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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
AAPL icon
1
Apple
AAPL
$4.97T
$50.3M 6.01%
197,387
-1,588
-0.8% -$359K
LLY icon
2
Eli Lilly
LLY
$1.07T
$39.2M 4.69%
51,412
-673
-1% -$501K
MSFT icon
3
Microsoft
MSFT
$2.91T
$37.4M 4.47%
72,235
-157
-0.2% -$80.1K
ABBV icon
4
AbbVie
ABBV
$460B
$25M 2.99%
107,953
-517
-0.5% -$105K
V icon
5
Visa
V
$690B
$23M 2.75%
67,368
-2,814
-4% -$974K
JPM icon
6
JPMorgan Chase
JPM
$941B
$22.9M 2.74%
72,529
-158
-0.2% -$47K
NVDA icon
7
NVIDIA
NVDA
$4.77T
$22.4M 2.68%
120,214
-1,331
-1% -$232K
IVV icon
8
iShares Core S&P 500 ETF
IVV
$867B
$22.3M 2.67%
33,338
-50,781
-60% -$32.7M
BRK.B icon
9
Berkshire Hathaway Class B
BRK.B
$1.07T
$20M 2.39%
39,782
+233
+0.6% +$113K
IAU icon
10
iShares Gold Trust
IAU
$63.3B
$19.7M 2.35%
270,506
+8,457
+3% +$552K
AVGO icon
11
Broadcom
AVGO
$1.8T
$18.5M 2.21%
55,949
+1,084
+2% +$333K
AMZN icon
12
Amazon
AMZN
$2.5T
$16.2M 1.94%
73,921
+1,559
+2% +$353K
WMT icon
13
Walmart Inc
WMT
$891B
$14.7M 1.76%
142,983
+1,520
+1% +$151K
XOM icon
14
ExxonMobil
XOM
$641B
$14.4M 1.73%
128,137
-4,005
-3% -$445K
JNJ icon
15
Johnson & Johnson
JNJ
$645B
$14.4M 1.72%
77,690
+3,801
+5% +$651K
SPY icon
16
State Street SPDR S&P 500 ETF Trust
SPY
$779B
$14.4M 1.72%
21,541
-19
-0.1% -$12.2K
LMT icon
17
Lockheed Martin
LMT
$134B
$14.1M 1.69%
28,319
-4,486
-14% -$2.04M
TJX icon
18
TJX Companies
TJX
$173B
$13.8M 1.66%
95,776
+589
+0.6% +$78.3K
QQQ icon
19
Invesco QQQ Trust
QQQ
$446B
$13.6M 1.63%
22,671
+158
+0.7% +$90.5K
GOOGL icon
20
Alphabet (Google) Class A
GOOGL
$4.01T
$11.1M 1.33%
45,633
+3,053
+7% +$639K
MA icon
21
Mastercard
MA
$488B
$10.5M 1.26%
18,500
+271
+1% +$156K
ABT icon
22
Abbott
ABT
$183B
$10.2M 1.22%
76,489
+669
+0.9% +$87.8K
GOOG icon
23
Alphabet (Google) Class C
GOOG
$4.01T
$10.1M 1.21%
41,455
+216
+0.5% +$45.4K
CME icon
24
CME Group
CME
$92.5B
$9.63M 1.15%
35,639
+777
+2% +$211K
SLV icon
25
iShares Silver Trust
SLV
$28.3B
$9.46M 1.13%
223,301
+21,601
+11% +$776K
1
2 3 4 5

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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.