We are live on ! Find out more
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
CAT icon
76
Caterpillar
CAT
$361B
$2.44M 0.27%
4,256
+21
+0.5% +$11.7K
BINC icon
77
BlackRock Flexible Income ETF
BINC
$16.1B
$2.43M 0.27%
45,985
+10,945
+31% +$581K
XLC icon
78
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
$2.36M 0.26%
20,055
-3,170
-14% -$365K
SPGI icon
79
S&P Global
SPGI
$124B
$2.26M 0.25%
4,331
-189
-4% -$93.5K
LIN icon
80
Linde
LIN
$236B
$2.23M 0.25%
5,223
-1,699
-25% -$728K
TXN icon
81
Texas Instruments
TXN
$248B
$2.19M 0.25%
12,628
-100
-0.8% -$17.1K
XLV icon
82
State Street Health Care Select Sector SPDR ETF
XLV
$42.9B
$2.14M 0.24%
13,818
-100
-0.7% -$15K
KMI icon
83
Kinder Morgan
KMI
$70.9B
$2.1M 0.24%
76,366
-4,213
-5% -$114K
NFLX icon
84
Netflix
NFLX
$307B
$2.03M 0.23%
21,631
-8,639
-29% -$931K
STT icon
85
State Street
STT
$48.4B
$1.93M 0.22%
14,984
– –
ORCL icon
86
Oracle
ORCL
$339B
$1.93M 0.22%
9,915
-4,149
-30% -$988K
CALM icon
87
Cal-Maine
CALM
$4.43B
$1.87M 0.21%
+23,556
New +$2.07M
IEFA icon
88
iShares Core MSCI EAFE ETF
IEFA
$186B
$1.87M 0.21%
20,852
+5,349
+35% +$473K
SHW icon
89
Sherwin-Williams
SHW
$84.8B
$1.83M 0.2%
5,636
-279
-5% -$93.3K
RSP icon
90
Invesco S&P 500 Equal Weight ETF
RSP
$97.3B
$1.81M 0.2%
9,430
-105
-1% -$19.9K
VXF icon
91
Vanguard Extended Market ETF
VXF
$30B
$1.74M 0.19%
8,320
– –
DVY icon
92
iShares Select Dividend ETF
DVY
$23.8B
$1.72M 0.19%
12,177
-60
-0.5% -$8.47K
SUB icon
93
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
$1.71M 0.19%
16,035
+495
+3% +$52.7K
VTI icon
94
Vanguard Total Stock Market ETF
VTI
$646B
$1.7M 0.19%
5,056
-525
-9% -$175K
MUB icon
95
iShares National Muni Bond ETF
MUB
$45.2B
$1.67M 0.19%
15,600
+1,400
+10% +$150K
CRM icon
96
Salesforce
CRM
$154B
$1.6M 0.18%
6,039
-30
-0.5% -$7.46K
VO icon
97
Vanguard Mid-Cap ETF
VO
$106B
$1.6M 0.18%
22,028
+2,556
+13% +$186K
GD icon
98
General Dynamics
GD
$103B
$1.57M 0.18%
4,667
+640
+16% +$218K
PEP icon
99
PepsiCo
PEP
$196B
$1.49M 0.17%
10,415
+2,012
+24% +$296K
COP icon
100
ConocoPhillips
COP
$144B
$1.48M 0.17%
15,773
+1,252
+9% +$113K
2 3
4
5 6

Similar funds

KWM
Keebeck Wealth Management Chicago, Illinois $889M AUM 20.87% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $890M AUM 17.33% 1-Year Est. Return
TOCUITCONY
Trustees of Columbia University in the City of New York New York $891M AUM 17.3% 1-Year Est. Return
PCM
Prime Capital Management Hong Kong $891M AUM 83.14% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return
I
INVST Indianapolis, Indiana $886M AUM 21.79% 1-Year Est. Return
BFFIM
Baring Fintech Fund III Managers St Peter Port, Guernsey $893M AUM 20.23% 1-Year Est. Return

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.