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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
+6.53%
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
$893M
AUM Growth
+$56.2M
Cap. Flow
+$16M
Cap. Flow %
1.79%
Top 10 Hldgs %
34.61%
Holding
242
New
18
Increased
86
Reduced
74
Closed
10

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$6.33M
2
COPX icon
Global X Copper Miners ETF NEW
COPX
+$2.43M
3
CALM icon
Cal-Maine
CALM
+$2.07M
4
PM icon
Philip Morris
PM
+$1.34M
5
SPG icon
Simon Property Group
SPG
+$1.27M

Top Sells

Rank Stock Value
1
LLY icon
Eli Lilly
LLY
+$2.5M
2
LYB icon
LyondellBasell Industries
LYB
+$2.39M
3
ZTS icon
Zoetis
ZTS
+$1.51M
4
EQIX icon
Equinix
EQIX
+$1.35M
5
ORCL icon
Oracle
ORCL
+$988K

Sector Composition

Rank Sector Weight
1 Technology 22.19%
2 Healthcare 16.16%
3 Financials 12.43%
4 Consumer Discretionary 7.4%
5 Industrials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSM icon
26
TSMC
TSM
$2.03T
$9.19M 1.03%
30,253
+699
+2% +$205K
PM icon
27
Philip Morris
PM
$312B
$9.13M 1.02%
56,912
+8,617
+18% +$1.34M
BLK icon
28
Blackrock
BLK
$170B
$8.63M 0.97%
8,066
+25
+0.3% +$27.3K
MMM icon
29
3M
MMM
$94.1B
$8.15M 0.91%
50,934
+767
+2% +$125K
HD icon
30
Home Depot
HD
$343B
$7.78M 0.87%
22,599
-662
-3% -$242K
MCD icon
31
McDonald's
MCD
$194B
$7.69M 0.86%
25,158
+588
+2% +$180K
PSX icon
32
Phillips 66
PSX
$82.5B
$7.49M 0.84%
58,065
-262
-0.4% -$35.3K
RTX icon
33
RTX Corp
RTX
$295B
$7.17M 0.8%
39,069
+2,105
+6% +$366K
COST icon
34
Costco
COST
$429B
$7.02M 0.79%
8,142
-27
-0.3% -$24.5K
CVX icon
35
Chevron
CVX
$374B
$6.26M 0.7%
41,094
+1,560
+4% +$238K
CSCO icon
36
Cisco
CSCO
$456B
$6.11M 0.68%
79,361
+1,382
+2% +$103K
MRK icon
37
Merck
MRK
$326B
$6.11M 0.68%
58,049
+3,338
+6% +$313K
META icon
38
Meta Platforms (Facebook)
META
$1.51T
$6.07M 0.68%
9,189
+311
+4% +$208K
LRCX icon
39
Lam Research
LRCX
$337B
$5.98M 0.67%
34,918
+2,026
+6% +$315K
GILD icon
40
Gilead Sciences
GILD
$167B
$5.96M 0.67%
48,586
-18
-0% -$2.19K
IBM icon
41
IBM
IBM
$214B
$5.76M 0.65%
19,446
+2,077
+12% +$622K
NEM icon
42
Newmont
NEM
$96.4B
$5.7M 0.64%
57,126
+3,352
+6% +$303K
AMGN icon
43
Amgen
AMGN
$212B
$5.54M 0.62%
16,935
+975
+6% +$309K
COR icon
44
Cencora
COR
$62.2B
$5.22M 0.59%
15,459
+709
+5% +$242K
LOW icon
45
Lowe's Companies
LOW
$122B
$5.07M 0.57%
21,019
-50
-0.2% -$12K
BABA icon
46
Alibaba
BABA
$276B
$4.95M 0.55%
33,781
-488
-1% -$79.5K
EWZ icon
47
iShares MSCI Brazil ETF
EWZ
$9.13B
$4.4M 0.49%
138,487
+22,975
+20% +$727K
PAYX icon
48
Paychex
PAYX
$42.3B
$4.26M 0.48%
37,959
-3,367
-8% -$394K
MO icon
49
Altria Group
MO
$125B
$4.2M 0.47%
72,817
+3,792
+5% +$229K
INTU icon
50
Intuit
INTU
$85.6B
$4.17M 0.47%
6,300
-120
-2% -$79.3K
1
2
3 4 5

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Cypress Capital Group's Q4 2025 Portfolio in Review

As of Q4 2025, Cypress Capital Group held 242 positions worth $893M, up 6.7% from $836M the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Cypress Capital Group's Q4 2025 filing shows 18 new, 86 increased, 74 reduced and 10 closed positions. Its largest new stake was Global X Copper Miners ETF NEW: 37,960 shares worth $2.73M. The largest sale was Eli Lilly, an estimated $2.5M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, down from 22% a quarter earlier, followed by Healthcare and Financials.

  • Cypress Capital Group's largest Q4 2025 buy was Global X Copper Miners ETF NEW: 37,960 shares worth $2.73M.
  • Cypress Capital Group added most to Microsoft in Q4 2025, an estimated $6.33M increase.
  • Cypress Capital Group's biggest Q4 2025 reduction was Eli Lilly, cutting an estimated $2.5M.
  • Cypress Capital Group fully exited LyondellBasell Industries in Q4 2025, selling an estimated $2.39M.
  • Cypress Capital Group's ten largest holdings make up 35% of its $893M portfolio in Q4 2025.
  • Cypress Capital Group opened 18 new positions and closed 10 in Q4 2025.
  • Cypress Capital Group's portfolio value rose 6.7% quarter-over-quarter to $893M.

Based on Cypress Capital Group's 13F filing for Q4 2025, filed 11 Feb 2026.