Grufity logo
Grufity logo

Latest Cypress Capital Management LLC (WY) Stock Portfolio

$119Million | No. of Holdings #213

Cypress Capital Management LLC (WY) Performance

2026 Q2+4.46%
YTD+3.29%
2025+12.89%

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 2026-08-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cypress Capital Management LLC (WY) reported an equity portfolio of $119.6 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Cypress Capital Management LLC (WY) are AAPL, , . The fund has invested 19.6% of it's portfolio in APPLE INC and 5% of portfolio in NUVEEN NASDAQ 100 DYNAMIC OV. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), ABBOTT LABS (ABT) and HONEYWELL INTL INC (HON) stocks. They significantly reduced their stock positions in CELSIUS HLDGS INC (CELH), J P MORGAN EXCHANGE TRADED F (BBAX) and MICROSOFT CORP (MSFT). Cypress Capital Management LLC (WY) opened new stock positions in EXXON MOBIL CORP, FIRST MAJESTIC SILVER CORP (AG) and HEICO CORP NEW (HEI). The fund showed a lot of confidence in some stocks as they added substantially to VANECK ETF TRUST (AFK), ORLA MNG LTD NEW (ORLA) and ABBRDN PLATINUM ETF TRUST (PPLT).
Cypress Capital Management LLC (WY) Equity Portfolio Value
Last Reported on: 06 Aug, 2026
$119Million
  as of Aug 06, 2026

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 4.46% in the last quarter. In trailing 12 months, it's portfolio return was 11.24%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxon mobil corp2,177,270
first majestic silver corp1,345,810
heico corp new1,315,410
marvell technology inc1,011,630
blackrock res & commodities455,510
raytheon technologies corp 240,008
space exploration techn corp187,946
archrock inc156,123
New stocks bought by Cypress Capital Management LLC (WY)

Additions

Ticker% Inc.
vaneck etf trust73,333
orla mng ltd new10,902
abbrdn platinum etf trust900
vanguard index fds500
carvana co400
viavi solutions inc43.69
starbucks corp30.86
blackrock health sciences tr22.48
Additions to existing portfolio by Cypress Capital Management LLC (WY)

Reductions

Ticker% Reduced
celsius hldgs inc-99.9
j p morgan exchange traded f-99.84
microsoft corp-60.91
seagate technology plc-53.33
vanguard scottsdale fds-25.00
schwab strategic tr-20.00
first intst bancsystem inc-16.24
palantir technologies inc-8.26
Cypress Capital Management LLC (WY) reduced stake in above stock

Sold off

Ticker$ Sold
blackrock utils infrastructu-507
exxon mobil corp-2,720,670
abbott labs-224,745
honeywell intl inc-187,153
3m co-95,997
ampio pharmaceuticals inc-67.00
abbvie inc-36,756
crowdstrike hldgs inc-5,856
Cypress Capital Management LLC (WY) got rid off the above stocks

Sector Distribution

Cypress Capital Management LLC (WY) has about 47.6% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Defensive
  • Financial Services
  • Industrials
  • Energy
  • Basic Materials
  • Communication Services
Sector%
Others47.6
Technology26.7
Consumer Defensive6.3
Financial Services6.2
Industrials4.1
Energy2.9
Basic Materials2.6
Communication Services1.7

Market Cap. Distribution

Cypress Capital Management LLC (WY) has about 48% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED47.6
MEGA-CAP40.7
LARGE-CAP7.3
MID-CAP3.5

Stocks belong to which Index?

About 46.2% of the stocks held by Cypress Capital Management LLC (WY) either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others53.7
S&P 50042.8
RUSSELL 20003.4
Top 5 Winners (%)%
AMD
advanced micro devices inc
180.3 %
STX
seagate technology plc
107.5 %
AMC
amc entmt hldgs inc
93.7 %
ONTO
onto innovation inc
84.5 %
AAOI
applied optoelectronics inc
75.1 %
Top 5 Winners ($)$
AAPL
apple inc
2.9 M
AMD
advanced micro devices inc
2.5 M
nuveen nasdaq 100 dynamic ov
0.7 M
CLS
celestica inc
0.6 M
IJR
ishares tr
0.6 M
Top 5 Losers (%)%
PPLT
abbrdn platinum etf trust
-86.5 %
VB
vanguard index fds
-70.4 %
yd bio ltd
-69.8 %
CVNA
carvana co
-69.4 %
yd bio ltd
-52.1 %
Top 5 Losers ($)$
yd bio ltd
-1.6 M
PPLT
abbrdn platinum etf trust
-0.8 M
blackrock energy & res tr
-0.7 M
AEM
agnico eagle mines ltd
-0.5 M
PHYS
sprott etf trust
-0.5 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 213 stocks in it's portfolio. About 50.2% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Cypress Capital Management LLC (WY) last quarter.

$119.64MTotal Value
222Positions
06 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Cypress Capital Management LLC (WY), last reported on 06 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cypress Capital Management LLC (WY)'s holding in Ishares Tr over time
0.05%255
$61.8K
0.05%
decreased 1.92 percentreduced
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Cypress Capital Management LLC (WY)'s holding in Alps Etf Tr over time
2.45%56,548
$2.93M
2.45%
increased 6.74 percentadded
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Cypress Capital Management LLC (WY)'s holding in Etf Ser Solutions over time
0.07%851
$80.9K
0.07%
decreased 1.28 percentreduced
AEM
Agnico Eagle Mines Ltd

Agnico Eagle Mines Ltd

AEM
Cypress Capital Management LLC (WY)'s holding in Agnico Eagle Mines Ltd over time
1.48%11,406
$1.77M
1.48%
increased 2.9 percentadded
AER
Aercap Holdings Nv

Aercap Holdings Nv

AER
Cypress Capital Management LLC (WY)'s holding in Aercap Holdings Nv over time
0.77%6,333
$923.2K
0.77%
decreased 0.19 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Cypress Capital Management LLC (WY)'s holding in Vaneck Etf Trust over time
0.14%2,203
$166.2K
0.14%
increased 73333.3 percentadded
AFK
Vanceck Etf Trust

Vanceck Etf Trust

AFK
Cypress Capital Management LLC (WY)'s holding in Vanceck Etf Trust over time
0.12%226
$148.2K
0.12%
decreased 0.44 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Cypress Capital Management LLC (WY)'s holding in Vaneck Etf Trust over time
0%2.00
$197
0%
unchanged 0 percentunchanged
AG
First Majestic Silver Corp

First Majestic Silver Corp

AG
Cypress Capital Management LLC (WY)'s holding in First Majestic Silver Corp over time
1.12%79,352
$1.35M
1.12%
new position
AGI
Alamos Gold Inc New

Alamos Gold Inc New

AGI
Cypress Capital Management LLC (WY)'s holding in Alamos Gold Inc New over time
0.75%29,685
$900.6K
0.75%
increased 5.01 percentadded
AGNG
Global X Fds

Global X Fds

AGNG
Cypress Capital Management LLC (WY)'s holding in Global X Fds over time
0.01%208
$9.1K
0.01%
unchanged 0 percentunchanged