1y return+13.6%S&P 500 +20.9%
3y return+32.0%S&P 500 +68.5%
5y return+14.1%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2017: $153 against $297 in the S&P 500.2
Cypress Capital Management LLC (WY)S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $23.5M | 19.6% | |
| QQQXNuveen Nasdaq 100 Dynamic Ov | $5.9M | 5.0% | +8.3% |
| XETYXEaton Vance Tx Mgd Div Eq In | $4.9M | 4.1% | −7.2% |
| RVTRoyce Value Tr Inc | $4.5M | 3.8% | +12.4% |
| BGRBlackrock Energy & Res Tr | $4.2M | 3.5% | +6.0% |
| COSTCostco Whsl Corp New | $4.0M | 3.4% | −2.0% |
| AMDAdvanced Micro Devices Inc | $3.8M | 3.2% | −5.6% |
| IJTIshares Tr | $3.4M | 2.8% | |
| AMLPAlps Etf Tr | $2.9M | 2.5% | +6.7% |
| PHYSSprott Etf Trust | $2.9M | 2.4% | +9.9% |
| CLSCelestica Inc | $2.8M | 2.3% | −2.0% |
| JPMJpmorgan Chase & Co | $2.7M | 2.3% | |
| PMPhilip Morris Intl Inc | $2.7M | 2.3% | |
| CCJCameco Corp | $2.7M | 2.2% | −1.1% |
| BUIBlackrock Health Sciences Tr | $2.3M | 1.9% | +22.5% |
| XBMEXBlackrock Health Sciences Tr | $2.3M | 1.9% | +18.8% |
| XOMExxon Mobil Corp | $2.2M | 1.8% | New |
| XSSPXNuveen S&p 500 Dynamic Overw | $2.1M | 1.8% | +16.8% |
| NVDANvidia Corp | $2.0M | 1.7% | +1.5% |
| FIBKFirst Intst Bancsystem Inc | $2.0M | 1.7% | −16.2% |
| SCCOSouthern Copper Corp | $2.0M | 1.6% | |
| VVisa Inc | $1.9M | 1.6% | |
| GOOGLAlphabet Inc | $1.9M | 1.6% | +2.0% |
| AEMAgnico Eagle Mines Ltd | $1.8M | 1.5% | +2.9% |
| GEGeneral Electric Co | $1.5M | 1.3% | −1.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMDAdvanced Micro Devices Inc | June 30, 2022 | +659.7% | $3.8M |
| CCJCameco Corp | March 31, 2021 | +513.3% | $2.7M |
| CLSCelestica Inc | March 31, 2025 | +362.9% | $2.8M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $2.7M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $23.5M |
| COSTCostco Whsl Corp New | June 30, 2020 | +208.5% | $4.0M |
| GOOGLAlphabet Inc | June 30, 2021 | +192.7% | $1.9M |
| BRK/ABerkshire Hathaway Inc Del | June 30, 2020 | +180.2% | $749K |
| PMPhilip Morris Intl Inc | June 30, 2020 | +158.2% | $2.7M |
| AEMAgnico Eagle Mines Ltd | March 31, 2022 | +153.3% | $1.8M |
Sold off last quarter
- Exxon Mobil CorpCUSIP 30231G102 was $2.7M
- ABTAbbott Labs was $225K
- Honeywell Intl IncCUSIP 438516106 was $187K
- MMM3m Co was $96K
- ABBVAbbvie Inc was $37K
- CRWDCrowdstrike Hldgs Inc was $5,856
- MAMastercard Incorporated was $3,997
- BUI-RBlackrock Utils Infrastructu was $507
- AMPEAmpio Pharmaceuticals Inc was $67
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +5.8% | +14.8% |
| March 31, 2026 | −0.9% | −4.6% |
| December 31, 2025 | −1.5% | +2.4% |
| September 30, 2025 | +10.0% | +7.8% |
| June 30, 2025 | +4.8% | +10.5% |
| March 31, 2025 | +0.7% | −4.6% |
| December 31, 2024 | −2.7% | +2.1% |
| September 30, 2024 | +6.0% | +5.4% |
| June 30, 2024 | +3.9% | +4.0% |
| March 31, 2024 | +2.3% | +10.0% |
| December 31, 2023 | +8.2% | +11.2% |
| September 30, 2023 | −7.0% | −3.6% |
| June 30, 2023 | +2.0% | +8.3% |
| March 31, 2023 | +4.9% | +7.0% |
| December 31, 2022 | +1.2% | +7.1% |
| September 30, 2022 | −3.6% | −5.3% |
| June 30, 2022 | −15.0% | −16.5% |
| March 31, 2022 | −5.1% | −4.9% |
| December 31, 2021 | +6.3% | +10.7% |
| September 30, 2021 | −3.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Cypress Capital Management LLC (WY) Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1633896&type=13F-HR&dateb=&owner=include&count=40CIK 1633896
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1633896/000163389626000003/Filed August 6, 2026 · accession 0001633896-26-000003