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Cypress Capital Management LLC (WY)

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1633896
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Sector Allocation

  • Technology30.8%$36.9M
  • Other30.5%$36.5M
  • Financials9.9%$11.8M
  • Materials9.6%$11.5M
  • Consumer Staples6.2%$7.5M
  • Energy4.7%$5.7M
  • Industrials4.3%$5.2M
  • Healthcare2.1%$2.5M
  • Consumer Discretionary1.4%$1.6M
  • Utilities0.2%$214,687

AUM History

13fpro.ai/research/fund/cypress-capital-management-llc-wy-1633896

Conviction and streaks

Stable · top 10 = 50.2%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/cypress-capital-management-llc-wy-1633896

Cypress Capital Management LLC (WY) 13F holdings — Q2 2026

$119.6M portfolio (+10.7% QoQ) · 213 holdings · Q2 2026 13F · top 10 are 50% of the stock portfolio

All holdings — Cypress Capital Management LLC (WY) (Q2 2026)

213 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
CLS$CLSCELESTICA INC$2.8M-2%
JPM$JPMJPMORGAN CHASE & CO$2.7M-0.1%
PM$PMPhilip Morris International Inc.$2.7M+0.0%
CCJ$CCJCAMECO CORP$2.7M-1%
BUI$BUIBlackRock Utilities, Infrastructure & Power Opportunities Trust$2.3M+22%
BME$BMEBlackRock Health Sciences Trust$2.3M+19%
XOM.R34088$XOM.R34088EXXON MOBIL CORP$2.2M-0.7%
— NUVEEN S&P 500 DYNAMIC OVERW - COM$2.1M+17%
NVDA$NVDANVIDIA CORP$2.0M+2%
FIBK$FIBKFIRST INTERSTATE BANCSYSTEM INC$2.0M-16%
SCCO$SCCOSOUTHERN COPPER CORP/$2.0M-0.4%
V$VVISA INC.$1.9M-0.9%
GOOGL$GOOGLAlphabet Inc.$1.9M+2%
AEM$AEMAGNICO EAGLE MINES LTD$1.8M+3%
GE$GEGENERAL ELECTRIC CO$1.5M-2%

What changed in Q2 2026

Against the previous quarter's 13F: 14 new, 29 added to, 37 trimmed, 7 sold out. Share-count changes; largest moves by dollar size first.

New positions (14)

  • AG$AGFIRST MAJESTIC SILVER CORP$1.3M

    first bought this quarter

  • HEI$HEIHEICO CORP$1.3M

    first bought this quarter

  • MRVL$MRVLMarvell Technology, Inc.$1.0M

    first bought this quarter

  • BCX$BCXBlackRock Resources & Commodities Strategy Trust$456K

    first bought this quarter

  • RTX$RTXRTX Corp$240K

    first bought this quarter

  • SPCX$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$188K

    first bought this quarter

+8 more in the Excel export

Added to (29)

  • RVT$RVTROYCE SMALL-CAP TRUST, INC.+12%

    now $4.5M · held 4 qtrs, 4 adds in a row

  • QQQX$QQQXNuveen NASDAQ 100 Dynamic Overwrite Fund+8%

    now $5.9M · held 6 qtrs, 2 adds in a row

  • BUI$BUIBlackRock Utilities, Infrastructure & Power Opportunities Trust+22%

    now $2.3M · held 5 qtrs, 2 adds in a row

  • BME$BMEBlackRock Health Sciences Trust+19%

    now $2.3M · held 5 qtrs, 2 adds in a row

  • NUVEEN S&P 500 DYNAMIC OVERW - COM+17%

    now $2.1M

  • PHYS$PHYSSprott Physical Gold Trust+10%

    now $2.9M · held 10+ qtrs, 2 adds in a row

+23 more in the Excel export

Trimmed (37)

  • J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM-100%

    now $1K

  • CELH$CELHCelsius Holdings, Inc.-100%

    now $761 · held 10+ qtrs, 2 trims in a row

  • MSFT$MSFTMICROSOFT CORP-61%

    now $341K · held 7 qtrs

  • FIBK$FIBKFIRST INTERSTATE BANCSYSTEM INC-16%

    now $2.0M · held 10+ qtrs, 2 trims in a row

  • EATON VANCE TX MGD DIV EQ IN - COM-7%

    now $4.9M

  • AMD$AMDADVANCED MICRO DEVICES INC-6%

    now $3.8M · held 10+ qtrs

+31 more in the Excel export

Sold out (7)

  • ABT$ABTABBOTT LABORATORIESwas $225K

    held 9+ qtrs

  • MMM$MMM3M COwas $96K

    held 9+ qtrs

  • ABBV$ABBVAbbVie Inc.was $37K

    held 5 qtrs

  • CRWD$CRWDCrowdStrike Holdings, Inc.was $6K
  • MA$MAMastercard Incwas $4K
  • BLACKROCK UTILS INFRASTRUCTUwas $507

+1 more in the Excel export

Holdings by quarter

Every 13F Cypress Capital Management LLC (WY) has filed, 41 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow Cypress Capital Management (WY)?

Q2 2026 13F filed with the SEC on Aug 6, 2026. Prices are closing prices as of Oct 27, 2026.

Average quality of Cypress Capital Management (WY)'s top 20 holdings: 74/100 (our AI quality score, weighted by position size; 12 of the 20 are scored)

Top 10 since filing

+5.6%

Value-weighted move of the 10 largest stock positions

Turnover

4%

Last quarter; 18% over the last 4

Top 10 weight

50%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

90%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Cypress Capital Management LLC (WY) disclosed 213 positions worth $119.6M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 19.6% of the equity portfolio, followed by $QQQX. During the quarter the fund opened 14 new positions and exited 7 — including a new stake in $AG and a full exit from $ABT. The portfolio is most concentrated in Technology (30.8% of disclosed assets). All figures are sourced directly from Cypress Capital Management LLC (WY)’s Form 13F-HR filing with the SEC under CIK 1633896.

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AI-Powered Hedge Fund Analysis: Cypress Capital Management LLC (WY)

13F Pro is an AI hedge fund tracker and stock research platform. For Cypress Capital Management LLC (WY) (SEC CIK: 1633896), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Cypress Capital Management LLC (WY)'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.