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CCG

Cypress Capital Group Portfolio holdings

AUM $889M
1-Year Est. Return 27.23%
This Fund
S&P 500
This Quarter Est. Return
+7.59%
1 Year Est. Return
+27.23%
3 Year Est. Return
+83.89%
5 Year Est. Return
+113.23%
10 Year Est. Return
+324.61%
AUM
$804M
AUM Growth
+$40M
Cap. Flow
-$564K
Cap. Flow %
-0.07%
Top 10 Hldgs %
36.16%
Holding
237
New
35
Increased
84
Reduced
80
Closed
12

Top Buys

Rank Stock Value
1
IAU icon
iShares Gold Trust
IAU
+$4.7M
2
CNQ icon
Canadian Natural Resources
CNQ
+$2.83M
3
SLV icon
iShares Silver Trust
SLV
+$2.8M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.83M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$1.79M

Top Sells

Rank Stock Value
1
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$8.28M
2
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$7.98M
3
UNH icon
UnitedHealth
UNH
+$4.5M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$3.31M
5
INDY icon
iShares S&P India Nifty 50 Index Fund
INDY
+$2.72M

Sector Composition

Rank Sector Weight
1 Technology 20.36%
2 Healthcare 14.22%
3 Financials 13.19%
4 Consumer Discretionary 7.47%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BLK icon
26
Blackrock
BLK
$163B
$8.18M 1.02%
7,795
+203
+3% +$192K
MMM icon
27
3M
MMM
$91.1B
$7.53M 0.94%
49,493
+1,803
+4% +$258K
GOOGL icon
28
Alphabet (Google) Class A
GOOGL
$4.02T
$7.5M 0.93%
42,580
+1,061
+3% +$174K
GOOG icon
29
Alphabet (Google) Class C
GOOG
$4.02T
$7.32M 0.91%
41,239
+356
+0.9% +$58.8K
PSX icon
30
Phillips 66
PSX
$82.7B
$7.02M 0.87%
58,816
-4,594
-7% -$515K
MCD icon
31
McDonald's
MCD
$192B
$6.97M 0.87%
23,865
-105
-0.4% -$32.4K
SLV icon
32
iShares Silver Trust
SLV
$28.3B
$6.62M 0.82%
201,700
+91,415
+83% +$2.8M
PAYX icon
33
Paychex
PAYX
$41.3B
$6.56M 0.82%
45,065
-2,116
-4% -$319K
TSM icon
34
TSMC
TSM
$2.05T
$6.48M 0.81%
28,610
+1,266
+5% +$235K
CVX icon
35
Chevron
CVX
$382B
$5.86M 0.73%
40,955
-1,328
-3% -$187K
META icon
36
Meta Platforms (Facebook)
META
$1.53T
$5.69M 0.71%
7,707
+1,846
+31% +$1.14M
RSP icon
37
Invesco S&P 500 Equal Weight ETF
RSP
$96.8B
$5.5M 0.69%
30,285
+5,705
+23% +$985K
RTX icon
38
RTX Corp
RTX
$294B
$5.41M 0.67%
37,066
-3,981
-10% -$530K
CSCO icon
39
Cisco
CSCO
$448B
$5.4M 0.67%
77,771
+1,514
+2% +$93K
GILD icon
40
Gilead Sciences
GILD
$163B
$5.38M 0.67%
48,533
+551
+1% +$58.6K
IBM icon
41
IBM
IBM
$204B
$5.21M 0.65%
17,669
+881
+5% +$227K
INTU icon
42
Intuit
INTU
$84B
$5.06M 0.63%
6,423
-117
-2% -$79.2K
LOW icon
43
Lowe's Companies
LOW
$118B
$4.73M 0.59%
21,331
-13
-0.1% -$2.9K
ACN icon
44
Accenture
ACN
$94.4B
$4.6M 0.57%
15,390
-1,460
-9% -$445K
EWJ icon
45
iShares MSCI Japan ETF
EWJ
$21.6B
$4.58M 0.57%
61,130
-29,835
-33% -$2.12M
MO icon
46
Altria Group
MO
$122B
$4.27M 0.53%
72,777
+2,651
+4% +$156K
MRK icon
47
Merck
MRK
$325B
$4.24M 0.53%
53,580
+1,593
+3% +$127K
COR icon
48
Cencora
COR
$60.7B
$4.24M 0.53%
14,131
-1,072
-7% -$309K
INDY icon
49
iShares S&P India Nifty 50 Index Fund
INDY
$552M
$4.21M 0.52%
77,385
-51,850
-40% -$2.72M
AMGN icon
50
Amgen
AMGN
$204B
$4.05M 0.5%
14,514
+19
+0.1% +$5.38K
1
2
3 4 5

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Cypress Capital Group's Q2 2025 Portfolio in Review

As of Q2 2025, Cypress Capital Group held 237 positions worth $804M, up 5.2% from $764M the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Cypress Capital Group's Q2 2025 filing shows 35 new, 84 increased, 80 reduced and 12 closed positions. Its largest new stake was Canadian Natural Resources: 93,500 shares worth $2.94M. The largest sale was Invesco S&P MidCap Quality ETF, an estimated $8.28M.

By sector, the portfolio is most concentrated in Technology at 20% of assets, up from 18% a quarter earlier, followed by Healthcare and Financials.

  • Cypress Capital Group's largest Q2 2025 buy was Canadian Natural Resources: 93,500 shares worth $2.94M.
  • Cypress Capital Group added most to iShares Gold Trust in Q2 2025, an estimated $4.7M increase.
  • Cypress Capital Group's biggest Q2 2025 reduction was State Street Technology Select Sector SPDR ETF, cutting an estimated $7.98M.
  • Cypress Capital Group fully exited Invesco S&P MidCap Quality ETF in Q2 2025, selling an estimated $8.28M.
  • Cypress Capital Group's ten largest holdings make up 36% of its $804M portfolio in Q2 2025.
  • Cypress Capital Group opened 35 new positions and closed 12 in Q2 2025.
  • Cypress Capital Group's portfolio value rose 5.2% quarter-over-quarter to $804M.

Based on Cypress Capital Group's 13F filing for Q2 2025, filed 25 Jul 2025.