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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
AMT icon
176
American Tower
AMT
$79.4B
$695K 0.06%
4,247
+2,847
+203% +$512K
DAL icon
177
Delta Air Lines
DAL
$59.1B
$686K 0.06%
7,326
-519
-7% -$39.2K
VV icon
178
Vanguard Morningstar Large-Cap ETF
VV
$54.5B
$681K 0.06%
1,979
-152
-7% -$50.7K
BA icon
179
Boeing
BA
$183B
$680K 0.06%
+3,142
New +$699K
C icon
180
Citigroup
C
$231B
$678K 0.06%
4,845
+300
+7% +$39.1K
GLD icon
181
SPDR Gold Trust
GLD
$144B
$673K 0.06%
1,827
+48
+3% +$19.9K
CB icon
182
Chubb
CB
$132B
$655K 0.06%
1,922
+821
+75% +$268K
SWK icon
183
Stanley Black & Decker
SWK
$15.5B
$643K 0.06%
6,829
+165
+2% +$12.9K
NSC icon
184
Norfolk Southern
NSC
$75.3B
$588K 0.05%
1,870
– –
MCHP icon
185
Microchip Technology
MCHP
$43.1B
$586K 0.05%
6,428
+155
+2% +$13.8K
CTAS icon
186
Cintas
CTAS
$81.4B
$583K 0.05%
3,429
+10
+0.3% +$1.73K
CAH icon
187
Cardinal Health
CAH
$54.5B
$582K 0.05%
2,450
+1,065
+77% +$221K
SUN icon
188
Sunoco
SUN
$14.2B
$582K 0.05%
8,620
– –
AUSF icon
189
Global X Adaptive US Factor ETF
AUSF
$910M
$580K 0.05%
11,862
-3,565
-23% -$175K
NET icon
190
Cloudflare
NET
$111B
$560K 0.05%
+2,284
New +$500K
DSL
191
DoubleLine Income Solutions Fund
DSL
$1.23B
$552K 0.05%
49,895
– –
TMUS icon
192
T-Mobile US
TMUS
$190B
$550K 0.05%
3,279
– –
HYG icon
193
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$550K 0.05%
6,875
+3,350
+95% +$268K
EPD icon
194
Enterprise Products Partners
EPD
$81.9B
$539K 0.05%
14,665
-17
-0.1% -$641
AVY icon
195
Avery Dennison
AVY
$13.7B
$529K 0.05%
3,259
-825
-20% -$134K
FMB icon
196
First Trust Managed Municipal ETF
FMB
$2.06B
$529K 0.05%
10,300
-4,550
-31% -$233K
SCHD icon
197
Schwab US Dividend Equity ETF
SCHD
$107B
$523K 0.05%
16,500
+1,500
+10% +$47.6K
SYY icon
198
Sysco
SYY
$40.5B
$516K 0.05%
6,170
– –
WM icon
199
Waste Management
WM
$90.5B
$514K 0.05%
2,304
– –
BKNG icon
200
Booking.com
BKNG
$159B
$511K 0.05%
2,869
-69,631
-96% -$11.9M
6 7
8
9 10

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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
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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.