FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,193.48-0.08%
XLE56.74-0.22%
STOXX50E5,860.32-0.39%
XLF51.790.73%
FTSE10,321.09-0.56%
IXIC24,870.930.14%
RUT2,785.73-0.05%
GSPC7,173.900.12%
Temp29.3°C
UV12.5
Feels33.3°C
Humidity66%
Wind13.7 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time12:25 PM

Institutional Manager · CIK 0001633896

Cypress Capital Management LLC (WY)

SHERIDAN, WY · File #028-16730

Latest AUM
$107.7M
Positions
207
Top-10 Concentration
53.9%
Filings
9

Portfolio Value Over Time

2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
ADDROYCE VALUE TR INCRVT+157,348+$2.5M-$976
NEWMP MATERIALS CORPMP+18,868+$953,211$0
REDUCENURCOR CORPNUE-5,675-$925,025+$156,542
REDUCEAMERICAN HOMES 4 RENTAMH-PG-24,693-$793,468-$27,591
REDUCEPHILIP MORRIS INTL INC718172109-4,235-$679,294-$34,518
REDUCECVR ENERGY INCCVI-25,913-$659,486-$286,041
NEWNUSCALE PWR CORPNU+42,572+$603,245$0
ADDPURECYCLE TECHNOLOGIES INCPCTTW+60,332+$518,252-$58,464
REDUCEJ P MORGAN EXCHANGE TRADED F46641Q332-7,803-$449,983+$13,666
REDUCECELESTICA INCCLS-1,189-$351,480+$454,983

Sector Allocation

Technology
28.7%$31.0M
Financials
12.0%$12.9M
Materials
6.7%$7.2M
Energy
6.3%$6.8M
Industrials
5.6%$6.1M
Healthcare
0.6%$693,590
Real Estate
0.0%$46,317
Utilities
0.0%$20,826

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1APPLE INCAAPL82,132$22.3M21.83%
2NUVEEN NASDAQ 100 DYNAMIC OV670699107162,599$4.6M4.53%
3EATON VANCE TX MGD DIV EQ INETN287,207$4.4M4.31%
4YD BIO LTDYDESW4,448,658$4.4M4.31%
5BLACKROCK ENERGY & RES TRBLK307,695$4.2M4.07%
6COSTCO WHSL CORP NEW22160K1054,527$3.9M3.82%
7ROYCE VALUE TR INCRVT189,871$3.1M2.99%
8SPROTT ETF TRUSTSII86,466$2.9M2.79%
9ISHARES TR46428788719,333$2.7M2.67%
10JPMORGAN CHASE & COVYLD8,346$2.7M2.63%
11ALAMOS GOLD INC NEWAGI68,710$2.7M2.59%
12ALPS ETF TR00162Q45253,445$2.5M2.46%
13CAMECO CORPCCJ26,330$2.4M2.35%
14PHILIP MORRIS INTL INC71817210914,942$2.4M2.34%
15CELESTICA INCCLS8,053$2.4M2.33%
16FIRST INTST BANCSYSTEM INC32055Y20167,795$2.3M2.29%
17VISA INCV5,685$2.0M1.95%
18EXXON MOBIL CORPXOM16,088$1.9M1.89%
19AGNICO EAGLE MINES LTDAEM11,174$1.9M1.85%
20NVIDIA CORPNVDA10,043$1.9M1.83%