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CIK: 0001633896
Total reported value
$119.6M
$119.6M
163 檔
26.7%
According to the latest 13F quarterly dataset, Cypress Capital Management LLC managed an equity portfolio of $119.6M at the end of Q1 2025, spanning 163 distinct U.S. exchange-listed positions.
In Q1 2025, Cypress Capital Management LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 21.83% | +0.44% | -0.85% | |
| 2 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 5.41% | -0.68% | -2.47% | |
| 3 | AGI | Alamos Gold Inc-class A | Stock-Materials | 3.74% | -0.41% | -2.00% | |
| 4 | PM | Philip Morris International | Stock-Consumer Staples | 3.73% | -0.02% | -1.51% | |
| 5 | FIBK | First Interstate Bancsys-a | Stock-Other | 3.43% | -0.24% | — | |
| 6 | PHYS | Sprott Physical Gold Trust | Stock-Other | 3.31% | -0.44% | -1.25% | |
| 7 | AMLP | Alerian Mlp ETF | ETF-Other | 3.18% | -0.13% | -2.61% | |
| 8 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 3.07% | +0.28% | -3.21% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 2.72% | +0.03% | -6.21% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.47% | +0.01% | -1.31% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 2.38% | -2.52% | EXIT | |
| 12 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 2.12% | -0.60% | -3.05% | |
| 13 | CVX | Chevron CORP | Stock-Energy | 1.99% | -0.46% | +1.76% | |
| 14 | XETYX | Eaton Vance Tax-mgd Div Eqty | Stock-Other | 1.98% | -0.54% | +2958.68% | |
| 15 | BGR | Blackrock Enrgy & Res Tr | Stock-Other | 1.97% | -0.77% | — | |
| 16 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 1.94% | — | -3.49% | |
| 17 | QQQX | Nuveen Nasdaq 100 Dyn Overwr | Stock-Other | 1.87% | +0.48% | — | |
| 18 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 1.82% | +0.14% | -52.36% | |
| 19 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.79% | -0.80% | -1.95% | |
| 20 | AER | AerCap Holdings N.V. | Stock-Industrials | 1.70% | -0.03% | -2.51% | |
| 21 | CCJ | Cameco CORP | Stock-Energy | 1.39% | -0.43% | -4.30% | |
| 22 | AEP | American Electric Power | Stock-Utilities | 1.37% | — | -2.42% | |
| 23 | SCCO | Southern Copper CORP | Stock-Materials | 1.34% | -0.16% | -1.61% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.31% | +0.08% | -2.03% | |
| 25 | XLV | Ss Health Care Select Sector | ETF-Other | 1.31% | -0.02% | +1.92% | |
| 26 | AMH | American Homes 4 Rent- A | Stock-Real Estate | 1.24% | — | -7.14% | |
| 27 | CELH | Celsius Holdings Inc | Stock-Consumer Staples | 1.17% | -0.82% | -3.76% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 1.11% | -0.52% | -2.25% | |
| 29 | PBR | Petroleo Brasileiro-spon Adr | Stock-Energy | 1.04% | — | -2.51% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.01% | +0.20% | +0.46% | |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.95% | -0.03% | — | |
| 32 | CLS | Celestica Inc | Stock-Tech | 0.94% | +0.30% | — | |
| 33 | NUE | Nucor CORP | Stock-Materials | 0.92% | — | -2.66% | |
| 34 | AMD | Advanced Micro Devices | Stock-Tech | 0.87% | +1.86% | -8.69% | |
| 35 | BTU | Peabody Energy CORP | Stock-Energy | 0.76% | — | -9.89% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.69% | +0.05% | +6.35% | |
| 37 | CVI | Cvr Energy Inc | Stock-Other | 0.67% | — | -6.93% | |
| 38 | EPD | Enterprise Products Partners | Stock-Energy | 0.56% | -0.06% | — | |
| 39 | GLD | Spdr Gold Shares | ETF-Commodities | 0.53% | -0.07% | +11.31% | |
| 40 | ET | Energy Transfer LP | Stock-Energy | 0.44% | -0.02% | — | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.35% | -0.02% | — | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.34% | -0.02% | +40.58% | |
| 43 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.34% | — | -4.32% | |
| 44 | ABT | Abbott Laboratories | Stock-Healthcare | 0.34% | -0.21% | EXIT | |
| 45 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.33% | — | — | |
| 46 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.28% | +0.02% | -2.71% | |
| 47 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | — | -2.54% | |
| 48 | CRM | Salesforce Inc | Stock-Tech | 0.26% | -0.03% | — | |
| 49 | RTX | Rtx CORP | Stock-Industrials | 0.25% | +0.20% | NEW | |
| 50 | RSG | Republic Services Inc | Stock-Industrials | 0.22% | -0.02% | — |
According to official SEC Form 13F filings, Cypress Capital Management LLC reported a total U.S. public equity portfolio value of $119.6M across 163 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, COST, AGI) accounted for 26.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $18.3M
During Q1 2025, Cypress Capital Management LLC's top holdings by market value included AAPL (21.8%)、COST (5.4%)、AGI (3.7%). The largest single position, AAPL, represented 21.8% of total portfolio value.
In Q1 2025, Cypress Capital Management LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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