We are live on ! Find out more
CCG

Cypress Capital Group Portfolio holdings

AUM $1.07B
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
Cap. Flow
+$97.2M
Cap. Flow %
9.08%
Top 10 Hldgs %
30.82%
Holding
320
New
74
Increased
133
Reduced
58
Closed
6

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$10.4M
2
AVGO icon
Broadcom
AVGO
+$4.39M
3
MSFT icon
Microsoft
MSFT
+$3.66M
4
AMZN icon
Amazon
AMZN
+$3.59M
5
ACN icon
Accenture
ACN
+$3.16M

Top Sells

Rank Stock Value
1
BKNG icon
Booking.com
BKNG
+$11.9M
2
EWY icon
iShares MSCI South Korea ETF
EWY
+$3.12M
3
INDY icon
iShares S&P India Nifty 50 Index Fund
INDY
+$2.16M
4
ABT icon
Abbott
ABT
+$1.92M
5
MOS icon
The Mosaic Company
MOS
+$978K

Sector Composition

Rank Sector Weight
1 Technology 24.32%
2 Healthcare 14.32%
3 Financials 11.13%
4 Consumer Discretionary 6.89%
5 Industrials 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
D icon
226
Dominion Energy
D
$59.8B
$413K 0.04%
6,053
– –
LNT icon
227
Alliant Energy
LNT
$18.2B
$404K 0.04%
5,293
-260
-5% -$18.9K
SPTL icon
228
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.7B
$403K 0.04%
15,362
– –
CMCSA icon
229
Comcast
CMCSA
$90.4B
$402K 0.04%
16,372
– –
BKR icon
230
Baker Hughes
BKR
$63.8B
$397K 0.04%
+7,153
New +$452K
WFC icon
231
Wells Fargo
WFC
$269B
$396K 0.04%
4,793
– –
YUM icon
232
Yum! Brands
YUM
$41B
$391K 0.04%
2,448
– –
VB icon
233
Vanguard Morningstar Small-Cap ETF
VB
$83B
$387K 0.04%
1,276
+200
+19% +$57.3K
SIMO icon
234
Silicon Motion
SIMO
$8.18B
$387K 0.04%
+1,160
New +$269K
IBIT icon
235
iShares Bitcoin Trust
IBIT
$47.2B
$381K 0.04%
11,450
– –
ETR icon
236
Entergy
ETR
$50.3B
$381K 0.04%
3,315
-440
-12% -$49.6K
IVW icon
237
iShares S&P 500 Growth ETF
IVW
$77.3B
$364K 0.03%
2,650
– –
AEHR icon
238
Aehr Test Systems
AEHR
$4.22B
$364K 0.03%
+3,788
New +$346K
MNST icon
239
Monster Beverage
MNST
$90.1B
$358K 0.03%
+7,440
New +$313K
ET icon
240
Energy Transfer Partners
ET
$72.1B
$356K 0.03%
18,604
-16
-0.1% -$310
XHE icon
241
State Street SPDR S&P Health Care Equipment ETF
XHE
$169M
$352K 0.03%
+4,184
New +$339K
GSY icon
242
Invesco Ultra Short Duration ETF
GSY
$3.88B
$347K 0.03%
6,910
– –
ORLY icon
243
O'Reilly Automotive
ORLY
$74.5B
$340K 0.03%
+3,697
New +$337K
PFN
244
PIMCO Income Strategy Fund II
PFN
$706M
$336K 0.03%
47,157
– –
COF icon
245
Capital One
COF
$136B
$331K 0.03%
1,651
– –
CRDO icon
246
Credo Technology Group
CRDO
$50B
$325K 0.03%
+1,195
New +$236K
SNOW icon
247
Snowflake
SNOW
$115B
$324K 0.03%
+1,273
New +$234K
GS icon
248
Goldman Sachs
GS
$302B
$319K 0.03%
+315
New +$307K
VOE icon
249
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.4B
$315K 0.03%
+1,592
New +$308K
VNQ icon
250
Vanguard Real Estate ETF
VNQ
$38.6B
$308K 0.03%
3,193
– –
8 9
10
11 12

Similar funds

SCM
SIR Capital Management New York $1.07B AUM 57.73% 1-Year Est. Return
PP
Passaic Partners Newark, New Jersey $1.07B AUM 16.56% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.07B AUM 152.29% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
EC
E20 Capital Hong Kong $1.07B AUM
BGIM
Boussard & Gavaudan Investment Management London, United Kingdom $1.06B AUM 4.58% 1-Year Est. Return
CIS
Connors Investor Services Wyomissing, Pennsylvania $1.08B AUM 31.31% 1-Year Est. Return
ACP
Atalan Capital Partners New York $1.08B AUM 75.27% 1-Year Est. Return

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 Healthcare and Financials.

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.