We are live on ! Find out more
CCMW

Cypress Capital Management (Wyoming) Portfolio holdings

AUM $120M
1-Year Est. Return 63.01%
This Fund
S&P 500
This Quarter Est. Return
+41.15%
1 Year Est. Return
+63.01%
3 Year Est. Return
+160.62%
5 Year Est. Return
+189.15%
10 Year Est. Return
+724.31%
AUM
$108M
AUM Growth
+$16.3M
Cap. Flow
+$5.42M
Cap. Flow %
5%
Top 10 Hldgs %
53.82%
Holding
190
New
17
Increased
9
Reduced
54
Closed
11

Top Buys

Rank Stock Value
1
YDESW
YD Bio Ltd Warrants
YDESW
+$7.4M
2
PLTR icon
Palantir
PLTR
+$1.37M
3
YDES
YD Bio Ltd
YDES
+$521K
4
RVT icon
Royce Value Trust
RVT
+$511K
5
PCT icon
PureCycle Technologies
PCT
+$178K

Top Sells

Rank Stock Value
1
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.63M
2
FIBK icon
First Interstate BancSystem
FIBK
+$959K
3
ARI
Apollo Commercial Real Estate
ARI
+$153K
4
V icon
Visa
V
+$139K
5
COST icon
Costco
COST
+$128K

Sector Composition

Rank Sector Weight
1 Technology 26.73%
2 Consumer Staples 9.17%
3 Financials 7.55%
4 Energy 7.55%
5 Materials 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
USO icon
126
United States Oil Fund
USO
$1.8B
$11.1K 0.01%
150
-100
-40% -$7.51K
VCIT icon
127
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.6B
$10.1K 0.01%
120
– –
B
128
Barrick Mining
B
$67.9B
$9.83K 0.01%
300
– –
BKH icon
129
Black Hills Corp
BKH
$5.58B
$9.24K 0.01%
150
– –
RGR icon
130
Sturm, Ruger & Co
RGR
$600M
$8.69K 0.01%
200
– –
BSM icon
131
Black Stone Minerals
BSM
$3.08B
$7.88K 0.01%
600
– –
IEFA icon
132
iShares Core MSCI EAFE ETF
IEFA
$196B
$7.33K 0.01%
84
– –
IWY icon
133
iShares Russell Top 200 Growth ETF
IWY
$16.6B
$6.02K 0.01%
22
– –
PSEC icon
134
Prospect Capital
PSEC
$1.15B
$5.9K 0.01%
2,145
– –
LX
135
LexinFintech Holdings
LX
$237M
$5.33K ﹤0.01%
1,000
– –
BABA icon
136
Alibaba
BABA
$300B
$5K ﹤0.01%
28
– –
BA icon
137
Boeing
BA
$183B
$4.96K ﹤0.01%
23
– –
CRK icon
138
Comstock Resources
CRK
$4.09B
$4.96K ﹤0.01%
250
– –
SILJ icon
139
Amplify Junior Silver Miners ETF
SILJ
$3.99B
$4.83K ﹤0.01%
209
– –
NKE icon
140
Nike
NKE
$60.1B
$4.49K ﹤0.01%
64
– –
LPX icon
141
Louisiana-Pacific
LPX
$5.15B
$4.44K ﹤0.01%
50
– –
SCHM icon
142
Schwab US Mid-Cap ETF
SCHM
$15.2B
$4.18K ﹤0.01%
141
– –
GME icon
143
GameStop
GME
$8.32B
$4.09K ﹤0.01%
150
– –
IEMG icon
144
iShares Core MSCI Emerging Markets ETF
IEMG
$158B
$3.23K ﹤0.01%
49
– –
RIVN icon
145
Rivian
RIVN
$23.1B
$2.79K ﹤0.01%
+190
New +$2.55K
OUT icon
146
Outfront Media
OUT
$5.29B
$2.67K ﹤0.01%
146
– –
TEL icon
147
TE Connectivity
TEL
$62B
$2.63K ﹤0.01%
+12
New +$2.4K
BAC icon
148
Bank of America
BAC
$453B
$2.58K ﹤0.01%
+50
New +$2.44K
SLV icon
149
iShares Silver Trust
SLV
$31.8B
$2.12K ﹤0.01%
50
– –
SOLV icon
150
Solventum
SOLV
$14.5B
$1.82K ﹤0.01%
25
– –
4 5
6
7 8

Similar funds

ACM
AIHC Capital Management Central $120M AUM
CM
CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return
WAG
Windsor Advisory Group Columbus, Ohio $120M AUM 4.29% 1-Year Est. Return
SRL
Scientech Research LLC Jersey City, New Jersey $120M AUM 73.62% 1-Year Est. Return
TWM
Troutman Wealth Management Malvern, Pennsylvania $120M AUM
B
BennBridge Edinburgh, United Kingdom $120M AUM 32.19% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return
DWA
Davis Wealth Advisors Salem, New Hampshire $120M AUM

Cypress Capital Management (Wyoming)'s Q3 2025 Portfolio in Review

As of Q3 2025, Cypress Capital Management (Wyoming) held 190 positions worth $108M, up 18% from $92.1M the previous quarter. Its ten largest holdings account for 54% of the portfolio.

Cypress Capital Management (Wyoming) deployed $5.42M of net new capital in Q3 2025, opening 17 new positions and adding to 9 existing holdings. Its largest new stake was YD Bio Ltd Warrants: 4,239,696 shares worth $9.03M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 24% a quarter earlier, followed by Consumer Staples and Financials.

On the sell side, the largest reduction was First Interstate BancSystem, an estimated $959K trimmed.

  • Cypress Capital Management (Wyoming)'s largest Q3 2025 buy was YD Bio Ltd Warrants: 4,239,696 shares worth $9.03M.
  • Cypress Capital Management (Wyoming) added most to Netflix in Q3 2025, an estimated $150K increase.
  • Cypress Capital Management (Wyoming)'s biggest Q3 2025 reduction was First Interstate BancSystem, cutting an estimated $959K.
  • Cypress Capital Management (Wyoming) fully exited State Street SPDR S&P Regional Banking ETF in Q3 2025, selling an estimated $1.63M.
  • Cypress Capital Management (Wyoming)'s ten largest holdings make up 54% of its $108M portfolio in Q3 2025.
  • Cypress Capital Management (Wyoming) opened 17 new positions and closed 11 in Q3 2025.
  • Cypress Capital Management (Wyoming)'s portfolio value rose 18% quarter-over-quarter to $108M.

Based on Cypress Capital Management (Wyoming)'s 13F filing for Q3 2025, filed 3 Nov 2025.