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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
+7.59%
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
$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 Miscellaneous 20.97%
2 Technology 20.36%
3 Healthcare 14.22%
4 Financials 13.19%
5 Consumer Discretionary 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DIS icon
51
Walt Disney
DIS
$182B
$3.99M 0.5%
32,177
-3,182
-9% -$331K
NFLX icon
52
Netflix
NFLX
$314B
$3.78M 0.47%
28,190
+10,710
+61% +$1.21M
ETN icon
53
Eaton
ETN
$159B
$3.68M 0.46%
10,295
+174
+2% +$53.6K
PG icon
54
Procter & Gamble
PG
$343B
$3.45M 0.43%
21,675
+220
+1% +$35.9K
BABA icon
55
Alibaba
BABA
$270B
$3.42M 0.43%
30,175
-1,404
-4% -$166K
BMY icon
56
Bristol-Myers Squibb
BMY
$128B
$3.42M 0.43%
73,839
+1,570
+2% +$77.1K
DUK icon
57
Duke Energy
DUK
$92.4B
$3.31M 0.41%
28,032
-1,403
-5% -$166K
KO icon
58
Coca-Cola
KO
$379B
$3.26M 0.41%
46,116
-765
-2% -$54.5K
LIN icon
59
Linde
LIN
$211B
$3.16M 0.39%
6,733
-66
-1% -$30.1K
IWF icon
60
iShares Russell 1000 Growth ETF
IWF
$125B
$3.12M 0.39%
29,412
-2,628
-8% -$251K
AEP icon
61
American Electric Power
AEP
$66.2B
$3.08M 0.38%
29,691
-554
-2% -$57.6K
LYB icon
62
LyondellBasell Industries
LYB
$20.8B
$3.08M 0.38%
53,216
+26,291
+98% +$1.53M
CNQ icon
63
Canadian Natural Resources
CNQ
$104B
$2.94M 0.37%
+93,500
New +$2.83M
EWZ icon
64
iShares MSCI Brazil ETF
EWZ
$8.59B
$2.93M 0.36%
101,625
+61,435
+153% +$1.66M
XLK icon
65
State Street Technology Select Sector SPDR ETF
XLK
$122B
$2.9M 0.36%
22,922
-71,900
-76% -$7.98M
NEM icon
66
Newmont
NEM
$131B
$2.83M 0.35%
48,549
+2,959
+6% +$158K
LRCX icon
67
Lam Research
LRCX
$337B
$2.76M 0.34%
28,312
+2,897
+11% +$230K
TXN icon
68
Texas Instruments
TXN
$236B
$2.66M 0.33%
12,828
-94
-0.7% -$16.7K
ROST icon
69
Ross Stores
ROST
$73.3B
$2.56M 0.32%
20,039
+3,056
+18% +$424K
SPGI icon
70
S&P Global
SPGI
$119B
$2.55M 0.32%
4,827
+31
+0.6% +$15.5K
LHX icon
71
L3Harris
LHX
$46.6B
$2.53M 0.31%
10,079
+604
+6% +$139K
VLO icon
72
Valero Energy
VLO
$119B
$2.52M 0.31%
18,723
+1,468
+9% +$183K
ORCL icon
73
Oracle
ORCL
$455B
$2.46M 0.31%
11,253
-335
-3% -$54.1K
QCOM icon
74
Qualcomm
QCOM
$202B
$2.42M 0.3%
15,198
-240
-2% -$35.3K
AGG icon
75
iShares Core US Aggregate Bond ETF
AGG
$137B
$2.36M 0.29%
23,779
+2,056
+9% +$201K
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 Miscellaneous at 21% of assets, down from 22% a quarter earlier, followed by Technology and Healthcare.

  • 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.