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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
ITOT icon
151
iShares Core S&P Total US Stock Market ETF
ITOT
$97.8B
$941K 0.09%
5,729
– –
ISRG icon
152
Intuitive Surgical
ISRG
$142B
$932K 0.09%
2,344
+908
+63% +$397K
NVS icon
153
Novartis
NVS
$290B
$931K 0.09%
5,941
– –
XMHQ icon
154
Invesco S&P MidCap Quality ETF
XMHQ
$5.64B
$902K 0.08%
7,990
+4,420
+124% +$481K
STX icon
155
Seagate
STX
$199B
$896K 0.08%
+928
New +$708K
MS icon
156
Morgan Stanley
MS
$342B
$877K 0.08%
4,194
+2,539
+153% +$503K
INDY icon
157
iShares S&P India Nifty 50 Index Fund
INDY
$562M
$860K 0.08%
19,800
-50,035
-72% -$2.16M
EFA icon
158
iShares MSCI EAFE ETF
EFA
$80.2B
$849K 0.08%
8,176
– –
SO icon
159
Southern Company
SO
$106B
$814K 0.08%
8,510
+3,327
+64% +$313K
GVI icon
160
iShares Intermediate Government/Credit Bond ETF
GVI
$3.79B
$796K 0.07%
+7,500
New +$797K
UPS icon
161
United Parcel Service
UPS
$88.4B
$796K 0.07%
7,401
-5,630
-43% -$585K
VZ icon
162
Verizon
VZ
$195B
$790K 0.07%
18,655
-2,575
-12% -$121K
PML
163
PIMCO Municipal Income Fund II
PML
$497M
$782K 0.07%
102,720
– –
ITW icon
164
Illinois Tool Works
ITW
$83.3B
$767K 0.07%
2,835
+985
+53% +$256K
APH icon
165
Amphenol
APH
$210B
$752K 0.07%
+4,267
New +$615K
BRK.A icon
166
Berkshire Hathaway Class A
BRK.A
$1.09T
$749K 0.07%
1
– –
EFG icon
167
iShares MSCI EAFE Growth ETF
EFG
$17.4B
$741K 0.07%
5,958
– –
FCX icon
168
Freeport-McMoran
FCX
$96.9B
$730K 0.07%
+11,608
New +$746K
SUNC
169
SunocoCorp LLC
SUNC
$3.89B
$726K 0.07%
10,727
– –
WAB icon
170
Wabtec
WAB
$49.9B
$724K 0.07%
2,684
– –
IGSB icon
171
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$724K 0.07%
13,805
+365
+3% +$19.1K
DHR icon
172
Danaher
DHR
$145B
$715K 0.07%
3,755
+480
+15% +$87.2K
VEA icon
173
Vanguard FTSE Developed Markets ETF
VEA
$238B
$711K 0.07%
+9,979
New +$695K
IWM icon
174
iShares Russell 2000 ETF
IWM
$82.2B
$709K 0.07%
2,359
-30
-1% -$8.43K
LNG icon
175
Cheniere Energy
LNG
$55.4B
$698K 0.07%
2,919
+2,199
+305% +$548K
5 6
7
8 9

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SCM
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PP
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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
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BGIM
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CIS
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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.