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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
OEF icon
276
iShares S&P 100 ETF
OEF
$20.3B
$254K 0.02%
695
– –
SHY icon
277
iShares 1-3 Year Treasury Bond ETF
SHY
$26.1B
$251K 0.02%
3,057
– –
MELI icon
278
Mercado Libre
MELI
$92.5B
$250K 0.02%
+147
New +$251K
GLDM icon
279
SPDR Gold MiniShares Trust
GLDM
$31.8B
$244K 0.02%
3,072
– –
IDEV icon
280
iShares Core MSCI International Developed Markets ETF
IDEV
$32.4B
$242K 0.02%
+2,722
New +$241K
SHEL icon
281
Shell
SHEL
$274B
$242K 0.02%
3,121
+582
+23% +$50.2K
ARES icon
282
Ares Management
ARES
$28.5B
$237K 0.02%
+2,125
New +$255K
VWO icon
283
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$235K 0.02%
+3,944
New +$232K
SPYM
284
State Street SPDR Portfolio S&P 500 ETF
SPYM
$162B
$235K 0.02%
+2,674
New +$228K
MRSH
285
Marsh
MRSH
$83.3B
$234K 0.02%
+1,406
New +$235K
JBL icon
286
Jabil
JBL
$31B
$233K 0.02%
+604
New +$209K
UNP icon
287
Union Pacific
UNP
$168B
$232K 0.02%
+854
New +$224K
PWV icon
288
Invesco Large Cap Value ETF
PWV
$1.86B
$231K 0.02%
3,047
– –
IJR icon
289
iShares Core S&P Small-Cap ETF
IJR
$106B
$231K 0.02%
+1,555
New +$213K
SHOP icon
290
Shopify
SHOP
$165B
$230K 0.02%
+2,014
New +$230K
NXPI icon
291
NXP Semiconductors
NXPI
$57.5B
$229K 0.02%
+815
New +$225K
JCI icon
292
Johnson Controls International
JCI
$85.4B
$229K 0.02%
+1,564
New +$221K
SCHX icon
293
Schwab US Large- Cap ETF
SCHX
$73.8B
$228K 0.02%
+7,735
New +$221K
USMV icon
294
iShares MSCI USA Min Vol Factor ETF
USMV
$23.6B
$227K 0.02%
2,355
– –
INTC icon
295
Intel
INTC
$575B
$223K 0.02%
+1,600
New +$162K
CI icon
296
Cigna
CI
$72.9B
$221K 0.02%
+802
New +$227K
IGF icon
297
iShares Global Infrastructure ETF
IGF
$10.3B
$215K 0.02%
3,230
-125
-4% -$8.39K
CARR icon
298
Carrier Global
CARR
$44.8B
$215K 0.02%
+2,928
New +$191K
DELL icon
299
Dell
DELL
$374B
$213K 0.02%
+493
New +$143K
FSEP icon
300
FT Vest US Equity Buffer ETF September
FSEP
$1.27B
$212K 0.02%
+3,844
New +$207K
9 10 11
12
13

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LA
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BBCM
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OHIS
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CFFP
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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.