AI Portfolio Summary
In 2025 Q4, Cypress Capital Management LLC (WY) maintained a portfolio of 214 distinct positions. They heavily accumulated shares in APPLE INC, increasing their position by 0.6%. Conversely, Cypress Capital Management LLC (WY) completely exited their position in KELLANOVA.
Total Positions
214
Quarter
2025 Q4
Top Holding
AAPL (20.7%)
Top 10 Concentration
51.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 214
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AAPL
APPLE INC
|
Technology | 20.74% | 19.18% |
#1
Prev: #1
|
6.5 | 494 | 0.6% |
P
S
|
82,132 | $22,328,406 |
$88.13
+203.0%
|
2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
QQQX
NUVEEN NASDAQ 1...
|
Financial Services | 4.31% | 4.18% |
#2
1
Prev: #3
|
3.7 | 860 | 0.5% |
P
S
|
162,599 | $4,637,323 |
$27.19
+2.5%
|
2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
ETY
EATON VANCE TX ...
|
Financial Services | 4.09% | 4.12% |
#3
1
Prev: #4
|
3.1 | 6,645 | 2.4% |
P
S
|
287,207 | $4,405,755 |
$12.61
+18.7%
|
2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
N/A
YD BIO LTD
|
—
|
Unknown | 4.09% | 8.33% |
#4
2
Prev: #2
|
2.6 | 208,962 | 4.9% |
P
S
|
4,448,658 | $4,404,171 | — | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
BGR
BLACKROCK ENERG...
|
Financial Services | 3.87% | 3.85% |
#5
1
Prev: #6
|
2.5 | -140 | -0.0% |
P
S
|
307,695 | $4,166,190 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
COST
COSTCO WHSL COR...
|
Consumer Defensive | 3.63% | 4.07% |
#6
1
Prev: #5
|
2.0 | -241 | -5.1% |
P
S
|
4,527 | $3,903,813 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RVT
ROYCE VALUE TR ...
|
Financial Services | 2.84% | 0.48% |
#7
33
Prev: #40
|
4.1 | 157,348 | 483.8% |
P
S
|
189,871 | $3,056,923 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PHYS
SPROTT ETF TRUS...
|
ETF | 2.65% | 2.36% |
#8
1
Prev: #9
|
1.6 | -41 | -0.0% |
P
S
|
86,466 | $2,855,107 | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJT
ISHARES TR
|
Warrant | 2.53% | 2.53% |
#9
1
Prev: #8
|
1.5 | -25 | -0.1% |
P
S
|
19,333 | $2,729,046 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 2.50% | 2.33% |
#10
1
Prev: #11
|
1.5 | 353 | 4.4% |
P
S
|
8,346 | $2,689,248 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AGI
ALAMOS GOLD INC...
|
Basic Materials | 2.46% | 2.21% |
#11
1
Prev: #12
|
1.5 | -62 | -0.1% |
P
S
|
68,710 | $2,650,832 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMLP
ALPS ETF TR
|
ETF | 2.33% | 2.33% |
#12
2
Prev: #10
|
1.4 | -466 | -0.9% |
P
S
|
53,445 | $2,512,984 | 2015 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CCJ
CAMECO CORP
|
Energy | 2.24% | 1.99% |
#13
2
Prev: #15
|
1.4 | 614 | 2.4% |
P
S
|
26,330 | $2,408,932 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PM
PHILIP MORRIS I...
|
Consumer Defensive | 2.23% | 2.87% |
#14
7
Prev: #7
|
0.9 | -4,235 | -22.1% |
P
S
|
14,942 | $2,396,697 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CLS
CELESTICA INC
|
Technology | 2.21% | 2.10% |
#15
2
Prev: #13
|
1.4 | -1,189 | -12.9% |
P
S
|
8,053 | $2,380,547 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FIBK
FIRST INTST BAN...
|
Financial Services | 2.18% | 2.00% |
#16
2
Prev: #14
|
1.4 | -155 | -0.2% |
P
S
|
67,795 | $2,345,707 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
V
VISA INC
|
Financial Services | 1.85% | 1.89% |
#17
1
Prev: #16
|
1.2 | -306 | -5.1% |
P
S
|
5,685 | $1,993,786 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 1.80% | 1.67% |
#18
1
Prev: #19
|
1.2 | 51 | 0.3% |
P
S
|
16,088 | $1,936,030 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AEM
AGNICO EAGLE MI...
|
Basic Materials | 1.76% | 1.74% |
#19
2
Prev: #17
|
1.2 | -14 | -0.1% |
P
S
|
11,174 | $1,894,328 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORP
|
Technology | 1.74% | 1.69% |
#20
2
Prev: #18
|
1.2 | 197 | 2.0% |
P
S
|
10,043 | $1,873,020 | 2016 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.53% | 1.17% |
#21
6
Prev: #27
|
1.1 | 46 | 0.9% |
P
S
|
5,267 | $1,648,571 | 2015 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCCO
SOUTHERN COPPER...
|
Basic Materials | 1.51% | 1.27% |
#22
3
Prev: #25
|
1.1 | 23 | 0.2% |
P
S
|
11,368 | $1,630,967 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BME
BLACKROCK HEALT...
|
Financial Services | 1.45% | 1.30% |
#23
1
Prev: #24
|
1.6 | no change | no change |
P
S
|
37,860 | $1,557,182 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 1.40% | 1.43% |
#24
4
Prev: #20
|
1.6 | no change | no change |
P
S
|
8,469 | $1,505,365 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 1.38% | 1.00% |
#25
4
Prev: #29
|
1.1 | 246 | 3.7% |
P
S
|
6,947 | $1,487,770 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
K
KELLANOVA
|
Consumer Defensive | 0.00% | 0.05% |
Sold All 😨
(Was: #88) |
0.0 | -653 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IGF
ISHARES TR
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #123) |
0.0 | -198 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
USO
UNITED STATES O...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #126) |
0.0 | -150 | -100.0% |
CLOSED
|
— | $— | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LPX
LOUSIANA PAC CO...
|
Industrials | 0.00% | 0.00% |
Sold All 😨
(Was: #141) |
0.0 | -50 | -100.0% |
CLOSED
|
— | $— | 2017 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GME
GAMESTOP CORP N...
|
Consumer Cyclical | 0.00% | 0.00% |
Sold All 😨
(Was: #143) |
0.0 | -150 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SNAP
SNAP INC
|
Communication Services | 0.00% | 0.00% |
Sold All 😨
(Was: #161) |
0.0 | -100 | -100.0% |
CLOSED
|
— | $— | 2017 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NKLAQ
NIKOLA CORP
|
Industrials | 0.00% | 0.00% |
Sold All 😨
(Was: #179) |
0.0 | -33 | -100.0% |
CLOSED
|
— | $— | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 214 holdings