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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
ETN icon
51
Eaton
ETN
$180B
$5.01M 0.47%
11,757
+1,440
+14% +$581K
EWJ icon
52
iShares MSCI Japan ETF
EWJ
$23B
$4.97M 0.46%
53,295
+3,065
+6% +$278K
IBM icon
53
IBM
IBM
$221B
$4.97M 0.46%
17,659
+1,335
+8% +$336K
XLK icon
54
State Street Technology Select Sector SPDR ETF
XLK
$124B
$4.92M 0.46%
25,799
+4,011
+18% +$685K
BMY icon
55
Bristol-Myers Squibb
BMY
$130B
$4.88M 0.46%
84,745
+5,548
+7% +$319K
GE icon
56
GE Aerospace
GE
$379B
$4.79M 0.45%
12,806
+841
+7% +$263K
BINC icon
57
BlackRock Flexible Income ETF
BINC
$16.3B
$4.64M 0.43%
88,610
+6,350
+8% +$332K
DUK icon
58
Duke Energy
DUK
$96.4B
$4.51M 0.42%
35,594
+1,695
+5% +$214K
KO icon
59
Coca-Cola
KO
$374B
$4.44M 0.42%
54,679
+6,828
+14% +$539K
COPX icon
60
Global X Copper Miners ETF NEW
COPX
$8.24B
$4.4M 0.41%
57,195
+9,938
+21% +$827K
TXN icon
61
Texas Instruments
TXN
$253B
$4.29M 0.4%
14,407
+2,004
+16% +$556K
CNQ icon
62
Canadian Natural Resources
CNQ
$98.5B
$4.2M 0.39%
106,208
-2,075
-2% -$94.3K
GLW icon
63
Corning
GLW
$144B
$4.07M 0.38%
15,951
+1,897
+13% +$345K
ROST icon
64
Ross Stores
ROST
$79.8B
$4.06M 0.38%
19,052
+553
+3% +$124K
ABT icon
65
Abbott
ABT
$192B
$4.04M 0.38%
44,490
-21,052
-32% -$1.92M
AEP icon
66
American Electric Power
AEP
$67.8B
$3.85M 0.36%
28,153
-85
-0.3% -$11.2K
AGG icon
67
iShares Core US Aggregate Bond ETF
AGG
$138B
$3.84M 0.36%
38,751
+3,010
+8% +$298K
KMB icon
68
Kimberly-Clark
KMB
$36.4B
$3.73M 0.35%
34,011
+31,911
+1,520% +$3.16M
ACMR icon
69
ACM Research
ACMR
$5.73B
$3.61M 0.34%
28,425
+12,605
+80% +$891K
COR icon
70
Cencora
COR
$61.2B
$3.57M 0.33%
12,632
-2,252
-15% -$649K
ACN icon
71
Accenture
ACN
$109B
$3.55M 0.33%
28,515
+18,219
+177% +$3.16M
CL icon
72
Colgate-Palmolive
CL
$73.9B
$3.45M 0.32%
37,649
+25,421
+208% +$2.22M
NFLX icon
73
Netflix
NFLX
$309B
$3.43M 0.32%
48,093
+19,974
+71% +$1.76M
IWF icon
74
iShares Russell 1000 Growth ETF
IWF
$128B
$3.42M 0.32%
27,528
-4
-0% -$482
BABA icon
75
Alibaba
BABA
$299B
$3.41M 0.32%
35,481
+1,175
+3% +$147K
1 2
3
4 5

Similar funds

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.