Latest Cypress Capital Management LLC (WY) Stock Portfolio

Cypress Capital Management LLC (WY) Performance:

2025 Q2: 1.62%YTD: -0.75%2024: -1.42%

Performance for 2025 Q2 is 1.62%, and YTD is -0.75%, and 2024 is -1.42%.

About Cypress Capital Management LLC (WY) and 13F Hedge Fund Stock Holdings

Cypress Capital Management LLC (WY) is a hedge fund based in SHERIDAN, WY. On 14-Feb-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $103.5 Millions. In it's latest 13F Holdings report, Cypress Capital Management LLC (WY) reported an equity portfolio of $92.1 Millions as of 30 Jun, 2025.

The top stock holdings of Cypress Capital Management LLC (WY) are AAPL, COST, . The fund has invested 18.2% of it's portfolio in APPLE INC and 5.3% of portfolio in COSTCO WHSL CORP NEW.

The fund managers got completely rid off NOVO-NORDISK A S, CHIPOTLE MEXICAN GRILL INC (CMG) and LAREDO PETROLEUM INC (LPI) stocks. They significantly reduced their stock positions in VANECK ETF TRUST (AFK), PETROLEO BRASILEIRO SA PETRO (PBR) and PEABODY ENGR CORP (BTU). Cypress Capital Management LLC (WY) opened new stock positions in BLACKROCK UTILS INFRASTRUCTU, EQT CORP (EQT) and CAPITAL ONE FINL CORP (COF). The fund showed a lot of confidence in some stocks as they added substantially to AMPLIFY ETF TR (AMLX), BLACKROCK ENERGY & RES TR and FREEPORT-MCMORAN INC (FCX).

Cypress Capital Management LLC (WY) Annual Return Estimates Vs S&P 500

Our best estimate is that Cypress Capital Management LLC (WY) made a return of 1.62% in the last quarter. In trailing 12 months, it's portfolio return was -4.38%.

New Buys

Ticker	$ Bought
blackrock utils infrastructu	1,455,520
blackrock health sciences tr	1,405,350
eqt corp	1,158,180
capital one finl corp	75,530
grail inc	71,988
wells fargo & co new	56,244
etf ser solutions	40,783
bank nova scotia halifax	33,217

New stocks bought by Cypress Capital Management LLC (WY)

Additions

Ticker	% Inc.
amplify etf tr	2,222
blackrock energy & res tr	150
nuveen nasdaq 100 dynamic ov	150
eaton vance tx mgd div eq in	141
freeport-mcmoran inc	76.67
lilly eli & co	35.37
alps etf tr	7.35
prospect cap corp	2.48

Additions to existing portfolio by Cypress Capital Management LLC (WY)

Reductions

Ticker	% Reduced
vaneck etf trust	-99.99
petroleo brasileiro sa petro	-99.99
peabody engr corp	-99.99
arch cap group ltd	-94.59
disney walt co	-93.43
boeing co	-89.69
united states oil fund lp	-76.64
aercap holdings nv	-51.06

Cypress Capital Management LLC (WY) reduced stake in above stock

Sold off

Ticker	$ Sold
novo-nordisk a s	-27,776
barrick gold corp	-5,832
laredo petroleum inc	-4,775
rocket lab usa inc	-3,576
harley davidson inc	-3,788
chipotle mexican grill inc	-6,276
sprott physical gold tr	-3,188
ishares tr	-4,200

Cypress Capital Management LLC (WY) got rid off the above stocks

Sector Distribution

Cypress Capital Management LLC (WY) has about 42.1% of it's holdings in Others sector.

Sector	%
Others	42.1
Technology	22.6
Consumer Defensive	11.5
Financial Services	8.5
Energy	6.5
Basic Materials	2.2
Real Estate	1.3
Communication Services	1.2
Utilities	1.1
Industrials	1.1

Market Cap. Distribution

Cypress Capital Management LLC (WY) has about 52.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	42.1
MEGA-CAP	38.8
LARGE-CAP	13.3
MID-CAP	5.4

Stocks belong to which Index?

About 53.1% of the stocks held by Cypress Capital Management LLC (WY) either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	48.8
Others	46.9
RUSSELL 2000	4.3

Top 5 Winners (%)		%
SKGR	sk growth opportunities corp
APPS	digital turbine inc	117.3 %
FL	foot locker	75.0 %
AAOI	applied optoelectronics inc	67.3 %
CVNA	carvana co	61.2 %

Top 5 Winners ($)		$
NVDA	nvidia corp	0.5 M
PM	philip morris intl inc	0.5 M
JPM	jpmorgan chase & co	0.4 M
MSFT	microsoft corp	0.3 M
CELH	celsius hldgs inc	0.3 M

Top 5 Losers (%)		%
NKLA	nikola corp	-50.0 %
PSEC	prospect cap corp	-22.1 %
TAP	molson coors brewing co	-21.3 %
OKE	oneok partners lp	-17.6 %
SM	sm energy co	-17.5 %

Top 5 Losers ($)		$
AAPL	apple inc	-1.4 M
CVX	chevron corp new	-0.2 M
XOM	exxon mobil corp	-0.2 M
XLB	select sector spdr tr	-0.1 M
AEP	american elec pwr inc	-0.1 M

Cypress Capital Management LLC (WY) Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Cypress Capital Management LLC (WY)

Cypress Capital Management LLC (WY) has 173 stocks in it's portfolio. About 52.7% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Cypress Capital Management LLC (WY) last quarter.

Last Reported on: 07 Aug, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	AAPL	apple inc	18.23	81,832	16,789,500	reduced	-0.5
Historical Trend of APPLE INC Position Held By Cypress Capital Management LLC (WY) What % of Portfolio is AAPL?: Number of AAPL shares held: Change in No. of Shares Held:
	COST	costco whsl corp new	5.27	4,902	4,852,690	added	2.42

		nuveen nasdaq 100 dynamic ov	4.72	161,035	4,352,780	added	150

		eaton vance tx mgd div eq in	4.71	280,492	4,339,210	added	141

		blackrock energy & res tr	4.39	304,783	4,041,420	added	150

	PM	philip morris intl inc	3.88	19,600	3,569,750	reduced	-0.42

	FIBK	first intst bancsystem inc	3.09	98,775	2,846,700	reduced	-1.39

	ACES	alps etf tr	2.92	55,044	2,689,450	added	7.35

	IJR	ishares tr	2.89	20,023	2,663,860	reduced	-3.11

	JPM	jpmorgan chase & co	2.63	8,355	2,422,200	reduced	-0.96

	V	visa inc	2.46	6,394	2,270,190	reduced	-1.72

	PHYS	sprott etf trust	2.46	89,525	2,269,460	reduced	-22.17

		cameco corp	2.18	27,030	2,006,440	reduced	-4.3

		alamos gold inc new	2.09	72,475	1,924,940	reduced	-38.1

	XOM	exxon mobil corp	1.93	16,486	1,777,190	reduced	-1.54

	BIL	spdr series trust	1.77	27,404	1,627,520	reduced	-4.11

	NVDA	nvidia corp	1.73	10,066	1,590,430	reduced	-0.76

		celestica inc	1.64	9,652	1,506,770	reduced	-3.5

		blackrock utils infrastructu	1.58	56,525	1,455,520	new

	BBAX	j p morgan exchange traded f	1.56	25,293	1,437,910	reduced	-3.78