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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
COP icon
101
ConocoPhillips
COP
$152B
$2.09M 0.2%
20,090
+3,444
+21% +$408K
INDA icon
102
iShares MSCI India ETF
INDA
$6.58B
$2.05M 0.19%
+41,508
New +$2.02M
VTI icon
103
Vanguard Morningstar Total Stock Market ETF
VTI
$692B
$1.92M 0.18%
5,191
-20
-0.4% -$7.15K
ORCL icon
104
Oracle
ORCL
$441B
$1.9M 0.18%
12,962
+4,061
+46% +$736K
USFR icon
105
WisdomTree Floating Rate Treasury Fund
USFR
$18.4B
$1.9M 0.18%
37,705
+4,610
+14% +$232K
DVY icon
106
iShares Select Dividend ETF
DVY
$23.7B
$1.87M 0.17%
11,957
-120
-1% -$18.5K
SUB icon
107
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$1.83M 0.17%
17,214
+529
+3% +$56.3K
AMAT icon
108
Applied Materials
AMAT
$437B
$1.8M 0.17%
2,487
+1,843
+286% +$850K
NEE icon
109
NextEra Energy
NEE
$179B
$1.66M 0.16%
18,921
+3,899
+26% +$353K
PNC icon
110
PNC Financial Services
PNC
$102B
$1.66M 0.15%
6,722
+1,573
+31% +$352K
XLE icon
111
State Street Energy Select Sector SPDR ETF
XLE
$39.9B
$1.63M 0.15%
30,652
-2,562
-8% -$146K
MUB icon
112
iShares National Muni Bond ETF
MUB
$45.9B
$1.61M 0.15%
14,916
+2,165
+17% +$232K
PEP icon
113
PepsiCo
PEP
$189B
$1.59M 0.15%
11,769
+705
+6% +$105K
UNH icon
114
UnitedHealth
UNH
$364B
$1.58M 0.15%
+3,797
New +$1.41M
DE icon
115
Deere & Co
DE
$167B
$1.58M 0.15%
2,485
+579
+30% +$335K
IJH icon
116
iShares Core S&P Mid-Cap ETF
IJH
$128B
$1.57M 0.15%
20,361
-315
-2% -$23.1K
SPG icon
117
Simon Property Group
SPG
$71.3B
$1.57M 0.15%
7,012
– –
PANW icon
118
Palo Alto Networks
PANW
$313B
$1.56M 0.15%
+4,573
New +$1.05M
LIN icon
119
Linde
LIN
$222B
$1.54M 0.14%
2,975
+1,846
+164% +$935K
SYK icon
120
Stryker
SYK
$133B
$1.51M 0.14%
4,793
+661
+16% +$208K
BAC icon
121
Bank of America
BAC
$452B
$1.5M 0.14%
26,405
+2,250
+9% +$120K
MCO icon
122
Moody's
MCO
$82.6B
$1.49M 0.14%
3,298
+264
+9% +$119K
IWB icon
123
iShares Russell 1000 ETF
IWB
$50.2B
$1.48M 0.14%
3,620
-52
-1% -$20.6K
IWR icon
124
iShares Russell Mid-Cap ETF
IWR
$57.9B
$1.47M 0.14%
13,351
+1,944
+17% +$204K
APD icon
125
Air Products & Chemicals
APD
$68.1B
$1.45M 0.14%
4,947
+314
+7% +$91.3K
3 4
5
6 7

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SCM
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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
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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.