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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
MS icon
201
Morgan Stanley
MS
$319B
$298K 0.03%
1,679
-72
-4% -$12K
DEO icon
202
Diageo
DEO
$49.6B
$293K 0.03%
3,400
– –
SCHG icon
203
Schwab US Large-Cap Growth ETF
SCHG
$58.2B
$291K 0.03%
+8,926
New +$290K
SCHW
204
Charles Schwab
SCHW
$182B
$282K 0.03%
2,827
-1
-0% -$95
IDEV icon
205
iShares Core MSCI International Developed Markets ETF
IDEV
$31.1B
$274K 0.03%
3,321
– –
UCB
206
United Community Banks
UCB
$4.26B
$273K 0.03%
8,745
– –
OKE icon
207
Oneok
OKE
$56.7B
$272K 0.03%
+3,700
New +$262K
CAH icon
208
Cardinal Health
CAH
$53.7B
$264K 0.03%
1,285
-70
-5% -$13.2K
ECL icon
209
Ecolab
ECL
$79.8B
$263K 0.03%
1,000
– –
CCK icon
210
Crown Holdings
CCK
$13B
$259K 0.03%
2,511
-2,350
-48% -$229K
SHY icon
211
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$253K 0.03%
+3,057
New +$253K
OEF icon
212
iShares S&P 100 ETF
OEF
$19.5B
$238K 0.03%
695
– –
HYG icon
213
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
$236K 0.03%
2,925
– –
VNQ icon
214
Vanguard Real Estate ETF
VNQ
$39.9B
$235K 0.03%
2,661
– –
VEU icon
215
Vanguard FTSE All-World ex-US ETF
VEU
$64.8B
$235K 0.03%
3,200
– –
IWN icon
216
iShares Russell 2000 Value ETF
IWN
$14.3B
$235K 0.03%
1,296
– –
MKL icon
217
Markel Group
MKL
$25.2B
$234K 0.03%
109
– –
SDY icon
218
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$230K 0.03%
1,650
-225
-12% -$31.3K
GSLC icon
219
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.8B
$227K 0.03%
1,715
-1,481
-46% -$194K
PLTR icon
220
Palantir
PLTR
$295B
$225K 0.03%
1,268
– –
USFR icon
221
WisdomTree Floating Rate Treasury Fund
USFR
$18.1B
$222K 0.02%
+4,420
New +$222K
USMV icon
222
iShares MSCI USA Min Vol Factor ETF
USMV
$23.6B
$222K 0.02%
2,355
– –
MCK icon
223
McKesson
MCK
$104B
$221K 0.02%
269
– –
XLF icon
224
State Street Financial Select Sector SPDR ETF
XLF
$56.5B
$211K 0.02%
+3,860
New +$206K
GBTC icon
225
Grayscale Bitcoin Trust
GBTC
$9.54B
$210K 0.02%
3,067
– –
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.