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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
BMY icon
51
Bristol-Myers Squibb
BMY
$129B
$4.08M 0.46%
75,554
+2,193
+3% +$105K
ASML icon
52
ASML
ASML
$596B
$3.94M 0.44%
3,683
-19
-0.5% -$19.8K
EWJ icon
53
iShares MSCI Japan ETF
EWJ
$21.2B
$3.89M 0.44%
48,195
-285
-0.6% -$23.4K
DUK icon
54
Duke Energy
DUK
$101B
$3.74M 0.42%
31,902
+2,239
+8% +$273K
GE icon
55
GE Aerospace
GE
$364B
$3.67M 0.41%
11,904
+1,258
+12% +$379K
QCOM icon
56
Qualcomm
QCOM
$164B
$3.53M 0.4%
20,635
-35
-0.2% -$6K
XLK icon
57
State Street Technology Select Sector SPDR ETF
XLK
$109B
$3.47M 0.39%
24,076
-182
-0.8% -$26.3K
ROST icon
58
Ross Stores
ROST
$80.8B
$3.45M 0.39%
19,168
-107
-0.6% -$17.9K
IWF icon
59
iShares Russell 1000 Growth ETF
IWF
$117B
$3.43M 0.38%
28,972
– –
DIS icon
60
Walt Disney
DIS
$171B
$3.42M 0.38%
30,087
-1,907
-6% -$210K
AMD icon
61
Advanced Micro Devices
AMD
$700B
$3.36M 0.38%
15,671
+9
+0.1% +$2.02K
ETN icon
62
Eaton
ETN
$141B
$3.32M 0.37%
10,434
+36
+0.3% +$12.8K
KO icon
63
Coca-Cola
KO
$383B
$3.3M 0.37%
47,204
+184
+0.4% +$12.8K
CNQ icon
64
Canadian Natural Resources
CNQ
$96.9B
$3.3M 0.37%
97,342
-28
-0% -$908
AEP icon
65
American Electric Power
AEP
$70.4B
$3.28M 0.37%
28,468
+1,116
+4% +$132K
INDY icon
66
iShares S&P India Nifty 50 Index Fund
INDY
$558M
$3.25M 0.36%
65,905
+655
+1% +$34.2K
ACN icon
67
Accenture
ACN
$106B
$3.17M 0.35%
11,804
+179
+2% +$45.5K
PFE icon
68
Pfizer
PFE
$143B
$3.08M 0.34%
123,643
+9,423
+8% +$238K
VLO icon
69
Valero Energy
VLO
$89.5B
$3.06M 0.34%
18,793
+7
+0% +$1.19K
LHX icon
70
L3Harris
LHX
$55.4B
$2.97M 0.33%
10,127
+173
+2% +$50K
PG icon
71
Procter & Gamble
PG
$340B
$2.92M 0.33%
20,363
+56
+0.3% +$8.26K
COPX icon
72
Global X Copper Miners ETF NEW
COPX
$7.04B
$2.73M 0.31%
+37,960
New +$2.43M
AGG icon
73
iShares Core US Aggregate Bond ETF
AGG
$138B
$2.69M 0.3%
26,898
+1,165
+5% +$117K
FXI icon
74
iShares China Large-Cap ETF
FXI
$4.32B
$2.55M 0.29%
66,550
+4,290
+7% +$170K
URA icon
75
Global X Uranium ETF
URA
$5.21B
$2.49M 0.28%
58,205
+946
+2% +$45.8K
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.