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Cypress Capital Group Portfolio holdings
AUM
$1.07B
Turnover
25%
1-Year Est. Return
35.82%
This Fund
S&P 500
This Quarter Est. Return
+14.86%
1 Year Est. Return
+35.82%
3 Year Est. Return
+97.83%
5 Year Est. Return
+128.84%
10 Year Est. Return
+370.11%
AUM
$1.07B
AUM Growth
+$182M
(+20%)
Cap. Flow
+$97.2M
Cap. Flow % of AUM
Cap. Flow %
9.08%
Top 10 Holdings %
Top 10 Hldgs %
30.82%
Holding
320
New
74
Increased
133
Reduced
58
Closed
6
Avg Time Held
4.9
years
Top 10 Avg Time Held
4.2
years
Top 20 Avg Time Held
4.9
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$10.4M |
| 2 |
Broadcom
AVGO
|
+$4.39M |
| 3 |
Microsoft
MSFT
|
+$3.66M |
| 4 |
Amazon
AMZN
|
+$3.59M |
| 5 |
Accenture
ACN
|
+$3.16M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Booking.com
BKNG
|
+$11.9M |
| 2 |
iShares MSCI South Korea ETF
EWY
|
+$3.12M |
| 3 |
iShares S&P India Nifty 50 Index Fund
INDY
|
+$2.16M |
| 4 |
Abbott
ABT
|
+$1.92M |
| 5 |
The Mosaic Company
MOS
|
+$978K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 24.32% |
| 2 | Miscellaneous | 18.54% |
| 3 | Healthcare | 14.32% |
| 4 | Financials | 11.13% |
| 5 | Consumer Discretionary | 6.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
Apple
AAPL
$5.01T
| $57.3M | 5.35% |
198,024
+7,047
| +4% | +$2.02M |
2013 Q2
52 quarters
|
|
2
Eli Lilly
LLY
$1.12T
| $57.2M | 5.34% |
47,680
+844
| +2% | +$862K |
2013 Q2
52 quarters
|
|
|
3
Microsoft
MSFT
$3.93T
| $34.3M | 3.2% |
91,883
+9,043
| +11% | +$3.66M |
2013 Q2
52 quarters
|
|
|
4
NVIDIA
NVDA
$5.17T
| $33.6M | 3.14% |
167,812
+50,819
| +43% | +$10.4M |
2018 Q4
30 quarters
|
|
5
AbbVie
ABBV
$504B
| $27.9M | 2.61% |
111,026
+591
| +0.5% | +$127K |
2013 Q2
52 quarters
|
|
6
JPMorgan Chase
JPM
$902B
| $25.6M | 2.39% |
78,303
+6,396
| +9% | +$1.99M |
2013 Q2
52 quarters
|
|
|
7
Broadcom
AVGO
$1.57T
| $25.1M | 2.34% |
66,421
+10,949
| +20% | +$4.39M |
2021 Q4
18 quarters
|
|
8
iShares Core S&P 500 ETF
IVV
$880B
| $24.5M | 2.29% |
32,745
-117
| -0.4% | -$85.2K |
2014 Q1
49 quarters
|
|
9
Visa
V
$756B
| $22.6M | 2.11% |
65,835
+1,132
| +2% | +$363K |
2013 Q2
52 quarters
|
|
|
10
Amazon
AMZN
$2.7T
| $21.9M | 2.05% |
91,965
+14,305
| +18% | +$3.59M |
2017 Q1
37 quarters
|
|
11
Berkshire Hathaway Class B
BRK.B
$1.14T
| $21M | 1.96% |
42,014
+1,553
| +4% | +$747K |
2013 Q2
52 quarters
|
|
12
Johnson & Johnson
JNJ
$616B
| $21M | 1.96% |
82,604
+1,653
| +2% | +$385K |
2013 Q2
52 quarters
|
|
13
iShares Gold Trust
IAU
$61.8B
| $20.3M | 1.9% |
269,426
-2,638
| -1% | -$224K |
2020 Q4
22 quarters
|
|
14
ExxonMobil
XOM
$736B
| $18.2M | 1.7% |
132,766
+5,662
| +4% | +$847K |
2013 Q2
52 quarters
|
|
15
Lam Research
LRCX
$330B
| $18M | 1.68% |
41,496
+6,923
| +20% | +$2.1M |
2018 Q3
31 quarters
|
|
16
Alphabet (Google) Class A
GOOGL
$4.17T
| $18M | 1.68% |
50,230
+4,956
| +11% | +$1.78M |
2017 Q2
36 quarters
|
|
17
Invesco QQQ Trust
QQQ
$475B
| $17.3M | 1.62% |
23,532
+740
| +3% | +$509K |
2013 Q2
52 quarters
|
|
18
Walmart Inc
WMT
$943B
| $16.5M | 1.54% |
145,380
+4,910
| +3% | +$610K |
2013 Q2
52 quarters
|
|
19
State Street SPDR S&P 500 ETF Trust
SPY
$806B
| $16.1M | 1.5% |
21,513
+48
| +0.2% | +$34.8K |
2013 Q2
52 quarters
|
|
20
Alphabet (Google) Class C
GOOG
$4.12T
| $15.3M | 1.43% |
43,260
+1,382
| +3% | +$494K |
2017 Q2
36 quarters
|
|
21
TSMC
TSM
$2.14T
| $14.5M | 1.35% |
30,265
+3,379
| +13% | +$1.37M |
2023 Q1
13 quarters
|
|
22
TJX Companies
TJX
$162B
| $14.3M | 1.33% |
94,102
+3,830
| +4% | +$606K |
2013 Q2
52 quarters
|
|
23
Lockheed Martin
LMT
$127B
| $14M | 1.31% |
27,461
+51
| +0.2% | +$27.6K |
2013 Q2
52 quarters
|
|
24
Philip Morris
PM
$320B
| $10.5M | 0.98% |
58,129
+522
| +0.9% | +$90.5K |
2013 Q2
52 quarters
|
|
25
Phillips 66
PSX
$117B
| $10.1M | 0.95% |
59,903
+2,215
| +4% | +$381K |
2013 Q2
52 quarters
|
|
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Cypress Capital Group's Q2 2026 Portfolio in Review
As of Q2 2026, Cypress Capital Group held 320 positions worth $1.07B, up 20% from $889M the previous quarter. Its ten largest holdings account for 31% of the portfolio.
Cypress Capital Group deployed $97.2M of net new capital in Q2 2026, opening 74 new positions and adding to 133 existing holdings. Its largest new stake was KraneShares CSI China Internet ETF: 89,975 shares worth $2.2M.
By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 19% a quarter earlier, followed by Miscellaneous and Healthcare.
On the sell side, the largest reduction was Booking.com, an estimated $11.9M trimmed.
- Cypress Capital Group's largest Q2 2026 buy was KraneShares CSI China Internet ETF: 89,975 shares worth $2.2M.
- Cypress Capital Group added most to NVIDIA in Q2 2026, an estimated $10.4M increase.
- Cypress Capital Group's biggest Q2 2026 reduction was Booking.com, cutting an estimated $11.9M.
- Cypress Capital Group fully exited iShares MSCI South Korea ETF in Q2 2026, selling an estimated $3.12M.
- Cypress Capital Group's ten largest holdings make up 31% of its $1.07B portfolio in Q2 2026.
- Cypress Capital Group opened 74 new positions and closed 6 in Q2 2026.
- Cypress Capital Group's portfolio value rose 20% quarter-over-quarter to $1.07B.
Based on Cypress Capital Group's 13F filing for Q2 2026, filed 5 Aug 2026.