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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
+6.53%
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
$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 Miscellaneous 18.48%
3 Healthcare 16.16%
4 Financials 12.43%
5 Consumer Discretionary 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.6T
$54.8M 6.15%
201,752
+4,365
+2% +$1.17M
LLY icon
2
Eli Lilly
LLY
$1T
$52.4M 5.88%
48,798
-2,614
-5% -$2.5M
MSFT icon
3
Microsoft
MSFT
$3.65T
$41M 4.6%
84,867
+12,632
+17% +$6.33M
ABBV icon
4
AbbVie
ABBV
$443B
$25.7M 2.88%
112,614
+4,661
+4% +$1.06M
V icon
5
Visa
V
$686B
$23.5M 2.64%
67,149
-219
-0.3% -$74.6K
JPM icon
6
JPMorgan Chase
JPM
$943B
$23.5M 2.64%
73,044
+515
+0.7% +$159K
IVV icon
7
iShares Core S&P 500 ETF
IVV
$866B
$22.9M 2.56%
33,407
+69
+0.2% +$46.9K
NVDA icon
8
NVIDIA
NVDA
$5.4T
$22.3M 2.5%
119,763
-451
-0.4% -$83.9K
IAU icon
9
iShares Gold Trust
IAU
$65.2B
$22.3M 2.5%
274,500
+3,994
+1% +$312K
BRK.B icon
10
Berkshire Hathaway Class B
BRK.B
$1.08T
$20.3M 2.27%
40,303
+521
+1% +$259K
AVGO icon
11
Broadcom
AVGO
$1.73T
$19.9M 2.22%
57,356
+1,407
+3% +$503K
AMZN icon
12
Amazon
AMZN
$2.72T
$18.1M 2.03%
78,453
+4,532
+6% +$1.04M
JNJ icon
13
Johnson & Johnson
JNJ
$644B
$17.4M 1.95%
83,955
+6,265
+8% +$1.24M
WMT icon
14
Walmart Inc
WMT
$840B
$16M 1.8%
143,852
+869
+0.6% +$93.3K
XOM icon
15
ExxonMobil
XOM
$675B
$15.4M 1.72%
127,902
-235
-0.2% -$27.3K
SLV icon
16
iShares Silver Trust
SLV
$32.7B
$14.8M 1.65%
229,098
+5,797
+3% +$290K
SPY icon
17
State Street SPDR S&P 500 ETF Trust
SPY
$806B
$14.7M 1.65%
21,571
+30
+0.1% +$20.3K
GOOGL icon
18
Alphabet (Google) Class A
GOOGL
$4.04T
$14.7M 1.64%
46,822
+1,189
+3% +$340K
TJX icon
19
TJX Companies
TJX
$139B
$14.6M 1.64%
95,053
-723
-0.8% -$107K
QQQ icon
20
Invesco QQQ Trust
QQQ
$489B
$13.9M 1.56%
22,656
-15
-0.1% -$9.2K
LMT icon
21
Lockheed Martin
LMT
$121B
$13.6M 1.52%
28,046
-273
-1% -$131K
GOOG icon
22
Alphabet (Google) Class C
GOOG
$4.02T
$13.2M 1.48%
42,141
+686
+2% +$197K
MA icon
23
Mastercard
MA
$497B
$10.7M 1.2%
18,709
+209
+1% +$117K
CME icon
24
CME Group
CME
$98.8B
$10.2M 1.14%
37,175
+1,536
+4% +$417K
ABT icon
25
Abbott
ABT
$182B
$9.74M 1.09%
77,758
+1,269
+2% +$162K
1
2 3 4 5

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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 Miscellaneous and Healthcare.

  • 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.