Cypress Capital Management LLC (Wy) has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $95.9 Million distributed in 179 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $20.8M, Eaton Vance Tax Managed Diversified Equity Income Fund with a value of $4.46M, Nuveen Nasdaq 100 Dynamic Overwrite Fund with a value of $4.44M, Costco Wholesale Corp with a value of $4.41M, and Black Rock Energy & Resources Trust with a value of $4.18M.

Examining the 13F form we can see an increase of $5.75M in the current position value, from $90.2M to 95.9M.

Below you can find more details about Cypress Capital Management LLC (Wy) portfolio as well as his latest detailed transactions.

Portfolio value $95.9 Million
Financial Services: $27.3 Million
Technology: $26.7 Million
Consumer Defensive: $9.94 Million
ETFs: $9.88 Million
Energy: $8.17 Million
Basic Materials: $6.47 Million
Industrials: $1.98 Million
Communication Services: $1.53 Million
Other: $3.95 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 179
  • Current Value $95.9 Million
  • Prior Value $90.2 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 17 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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