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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
FDX icon
126
FedEx
FDX
$73B
$969K 0.11%
3,354
+913
+37% +$240K
LMBS icon
127
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.35B
$950K 0.11%
19,005
-18,350
-49% -$917K
CL icon
128
Colgate-Palmolive
CL
$74.8B
$886K 0.1%
11,213
-279
-2% -$21.9K
ITOT icon
129
iShares Core S&P Total US Stock Market ETF
ITOT
$92.3B
$852K 0.1%
5,729
– –
NVS icon
130
Novartis
NVS
$302B
$823K 0.09%
5,966
+210
+4% +$27.5K
ISRG icon
131
Intuitive Surgical
ISRG
$127B
$815K 0.09%
1,439
-2
-0.1% -$1.06K
GWW icon
132
W.W. Grainger
GWW
$64.2B
$803K 0.09%
796
– –
EFA icon
133
iShares MSCI EAFE ETF
EFA
$76.4B
$785K 0.09%
8,176
– –
AVAV icon
134
AeroVironment
AVAV
$7.19B
$776K 0.09%
3,208
+1,000
+45% +$314K
SBAC icon
135
SBA Communications
SBAC
$19.8B
$774K 0.09%
4,000
– –
DHR icon
136
Danaher
DHR
$138B
$764K 0.09%
3,339
-61
-2% -$13.4K
HON icon
137
Honeywell
HON
$76.4B
$759K 0.09%
3,889
-371
-9% -$72.6K
BRK.A icon
138
Berkshire Hathaway Class A
BRK.A
$1.1T
$755K 0.08%
1
– –
XEL icon
139
Xcel Energy
XEL
$49.2B
$750K 0.08%
10,160
-300
-3% -$23.7K
EWY icon
140
iShares MSCI South Korea ETF
EWY
$20.1B
$734K 0.08%
7,550
– –
OMER icon
141
Omeros
OMER
$845M
$721K 0.08%
42,000
– –
PML
142
PIMCO Municipal Income Fund II
PML
$487M
$716K 0.08%
94,920
+15,350
+19% +$119K
DE icon
143
Deere & Co
DE
$165B
$715K 0.08%
1,535
-100
-6% -$46.9K
EFG icon
144
iShares MSCI EAFE Growth ETF
EFG
$16.2B
$679K 0.08%
5,962
– –
VV icon
145
Vanguard Morningstar Large-Cap ETF
VV
$51.2B
$671K 0.08%
+2,131
New +$665K
TMO icon
146
Thermo Fisher Scientific
TMO
$214B
$670K 0.08%
1,156
-1
-0.1% -$566
TMUS icon
147
T-Mobile US
TMUS
$195B
$668K 0.07%
3,292
– –
VZ icon
148
Verizon
VZ
$197B
$644K 0.07%
15,816
+7,832
+98% +$318K
BDX icon
149
Becton Dickinson
BDX
$46.4B
$629K 0.07%
3,243
+145
+5% +$27.6K
BKNG icon
150
Booking.com
BKNG
$156B
$627K 0.07%
2,925
– –
4 5
6
7 8

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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.