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| Cypress Capital Management US Limited
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| |
|---|---|
| CRD # | 139037 |
| SEC # | 801-66379 |
| CIK # | 0001964276, 0001964277, 0001633896, 0001140468, 0001729939, 0001341748 |
| AUM | $79.5 MM (2024-02-12) |
| Employees | 11 (73% Investors, 0% Brokers) |
| Phone | 604-659-1850 |
| Address | 1055 West Georgia Street Vancouver British Columbia, Canada |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001964276 0001964277 0001633896 0001140468 0001729939 0001341748 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Lilly Eli & Co | 301,789.7 | 50.9 | |
| Apple Inc | 2,382,844.0 | 45.1 | |
| Microsoft Corp | 1,918,222.4 | 37.8 | |
| VISA Inc | 419,260.5 | 19.6 | |
| AbbVie Inc | 269,466.6 | 19.5 | |
| Nvidia Corp | 399,550.0 | 16.7 | |
| Exxon Mobil Corp | 385,508.3 | 16.2 | |
| Lockheed Martin Corp | 111,953.9 | 15.9 | |
| J P Morgan Chase & Co | 340,169.2 | 14.2 | |
| Amazon Com Inc | 1,092,997.8 | 13.1 | |
| Johnson & Johnson | 465,600.2 | 11.7 | |
| TJX Companies Inc /DE/ | 67,345.6 | 10.7 | |
| Phillips 66 | 42,745.7 | 9.1 | |
| Mastercard Inc | 309,583.1 | 9.1 | |
| Wal Mart Stores Inc | 335,434.5 | 9.0 | |
| Chevron Corp | 294,604.1 | 8.6 | |
| Home Depot Inc | 277,648.0 | 8.5 | |
| Abbott Laboratories | 187,298.3 | 8.0 | |
| Alphabet Inc | 1,482,566.4 | 7.9 | |
| Accenture PLC | 179,517.0 | 7.8 | |
| Costco Wholesale Corp /NEW | 207,576.9 | 7.1 | |
| Alphabet Inc | 1,475,138.5 | 7.0 | |
| McDonalds Corp | 179,584.2 | 6.7 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12 | 2.0 |
| (b) Individuals (high net worth individuals) | 43 | 76.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 67 | 79.5 |
| By Discretionary | ||
| Discretionary | 67 | 79.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 67 | 79.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 79.5 | |
| Total | 67 | 79.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001140468] | |
| 13F-HR | [0001341748] | |
| 13F-HR | [0001633896] | |
| 13F-HR | [0001729939] | |
| 13F-NT | [0001964276] | |
| 13F-NT | [0001964277] |
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