Cypress Capital Management LLC (WY)
Top Portfolio Positions
160 positions ·
$95,411,408 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
81,830 | $20,767,635 | 21.77% | |
| ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
Financial Services
|
362,177 | $4,994,420 | 5.23% | |
| QQQX |
Nuveen NASDAQ 100 Dynamic Overwrite Fund
Financial Services
|
177,931 | $4,745,419 | 4.97% | |
| BGR |
BlackRock Energy & Resources Trust
Financial Services
|
265,914 | $4,602,971 | 4.82% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
4,398 | $4,382,299 | 4.59% | |
| RVT |
Royce Small-Cap Trust, Inc.
Financial Services
|
216,884 | $3,600,274 | 3.77% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
87,555 | $3,102,949 | 3.25% | |
| CCJ |
Cameco Corp
Energy
|
26,351 | $2,861,982 | 3.00% | |
| XOM |
Exxon Mobil Corp
Energy
|
16,036 | $2,720,667 | 2.85% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
8,391 | $2,468,296 | 2.59% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BGR
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,602,971 | 265,914 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,166,190 | 307,695 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,177,320 | 307,835 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $4,041,422 | 304,783 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,651,232 | 121,593 | Shares | Sole | 2025-05-05 | |
| No 13F history on record for this holder in this stock. | ||||||