You're signed outSign in or to get full access.
Cypress Capital Management LLC (wy)
Cypress Capital Management LLC is an independent Registered Investment Advisory firm founded in 2004. It provides tailored financial services such as money management, tax planning, and estate planning. The firm offers customized investment strategies focusing on individual stocks and bonds, with a hands-on fiduciary approach.
Investment Strategy
Fundamental investing based on individual stocks and bonds, utilizing macroeconomic research and quantitative data to mitigate risk.
Latest 13F Filing Activity
Cypress Capital Management LLC (wy) filed their most recent 13F report on Jun 30, 2025 disclosing 168 equity positions with a total 13F market value of $92M. The fund increased holdings in Nuveen Nasdaq 100 Dynamic Ov, Eaton Vance TX MGD Div Eq in, Blackrock Energy & Res TR among other positions. Cypress Capital Management LLC (wy) reduced exposure to Vaneck Etf Trust, Apple Inc., Alamos Gold Inc. New among others.
Top Holdings
Equity Positions (168)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 18.23% | $16.8M | 81,832 | $32.52 | $205.17 | -$1.5M |
C COST | COSTCO WHSL CORP NEW | 5.27% | $4.9M | 4,902 | $353.01 | $989.94 | +$326.2K |
Q QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | 4.73% | $4.4M | 161,035 | $25.38 | $26.47 | +$2.8M |
E ETY | EATON VANCE TX MGD DIV EQ IN | 4.71% | $4.3M | 280,492 | $14.92 | $15.47 | +$2.7M |
B BGR | BLACKROCK ENERGY & RES TR | 4.39% | $4.0M | 304,783 | $13.39 | $13.26 | +$2.4M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more