We are live on ! Find out more
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
PFE icon
76
Pfizer
PFE
$150B
$3.33M 0.31%
138,473
+8,227
+6% +$215K
GDXJ icon
77
VanEck Junior Gold Miners ETF
GDXJ
$8.57B
$3.14M 0.29%
31,998
+540
+2% +$62.6K
LHX icon
78
L3Harris
LHX
$53.5B
$3.07M 0.29%
10,551
-16
-0.2% -$5.08K
DIS icon
79
Walt Disney
DIS
$178B
$2.98M 0.28%
30,995
+213
+0.7% +$21.7K
OKE icon
80
Oneok
OKE
$58.1B
$2.96M 0.28%
34,018
+3,612
+12% +$318K
PAYX icon
81
Paychex
PAYX
$42.5B
$2.94M 0.28%
29,943
-3,449
-10% -$326K
IEMG icon
82
iShares Core MSCI Emerging Markets ETF
IEMG
$158B
$2.93M 0.27%
35,363
+18,045
+104% +$1.44M
PG icon
83
Procter & Gamble
PG
$336B
$2.89M 0.27%
19,719
+971
+5% +$141K
REYN icon
84
Reynolds Consumer Products
REYN
$5.52B
$2.88M 0.27%
107,402
+26,984
+34% +$601K
KMI icon
85
Kinder Morgan
KMI
$70.7B
$2.8M 0.26%
87,572
-5,259
-6% -$169K
URA icon
86
Global X Uranium ETF
URA
$6.32B
$2.79M 0.26%
63,815
+724
+1% +$36.7K
VXF icon
87
Vanguard Extended Market ETF
VXF
$32.1B
$2.79M 0.26%
11,320
+3,000
+36% +$687K
IEFA icon
88
iShares Core MSCI EAFE ETF
IEFA
$196B
$2.59M 0.24%
26,820
+3,149
+13% +$302K
RSP icon
89
Invesco S&P 500 Equal Weight ETF
RSP
$99.5B
$2.55M 0.24%
12,008
+2,163
+22% +$443K
SMH icon
90
VanEck Semiconductor ETF
SMH
$72.3B
$2.43M 0.23%
+3,712
New +$2.03M
ALAB icon
91
Astera Labs
ALAB
$57.9B
$2.43M 0.23%
+5,026
New +$1.33M
STT icon
92
State Street
STT
$52B
$2.38M 0.22%
14,029
-955
-6% -$147K
TSLA icon
93
Tesla
TSLA
$1.29T
$2.34M 0.22%
5,574
+3,113
+126% +$1.24M
FXI icon
94
iShares China Large-Cap ETF
FXI
$4.2B
$2.32M 0.22%
73,325
+1,765
+2% +$62.9K
GD icon
95
General Dynamics
GD
$106B
$2.29M 0.21%
6,477
+975
+18% +$334K
EIS icon
96
iShares MSCI Israel ETF
EIS
$900M
$2.29M 0.21%
+18,990
New +$2.43M
KWEB icon
97
KraneShares CSI China Internet ETF
KWEB
$5.45B
$2.2M 0.21%
+89,975
New +$2.49M
XLC icon
98
State Street Communication Services Select Sector SPDR ETF
XLC
$22.3B
$2.2M 0.21%
20,550
+495
+2% +$56.4K
XLV icon
99
State Street Health Care Select Sector SPDR ETF
XLV
$44B
$2.2M 0.21%
13,853
+205
+2% +$30.5K
CALM icon
100
Cal-Maine
CALM
$3.86B
$2.13M 0.2%
26,425
+366
+1% +$28.3K
2 3
4
5 6

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.