Cypress Capital Management LLC (WY)
Annual return '25
+26.0%
SPY '25
+17.7%
Alpha
+8.3ptsvs SPY
Invested
$108.1M
Holdings
206
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: New position (49.3k shares)
19.8%
02
$ETY
EATON VANCE TX MGD DIV EQ IN
Held since at least Q1 2024
4.8%
03
$QQQX
NUVEEN NASDAQ 100 DYNAMIC OV
Held since at least Q1 2024
4.6%
04
$BGR
BLACKROCK ENERGY & RES TR
Held since at least Q1 2024
4.4%
05
$COST
COSTCO WHSL CORP NEW
Q1 2026: New position (2.6k shares)
4.2%
06
$RVT
ROYCE VALUE TR INC
Held since at least Q1 2024
3.4%
07
$PHYS
SPROTT ETF TRUST
Held since at least Q1 2024
3.0%
08
$CCJ
CAMECO CORP
Held since at least Q1 2024
2.7%
09
$AMLP
ALPS ETF TR
Q1 2026: New position (5.0k shares)
2.7%
10
$IJT
ISHARES TR
Held since at least Q1 2024
2.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 06:56 UTC.