Cypress Capital Management LLC (WY)

CIK 0001633896 · Q1 2026

13F Equity AUM

$108.1M

+0.4% QoQ

Positions

201

-1 QoQ

AUM Rank

#9,696

Top 78%

Skill Alpha (FF)

-3.4%/yr^ns

No Clear Edge

Rank #6,643 · Top 81%

vs S&P -7.1%/yr (unadj.)

Quarters Tracked

~11 years

Portfolio Concentration

Top 5: 36.6%Top 10: 50.8%Top 20: 71.5%

AAPL19.2%

XETYX4.6%

QQQX4.5%

BGR4.3%

COST4.0%

RVT3.3%

PHYS/U2.9%

YDESW2.8%

CCO2.6%

AMLP2.6%

Others (191)49.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services37.0%

Technology26.4%

Energy8.8%

Basic Materials6.0%

Consumer Defensive5.6%

Healthcare4.0%

Financials3.5%

Industrials3.2%

Other5.6%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 201Median: 0.04%Avg: 0.50%

0–0.5%

163(8.9%)

0.5–1%

8(6.3%)

1–3%

24(44.8%)

3–5%

5(20.8%)

5%+

1(19.2%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 194Unique: 7vs 20 funds

2.7%Low

201

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

3.7%

BANK OF AMERICA CORP /DE/

3.6%

4.2%

5.5%

4.1%

VANGUARD CAPITAL MANAGEMENT LLC

3.9%

GEODE CAPITAL MANAGEMENT, LLC

3.7%

VANGUARD PORTFOLIO MANAGEMENT LLC

4.2%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New19Increased24Decreased40Exited21

New Positions

XSSPX1.4%

+94K

COLL0.2%

+7K

FCFS0.2%

+1K

PCAR0.2%

+2K

PPLT0.1%

+939

ONTO0.1%

+269

WRBY0.0%

+2K

BITO0.0%

+5K

MRSH0.0%

+97

VIAV0.0%

+515

Increased

YDESW2.8%

+141K(+3%)

XETYX4.6%

+75K(+26%)

RVT3.3%

+27K(+14%)

QQQX4.5%

+15K(+9%)

BUI1.6%

+8K(+15%)

XBMEX1.6%

+7K(+18%)

GE1.1%

+4K(+25581%)

YDESW0.2%

+3K(+11%)

NRIM0.1%

+2K(+103%)

PHYS/U2.9%

+1K(+1%)

Decreased

BGR4.3%

-41,781(-14%)

AGI1.2%

-40,440(-59%)

AEP0.0%

-8,903(-96%)

FIBK1.9%

-5,582(-8%)

XLU0.0%

-2,898(-99%)

PUMP0.0%

-1,800(-78%)

JEPI0.8%

-1,046(-6%)

CELH0.8%

-1,010(-4%)

FNGS0.0%

-702(-97%)

AMLP2.6%

-468(-1%)

Exited

-1,524

-200

-98

-47

-36

-14,356

-75

-11

-18

-61

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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