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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
TSLA icon
126
Tesla
TSLA
$1.21T
$847K 0.11%
2,666
+167
+7% +$50.3K
GWW icon
127
W.W. Grainger
GWW
$66B
$828K 0.1%
796
– –
TMUS icon
128
T-Mobile US
TMUS
$196B
$784K 0.1%
+3,292
New +$804K
ISRG icon
129
Intuitive Surgical
ISRG
$130B
$784K 0.1%
+1,443
New +$755K
ITOT icon
130
iShares Core S&P Total US Stock Market ETF
ITOT
$93.7B
$774K 0.1%
5,729
– –
AVY icon
131
Avery Dennison
AVY
$12.9B
$746K 0.09%
4,249
– –
BRK.A icon
132
Berkshire Hathaway Class A
BRK.A
$1.1T
$729K 0.09%
1
– –
CTAS icon
133
Cintas
CTAS
$86B
$718K 0.09%
3,222
-196
-6% -$42.2K
DHR icon
134
Danaher
DHR
$140B
$711K 0.09%
3,600
-100
-3% -$19.4K
NVS icon
135
Novartis
NVS
$304B
$699K 0.09%
5,776
+2,638
+84% +$297K
EFA icon
136
iShares MSCI EAFE ETF
EFA
$76.8B
$695K 0.09%
7,776
– –
ITW icon
137
Illinois Tool Works
ITW
$84.9B
$686K 0.09%
2,775
– –
XEL icon
138
Xcel Energy
XEL
$50.1B
$685K 0.09%
10,060
-100
-1% -$6.93K
AXP icon
139
American Express
AXP
$227B
$682K 0.08%
2,137
– –
BKNG icon
140
Booking.com
BKNG
$154B
$677K 0.08%
+2,925
New +$599K
EFG icon
141
iShares MSCI EAFE Growth ETF
EFG
$16.3B
$668K 0.08%
5,962
– –
AVAV icon
142
AeroVironment
AVAV
$7.91B
$629K 0.08%
2,208
– –
HON icon
143
Honeywell
HON
$78.3B
$618K 0.08%
2,816
+36
+1% +$7.29K
DSL
144
DoubleLine Income Solutions Fund
DSL
$1.23B
$611K 0.08%
+49,895
New +$601K
WAB icon
145
Wabtec
WAB
$51.7B
$563K 0.07%
+2,688
New +$517K
FDX icon
146
FedEx
FDX
$74B
$555K 0.07%
2,441
+1,381
+130% +$302K
FPE icon
147
First Trust Preferred Securities and Income ETF
FPE
$6.33B
$546K 0.07%
30,667
-6,278
-17% -$110K
PML
148
PIMCO Municipal Income Fund II
PML
$487M
$539K 0.07%
+72,295
New +$545K
BDX icon
149
Becton Dickinson
BDX
$45.8B
$534K 0.07%
3,098
-150
-5% -$27.5K
CMCSA icon
150
Comcast
CMCSA
$85.8B
$519K 0.06%
14,547
-695
-5% -$24K
4 5
6
7 8

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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.