Cypress Capital Management LLC (WY)
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
AAPL
$23.5MQQQX
$5.9M- EATON$4.9M
RVT
$4.5MBGR
$4.2MCOST
$4.0MAMD
$3.8M- ISHARES$3.4M
- ALPS$2.9M
PHYS
$2.9MCLS
$2.8MJPM
$2.7MPM
$2.7MCCJ
$2.7MBUI
$2.3MBME
$2.3MXOM.R34088
$2.2M- NUVEEN$2.1M
NVDA
$2.0MFIBK
$2.0M
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
$23.5M
19.6% of stocks
-0.7%This quarter+11.1%Since filed10+ qtrsHeld$5.9M
5.0% of stocks
+8%This quarter+1.8%Since filed6 qtrsHeld- 3
EATON VANCE TX MGD DIV EQ IN - COM
$4.9M
4.1% of stocks
-7%This quarter—Since filed—HeldAIQuality—Est. buy— $4.5M
3.8% of stocks
+12%This quarter-9.4%Since filed4 qtrsHeld$4.2M
3.5% of stocks
+6%This quarter+14.4%Since filed6 qtrsHeld$4.0M
3.4% of stocks
-2%This quarter+4.5%Since filed10+ qtrsHeldAIQuality63.8#579Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row$3.8M
3.1% of stocks
-6%This quarter+14.5%Since filed10+ qtrsHeld- 8
ISHARES TR - S&P SML 600GWT
$3.4M
2.8% of stocks
-0.4%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
ALPS ETF TR - ALERIAN MLP
$2.9M
2.5% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— $2.9M
2.4% of stocks
+10%This quarter-4.7%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row
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 | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | CELESTICA INC | Technology | $2.8M | 2.4% | 7,705 | -2% | 6 qtrsTrimmed 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | JPMORGAN CHASE & CO | Financials | $2.7M | 2.3% | 8,379 | -0.1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Philip Morris International Inc. | Consumer Staples | $2.7M | 2.3% | 15K | +0.0% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | CAMECO CORP | Materials | $2.7M | 2.2% | 26K | -1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | BlackRock Utilities, Infrastructure & Power Opportunities Trust | — | $2.3M | 1.9% | 79K | +22% | 5 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | BlackRock Health Sciences Trust | — | $2.3M | 1.9% | 53K | +19% | 5 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | EXXON MOBIL CORP | Energy | $2.2M | 1.8% | 16K | -0.7% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | NUVEEN S&P 500 DYNAMIC OVERW - COM | — | $2.1M | 1.8% | 110K | +17% | — | — | 13F |
| 19 | NVIDIA CORP | Technology | $2.0M | 1.7% | 10K | +2% | 8 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | FIRST INTERSTATE BANCSYSTEM INC | Financials | $2.0M | 1.7% | 52K | -16% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | SOUTHERN COPPER CORP/ | Materials | $2.0M | 1.6% | 11K | -0.4% | 9 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | VISA INC. | Financials | $1.9M | 1.6% | 5,578 | -0.9% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Alphabet Inc. | Technology | $1.9M | 1.6% | 5,237 | +2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | AGNICO EAGLE MINES LTD | Materials | $1.8M | 1.5% | 11K | +3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | GENERAL ELECTRIC CO | Industrials | $1.5M | 1.3% | 4,029 | -2% | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $CVX | CHEVRON CORP | Energy | $1.4M | 1.2% | 8,721 | -0.0% | |||
| 27 | $YDES | YD Bio Ltd | Healthcare | $1.4M | 1.2% | 4.64M | +1% | |||
| 28 | $AG | FIRST MAJESTIC SILVER CORP | Materials | $1.3M | 1.1% | 79K | New | |||
| 29 | $HEI | HEICO CORP | Industrials | $1.3M | 1.1% | 3,693 | New | |||
| 30 | $ORLA | Orla Mining Ltd. | Materials | $1.1M | 0.9% | 114K | New | |||
| 31 | — | SELECT SECTOR SPDR TR - SBI HEALTHCARE | — | $1.0M | 0.9% | 6,612 | -0.2% | |||
| 32 | $MP | MP Materials Corp. / DE | Materials | $1.0M | 0.9% | 19K | -0.0% | |||
| 33 | $MRVL | Marvell Technology, Inc. | Technology | $1.0M | 0.8% | 3,396 | New | |||
| 34 | $EQT | EQT Corp | Energy | $937K | 0.8% | 18K | -2% | |||
| 35 | $AER | AerCap Holdings N.V. | Industrials | $923K | 0.8% | 6,333 | -0.2% | |||
| 36 | $AGI | ALAMOS GOLD INC | Materials | $901K | 0.8% | 30K | +5% | |||
| 37 | $PLTR | Palantir Technologies Inc. | Technology | $896K | 0.8% | 7,682 | -8% | |||
| 38 | $AMZN | AMAZON COM INC | Consumer Discretionary | $853K | 0.7% | 3,577 | +5% | |||
| 39 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $749K | 0.6% | 1 | — | |||
| 40 | $PCT | PureCycle Technologies, Inc. | Materials | $593K | 0.5% | 73K | -0.0% | |||
| 41 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $504K | 0.4% | 14K | +0.1% | |||
| 42 | $BCX | BlackRock Resources & Commodities Strategy Trust | — | $456K | 0.4% | 40K | New | |||
| 43 | $SMR | NUSCALE POWER Corp | Industrials | $418K | 0.3% | 42K | -1% | |||
| 44 | $MSFT | MICROSOFT CORP | Technology | $341K | 0.3% | 914 | -61% | |||
| 45 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $339K | 0.3% | 678 | — | |||
| 46 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $291K | 0.2% | 8,589 | +4% | |||
| 47 | $GLD | SPDR GOLD TRUST | Financials | $285K | 0.2% | 774 | — | |||
| 48 | — | SPDR SERIES TRUST - STATE STREET SPD | — | $263K | 0.2% | 2,990 | -5% | |||
| 49 | $ET | Energy Transfer LP | Energy | $257K | 0.2% | 13K | +4% | |||
| 50 | $COLL | COLLEGIUM PHARMACEUTICAL, INC | Healthcare | $253K | 0.2% | 6,978 | -1% | |||
| 51 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $251K | 0.2% | 341 | — | |||
| 52 | — | ISHARES TR - EXPANDED TECH | — | $245K | 0.2% | 2,702 | -0.3% | |||
| 53 | $RACE | Ferrari N.V. | Consumer Discretionary | $242K | 0.2% | 650 | — | |||
| 54 | $RTX | RTX Corp | Industrials | $240K | 0.2% | 1,265 | New | |||
| 55 | $FCFS | FirstCash Holdings, Inc. | Consumer Discretionary | $238K | 0.2% | 1,099 | — | |||
| 56 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $232K | 0.2% | 1,583 | — | |||
| 57 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $212K | 0.2% | 2,900 | — | |||
| 58 | $PCAR | PACCAR INC | Industrials | $194K | 0.2% | 1,614 | — | |||
| 59 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $188K | 0.2% | 1,100 | New | |||
| 60 | $USB | US BANCORP DE | Financials | $187K | 0.2% | 3,102 | — | |||
| 61 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $166K | 0.1% | 2,203 | New | |||
| 62 | $GRAL | GRAIL, Inc. | Healthcare | $157K | 0.1% | 2,300 | — | |||
| 63 | $AROC | Archrock, Inc. | Energy | $156K | 0.1% | 3,835 | New | |||
| 64 | $JNJ | JOHNSON & JOHNSON | Healthcare | $155K | 0.1% | 611 | — | |||
| 65 | — | VANCECK ETF TRUST - SEMICONDUCTOR ETF | — | $148K | 0.1% | 226 | -0.4% | |||
| 66 | $RSG | REPUBLIC SERVICES, INC. | Utilities | $145K | 0.1% | 680 | — | |||
| 67 | $MCD | MCDONALDS CORP | Consumer Discretionary | $145K | 0.1% | 535 | — | |||
| 68 | $PPLT | abrdn Platinum ETF Trust | Financials | $133K | 0.1% | 9,390 | +900% | |||
| 69 | $DGX | QUEST DIAGNOSTICS INC | Healthcare | $127K | 0.1% | 600 | — | |||
| 70 | $NRIM | NORTHRIM BANCORP INC | Financials | $125K | 0.1% | 4,490 | +0.6% | |||
| 71 | — | ISHARES TR - U.S. FIN SVC ETF | — | $121K | 0.1% | 1,333 | -3% | |||
| 72 | $CRM | Salesforce, Inc. | Technology | $116K | 0.1% | 740 | — | |||
| 73 | — | SELECT SECTOR SPDR TR - TECHNOLOGY | — | $116K | 0.1% | 608 | — | |||
| 74 | $LLY | ELI LILLY & Co | Healthcare | $114K | 0.1% | 95 | — | |||
| 75 | $PEP | PEPSICO INC | Consumer Staples | $105K | 0.1% | 774 | — | |||
| 76 | $ONTO | ONTO INNOVATION INC. | Technology | $102K | 0.1% | 269 | — | |||
| 77 | — | SPDR SERIES TRUST - ST STR SP AERO | — | $97K | 0.1% | 343 | New | |||
| 78 | $EMR | EMERSON ELECTRIC CO | Industrials | $97K | 0.1% | 675 | — | |||
| 79 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $93K | 0.1% | 1,080 | +500% | |||
| 80 | $IVZ | Invesco Ltd. | Financials | $93K | 0.1% | 827 | New | |||
| 81 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $92K | 0.1% | 413 | -50% | |||
| 82 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $92K | 0.1% | 1,000 | — | |||
| 83 | $KO | COCA COLA CO | Consumer Staples | $91K | 0.1% | 1,118 | — | |||
| 84 | $HONA | Honeywell Aerospace Inc. | Industrials | $91K | 0.1% | 413 | New | |||
| 85 | $NFLX | NETFLIX INC | Communication Services | $89K | 0.1% | 1,240 | — | |||
| 86 | $FCX | FREEPORT-MCMORAN INC | Materials | $82K | 0.1% | 1,298 | -0.2% | |||
| 87 | — | ETF SER SOLUTIONS - DEFIANCE SPACE A | — | $81K | 0.1% | 851 | -1% | |||
| 88 | $EOS | Eaton Vance Enhanced Equity Income Fund II | Other | $78K | 0.1% | 3,550 | — | |||
| 89 | $DDOG | Datadog, Inc. | Technology | $77K | 0.1% | 295 | New | |||
| 90 | $YDES | YD Bio Ltd | Healthcare | $76K | 0.1% | 34K | +10% | |||
| 91 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $75K | 0.1% | 318 | — | |||
| 92 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $71K | 0.1% | 355 | — | |||
| 93 | $EW | Edwards Lifesciences Corp | Healthcare | $71K | 0.1% | 780 | — | |||
| 94 | $UAL | United Airlines Holdings, Inc. | Industrials | $68K | 0.1% | 500 | — | |||
| 95 | $WRBY | Warby Parker Inc. | Healthcare | $63K | 0.1% | 2,080 | -2% | |||
| 96 | $CARR | CARRIER GLOBAL Corp | Industrials | $63K | 0.1% | 860 | — | |||
| 97 | — | ISHARES TR - US AER DEF ETF | — | $62K | 0.1% | 255 | -2% | |||
| 98 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $60K | 0.1% | 220 | — | |||
| 99 | $ENB | ENBRIDGE INC | Energy | $58K | 0.1% | 1,078 | — | |||
| 100 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $58K | 0.1% | 702 | — | |||
| 101 | $COLB | COLUMBIA BANKING SYSTEM, INC. | Financials | $58K | 0.1% | 1,800 | New | |||
| 102 | $OKE | ONEOK INC /NEW/ | Energy | $55K | 0.1% | 633 | +0.3% | |||
| 103 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $55K | 0.1% | 1,297 | — | |||
| 104 | $LOPE | Grand Canyon Education, Inc. | Consumer Discretionary | $54K | 0.0% | 375 | — | |||
| 105 | $KMB | KIMBERLY CLARK CORP | Materials | $52K | 0.0% | 472 | — | |||
| 106 | $BNS | BANK OF NOVA SCOTIA | Financials | $52K | 0.0% | 601 | — | |||
| 107 | $VLO | VALERO ENERGY CORP/TX | Energy | $52K | 0.0% | 200 | — | |||
| 108 | — | EATON VANCE TAX MNGD GBL DV - COM | — | $49K | 0.0% | 5,000 | — | |||
| 109 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $47K | 0.0% | 347 | — | |||
| 110 | — | SELECT SECTOR SPDR TR - SBI INT-INDS | — | $44K | 0.0% | 235 | — | |||
| 111 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $43K | 0.0% | 424 | +31% | |||
| 112 | — | PROSHARES TR - BITCOIN STRATE | — | $41K | 0.0% | 5,200 | — | |||
| 113 | — | ISHARES TR - SELECT DIVID ETF | — | $41K | 0.0% | 261 | — | |||
| 114 | $O | REALTY INCOME CORP | Real Estate | $38K | 0.0% | 609 | — | |||
| 115 | — | SELECT SECTOR SPDR TR - SBI INT-FINL | — | $37K | 0.0% | 687 | — | |||
| 116 | $MRK | Merck & Co., Inc. | Healthcare | $37K | 0.0% | 283 | — | |||
| 117 | $LMT | LOCKHEED MARTIN CORP | Industrials | $36K | 0.0% | 71 | — | |||
| 118 | $OTIS | Otis Worldwide Corp | Industrials | $36K | 0.0% | 500 | — | |||
| 119 | $VIAV | VIAVI SOLUTIONS INC. | Technology | $35K | 0.0% | 740 | +44% | |||
| 120 | $CVNA | CARVANA CO. | Consumer Discretionary | $33K | 0.0% | 500 | +400% | |||
| 121 | $VENU | Venu Holding Corp | Communication Services | $32K | 0.0% | 14K | — | |||
| 122 | $PSA | Public Storage | Real Estate | $31K | 0.0% | 96 | — | |||
| 123 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $28K | 0.0% | 80 | +1% | |||
| 124 | $GOOG | Alphabet Inc. | Technology | $25K | 0.0% | 70 | — | |||
| 125 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $24K | 0.0% | 667 | New | |||
| 126 | $BKH | BLACK HILLS CORP /SD/ | Utilities | $22K | 0.0% | 300 | — | |||
| 127 | $GS | GOLDMAN SACHS GROUP INC | Financials | $21K | 0.0% | 21 | — | |||
| 128 | $BAR | GraniteShares Gold Trust | Financials | $19K | 0.0% | 485 | — | |||
| 129 | $SPY | SPDR S&P 500 ETF TRUST | — | $19K | 0.0% | 25 | — | |||
| 130 | $ARCC | ARES CAPITAL CORP | Other | $19K | 0.0% | 1,000 | — | |||
| 131 | $HOOD | Robinhood Markets, Inc. | Financials | $18K | 0.0% | 175 | — | |||
| 132 | $PLD | Prologis, Inc. | Real Estate | $17K | 0.0% | 126 | — | |||
| 133 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $17K | 0.0% | 578 | — | |||
| 134 | $UBER | Uber Technologies, Inc | Technology | $17K | 0.0% | 235 | — | |||
| 135 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $16K | 0.0% | 97 | — | |||
| 136 | — | SELECT SECTOR SPDR TR - SBI MATERIALS | — | $15K | 0.0% | 300 | — | |||
| 137 | $ARI | Apollo Commercial Real Estate Finance, Inc. | Real Estate | $13K | 0.0% | 1,233 | — | |||
| 138 | $MXL | MAXLINEAR, INC | Technology | $13K | 0.0% | 102 | New | |||
| 139 | — | VANGUARD BD INDEX FD INC - TOTAL BND MARKET | — | $13K | 0.0% | 175 | — | |||
| 140 | $DKNG | DraftKings Inc. | Communication Services | $13K | 0.0% | 502 | — | |||
| 141 | $META | Meta Platforms, Inc. | Technology | $11K | 0.0% | 20 | — | |||
| 142 | $B | BARRICK MINING CORP | Materials | $11K | 0.0% | 300 | — | |||
| 143 | $AVGO | Broadcom Inc. | Technology | $10K | 0.0% | 27 | — | |||
| 144 | $YMM | Full Truck Alliance Co. Ltd. | Technology | $9K | 0.0% | 208 | — | |||
| 145 | $BSM | Black Stone Minerals, L.P. | Energy | $8K | 0.0% | 600 | — | |||
| 146 | — | ISHARES TR - CORE MSCI EAFE | — | $8K | 0.0% | 84 | — | |||
| 147 | — | BARCLAYS BANK PLC - IPATH S&P 500 SH | — | $8K | 0.0% | 346 | — | |||
| 148 | $RGR | STURM RUGER & CO INC | Industrials | $8K | 0.0% | 200 | — | |||
| 149 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $7K | 0.0% | 90 | -25% | |||
| 150 | $AAOI | APPLIED OPTOELECTRONICS, INC. | Technology | $7K | 0.0% | 50 | — |
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)
$AGFIRST MAJESTIC SILVER CORP$1.3M
first bought this quarter
$HEIHEICO CORP$1.3M
first bought this quarter
$MRVLMarvell Technology, Inc.$1.0M
first bought this quarter
$BCXBlackRock Resources & Commodities Strategy Trust$456K
first bought this quarter
$RTXRTX Corp$240K
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$188K
first bought this quarter
+8 more in the Excel export
Added to (29)
$RVTROYCE SMALL-CAP TRUST, INC.+12%
now $4.5M · held 4 qtrs, 4 adds in a row
$QQQXNuveen NASDAQ 100 Dynamic Overwrite Fund+8%
now $5.9M · held 6 qtrs, 2 adds in a row
$BUIBlackRock Utilities, Infrastructure & Power Opportunities Trust+22%
now $2.3M · held 5 qtrs, 2 adds in a row
$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
$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
$CELHCelsius Holdings, Inc.-100%
now $761 · held 10+ qtrs, 2 trims in a row
$MSFTMICROSOFT CORP-61%
now $341K · held 7 qtrs
$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
$AMDADVANCED MICRO DEVICES INC-6%
now $3.8M · held 10+ qtrs
+31 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.
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.