Black Cypress Capital Management, LLC

RIA/Wealth

Black Cypress Capital Management, LLC is a RIA/Wealth based in Greenville, DE led by Kelly Ann Wellborn, reporting $1.3B in AUM as of Q3 2025 with 40% Industrials concentration, 83% concentrated in top 10 holdings, and 28% allocation to WCC.

PresidentKelly Ann Wellborn

Portfolio Value: $133.3M
Positions: 32
Top Holding: WCC at 27.59%
Last Reported: Q3 2025

Address3801 Kennett Pike, Suite C 200-a, Greenville, DE, 19807, United States

Top Holdings

Largest long holdings in Black Cypress Capital Management, LLC's portfolio (82.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Wesco International WCC	Industrial - Distribution Industrials	$36.8M	27.59%	+$275.2K Bought	0.36% 173.9K shares	Q1 2024 Held for 1y 8m
2 U.S. Bancorp USB	Banks - Regional Financial Services	$15.6M	11.72%	+$421.1K Bought	0.02% 323.3K shares	Q1 2024 Held for 1y 8m
3 Halliburton HAL	Oil & Gas Equipment & Services Energy	$10.8M	8.10%	+$204.5K Bought	0.05% 439.1K shares	Q1 2024 Held for 1y 8m
4 Schlumberger SLB	Oil & Gas Equipment & Services Energy	$8.2M	6.16%	+$90.2K Bought	0.02% 238.9K shares	Q1 2024 Held for 1y 8m
5 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$7.9M	5.94%	+$41.1K Bought	0.00% 10.8K shares	Q1 2024 Held for 1y 8m
6 Wells Fargo & Company WFC	Banks - Diversified Financial Services	$7.2M	5.39%	-$446.0K Sold	0.00% 85.7K shares	Q1 2024 Held for 1y 8m
7 Fortune Brands Innovations FBIN	Construction Industrials	$6.6M	4.93%	+$620.0K Bought	0.10% 123.0K shares	Q2 2025 Held for 5 months
8 Floor & Decor FND	Home Improvement Consumer Cyclical	$6.3M	4.74%	+$136.4K Bought	0.08% 85.8K shares	Q1 2024 Held for 1y 8m
9 Brown-Forman Corporation BF.B	Unknown Unknown	$5.8M	4.35%	-$682.4K Sold	0.05% 214.4K shares	Q2 2024 Held for 1y 5m
10 Delta Air Lines DAL	Airlines, Airports & Air Services Industrials	$5.2M	3.91%	+$214.3K Bought	0.01% 91.8K shares	Q1 2024 Held for 1y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Black Cypress Capital Management, LLC's latest filing

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Market Value

$133.3M

Prior: $122.3M

Q/Q Change

+9.04%

+$11.0M

Net Flows % of MV

+0.522%

Turnover Ratio

2.1%

New Purchases

2 stocks

$93.7K

Added To

19 stocks

+$2.7M

Sold Out Of

0 stocks

Reduced Holdings

9 stocks

-$2.1M

Increased Positions

Position	Shares Δ	Change
1 iShares iBonds Dec 2027 Term Corporate ETF IBDS	New	0 → 2.0K +$48.7K
2 iShares iBonds Dec 2027 Term Treasury IBTH	New	0 → 2.0K +$45.0K
3 iShares iBonds Dec 2026 Term Treasury IBTG	+66.27%	3.0K → 5.0K +$45.9K
4 iShares iBonds Dec 2025 Term Treasury IBTF	+19.36%	9.3K → 11.1K +$42.1K
5 iShares iBonds Dec 2026 Term Corporate ETF IBDR	+17.05%	2.9K → 3.4K +$12.2K

Decreased Positions

Position	Shares Δ	Change
1 Johnson Controls International JCI	-38.91%	1.7K → 1.0K −$72.3K
2 Starbucks SBUX	-15.89%	52.9K → 44.5K −$711.0K
3 Brown-Forman Corporation BF.B	-10.52%	239.6K → 214.4K −$682.4K
4 Wells Fargo & Company WFC	-5.85%	91.0K → 85.7K −$446.0K
5 Carnival Corporation CCL	-4.4%	162.8K → 155.6K −$207.2K