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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
ADP icon
101
Automatic Data Processing
ADP
$109B
$1.48M 0.17%
5,740
-477
-8% -$127K
MCO icon
102
Moody's
MCO
$83.7B
$1.46M 0.16%
2,849
-180
-6% -$87.8K
SYK icon
103
Stryker
SYK
$135B
$1.45M 0.16%
4,136
-143
-3% -$52.1K
IWB icon
104
iShares Russell 1000 ETF
IWB
$47.1B
$1.38M 0.15%
3,692
-45
-1% -$16.7K
GLW icon
105
Corning
GLW
$107B
$1.36M 0.15%
15,579
-2,095
-12% -$180K
BAC icon
106
Bank of America
BAC
$429B
$1.33M 0.15%
24,266
+2,295
+10% +$121K
SPG icon
107
Simon Property Group
SPG
$76.4B
$1.3M 0.15%
+7,017
New +$1.27M
SOLV icon
108
Solventum
SOLV
$15.3B
$1.29M 0.14%
16,275
-7,000
-30% -$536K
APD icon
109
Air Products & Chemicals
APD
$65.5B
$1.27M 0.14%
5,141
-224
-4% -$56.8K
T icon
110
AT&T
T
$164B
$1.25M 0.14%
50,304
+5,868
+13% +$149K
NEE icon
111
NextEra Energy
NEE
$185B
$1.22M 0.14%
15,254
+3,096
+25% +$256K
FMB icon
112
First Trust Managed Municipal ETF
FMB
$2.04B
$1.22M 0.14%
23,850
-13,050
-35% -$667K
XLU icon
113
State Street Utilities Select Sector SPDR ETF
XLU
$23.1B
$1.21M 0.14%
28,330
+5,062
+22% +$224K
IEMG icon
114
iShares Core MSCI Emerging Markets ETF
IEMG
$144B
$1.19M 0.13%
17,669
+1,780
+11% +$119K
SBUX icon
115
Starbucks
SBUX
$119B
$1.19M 0.13%
14,100
-1,765
-11% -$149K
EMR icon
116
Emerson Electric
EMR
$81.6B
$1.18M 0.13%
8,913
+347
+4% +$46K
XLE icon
117
State Street Energy Select Sector SPDR ETF
XLE
$39B
$1.18M 0.13%
26,409
-4,961
-16% -$221K
TSLA icon
118
Tesla
TSLA
$1.18T
$1.13M 0.13%
2,521
-145
-5% -$64.3K
IJH icon
119
iShares Core S&P Mid-Cap ETF
IJH
$121B
$1.13M 0.13%
17,151
-436
-2% -$28.6K
VIG icon
120
Vanguard Dividend Appreciation ETF
VIG
$111B
$1.13M 0.13%
5,133
+667
+15% +$146K
PNC icon
121
PNC Financial Services
PNC
$99.1B
$1.11M 0.12%
5,324
-500
-9% -$96.5K
IWR icon
122
iShares Russell Mid-Cap ETF
IWR
$55.9B
$1.1M 0.12%
11,407
-75
-0.7% -$7.21K
UPS icon
123
United Parcel Service
UPS
$88.9B
$1.09M 0.12%
10,956
+245
+2% +$22.9K
GLD icon
124
SPDR Gold Trust
GLD
$131B
$1.03M 0.12%
2,598
+339
+15% +$129K
AXP icon
125
American Express
AXP
$224B
$1.01M 0.11%
2,723
+586
+27% +$210K
3 4
5
6 7

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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.