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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
+9.2%
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
$836M
AUM Growth
+$32.8M
Cap. Flow
-$27.7M
Cap. Flow %
-3.31%
Top 10 Hldgs %
33.74%
Holding
233
New
8
Increased
79
Reduced
85
Closed
9

Top Buys

Rank Stock Value
1
ASML icon
ASML
ASML
+$2.91M
2
PFE icon
Pfizer
PFE
+$2.52M
3
GE icon
GE Aerospace
GE
+$2.52M
4
URA icon
Global X Uranium ETF
URA
+$2.36M
5
AMD icon
Advanced Micro Devices
AMD
+$2.3M

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$32.7M
2
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.87M
3
LMT icon
Lockheed Martin
LMT
+$2.04M
4
VZ icon
Verizon
VZ
+$1.49M
5
CTRA
Coterra Energy
CTRA
+$1.42M

Sector Composition

Rank Sector Weight
1 Technology 22.4%
2 Miscellaneous 17.87%
3 Healthcare 14.83%
4 Financials 12.91%
5 Consumer Discretionary 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NEE icon
126
NextEra Energy
NEE
$170B
$918K 0.11%
12,158
-14,742
-55% -$1.08M
UPS icon
127
United Parcel Service
UPS
$85.2B
$895K 0.11%
10,711
-3,772
-26% -$342K
HON icon
128
Honeywell
HON
$65.4B
$845K 0.1%
4,260
+1,444
+51% +$302K
XEL icon
129
Xcel Energy
XEL
$46B
$844K 0.1%
10,460
+400
+4% +$28.9K
ITOT icon
130
iShares Core S&P Total US Stock Market ETF
ITOT
$95.7B
$834K 0.1%
5,729
– –
GLD icon
131
SPDR Gold Trust
GLD
$147B
$803K 0.1%
2,259
-805
-26% -$257K
AMT icon
132
American Tower
AMT
$81.8B
$799K 0.1%
4,155
– –
TMUS icon
133
T-Mobile US
TMUS
$179B
$788K 0.09%
3,292
– –
SBAC icon
134
SBA Communications
SBAC
$19.2B
$773K 0.09%
4,000
– –
EFA icon
135
iShares MSCI EAFE ETF
EFA
$78.4B
$763K 0.09%
8,176
+400
+5% +$36.4K
GWW icon
136
W.W. Grainger
GWW
$59.5B
$759K 0.09%
796
– –
BRK.A icon
137
Berkshire Hathaway Class A
BRK.A
$1.09T
$754K 0.09%
1
– –
DE icon
138
Deere & Co
DE
$185B
$748K 0.09%
1,635
-401
-20% -$198K
NVS icon
139
Novartis
NVS
$268B
$738K 0.09%
5,756
-20
-0.3% -$2.44K
IBIT icon
140
iShares Bitcoin Trust
IBIT
$60.1B
$735K 0.09%
11,300
+3,550
+46% +$231K
AXP icon
141
American Express
AXP
$210B
$710K 0.08%
2,137
– –
AVAV icon
142
AeroVironment
AVAV
$8.3B
$695K 0.08%
2,208
– –
EFG icon
143
iShares MSCI EAFE Growth ETF
EFG
$16.5B
$679K 0.08%
5,962
– –
DHR icon
144
Danaher
DHR
$149B
$674K 0.08%
3,400
-200
-6% -$39.8K
AVY icon
145
Avery Dennison
AVY
$13B
$657K 0.08%
4,049
-200
-5% -$34.5K
CTAS icon
146
Cintas
CTAS
$79.2B
$650K 0.08%
3,167
-55
-2% -$11.7K
ISRG icon
147
Intuitive Surgical
ISRG
$135B
$644K 0.08%
1,441
-2
-0.1% -$960
BKNG icon
148
Booking.com
BKNG
$128B
$632K 0.08%
2,925
– –
PML
149
PIMCO Municipal Income Fund II
PML
$461M
$629K 0.08%
79,570
+7,275
+10% +$53.6K
DSL
150
DoubleLine Income Solutions Fund
DSL
$1.18B
$613K 0.07%
49,895
– –
4 5
6
7 8

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Cypress Capital Group's Q3 2025 Portfolio in Review

As of Q3 2025, Cypress Capital Group held 233 positions worth $836M, up 4.1% from $804M the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Cypress Capital Group withdrew a net $27.7M in Q3 2025, closing 9 positions and reducing 85 holdings. Its most notable exit was Coterra Energy, an estimated $1.42M position sold in full.

By sector, the portfolio is most concentrated in Technology at 22% of assets, up from 20% a quarter earlier, followed by Miscellaneous and Healthcare.

Against the trend, Cypress Capital Group opened a new position in ASML worth $3.58M.

  • Cypress Capital Group's largest Q3 2025 buy was ASML: 3,702 shares worth $3.58M.
  • Cypress Capital Group added most to Pfizer in Q3 2025, an estimated $2.52M increase.
  • Cypress Capital Group's biggest Q3 2025 reduction was iShares Core S&P 500 ETF, cutting an estimated $32.7M.
  • Cypress Capital Group fully exited Coterra Energy in Q3 2025, selling an estimated $1.42M.
  • Cypress Capital Group's ten largest holdings make up 34% of its $836M portfolio in Q3 2025.
  • Cypress Capital Group opened 8 new positions and closed 9 in Q3 2025.
  • Cypress Capital Group's portfolio value rose 4.1% quarter-over-quarter to $836M.

Based on Cypress Capital Group's 13F filing for Q3 2025, filed 3 Nov 2025.