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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
FTI icon
126
TechnipFMC
FTI
$29.5B
$1.41M 0.13%
+21,327
New +$1.51M
VIG icon
127
Vanguard Dividend Appreciation ETF
VIG
$115B
$1.39M 0.13%
5,894
+700
+13% +$161K
JPST icon
128
JPMorgan Ultra-Short Income ETF
JPST
$40.6B
$1.36M 0.13%
+26,950
New +$1.36M
EMR icon
129
Emerson Electric
EMR
$91.4B
$1.36M 0.13%
9,513
-70
-0.7% -$9.85K
SHW icon
130
Sherwin-Williams
SHW
$87.4B
$1.33M 0.12%
3,850
-115
-3% -$36.7K
SBUX icon
131
Starbucks
SBUX
$124B
$1.29M 0.12%
12,656
-200
-2% -$20.1K
AXP icon
132
American Express
AXP
$232B
$1.29M 0.12%
3,814
+1,091
+40% +$349K
TMO icon
133
Thermo Fisher Scientific
TMO
$223B
$1.26M 0.12%
2,522
+1,366
+118% +$656K
SPGI icon
134
S&P Global
SPGI
$121B
$1.26M 0.12%
3,089
-766
-20% -$323K
XLU icon
135
State Street Utilities Select Sector SPDR ETF
XLU
$22.8B
$1.24M 0.12%
27,410
+1,820
+7% +$82.4K
ADI icon
136
Analog Devices
ADI
$187B
$1.18M 0.11%
2,981
+1,272
+74% +$503K
T icon
137
AT&T
T
$166B
$1.18M 0.11%
57,157
-4,651
-8% -$115K
SOLV icon
138
Solventum
SOLV
$14.5B
$1.17M 0.11%
15,175
– –
INTU icon
139
Intuit
INTU
$91.6B
$1.16M 0.11%
4,434
-566
-11% -$197K
MRVL icon
140
Marvell Technology
MRVL
$195B
$1.14M 0.11%
+3,820
New +$766K
XEL icon
141
Xcel Energy
XEL
$49.1B
$1.13M 0.11%
14,055
+3,970
+39% +$317K
CRM icon
142
Salesforce
CRM
$158B
$1.1M 0.1%
7,030
+2,434
+53% +$428K
FDX icon
143
FedEx
FDX
$77.3B
$1.09M 0.1%
3,469
-7
-0.2% -$2.54K
GWW icon
144
W.W. Grainger
GWW
$61.5B
$1.08M 0.1%
796
– –
TLT icon
145
iShares 20+ Year Treasury Bond ETF
TLT
$40.6B
$1.08M 0.1%
+12,500
New +$1.07M
VO icon
146
Vanguard Morningstar Mid-Cap ETF
VO
$110B
$1.08M 0.1%
13,368
-5,288
-28% -$410K
ADP icon
147
Automatic Data Processing
ADP
$107B
$1.05M 0.1%
4,686
-159
-3% -$34K
KLAC icon
148
KLA
KLAC
$272B
$1.04M 0.1%
3,450
+1,740
+102% +$345K
JMST icon
149
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.15B
$948K 0.09%
18,585
+14,585
+365% +$743K
EQIX icon
150
Equinix
EQIX
$105B
$942K 0.09%
904
+667
+281% +$714K
4 5
6
7 8

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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
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
ACP
Atalan Capital Partners New York $1.08B AUM 75.27% 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.