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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
DIV icon
176
Global X SuperDividend US ETF
DIV
$792M
$439K 0.05%
25,319
– –
ETR icon
177
Entergy
ETR
$50.3B
$426K 0.05%
4,605
-25
-0.5% -$2.37K
SCHD icon
178
Schwab US Dividend Equity ETF
SCHD
$104B
$411K 0.05%
+15,000
New +$408K
C icon
179
Citigroup
C
$213B
$409K 0.05%
+3,509
New +$364K
COF icon
180
Capital One
COF
$128B
$406K 0.05%
1,676
– –
MCHP icon
181
Microchip Technology
MCHP
$38.8B
$400K 0.04%
6,273
+10
+0.2% +$617
GSY icon
182
Invesco Ultra Short Duration ETF
GSY
$3.86B
$397K 0.04%
+7,903
New +$397K
WFC icon
183
Wells Fargo
WFC
$254B
$385K 0.04%
4,127
+1,659
+67% +$144K
FAST icon
184
Fastenal
FAST
$54.8B
$383K 0.04%
9,553
– –
IWD icon
185
iShares Russell 1000 Value ETF
IWD
$81.4B
$380K 0.04%
1,805
– –
SO icon
186
Southern Company
SO
$108B
$379K 0.04%
4,344
– –
AMT icon
187
American Tower
AMT
$83.5B
$372K 0.04%
2,117
-2,038
-49% -$371K
YUM icon
188
Yum! Brands
YUM
$41.9B
$370K 0.04%
2,448
– –
IGSB icon
189
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
$364K 0.04%
6,890
+985
+17% +$52.2K
LNT icon
190
Alliant Energy
LNT
$18.6B
$361K 0.04%
5,553
– –
WMB icon
191
Williams Companies
WMB
$85.8B
$361K 0.04%
6,000
– –
PFN
192
PIMCO Income Strategy Fund II
PFN
$695M
$354K 0.04%
47,157
– –
D icon
193
Dominion Energy
D
$62.1B
$352K 0.04%
6,015
– –
DGX icon
194
Quest Diagnostics
DGX
$26B
$347K 0.04%
2,000
-48
-2% -$8.74K
WDAY icon
195
Workday
WDAY
$41.5B
$346K 0.04%
1,611
– –
CB icon
196
Chubb
CB
$140B
$332K 0.04%
1,065
– –
IVW icon
197
iShares S&P 500 Growth ETF
IVW
$70.5B
$327K 0.04%
2,650
– –
PFF icon
198
iShares Preferred and Income Securities ETF
PFF
$13.1B
$315K 0.04%
10,189
+325
+3% +$10.1K
JEPI icon
199
JPMorgan Equity Premium Income ETF
JEPI
$45.5B
$309K 0.03%
5,400
– –
VB icon
200
Vanguard Morningstar Small-Cap ETF
VB
$78.9B
$308K 0.03%
+1,193
New +$306K
6 7
8
9 10

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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.