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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 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
UCB
251
United Community Banks
UCB
$4.18B
$307K 0.03%
8,745
– –
JEPI icon
252
JPMorgan Equity Premium Income ETF
JEPI
$45.3B
$305K 0.03%
5,400
– –
NZF icon
253
Nuveen Municipal Credit Income Fund
NZF
$2.27B
$305K 0.03%
24,053
-25
-0.1% -$314
SCHG icon
254
Schwab US Large-Cap Growth ETF
SCHG
$62.8B
$305K 0.03%
+9,000
New +$298K
NOC icon
255
Northrop Grumman
NOC
$74.4B
$304K 0.03%
+597
New +$344K
IWN icon
256
iShares Russell 2000 Value ETF
IWN
$14.1B
$287K 0.03%
1,296
– –
PFF icon
257
iShares Preferred and Income Securities ETF
PFF
$12.8B
$286K 0.03%
9,392
+228
+2% +$7.1K
ONON icon
258
On Holding
ONON
$9.13B
$283K 0.03%
+8,000
New +$292K
VOO icon
259
Vanguard S&P 500 ETF
VOO
$1.04T
$283K 0.03%
+412
New +$275K
BDX icon
260
Becton Dickinson
BDX
$49.4B
$280K 0.03%
1,850
-1,318
-42% -$197K
SCHW
261
Charles Schwab
SCHW
$181B
$279K 0.03%
3,029
+84
+3% +$7.66K
MLM icon
262
Martin Marietta Materials
MLM
$35.1B
$276K 0.03%
+479
New +$284K
ETY icon
263
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.22B
$271K 0.03%
18,620
-11,775
-39% -$172K
PFGC icon
264
Performance Food Group
PFGC
$14.2B
$269K 0.03%
+2,402
New +$229K
VEU icon
265
Vanguard FTSE All-World ex-US ETF
VEU
$69.7B
$268K 0.03%
3,200
– –
ERO icon
266
Ero Copper
ERO
$3.47B
$268K 0.03%
+10,000
New +$283K
HEI icon
267
HEICO Corp
HEI
$41.4B
$266K 0.02%
+747
New +$227K
FLEX icon
268
Flex
FLEX
$40.3B
$266K 0.02%
+1,640
New +$199K
LMBS icon
269
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.44B
$265K 0.02%
5,320
+15
+0.3% +$748
ECL icon
270
Ecolab
ECL
$76.2B
$262K 0.02%
941
-20
-2% -$5.27K
BKMS
271
BNY Mellon Municipal Short Duration ETF
BKMS
$425M
$258K 0.02%
10,099
– –
NTRS icon
272
Northern Trust
NTRS
$32.4B
$257K 0.02%
1,480
– –
SDY icon
273
State Street SPDR S&P Dividend ETF
SDY
$21.2B
$256K 0.02%
1,685
+35
+2% +$5.21K
MU icon
274
Micron Technology
MU
$1.1T
$255K 0.02%
+221
New +$166K
MCK icon
275
McKesson
MCK
$103B
$255K 0.02%
337
+68
+25% +$53.9K
9 10
11
12 13

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GLLW
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SGCA
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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.