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CCMW

Cypress Capital Management (Wyoming) Portfolio holdings

AUM $120M
1-Year Est. Return 63.01%
This Fund
S&P 500
This Quarter Est. Return
+1.09%
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
-$726K
Cap. Flow
+$1.92M
Cap. Flow %
1.78%
Top 10 Hldgs %
51.24%
Holding
214
New
35
Increased
33
Reduced
40
Closed
7

Top Buys

Rank Stock Value
1
RVT icon
Royce Value Trust
RVT
+$2.52M
2
SMR icon
NuScale Power
SMR
+$1.22M
3
MP icon
MP Materials
MP
+$1.2M
4
PCT icon
PureCycle Technologies
PCT
+$641K
5
YDESW
YD Bio Ltd Warrants
YDESW
+$295K

Top Sells

Rank Stock Value
1
CVI icon
CVR Energy
CVI
+$882K
2
NUE icon
Nucor
NUE
+$853K
3
AMH icon
American Homes 4 Rent
AMH
+$791K
4
PM icon
Philip Morris
PM
+$656K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$446K

Sector Composition

Rank Sector Weight
1 Technology 28.75%
2 Financials 7.96%
3 Consumer Staples 7.7%
4 Energy 6.9%
5 Materials 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
REE
126
DELISTED
RARE ELEMENT RES LTD
REE
$10.1K 0.01%
+14,356
New +$10.1K
VCIT icon
127
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.6B
$10.1K 0.01%
120
– –
AVGO icon
128
Broadcom
AVGO
$1.98T
$9.35K 0.01%
+27
New +$9.65K
META icon
129
Meta Platforms (Facebook)
META
$1.47T
$9.24K 0.01%
+14
New +$9.35K
VXX icon
130
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$141M
$9.16K 0.01%
346
– –
BSM icon
131
Black Stone Minerals
BSM
$3.08B
$7.97K 0.01%
600
– –
CVS icon
132
CVS Health
CVS
$121B
$7.78K 0.01%
+98
New +$7.73K
IEFA icon
133
iShares Core MSCI EAFE ETF
IEFA
$196B
$7.51K 0.01%
84
– –
SMCI icon
134
Super Micro Computer
SMCI
$24.3B
$7.32K 0.01%
250
– –
CRWD icon
135
CrowdStrike
CRWD
$226B
$7.03K 0.01%
+60
New +$7.64K
CCI icon
136
Crown Castle
CCI
$31.5B
$6.67K 0.01%
+75
New +$6.9K
RGR icon
137
Sturm, Ruger & Co
RGR
$600M
$6.53K 0.01%
200
– –
IWY icon
138
iShares Russell Top 200 Growth ETF
IWY
$16.6B
$6.09K 0.01%
22
– –
URA icon
139
Global X Uranium ETF
URA
$6.31B
$5.96K 0.01%
+133
New +$6.43K
CRK icon
140
Comstock Resources
CRK
$4.09B
$5.79K 0.01%
250
– –
SILJ icon
141
Amplify Junior Silver Miners ETF
SILJ
$3.99B
$5.78K 0.01%
209
– –
ETN icon
142
Eaton
ETN
$179B
$5.73K 0.01%
+18
New +$6.38K
XBI icon
143
State Street SPDR S&P Biotech ETF
XBI
$10.5B
$5.73K 0.01%
+47
New +$5.39K
PSEC icon
144
Prospect Capital
PSEC
$1.15B
$5.56K 0.01%
2,145
– –
BX icon
145
Blackstone
BX
$110B
$5.55K 0.01%
+36
New +$5.47K
BSX icon
146
Boston Scientific
BSX
$74.5B
$5.05K ﹤0.01%
+53
New +$5.2K
IBM icon
147
IBM
IBM
$222B
$5.04K ﹤0.01%
+17
New +$5.09K
BA icon
148
Boeing
BA
$183B
$4.99K ﹤0.01%
23
– –
GE icon
149
GE Aerospace
GE
$379B
$4.93K ﹤0.01%
+16
New +$4.82K
MA icon
150
Mastercard
MA
$490B
$4.57K ﹤0.01%
+8
New +$4.47K
4 5
6
7 8

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SRL
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DWA
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Cypress Capital Management (Wyoming)'s Q4 2025 Portfolio in Review

As of Q4 2025, Cypress Capital Management (Wyoming) held 214 positions worth $108M, down 0.67% from $108M the previous quarter. Its ten largest holdings account for 51% of the portfolio.

Cypress Capital Management (Wyoming)'s Q4 2025 filing shows 35 new, 33 increased, 40 reduced and 7 closed positions. Its largest new stake was NuScale Power: 42,572 shares worth $603K. The largest sale was CVR Energy, an estimated $882K.

By sector, the portfolio is most concentrated in Technology at 29% of assets, up from 27% a quarter earlier, followed by Financials and Consumer Staples.

  • Cypress Capital Management (Wyoming)'s largest Q4 2025 buy was NuScale Power: 42,572 shares worth $603K.
  • Cypress Capital Management (Wyoming) added most to Royce Value Trust in Q4 2025, an estimated $2.52M increase.
  • Cypress Capital Management (Wyoming)'s biggest Q4 2025 reduction was CVR Energy, cutting an estimated $882K.
  • Cypress Capital Management (Wyoming) fully exited Kellanova in Q4 2025, selling an estimated $53.6K.
  • Cypress Capital Management (Wyoming)'s ten largest holdings make up 51% of its $108M portfolio in Q4 2025.
  • Cypress Capital Management (Wyoming) opened 35 new positions and closed 7 in Q4 2025.
  • Cypress Capital Management (Wyoming)'s portfolio value fell 0.67% quarter-over-quarter to $108M.

Based on Cypress Capital Management (Wyoming)'s 13F filing for Q4 2025, filed 9 Feb 2026.