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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
SLB icon
201
SLB Ltd
SLB
$78.1B
$508K 0.05%
10,929
-1,379
-11% -$73.9K
FANG icon
202
Diamondback Energy
FANG
$56.2B
$505K 0.05%
+2,871
New +$557K
MBB icon
203
iShares MBS ETF
MBB
$39B
$501K 0.05%
5,298
– –
COWZ icon
204
Pacer US Cash Cows 100 ETF
COWZ
$19.6B
$498K 0.05%
8,000
– –
P
205
Everpure Inc
P
$37B
$489K 0.05%
+6,205
New +$455K
HLT icon
206
Hilton Worldwide
HLT
$72.6B
$485K 0.05%
+1,469
New +$483K
RY icon
207
Royal Bank of Canada
RY
$297B
$483K 0.05%
2,335
-215
-8% -$39.9K
DIV icon
208
Global X SuperDividend US ETF
DIV
$776M
$482K 0.05%
25,319
– –
TD icon
209
Toronto Dominion Bank
TD
$204B
$479K 0.04%
3,946
-570
-13% -$62.4K
VST icon
210
Vistra
VST
$49.2B
$476K 0.04%
+3,000
New +$465K
COIN icon
211
Coinbase
COIN
$39.3B
$475K 0.04%
+3,251
New +$587K
CII icon
212
BlackRock Enhanced Captial and Income Fund
CII
$1.01B
$469K 0.04%
17,952
-12
-0.1% -$291
PLTR icon
213
Palantir
PLTR
$411B
$467K 0.04%
+4,000
New +$546K
A icon
214
Agilent Technologies
A
$41.9B
$461K 0.04%
3,471
+105
+3% +$12.8K
CSX icon
215
CSX Corp
CSX
$92.8B
$461K 0.04%
+9,698
New +$438K
PFL
216
PIMCO Income Strategy Fund
PFL
$389M
$459K 0.04%
58,213
– –
HON icon
217
Honeywell
HON
$74.6B
$455K 0.04%
2,031
-1,888
-48% -$421K
TFC icon
218
Truist Financial
TFC
$64.3B
$452K 0.04%
9,082
– –
FAST icon
219
Fastenal
FAST
$59.9B
$447K 0.04%
9,303
-120
-1% -$5.45K
WMB icon
220
Williams Companies
WMB
$90.1B
$446K 0.04%
6,000
– –
IWD icon
221
iShares Russell 1000 Value ETF
IWD
$84B
$438K 0.04%
1,805
– –
MDT icon
222
Medtronic
MDT
$116B
$435K 0.04%
5,565
+200
+4% +$16.1K
DGX icon
223
Quest Diagnostics
DGX
$26.2B
$424K 0.04%
2,000
– –
AVAV icon
224
AeroVironment
AVAV
$9.81B
$422K 0.04%
2,558
-650
-20% -$116K
TPL icon
225
Texas Pacific Land
TPL
$23.6B
$418K 0.04%
955
+200
+26% +$81.1K
7 8
9
10 11

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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
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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.