Cypress Capital Management LLC (WY)
Filing Date
Global Rank
#5,454
/ 8,232
▲ 331
Top Industry
Asset Management
27.6%
3Y Alpha vs SPY
-3.3%
Period ended 2 months ago
Filed May 8, 2026 · 37d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+62.2%
SPY
+76.3%
Annualised alpha
-3.3%
Max drawdown
−17.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
160 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. | ||||
12 positions ·
$8,555,369 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 4,398 | $4,382,299 | 51.22% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 14,907 | $2,464,723 | 28.81% | |
| CELH |
Celsius Holdings, Inc.
Consumer Defensive
|
Reduced | 25,036 | $888,277 | 10.38% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 1,583 | $228,648 | 2.67% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Held | 2,900 | $191,371 | 2.24% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 774 | $120,194 | 1.40% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Held | 1,000 | $85,230 | 1.00% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 1,118 | $85,023 | 0.99% | |
| LOPE |
Grand Canyon Education, Inc.
Consumer Defensive
|
Held | 375 | $63,761 | 0.75% | |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
Held | 472 | $45,533 | 0.53% | |
| KHC |
Kraft Heinz Co
Consumer Defensive
|
Held | 10 | $224 | 0.00% | |
| TAP |
Molson Coors Beverage Co
Consumer Defensive
|
Held | 2 | $86 | 0.00% |