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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
+9.2%
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
$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 Healthcare 14.83%
3 Financials 12.91%
4 Consumer Discretionary 7.94%
5 Industrials 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GSLC icon
176
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.8B
$416K 0.05%
3,196
– –
SLB icon
177
SLB Ltd
SLB
$72.7B
$415K 0.05%
12,074
+1,130
+10% +$39.3K
KMB icon
178
Kimberly-Clark
KMB
$37.6B
$414K 0.05%
3,326
+20
+0.6% +$2.58K
AUSF icon
179
Global X Adaptive US Factor ETF
AUSF
$912M
$413K 0.05%
+8,890
New +$405K
SO icon
180
Southern Company
SO
$108B
$412K 0.05%
4,344
-539
-11% -$50.3K
MCHP icon
181
Microchip Technology
MCHP
$38.8B
$402K 0.05%
6,263
– –
DGX icon
182
Quest Diagnostics
DGX
$26B
$390K 0.05%
2,048
+48
+2% +$8.52K
WDAY icon
183
Workday
WDAY
$41.5B
$388K 0.05%
1,611
-33
-2% -$7.63K
WMB icon
184
Williams Companies
WMB
$85.8B
$380K 0.05%
6,000
– –
LNT icon
185
Alliant Energy
LNT
$18.6B
$374K 0.04%
5,553
– –
YUM icon
186
Yum! Brands
YUM
$41.9B
$372K 0.04%
2,448
– –
D icon
187
Dominion Energy
D
$62.1B
$368K 0.04%
6,015
– –
IWD icon
188
iShares Russell 1000 Value ETF
IWD
$81.4B
$367K 0.04%
1,805
– –
PFN
189
PIMCO Income Strategy Fund II
PFN
$695M
$358K 0.04%
47,157
– –
COF icon
190
Capital One
COF
$128B
$356K 0.04%
1,676
– –
VZ icon
191
Verizon
VZ
$197B
$351K 0.04%
7,984
-34,440
-81% -$1.49M
DEO icon
192
Diageo
DEO
$49.6B
$324K 0.04%
3,400
– –
IVW icon
193
iShares S&P 500 Growth ETF
IVW
$70.5B
$320K 0.04%
2,650
– –
IGSB icon
194
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
$313K 0.04%
5,905
-847
-13% -$44.7K
PFF icon
195
iShares Preferred and Income Securities ETF
PFF
$13.1B
$312K 0.04%
9,864
-475
-5% -$14.9K
JEPI icon
196
JPMorgan Equity Premium Income ETF
JEPI
$45.5B
$308K 0.04%
5,400
– –
CB icon
197
Chubb
CB
$140B
$301K 0.04%
1,065
-9
-0.8% -$2.48K
MS icon
198
Morgan Stanley
MS
$319B
$278K 0.03%
1,751
-52
-3% -$7.68K
GBTC icon
199
Grayscale Bitcoin Trust
GBTC
$9.54B
$275K 0.03%
3,067
– –
UCB
200
United Community Banks
UCB
$4.26B
$274K 0.03%
8,745
– –
6 7
8
9 10

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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 Healthcare and Financials.

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.