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Denise Ebzery

Cypress Capital Management Llc (wy)

Assets Managed
$108.129M
Holdings
205
Last Quarter
2026 - Q1
Filed Date
1mo 24d ago
Growth Rate
0.43%(2Q avg: -0.12%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Cypress Capital Management Llc (wy)'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 205 positions.

Assets under management

The assets under management (AUM) of Cypress Capital Management Llc (wy) over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 108.129M in assets, with a quarterly growth rate of 0.43% and a 2-quarter average growth rate of -0.12%. The portfolio is managed by Denise Ebzery, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -0.36%
19.21%
$20.768M
81,830 shares@ $253.8 avg price
XETYX
Eaton Vance Tax-mgd Div Eqty
Recent Activity
Increased 26.11%
4.62%
$4.994M
362,177 shares@ $13.8 avg price
QQQX
Nuveen Nasdaq 100 Dyn Overwr
Recent Activity
Increased 9.43%
4.49%
$4.854M
177,931 shares@ $27.29 avg price
BGR
Blackrock Enrgy & Res Tr
Recent Activity
Decreased -13.57%
4.26%
$4.603M
265,914 shares@ $17.31 avg price
COST
Costco Wholesale Corp
Recent Activity
Decreased -2.84%
4.06%
$4.382M
4,398 shares@ $996.43 avg price
RVT
Royce Small-cap Trust Inc
Recent Activity
Increased 14.23%
3.33%
$3.6M
216,884 shares@ $16.6 avg price
PHYS
Sprott Physical Gold Trust
Recent Activity
Increased 1.26%
2.87%
$3.103M
87,555 shares@ $35.44 avg price
YDESW
Yd Bio Ltd -30
Recent Activity
Increased 3.18%
2.76%
$2.983M
4.59M shares@ $0.65 avg price
CCJ
Cameco Corp
Recent Activity
Increased 0.08%
2.65%
$2.862M
26,351 shares@ $108.61 avg price
AMLP
Alerian Mlp Etf
Recent Activity
Decreased -0.87%
2.58%
$2.789M
52,977 shares@ $52.64 avg price

1-10 of 205