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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 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
MA icon
26
Mastercard
MA
$490B
$9.76M 0.91%
19,008
+1,602
+9% +$799K
AMD icon
27
Advanced Micro Devices
AMD
$795B
$9.69M 0.91%
16,686
+1,417
+9% +$581K
CSCO icon
28
Cisco
CSCO
$487B
$9.57M 0.89%
81,491
+109
+0.1% +$11.4K
COST icon
29
Costco
COST
$422B
$9.1M 0.85%
9,728
+1,657
+21% +$1.65M
SLV icon
30
iShares Silver Trust
SLV
$31.8B
$8.89M 0.83%
166,217
-2,605
-2% -$173K
HD icon
31
Home Depot
HD
$344B
$8.81M 0.82%
24,976
+2,826
+13% +$919K
ASML icon
32
ASML
ASML
$699B
$8.73M 0.82%
4,390
+626
+17% +$996K
MMM icon
33
3M
MMM
$94.8B
$8.58M 0.8%
53,004
-690
-1% -$105K
RTX icon
34
RTX Corp
RTX
$300B
$8.41M 0.79%
44,339
+4,090
+10% +$750K
BLK icon
35
Blackrock
BLK
$179B
$8.04M 0.75%
8,365
+291
+4% +$301K
MRK icon
36
Merck
MRK
$329B
$8M 0.75%
62,260
+3,520
+6% +$412K
CME icon
37
CME Group
CME
$94.5B
$7.79M 0.73%
35,262
-1,330
-4% -$368K
META icon
38
Meta Platforms (Facebook)
META
$1.48T
$7.72M 0.72%
13,710
+5,072
+59% +$3.1M
CVX icon
39
Chevron
CVX
$386B
$7.21M 0.67%
43,479
+827
+2% +$154K
USB icon
40
US Bancorp
USB
$101B
$7.07M 0.66%
117,121
-5
-0% -$280
MCD icon
41
McDonald's
MCD
$195B
$6.73M 0.63%
24,881
+383
+2% +$110K
AMGN icon
42
Amgen
AMGN
$225B
$6.53M 0.61%
18,021
+328
+2% +$112K
GILD icon
43
Gilead Sciences
GILD
$169B
$5.98M 0.56%
47,312
-1,115
-2% -$147K
VLO icon
44
Valero Energy
VLO
$95B
$5.66M 0.53%
21,726
+743
+4% +$183K
CAT icon
45
Caterpillar
CAT
$398B
$5.53M 0.52%
5,197
+972
+23% +$854K
MO icon
46
Altria Group
MO
$108B
$5.48M 0.51%
76,169
+1,105
+1% +$77.1K
EWZ icon
47
iShares MSCI Brazil ETF
EWZ
$8.61B
$5.48M 0.51%
158,697
+11,500
+8% +$430K
LOW icon
48
Lowe's Companies
LOW
$121B
$5.34M 0.5%
24,216
+3,592
+17% +$816K
QCOM icon
49
Qualcomm
QCOM
$171B
$5.07M 0.47%
27,430
+5,651
+26% +$1.06M
NEM icon
50
Newmont
NEM
$125B
$5.03M 0.47%
53,845
-3,921
-7% -$427K
1
2
3 4 5

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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
FNT
First Nebraska Trust Lincoln, Nebraska $1.08B AUM 14.75% 1-Year Est. Return
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

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.