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Cypress Capital Management LLC (WY) — 13F Holdings & Portfolio

CIK 1633896 · latest 13F-HR filed 2026-08-06

Backtest portfolio

Cypress Capital Management LLC (WY) manages $119.6M in 13F-reported U.S. long-equity assets across 213 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (19.65%), QQQX (4.97%), ETY (4.08%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 17 new positions, exited 9, added to 106, and trimmed 53.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
PO BOX J
SHERIDAN, WY 82801
Phone
(307) 674-1770
Filing Manager
Cypress Capital Management LLC (WY)
SHERIDAN, WY
Signatory
Denise Ebzery
Chief Compliance Officer
Loading holdings…
AUM

$119.6M

Long-equity book

Holdings

213

Distinct positions

Period

2026-06-30

Filed 2026-08-06

Q/Q Activity

+17 / −9 / ↑106 / ↓53

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • APPLE INC$2.7M +13.2%
  • ADVANCED MICRO DEVICES INC$2.4M +169.5%
  • ORLA MNG LTD NEW$1.1M +6577.8%
  • NUVEEN NASDAQ 100 DYNAMIC OV$1.1M +22.5%
  • ROYCE VALUE TR INC$902.0K +25.1%
Show all 106 →

Top Trims

  • YD BIO LTD-$1.5M -51.7%
  • CELSIUS HLDGS INC-$887.5K -99.9%
  • J P MORGAN EXCHANGE TRADED F-$860.9K -99.8%
  • MICROSOFT CORP-$524.7K -60.6%
  • AGNICO EAGLE MINES LTD-$480.6K -21.4%
Show all 53 →

New Positions

  • EXXON MOBIL CORP$2.2M
  • FIRST MAJESTIC SILVER CORP$1.3M
  • HEICO CORP NEW$1.3M
  • MARVELL TECHNOLOGY INC$1.0M
  • BLACKROCK RES & COMMODITIES$455.5K
Show all 17 →

Exited Positions

  • EXXON MOBIL CORP$2.7M
  • ABBOTT LABS$224.7K
  • HONEYWELL INTL INC$187.2K
  • 3M CO$96.0K
  • ABBVIE INC$36.8K
Show all 9 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLE INC AAPL 037833100 $23.5M 19.65% 81,231 SH
2 NUVEEN NASDAQ 100 DYNAMIC OV QQQX 670699107 $5.9M 4.97% 192,683 SH
3 EATON VANCE TX MGD DIV EQ IN ETY 27828N102 $4.9M 4.08% 336,048 SH
4 ROYCE VALUE TR INC RVT 780910105 $4.5M 3.76% 243,763 SH
5 BLACKROCK ENERGY & RES TR BGR 09250U101 $4.2M 3.49% 281,912 SH
6 COSTCO WHSL CORP NEW COST 22160K105 $4.0M 3.37% 4,309 SH
7 ADVANCED MICRO DEVICES INC AMD 007903107 $3.8M 3.15% 6,493 SH
8 ISHARES TR IJT 464287887 $3.4M 2.81% 18,843 SH
9 ALPS ETF TR AMLP 00162Q452 $2.9M 2.45% 56,548 SH
10 SPROTT ETF TRUST PHYS 85207H104 $2.9M 2.43% 96,239 SH
11 CELESTICA INC CLS 15101Q207 $2.8M 2.35% 7,705 SH
12 JPMORGAN CHASE & CO JPM 46625H100 $2.7M 2.29% 8,379 SH
13 PHILIP MORRIS INTL INC PM 718172109 $2.7M 2.26% 14,913 SH
14 CAMECO CORP CCJ 13321L108 $2.7M 2.22% 26,073 SH
15 BLACKROCK HEALTH SCIENCES TR BUI 09248D104 $2.3M 1.91% 78,975 SH
16 BLACKROCK HEALTH SCIENCES TR BME 09250W107 $2.3M 1.91% 53,307 SH
17 EXXON MOBIL CORP XOM 30233Q108 $2.2M 1.82% 15,925 SH
18 NUVEEN S&P 500 DYNAMIC OVERW SPXX 6706EW100 $2.1M 1.75% 110,380 SH
19 NVIDIA CORP NVDA 67066G104 $2.0M 1.70% 10,164 SH
20 FIRST INTST BANCSYSTEM INC FIBK 32055Y201 $2.0M 1.68% 52,108 SH
21 SOUTHERN COPPER CORP SCCO 84265V105 $2.0M 1.64% 11,244 SH
22 VISA INC V 92826C839 $1.9M 1.60% 5,578 SH
23 ALPHABET INC GOOGL 02079K305 $1.9M 1.56% 5,237 SH
24 AGNICO EAGLE MINES LTD AEM 008474108 $1.8M 1.48% 11,406 SH
25 GENERAL ELECTRIC CO GE 369604301 $1.5M 1.26% 4,029 SH
26 CHEVRON CORP NEW CVX 166764100 $1.4M 1.21% 8,721 SH
27 YD BIO LTD YDESW G9835J103 $1.4M 1.20% 4,644,452 SH
28 FIRST MAJESTIC SILVER CORP AG 32076V103 $1.3M 1.12% 79,352 SH
29 HEICO CORP NEW HEI 422806109 $1.3M 1.10% 3,693 SH
30 ORLA MNG LTD NEW ORLA 68634K106 $1.1M 0.93% 113,880 SH
31 SELECT SECTOR SPDR TR XLV 81369Y209 $1.0M 0.88% 6,612 SH
32 MP MATERIALS CORP MP 553368101 $1.0M 0.87% 18,671 SH
33 MARVELL TECHNOLOGY INC MRVL 573874104 $1.0M 0.85% 3,396 SH
34 EQT CORP EQT 26884L109 $937.1K 0.78% 17,625 SH
35 AERCAP HOLDINGS NV AER N00985106 $923.2K 0.77% 6,333 SH
36 ALAMOS GOLD INC NEW AGI 011532108 $900.6K 0.75% 29,685 SH
37 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $896.3K 0.75% 7,682 SH
38 AMAZON COM INC AMZN 023135106 $852.5K 0.71% 3,577 SH
39 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $748.9K 0.63% 1 SH
40 PURECYCLE TECHNOLOGIES INC PCT 74623V103 $593.0K 0.50% 73,123 SH
41 ENTERPRISE PRODS PARTNERS L EPD 293792107 $503.7K 0.42% 13,702 SH
42 BLACKROCK RES & COMMODITIES BCX 09257A108 $455.5K 0.38% 40,275 SH
43 NUSCALE PWR CORP CL A COM SMR 67079K100 $417.6K 0.35% 41,635 SH
44 MICROSOFT CORP MSFT 594918104 $340.8K 0.28% 914 SH
45 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $339.3K 0.28% 678 SH
46 SCHWAB STRATEGIC TR SCHG 808524300 $290.7K 0.24% 8,589 SH
47 SPDR GOLD TRUST GLD 78463V107 $285.1K 0.24% 774 SH
48 SPDR SERIES TRUST SPYM 78464A854 $262.8K 0.22% 2,990 SH
49 ENERGY TRANSFER LP ET 29273V100 $257.0K 0.21% 13,439 SH
50 COLLEGIUM PHARMACEUTICAL INC COLL 19459J104 $252.6K 0.21% 6,978 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-06 $119.6M 213 0001633896-26-000003
2026-03-31 2026-05-08 $108.1M 205 0001633896-26-000002
2025-12-31 2026-02-09 $107.7M 207 0001633896-26-000001