered adviser

CIK

1633896

Location

SHERIDAN, WY

Portfolio Value

Small $115,084,371

Diversification

Diversified

Filing Date

Global Rank

#8,122 / 8,818 ▼ 55

Top Industry

Asset Management 27.5%

Period ended 4 months ago

Filed Aug 6, 2026 · 3mo

26 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

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 130401

Roster of Oct 1, 2026

Regulatory AUM

$121,672,219

Main clients

Individuals and high net worth (90% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$121,672,219	Individuals and high net worth (90%)
Mar 2025 to Mar 2026	$102,390,864	Individuals and high net worth (87%)
Feb 2024 to Feb 2025	$107,796,780	Individuals and high net worth (86%)
May 2023 to Jan 2024	$103,484,106	Individuals and high net worth (87%)
Mar 2023 to Apr 2023	$103,484,106	Individuals and high net worth (87%)
Mar 2022 to Feb 2023	$140,425,947	Individuals and high net worth (84%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 52.3%, 16.7 effective positions, active share 77.3% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

16.9% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 15.8 quarters (12+), a floor since 43.2% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 77.3%; sector active share 35.4% against the combined 13F book's sector weights.

Over time 26 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.

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Portfolio Concentration

211 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

20.4%

+0.1 pts

Top 5

37.3%

−1.4 pts

Top 10

52.3%

−1.4 pts

HHI

599

Diversified−7

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	33.3%	$38,267,499	38
Technology	30.2%	$34,776,988	20
Energy	7.2%	$8,318,057	16
Basic Materials	7.2%	$8,236,383	10
Consumer Defensive	6.6%	$7,563,525	12
Unclassified	6.2%	$7,141,108	45
Industrials	5.3%	$6,089,681	24
Communication Services	1.8%	$2,057,342	8
Consumer Cyclical	1.2%	$1,398,721	14
Healthcare	0.9%	$1,061,463	16
Real Estate	0.1%	$103,811	6
Utilities	0.1%	$69,793	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
—		+112,845	113,880	$1,114,885
RVT	Royce Small-Cap Trust, Inc.	+26,879	243,763	$4,502,302
BGR	BlackRock Energy & Resources Trust	+15,998	281,912	$4,177,935
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	+15,898	110,380	$2,057,483
QQQX	Nuveen NASDAQ 100 Dynamic Overwrite Fund	+14,752	192,683	$5,807,465
BUI	BlackRock Utilities, Infrastructure & Power Opportunities Trust	+14,495	78,975	$2,291,064
PHYS	Sprott Physical Gold Trust	+8,684	96,239	$2,903,530
PPLT	abrdn Platinum ETF Trust	+8,451	9,390	$132,680
BME	BlackRock Health Sciences Trust	+8,447	53,307	$2,289,535
AMLP	Alerian MLP ETF	+3,571	56,548	$0
YDES	YD Bio Ltd	+3,000	33,690	$75,802
GDX	VanEck Gold Miners ETF	+2,200	2,203	$166,216
AGI	Alamos Gold Inc	+1,415	29,685	$900,642
VUG	VANGUARD GROWTH INDEX FUND	+900	1,080	$93,031
ET	Energy Transfer LP	+509	13,439	$256,952
CVNA	Carvana Co.	+400	500	$32,910
SCHG	Schwab U.S. Large-Cap Growth ETF	+343	8,589	$290,651
AEM	Agnico Eagle Mines Ltd	+321	11,406	$1,769,412
VIAV	Viavi Solutions Inc.	+225	740	$35,335
AMZN	Amazon Com Inc	+159	3,577	$852,542
NVDA	Nvidia Corp	+151	10,164	$2,033,714
GOOGL	Alphabet Inc.	+105	5,237	$1,871,546
SBUX	Starbucks Corp	+100	424	$43,328
NRIM	Northrim Bancorp Inc	+28	4,490	$124,552
EPD	Enterprise Products Partners L.P.	+16	13,702	$503,685
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ETY	Eaton Vance Tax-Managed Diversified Equity Income Fund	−26,129	336,048	$4,886,137
CELH	Celsius Holdings, Inc.	−25,010	26	$761
JEPI	JPMorgan Equity Premium Income ETF	−15,189	25	$1,412
FIBK	First Interstate Bancsystem Inc	−10,105	52,108	$2,009,284
MSFT	Microsoft Corp	−1,424	914	$340,940
PLTR	Palantir Technologies Inc.	−692	7,682	$896,258
AAPL	Apple Inc.	−599	81,231	$23,505,002
SMR	NUSCALE POWER Corp	−517	41,635	$417,599
HON	Honeywell International Inc	−415	413	$92,470
AMD	Advanced Micro Devices Inc	−386	6,493	$3,771,848
EQT	EQT Corp	−377	17,625	$937,121
CCJ	Cameco Corp	−278	26,073	$2,655,795
CLS	Celestica Inc	−155	7,705	$2,810,784
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	−143	2,990	$262,761
XOM	ExxonMobil Holdings Corp	−111	15,925	$2,177,266
COLL	Collegium Pharmaceutical, Inc	−102	6,978	$252,603
COST	Costco Wholesale Corp	−89	4,309	$4,030,940
IJT	iShares S&P Small-Cap 600 Growth ETF	−83	18,843	$3,365,359
GE	General Electric Co	−80	4,029	$1,505,758
V	Visa Inc.	−52	5,578	$1,913,756
WRBY	Warby Parker Inc.	−48	2,080	$63,107
SCCO	Southern Copper Corp	−48	11,244	$1,959,379
IYG	iShares U.S. Financial Services ETF	−46	1,333	$120,596
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	−30	90	$7,438
PCT	PureCycle Technologies, Inc.	−30	73,123	$593,027
No positions match the current search.

New Positions

Positions the filer opened this quarter

15 positions

Ticker	Company	Shares	Value
AG	First Majestic Silver Corp	79,352	$1,345,809
HEI	Heico Corp	3,693	$1,315,409
MRVL	Marvell Technology, Inc.	3,396	$1,011,634
BCX	BlackRock Resources & Commodities Strategy Trust	40,275	$455,510
RTX	RTX Corp	1,265	$240,008
SPCX	Space Exploration Technologies Corp	1,100	$187,946
AROC	Archrock, Inc.	3,835	$156,122
XAR	State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF	343	$97,339
SOXQ	Invesco Ltd.	827	$92,706
HONA	Honeywell Aerospace Inc.	413	$91,306
DDOG	Datadog, Inc.	295	$76,806
COLB	Columbia Banking System, Inc.	1,800	$57,690
SCHA	Schwab U.S. Small-Cap ETF	667	$24,098
MXL	Maxlinear, Inc	102	$13,059
BMNR	Bitmine Immersion Technologies, Inc.	360	$4,791
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
ABT	Abbott Laboratories	2,189	$224,744
MMM	3M Co	661	$95,997
ABBV	AbbVie Inc.	169	$36,755
CRWD	CrowdStrike Holdings, Inc.	15	$5,856
MA	Mastercard Inc	8	$3,997
—		440	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

211 tracked positions · $115,084,371 total · filing declares 213 positions · $119,640,476 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 211 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	81,231	-599	$23,505,002	+13.2%	26+	before history	20.42%
QQQX	Nuveen NASDAQ 100 Dynamic Overwrite Fund Financial Services	Added	192,683	+14,752	$5,807,465	+22.4%	6	$25.69	5.05%
ETY	Eaton Vance Tax-Managed Diversified Equity Income Fund Financial Services	Reduced	336,048	-26,129	$4,886,137	−2.2%	26+	before history	4.25%
RVT	Royce Small-Cap Trust, Inc. Financial Services	Added	243,763	+26,879	$4,502,302	+25.1%	4	$16.36	3.91%
BGR	BlackRock Energy & Resources Trust Financial Services	Added	281,912	+15,998	$4,177,935	−9.2%	6	$13.05	3.63%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	4,309	-89	$4,030,940	−8.0%	26+	before history	3.50%
AMD	Advanced Micro Devices Inc Technology	Reduced	6,493	-386	$3,771,848	+169.5%	17	$175.72	3.28%
IJT	iShares S&P Small-Cap 600 Growth ETF	Reduced	18,843	-83	$3,365,359	+22.9%	7	unpriced	2.92%
PHYS	Sprott Physical Gold Trust Financial Services	Added	96,239	+8,684	$2,903,530	−6.4%	13	$17.38	2.52%
CLS	Celestica Inc Technology	Reduced	7,705	-155	$2,810,784	+27.0%	6	$106.09	2.44%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	8,379	-12	$2,742,698	+11.1%	26+	before history	2.38%
PM	Philip Morris International Inc. Consumer Defensive	Added	14,913	+6	$2,697,910	+9.5%	26+	before history	2.34%
CCJ	Cameco Corp Energy	Reduced	26,073	-278	$2,655,795	−7.2%	22	$44.60	2.31%
BUI	BlackRock Utilities, Infrastructure & Power Opportunities Trust Financial Services	Added	78,975	+14,495	$2,291,064	+34.7%	5	$24.80	1.99%
BME	BlackRock Health Sciences Trust Financial Services	Added	53,307	+8,447	$2,289,535	+32.5%	5	$37.46	1.99%
XOM	ExxonMobil Holdings Corp Energy	Reduced	15,925	-111	$2,177,266	−20.0%	26+	before history	1.89%
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund Financial Services	Added	110,380	+15,898	$2,057,483	+35.5%	2	$17.56	1.79%
NVDA	Nvidia Corp Technology	Added	10,164	+151	$2,033,714	+16.5%	8	$139.36	1.77%
FIBK	First Interstate Bancsystem Inc Financial Services	Reduced	52,108	-10,105	$2,009,284	−3.3%	26+	before history	1.75%
SCCO	Southern Copper Corp Basic Materials	Reduced	11,244	-48	$1,959,379	+0.8%	9	unpriced	1.70%
V	Visa Inc. Financial Services	Reduced	5,578	-52	$1,913,756	+12.5%	26+	before history	1.66%
GOOGL	Alphabet Inc. Communication Services	Added	5,237	+105	$1,871,546	+26.8%	21	$178.60	1.63%
AEM	Agnico Eagle Mines Ltd Basic Materials	Added	11,406	+321	$1,769,412	−21.4%	18	$59.87	1.54%
GE	General Electric Co Industrials	Reduced	4,029	-80	$1,505,758	+29.1%	3	$314.24	1.31%
CVX	Chevron Corp Energy	Reduced	8,721	-2	$1,445,592	−19.9%	10	$151.00	1.26%
AG	First Majestic Silver Corp Basic Materials	NEW	79,352	NEW	$1,345,809	NEW	1	$19.81	1.17%
HEI	Heico Corp Industrials	NEW	3,693	NEW	$1,315,409	NEW	1	$304.19	1.14%
		Added	113,880	+112,845	$1,114,885	+6578.4%	2	$13.34	0.97%
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	Reduced	6,612	-15	$1,049,059	+8.0%	26+	before history	0.91%
MP	MP Materials Corp. Basic Materials	Reduced	18,671	-2	$1,045,762	+16.0%	3	$63.41	0.91%
MRVL	Marvell Technology, Inc. Technology	NEW	3,396	NEW	$1,011,634	NEW	1	$200.51	0.88%
EQT	EQT Corp Energy	Reduced	17,625	-377	$937,121	−18.2%	5	$53.96	0.81%
AER	AerCap Holdings N.V. Industrials	Reduced	6,333	-12	$923,224	+6.1%	10	$78.57	0.80%
AGI	Alamos Gold Inc Basic Materials	Added	29,685	+1,415	$900,642	−28.3%	8	$19.40	0.78%
PLTR	Palantir Technologies Inc. Technology	Reduced	7,682	-692	$896,258	−26.8%	4	$162.07	0.78%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,577	+159	$852,542	+19.8%	11	$160.85	0.74%
BRK-A	Berkshire Hathaway Inc Financial Services	Held	1	0	$748,850	+4.3%	26+	before history	0.65%
PCT	PureCycle Technologies, Inc. Industrials	Reduced	73,123	-30	$593,027	+56.2%	4	$11.19	0.52%
EPD	Enterprise Products Partners L.P. Energy	Added	13,702	+16	$503,685	−2.7%	26+	before history	0.44%
BCX	BlackRock Resources & Commodities Strategy Trust Financial Services	NEW	40,275	NEW	$455,510	NEW	1	$12.01	0.40%
SMR	NUSCALE POWER Corp Industrials	Reduced	41,635	-517	$417,599	−8.6%	3	$28.60	0.36%
MSFT	Microsoft Corp Technology	Reduced	914	-1,424	$340,940	−60.6%	7	$425.81	0.30%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	678	0	$339,264	+4.4%	26+	before history	0.29%
SCHG	Schwab U.S. Large-Cap Growth ETF	Added	8,589	+343	$290,651	+21.0%	22	unpriced	0.25%
GLD	Spdr Gold Trust	Held	774	0	$285,126	−14.4%	18	$184.48	0.25%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Reduced	2,990	-143	$262,761	+9.6%	7	$69.32	0.23%
ET	Energy Transfer LP Energy	Added	13,439	+509	$256,952	+3.0%	26+	before history	0.22%
COLL	Collegium Pharmaceutical, Inc Healthcare	Reduced	6,978	-102	$252,603	+7.9%	2	$42.34	0.22%
QQQ	Invesco Qqq Trust, Series 1	Held	341	0	$251,112	+27.6%	26+	before history	0.22%
IGV	iShares Expanded Tech-Software Sector ETF	Reduced	2,702	-8	$244,801	+12.8%	8	unpriced	0.21%

Showing the top 50 of 211 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.