SEC 13F Intelligence

Managers / Q4 2020 · view latest →

CYPRESS CAPITAL MANAGEMENT LLC

CIK 0001140468 · 3801 KENNETT PIKE, SUITE C200A, GREENVILLE, DE, 19807 · 3024298436

Reported Value
$734M
Q4 2020
Positions
171
Filings on Record
17
2019–present window
Filed
Feb 8, 2021
original filing

Summary

Cypress Capital Management LLC reported $734M in U.S.-listed holdings across 171 positions for Q4 2020.

Its largest position, MSFT, represents 5.3% of the portfolio.

Compared with Q3 2020, the fund opened 8 new positions and exited 3.

Portfolio Metrics

Turnover
+1.1%
vs prior filed quarter
Top-10 Concentration
+28.8%
share of reported value
Largest Position
+5.3%
Microsoft
New / Exited
8 / 3
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’19: $541MQ1 ’19Q2 ’19: $576MQ3 ’19: $612MQ3 ’19Q4 ’19: $652MQ1 ’20: $509MQ1 ’20Q2 ’20: $613MQ3 ’20: $652MQ3 ’20Q4 ’20: $734MQ1 ’21: $727MQ1 ’21Q2 ’21: $758MQ3 ’21: $757MQ3 ’21Q4 ’21: $884MQ1 ’22: $796MQ1 ’22Q2 ’22: $672MQ3 ’22: $539MQ3 ’22Q4 ’22: $0filingsflow.com

Portfolio Composition

By security type
Common Stock: 81.6%ETP: 11.7%Other: 6.4%ADR: 0.2%MLP: 0.1%
  • Common Stock · 81.6% · $599M
  • ETP · 11.7% · $86M
  • Other · 6.4% · $47M
  • ADR · 0.2% · $2M
  • MLP · 0.1% · $588,000

Quarter-over-Quarter Changes full breakdown →

vs Q3 2020 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
BACBank of America CorpNEW+9.3K9.3K+$281,000$281,000
ABBVAbbVie IncNEW+2.5K2.5K+$263,000$263,000
AMDAdvanced Micro DevicesNEW+2.7K2.7K+$250,000$250,000
SYKStryker CorpNEW+950950+$233,000$233,000
MTBM & T Bank CorporationNEW+1.8K1.8K+$226,000$226,000
TRVTravelers Cos IncNEW+1.5K1.5K+$207,000$207,000
Sirius XM Hldgs IncNEW+15.6K15.6K+$99,000$99,000
SIGASiga TechnologiesNEW+12.5K12.5K+$91,000$91,000

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2020

170 positions (from 171 filing rows — )
#IssuerClass% PortfolioValueShares
1MSFTMicrosoft Corphistory →COM5.29%$39M174.6K
2GOOGLAlphabet Inc - Class ACOM3.08%$23M12.9K
3ABTAbbott Laboratorieshistory →COM2.92%$21M195.6K
4MRKMerck & Co Inchistory →COM2.77%$20M248.3K
5JPMJP Morgan Chase & Companyhistory →COM2.73%$20M157.5K
6IWYIShares Russell Top 200 Growthhistory →COM2.50%$18M138.0K
7HDHome Depot Inchistory →COM2.50%$18M69.0K
8CSCOCisco Systems Inchistory →COM2.44%$18M399.8K
9ORCLOracle Corporationhistory →COM2.28%$17M258.4K
10DHRDanaher Corphistory →COM2.25%$17M74.5K
11MDLZMondelez International Inchistory →COM2.25%$17M282.3K
12AAgilent Technologies Inchistory →COM2.20%$16M136.3K
13CMCSAComcast Corp-Class Ahistory →COM2.08%$15M291.3K
14BRK/BBerkshire Hathaway Inc - Classhistory →COM1.99%$15M62.9K
15PNCPNC Financial Services Grouphistory →COM1.80%$13M88.4K
16ZBHZimmer Biomet Inchistory →COM1.79%$13M85.1K
17UNHUnitedhealth Grouphistory →COM1.79%$13M37.4K
18VYMVanguard High Dvd Yld ETFhistory →COM1.78%$13M142.8K
19Truist Financial CorpCOM1.73%$13M264.2K
20KHCKraft Heinz Companyhistory →COM1.66%$12M351.8K
21DDominion Energy Inchistory →COM1.59%$12M155.3K
22EVRGEvergy Inchistory →COM1.58%$12M208.2K
23METAFacebook Inchistory →COM1.57%$12M42.2K
24VZVerizon Communicationshistory →COM1.51%$11M189.2K
25RTXRaytheon Technologies Corphistory →COM1.47%$11M150.4K
26HPQHP Inchistory →COM1.41%$10M421.7K
27EAElectronic Arts Inchistory →COM1.37%$10M69.9K
28GPCGenuine Parts Cohistory →COM1.35%$10M99.0K
29TJXTJX Companies Inchistory →COM1.32%$10M141.6K
30KOCoca-Cola Cohistory →COM1.28%$9M171.1K
31VGTVanguard Info Tech ETFhistory →COM1.27%$9M26.3K
32KEYSKeysight Technologies Inchistory →COM1.26%$9M69.7K
33BENFranklin Resources Inchistory →COM1.19%$9M348.5K
34Johnson Controls InternationalCOM1.18%$9M186.4K
35MCDMcDonald's Corphistory →COM1.14%$8M38.9K
36IBMInternational Business Machinehistory →COM1.13%$8M65.9K
37CFGCitizens Financial Grouphistory →COM1.13%$8M231.1K
38INTCIntel Corphistory →COM1.12%$8M164.7K
39AT&T Corp NewCOM1.05%$8M268.3K
40FEFirstEnergy CorpCOM0.99%$7M238.5K
41PNWPinnacle West CapitalCOM0.98%$7M89.8K
42SPYSPDR S&P 500 ETF Trust SeriesCOM0.97%$7M19.0K
43SWKStanley Black & DeckerCOM0.90%$7M37.0K
44Jacobs Engineering Group IncCOM0.77%$6M51.6K
45PHParker Hannifin CorpCOM0.76%$6M20.4K
46AAPLApple ComputerCOM0.75%$6M41.6K
47INGRIngredion IncCOM0.74%$5M68.9K
48Constellation Brands Inc-ACOM0.71%$5M23.9K
49HPEHewlett Packard Enterprise CoCOM0.70%$5M432.1K
50JNJJohnson & JohnsonCOM0.63%$5M29.4K
51CVXChevron CorpCOM0.62%$5M53.9K
52UNPUnion Pacific CorpCOM0.60%$4M21.2K
53PGProcter & Gamble CoCOM0.59%$4M31.2K
54DOWDow USCOM0.59%$4M78.0K
55VVVanguard Large-Cap ETFCOM0.57%$4M24.0K
56SCHDSchwab US Dividend ETFCOM0.56%$4M63.9K
57EXMOCExxon Mobil CorporationCOM0.54%$4M95.7K
58ADIAnalog DevicesCOM0.47%$3M23.4K
59MMM3M CompanyCOM0.47%$3M19.7K
60HSYHershey Foods CorpCOM0.44%$3M21.3K
61SNASnap-On IncCOM0.38%$3M16.4K
62PEPPepsico IncCOM0.36%$3M18.0K
63Energy Select Sector SPDRCOM0.35%$3M68.0K
64IEFAIShares Core EAFE ETFCOM0.34%$2M35.9K
65ECLEcolab IncCOM0.33%$2M11.2K
66DISDisney (Walt) CoCOM0.31%$2M12.6K
67VOVanguard Mid-Cap ETFCOM0.28%$2M10.0K
68TXNTexas Instruments IncCOM0.28%$2M12.6K
69IJHIShares S&P Midcap 400COM0.26%$2M8.3K
70XLVHealth Care Select Sector SPDRCOM0.25%$2M15.9K
71Consumer Discretionary SelectCOM0.24%$2M11.1K
72Lam Research CorpCOM0.23%$2M3.6K
73FASTFastenal CoCOM0.23%$2M34.6K
74Accenture PLC-Cl ACOM0.23%$2M6.4K
75DASTYDassault Systemes S-Spon ADRCOM0.23%$2M8.1K
76VPUVanguard Utilities ETFCOM0.22%$2M11.8K
77ETNEaton CorpCOM0.21%$2M12.9K
78IWMIShares Russell 2000 ETFCOM0.21%$2M7.8K
79NEENextEra Energy IncCOM0.21%$2M19.6K
80AMZNAmazon.com IncCOM0.20%$1M456
81TMOThermo Fisher Scientific IncCOM0.19%$1M3.1K
82Crown Castle International CorCOM0.18%$1M8.3K
83QQQInvesco QQQ Trust Series 1COM0.18%$1M4.2K
84MAMasterCard Inc - Class ACOM0.18%$1M3.7K
85SCHVSchwab US Large Cap Value ETFCOM0.18%$1M21.7K
86DDDuPont de Nemours IncCOM0.17%$1M18.0K
87ROSTRoss Stores IncCOM0.17%$1M10.4K
88SBUXStarbucks CorporationCOM0.16%$1M11.2K
89Consumer Staples Select SectorCOM0.16%$1M17.1K
90IJRIShares S&P Small Cap 600COM0.16%$1M12.5K
91SCHXSchwab US Large Cap ETFCOM0.15%$1M12.5K
92Linde PLCCOM0.15%$1M4.3K
93VBVanguard Small-Cap ETFCOM0.15%$1M5.6K
94ELVAnthem IncCOM0.15%$1M3.4K
95VTIVanguard U S Total Stock MktCOM0.15%$1M5.6K
96RSPTInvesco S&P 500 Equal Wt TechCOM0.15%$1M4.3K
97GMGeneral Motors CorpCOM0.14%$1M25.2K
98XLIIndustrial Select Sector SPDRCOM0.14%$1M11.7K
99TSLATesla Motors IncCOM0.12%$917,0001.3K
100IVWIShares Trust S&P 500/Barra GrCOM0.12%$914,00014.3K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q4 2022$01Feb 10, 202313F-HRchanges · EDGAR ↗
Q3 2022$539M193Nov 4, 202213F-HRchanges · EDGAR ↗
Q2 2022$672M194Aug 10, 202213F-HRchanges · EDGAR ↗
Q1 2022$796M207May 13, 202213F-HRchanges · EDGAR ↗
Q4 2021$884M207Feb 22, 202213F-HRchanges · EDGAR ↗
Q3 2021$757M173Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$758M174Aug 12, 202113F-HRchanges · EDGAR ↗
Q1 2021$727M170May 12, 202113F-HRchanges · EDGAR ↗
Q4 2020$734M171Feb 8, 202113F-HRchanges · EDGAR ↗
Q3 2020$652M166Nov 12, 202013F-HRchanges · EDGAR ↗
Q2 2020$613M161Aug 13, 202013F-HRchanges · EDGAR ↗
Q1 2020$509M153Apr 24, 202013F-HRchanges · EDGAR ↗
Q4 2019$652M168Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$612M165Nov 1, 201913F-HRchanges · EDGAR ↗
Q2 2019$576M159Aug 5, 2019RESTATEMENTchanges · EDGAR ↗
Q1 2019$541M152May 6, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.