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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
CG icon
301
Carlyle Group
CG
$14.3B
$211K 0.02%
+5,018
New +$236K
PLD icon
302
Prologis
PLD
$128B
$208K 0.02%
+1,537
New +$218K
EEM icon
303
iShares MSCI Emerging Markets ETF
EEM
$31.1B
$208K 0.02%
+3,040
New +$199K
DGRW icon
304
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17B
$207K 0.02%
+2,165
New +$205K
IWS icon
305
iShares Russell Mid-Cap Value ETF
IWS
$15.2B
$206K 0.02%
+1,252
New +$198K
NEU icon
306
NewMarket
NEU
$8.18B
$203K 0.02%
+256
New +$184K
BGR icon
307
BlackRock Energy and Resources Trust
BGR
$448M
$178K 0.02%
11,996
-28
-0.2% -$447
VOD icon
308
Vodafone
VOD
$40.5B
$175K 0.02%
13,262
– –
CHY
309
Calamos Convertible and High Income Fund
CHY
$999M
$166K 0.02%
+12,174
New +$154K
RDW icon
310
Redwire
RDW
$2.89B
$156K 0.01%
+12,725
New +$168K
OMER icon
311
Omeros
OMER
$1.34B
$143K 0.01%
+15,000
New +$178K
GRAB icon
312
Grab
GRAB
$11.5B
$75.4K 0.01%
+20,000
New +$72.8K
LYG icon
313
Lloyds Banking Group
LYG
$85.8B
$63.7K 0.01%
+10,930
New +$59.3K
GPUS
314
Hyperscale Data Inc
GPUS
$25.6M
$2.67K ﹤0.01%
3,955
– –
ALB icon
315
Albemarle
ALB
$13.6B
– –
-1,410
Closed -$253K
CCK icon
316
Crown Holdings
CCK
$12B
– –
-2,011
Closed -$202K
DEO icon
317
Diageo
DEO
$48.2B
– –
-3,200
Closed -$238K
EWY icon
318
iShares MSCI South Korea ETF
EWY
$27.9B
– –
-25,340
Closed -$3.12M
MOS icon
319
The Mosaic Company
MOS
$8.07B
– –
-38,355
Closed -$978K
SPTS icon
320
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$7.32B
– –
-8,295
Closed -$242K
9 10 11 12
13

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TS
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MSIIA
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LA
Legacy Advisors Plymouth Meeting, Pennsylvania $1.07B AUM 26.49% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.07B AUM 90.15% 1-Year Est. Return
OHIS
Oak Harvest Investment Services Houston, Texas $1.07B AUM 42.34% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 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 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.