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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
+7.59%
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
$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 Technology 20.36%
2 Healthcare 14.22%
3 Financials 13.19%
4 Consumer Discretionary 7.47%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BINC icon
101
BlackRock Flexible Income ETF
BINC
$16.1B
$1.51M 0.19%
28,630
+7,750
+37% +$404K
APD icon
102
Air Products & Chemicals
APD
$65.7B
$1.47M 0.18%
5,215
-119
-2% -$32.6K
UPS icon
103
United Parcel Service
UPS
$89.9B
$1.46M 0.18%
14,483
+2,130
+17% +$210K
CAT icon
104
Caterpillar
CAT
$386B
$1.44M 0.18%
3,717
-25
-0.7% -$8.33K
VO icon
105
Vanguard Mid-Cap ETF
VO
$107B
$1.44M 0.18%
20,532
– –
CTRA
106
DELISTED
Coterra Energy
CTRA
$1.42M 0.18%
55,932
-20,345
-27% -$516K
EMR icon
107
Emerson Electric
EMR
$84.6B
$1.39M 0.17%
10,422
+1,579
+18% +$181K
EQIX icon
108
Equinix
EQIX
$103B
$1.39M 0.17%
+1,743
New +$1.48M
PEP icon
109
PepsiCo
PEP
$195B
$1.29M 0.16%
9,735
-143
-1% -$19.3K
T icon
110
AT&T
T
$169B
$1.27M 0.16%
43,841
+1,496
+4% +$41.2K
IWB icon
111
iShares Russell 1000 ETF
IWB
$47.9B
$1.25M 0.16%
3,680
-784
-18% -$246K
COP icon
112
ConocoPhillips
COP
$139B
$1.22M 0.15%
13,611
-2,275
-14% -$205K
PNC icon
113
PNC Financial Services
PNC
$101B
$1.13M 0.14%
6,083
+31
+0.5% +$5.25K
IJH icon
114
iShares Core S&P Mid-Cap ETF
IJH
$123B
$1.09M 0.14%
17,642
-300
-2% -$17.6K
BAC icon
115
Bank of America
BAC
$439B
$1.07M 0.13%
22,604
+3,583
+19% +$151K
IWR icon
116
iShares Russell Mid-Cap ETF
IWR
$56.5B
$1.05M 0.13%
11,417
-4,625
-29% -$400K
IEFA icon
117
iShares Core MSCI EAFE ETF
IEFA
$188B
$1.05M 0.13%
12,545
+612
+5% +$48.6K
DE icon
118
Deere & Co
DE
$173B
$1.04M 0.13%
2,036
+416
+26% +$204K
GLW icon
119
Corning
GLW
$107B
$961K 0.12%
18,274
-705
-4% -$33K
XLU icon
120
State Street Utilities Select Sector SPDR ETF
XLU
$23.5B
$950K 0.12%
23,268
– –
SBAC icon
121
SBA Communications
SBAC
$18.6B
$939K 0.12%
4,000
– –
GLD icon
122
SPDR Gold Trust
GLD
$131B
$934K 0.12%
3,064
+344
+13% +$104K
AMT icon
123
American Tower
AMT
$79.6B
$918K 0.11%
4,155
+38
+0.9% +$8.2K
VIG icon
124
Vanguard Dividend Appreciation ETF
VIG
$113B
$914K 0.11%
4,466
– –
IEMG icon
125
iShares Core MSCI Emerging Markets ETF
IEMG
$147B
$864K 0.11%
14,397
+2,228
+18% +$124K
3 4
5
6 7

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FCM
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BFC
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ZI
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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 Technology at 20% of assets, up from 18% a quarter earlier, followed by Healthcare and Financials.

  • 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.