Cypress Capital Management LLC holds a focused book of 213 stocks worth $119.6M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened ExxonMobil Holdings Corp and trimmed Apple Inc. Their largest long position is Apple Inc at 20% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
69% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Cypress Capital Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Integrated Wealth Concepts LLC | 78 / 80 | $2.7B |
| MORGAN STANLEY | 77 / 80 | $426.8B |
| BANK OF AMERICA CORP /DE/ | 77 / 80 | $284.3B |
| ROYAL BANK OF CANADA | 77 / 80 | $121.5B |
| WELLS FARGO & COMPANY/MN | 77 / 80 | $109.7B |
| UBS Group AG | 77 / 80 | $108.6B |
| RAYMOND JAMES FINANCIAL INC | 77 / 80 | $61.0B |
| OSAIC HOLDINGS, INC. | 77 / 80 | $13.5B |
Ranked by how many of Cypress Capital Management LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $23.5M | 81.2K | 19.6% | ▼−0.7% Reduced · −599 sh | |
| 2 | Nuveen Nasdaq 100 Dynamic Ov COM SHS | $5.9M | 192.7K | 5.0% | ▲+8.3% Added · +15K sh | |
| 3 | Eaton Vance TX MGD Div Eq In COM | $4.9M | 336.0K | 4.1% | ▼−7.2% Reduced · −26K sh | |
| 4 | Royce Value TR Inc COM | $4.5M | 243.8K | 3.8% | ▲+12% Added · +27K sh | |
| 5 | BlackRock Energy & Res TR COM | $4.2M | 281.9K | 3.5% | ▲+6.0% Added · +16K sh | |
| 6 | Costco WHSL Corp New COM | $4.0M | 4.3K | 3.4% | ▼−2.0% Reduced · −89 sh | |
| 7 | Advanced Micro Devices Inc COM | $3.8M | 6.5K | 3.2% | ▼−5.6% Reduced · −386 sh | |
| 8 | Ishares TR S&P SML 600GWT | $3.4M | 18.8K | 2.8% | ▼−0.4% Reduced · −83 sh | |
| 9 | ALPS ETF TR ALERIAN MLP | $2.9M | 56.5K | 2.5% | ▲+6.7% Added · +4K sh | |
| 10 | Sprott ETF Trust JR GOLD MINERS E | $2.9M | 96.2K | 2.4% | ▲+9.9% Added · +9K sh | |
| 11 | Celestica Inc COM | $2.8M | 7.7K | 2.3% | ▼−2.0% Reduced · −155 sh | |
| 12 | JPMorgan Chase & Co COM | $2.7M | 8.4K | 2.3% | ▼−0.1% Reduced · −12 sh | |
| 13 | Philip Morris Intl Inc COM | $2.7M | 14.9K | 2.3% | ▲~0% Added · +6 sh | |
| 14 | Cameco Corp COM | $2.7M | 26.1K | 2.2% | ▼−1.1% Reduced · −278 sh | |
| 15 | BlackRock Health Sciences TR COM | $2.3M | 79.0K | 1.9% | ▲+22% Added · +14K sh | |
| 16 | BlackRock Health Sciences TR COM | $2.3M | 53.3K | 1.9% | ▲+19% Added · +8K sh | |
| 17 | Exxon Mobil Corp COM | $2.2M | 15.9K | 1.8% | ▲New New position | |
| 18 | Nuveen S&P 500 Dynamic Overw COM | $2.1M | 110.4K | 1.8% | ▲+17% Added · +16K sh | |
| 19 | Nvidia Corp COM | $2.0M | 10.2K | 1.7% | ▲+1.5% Added · +151 sh | |
| 20 | First Intst Bancsystem Inc COM CL A | $2.0M | 52.1K | 1.7% | ▼−16% Reduced · −10K sh | |
| 21 | Southern Copper Corp COM | $2.0M | 11.2K | 1.6% | ▼−0.4% Reduced · −48 sh | |
| 22 | Visa Inc COM CL A | $1.9M | 5.6K | 1.6% | ▼−0.9% Reduced · −52 sh | |
| 23 | Alphabet Inc CPA STK CL A | $1.9M | 5.2K | 1.6% | ▲+2.0% Added · +105 sh | |
| 24 | Agnico Eagle Mines Ltd COM | $1.8M | 11.4K | 1.5% | ▲+2.9% Added · +321 sh | |
| 25 | General Electric Co COM | $1.5M | 4.0K | 1.3% | ▼−1.9% Reduced · −80 sh | |
| 26 | Chevron Corp New COM | $1.4M | 8.7K | 1.2% | ▼~0% Reduced · −2 sh | |
| 27 | Yd Bio Ltd *W EXP 08/28/203 | $1.4M | 4.64M | 1.2% | ▲+1.2% Added · +55K sh | |
| 28 | First Majestic Silver Corp COM | $1.3M | 79.4K | 1.1% | ▲New New position | |
| 29 | Heico Corp New COM | $1.3M | 3.7K | 1.1% | ▲New New position | |
| 30 | Orla MNG Ltd New COM | $1.1M | 113.9K | 0.9% | ▲110× Added · +113K sh | |
| 31 | Select Sector SPDR TR SBI HEALTHCARE | $1.0M | 6.6K | 0.9% | ▼−0.2% Reduced · −15 sh | |
| 32 | MP Materials Corp COM CL A | $1.0M | 18.7K | 0.9% | ▼~0% Reduced · −2 sh | |
| 33 | Marvell Technology Inc COM | $1.0M | 3.4K | 0.8% | ▲New New position | |
| 34 | Eqt Corp COM | $937K | 17.6K | 0.8% | ▼−2.1% Reduced · −377 sh | |
| 35 | Aercap Holdings NV SHS | $923K | 6.3K | 0.8% | ▼−0.2% Reduced · −12 sh | |
| 36 | Alamos Gold Inc New COM CL A | $901K | 29.7K | 0.8% | ▲+5.0% Added · +1K sh | |
| 37 | Palantir Technologies Inc CL A | $896K | 7.7K | 0.7% | ▼−8.3% Reduced · −692 sh | |
| 38 | Amazon Com Inc COM | $853K | 3.6K | 0.7% | ▲+4.7% Added · +159 sh | |
| 39 | Berkshire Hathaway Inc Del CL A | $749K | 1 | 0.6% | —Held | |
| 40 | Purecycle Technologies Inc COM | $593K | 73.1K | 0.5% | ▼~0% Reduced · −30 sh | |
| 41 | Enterprise Prods Partners L COM | $504K | 13.7K | 0.4% | ▲+0.1% Added · +16 sh | |
| 42 | BlackRock Res & Commodities SHS | $456K | 40.3K | 0.4% | ▲New New position | |
| 43 | Nuscale PWR Corp CL A Com CL A COM | $418K | 41.6K | 0.3% | ▼−1.2% Reduced · −517 sh | |
| 44 | Microsoft Corp COM | $341K | 914 | 0.3% | ▼−61% Reduced · −1K sh | |
| 45 | Berkshire Hathaway Inc Del CL B NEW | $339K | 678 | 0.3% | —Held | |
| 46 | Schwab Strategic TR US LCAP GR ETF | $291K | 8.6K | 0.2% | ▲+4.2% Added · +343 sh | |
| 47 | SPDR Gold Trust GOLD SHS | $285K | 774 | 0.2% | —Held | |
| 48 | SPDR Series Trust STATE STREET SPD | $263K | 3.0K | 0.2% | ▼−4.6% Reduced · −143 sh | |
| 49 | Energy Transfer LP COM UT LTD PTN | $257K | 13.4K | 0.2% | ▲+3.9% Added · +509 sh | |
| 50 | Collegium Pharmaceutical Inc RIGHT 04/02/2026 | $253K | 7.0K | 0.2% | ▼−1.4% Reduced · −102 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1633896/holdings"
Use Arkolith to show Cypress Capital Management LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 6, 2026 | 213 | $119.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 8, 2026 | 205 | $108.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 9, 2026 | 207 | $107.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 3, 2025 | 179 | $108.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 7, 2025 | 173 | $92.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 5, 2025 | 163 | $83.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 23, 2025 | 150 | $87.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 5, 2024 | 162 | $92.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.