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CCA

Cypress Capital Advisors Portfolio holdings

AUM $243M
1-Year Est. Return 19.53%
This Fund
S&P 500
This Quarter Est. Return
+8.57%
1 Year Est. Return
+19.53%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$243M
AUM Growth
+$58.9M
Cap. Flow
+$43M
Cap. Flow %
17.66%
Top 10 Hldgs %
63.97%
Holding
82
New
8
Increased
19
Reduced
45
Closed
2

Top Buys

Rank Stock Value
1
GMMF
iShares Government Money Market ETF
GMMF
+$42.5M
2
UNP icon
Union Pacific
UNP
+$934K
3
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$512K
4
TOL icon
Toll Brothers
TOL
+$500K
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$467K

Top Sells

Rank Stock Value
1
LRCX icon
Lam Research
LRCX
+$758K
2
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$458K
3
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$445K
4
CSCO icon
Cisco
CSCO
+$398K
5
AVGO icon
Broadcom
AVGO
+$343K

Sector Composition

Rank Sector Weight
1 Miscellaneous 84.91%
2 Technology 6.05%
3 Healthcare 2.41%
4 Consumer Discretionary 1.85%
5 Industrials 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
51
Microsoft
MSFT
$3.71T
$668K 0.27%
1,792
-76
-4% -$30.8K
CL icon
52
Colgate-Palmolive
CL
$70.8B
$626K 0.26%
6,825
-173
-2% -$15.1K
TOL icon
53
Toll Brothers
TOL
$13.1B
$579K 0.24%
+3,513
New +$500K
CGUS icon
54
Capital Group Core Equity ETF
CGUS
$11.8B
$512K 0.21%
11,515
-1,151
-9% -$49.3K
STX icon
55
Seagate
STX
$192B
$491K 0.2%
+509
New +$388K
RSP icon
56
Invesco S&P 500 Equal Weight ETF
RSP
$99.6B
$483K 0.2%
2,272
+77
+4% +$15.8K
GIS icon
57
General Mills
GIS
$20.5B
$474K 0.19%
13,626
-449
-3% -$15.5K
CMCSA icon
58
Comcast
CMCSA
$94B
$470K 0.19%
19,125
-471
-2% -$12.2K
XLY icon
59
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.4B
$465K 0.19%
3,964
-106
-3% -$12.4K
TSLA icon
60
Tesla
TSLA
$1.4T
$453K 0.19%
1,077
-63
-6% -$25.1K
XLC icon
61
State Street Communication Services Select Sector SPDR ETF
XLC
$22.4B
$453K 0.19%
4,225
-110
-3% -$12.5K
TWST icon
62
Twist Bioscience
TWST
$8.21B
$446K 0.18%
4,339
– –
USFR icon
63
WisdomTree Floating Rate Treasury Fund
USFR
$18.8B
$403K 0.17%
8,005
-398
-5% -$20.1K
IJH icon
64
iShares Core S&P Mid-Cap ETF
IJH
$126B
$392K 0.16%
5,087
-275
-5% -$20.2K
NVDA icon
65
NVIDIA
NVDA
$5.56T
$362K 0.15%
1,810
– –
BND icon
66
Vanguard Total Bond Market
BND
$160B
$361K 0.15%
4,916
+79
+2% +$5.8K
GLD icon
67
SPDR Gold Trust
GLD
$149B
$305K 0.13%
827
– –
VO icon
68
Vanguard Morningstar Mid-Cap ETF
VO
$108B
$261K 0.11%
3,244
– –
VOO icon
69
Vanguard S&P 500 ETF
VOO
$1.03T
$257K 0.11%
374
-21
-5% -$14K
VHT icon
70
Vanguard Health Care ETF
VHT
$19.3B
$253K 0.1%
847
– –
SPCX
71
SpaceX
SPCX
$1.95T
$253K 0.1%
+1,481
New +$252K
AOR icon
72
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.77B
$252K 0.1%
3,633
– –
GILD icon
73
Gilead Sciences
GILD
$187B
$251K 0.1%
1,988
+4
+0.2% +$527
SU icon
74
Suncor Energy
SU
$78.8B
$249K 0.1%
4,638
+8
+0.2% +$507
DVY icon
75
iShares Select Dividend ETF
DVY
$23.9B
$240K 0.1%
1,537
– –
1 2
3
4

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Cypress Capital Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Cypress Capital Advisors held 82 positions worth $243M, up 32% from $184M the previous quarter. Its ten largest holdings account for 64% of the portfolio.

Cypress Capital Advisors deployed $43M of net new capital in Q2 2026, opening 8 new positions and adding to 19 existing holdings. Its largest new stake was iShares Government Money Market ETF: 424,326 shares worth $42.6M.

By sector, the portfolio is most concentrated in Miscellaneous at 85% of assets, up from 81% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was Lam Research, an estimated $758K trimmed.

  • Cypress Capital Advisors's largest Q2 2026 buy was iShares Government Money Market ETF: 424,326 shares worth $42.6M.
  • Cypress Capital Advisors added most to Vanguard Morningstar Total Stock Market ETF in Q2 2026, an estimated $512K increase.
  • Cypress Capital Advisors's biggest Q2 2026 reduction was Lam Research, cutting an estimated $758K.
  • Cypress Capital Advisors fully exited ConocoPhillips in Q2 2026, selling an estimated $231K.
  • Cypress Capital Advisors's ten largest holdings make up 64% of its $243M portfolio in Q2 2026.
  • Cypress Capital Advisors opened 8 new positions and closed 2 in Q2 2026.
  • Cypress Capital Advisors's portfolio value rose 32% quarter-over-quarter to $243M.

Based on Cypress Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.