Latest Cypress Capital Group Stock Portfolio

$888Million– No. of Holdings #245

Cypress Capital Group Performance:

2026 Q1: -1.69%YTD: -1.69%2025: 18.23%

Performance for 2026 Q1 is -1.69%, and YTD is -1.69%, and 2025 is 18.23%.

About Cypress Capital Group and 13F Hedge Fund Stock Holdings

Cypress Capital Group is a hedge fund based in Palm Beach, FL. On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cypress Capital Group reported an equity portfolio of $888.9 Millions as of 31 Mar, 2026.

The top stock holdings of Cypress Capital Group are AAPL, LLY, MSFT. The fund has invested 5.4% of it's portfolio in APPLE INC and 4.8% of portfolio in ELI LILLY & CO.

The fund managers got completely rid off SBA COMMUNICATIONS CORP NEW (SBAC), OMEROS CORP (OMER) and ADOBE INC (ADBE) stocks. They significantly reduced their stock positions in LINDE PLC (LIN), FIRST TR EXCHANGE-TRADED FD (FCVT) and FIRST TR EXCH TRADED FD III (FMB). Cypress Capital Group opened new stock positions in US BANCORP (USB), VANECK ETF TRUST (AFK) and REYNOLDS CONSUMER PRODS INC (REYN). The fund showed a lot of confidence in some stocks as they added substantially to BOOKING HOLDINGS INC (BKNG), ONEOK INC NEW (OKE) and WISDOMTREE TR (DWMF).

Cypress Capital Group Equity Portfolio Value

Last Reported on: 15 May, 2026

Cypress Capital Group Annual Return Estimates Vs S&P 500

Our best estimate is that Cypress Capital Group made a return of -1.69% in the last quarter. In trailing 12 months, it's portfolio return was 16.25%.

Performance
S&P 500

New Buys

Ticker	$ Bought
us bancorp	6,091,720
vaneck etf trust	3,776,220
reynolds consumer prods inc	1,703,250
mosaic co	978,053
sunococorp llc	661,320
acm resh inc	622,518
enterprise prods partners l	555,567
ishares tr	503,045

New stocks bought by Cypress Capital Group

Additions

Ticker	% Inc.
booking holdings inc	2,378
oneok inc new	721
wisdomtree tr	648
ishares inc	235
ishares tr	95.07
blackrock etf trust ii	78.88
global x fds	61.03
verizon communications inc	34.23

Additions to existing portfolio by Cypress Capital Group

Reductions

Ticker	% Reduced
linde plc	-78.38
first tr exchange-traded fd	-72.09
first tr exch traded fd iii	-37.74
american tower corp	-33.87
spdr gold tr	-31.52
sherwin williams co	-29.65
ishares silver tr	-26.31
salesforce inc	-23.89

Cypress Capital Group reduced stake in above stock

Sold off

Ticker	$ Sold
omeros corp	-721,350
first tr exch traded fd iii	-192,221
schwab strategic tr	-291,166
schwab strategic tr	-208,149
sba communications corp new	-773,720
select sector spdr tr	-211,412
ishares tr	-273,916
nike inc	-201,451

Cypress Capital Group got rid off the above stocks

Sector Distribution

Cypress Capital Group has about 26.4% of it's holdings in Others sector.

Others
Technology
Healthcare
Financial Services
Industrials
Consumer Cyclical
Energy
Consumer Defensive
Communication Services
Utilities
Basic Materials

Sector	%
Others	26.4
Technology	17.2
Healthcare	14.4
Financial Services	8.7
Industrials	7.1
Consumer Cyclical	6.7
Energy	6.4
Consumer Defensive	5.8
Communication Services	4.4
Utilities	1.4
Basic Materials	1.2

Market Cap. Distribution

Cypress Capital Group has about 73.4% of it's portfolio invested in the large-cap and mega-cap stocks.

MEGA-CAP
UNALLOCATED
LARGE-CAP

Category	%
MEGA-CAP	50
UNALLOCATED	25.9
LARGE-CAP	23.4

Stocks belong to which Index?

About 72.8% of the stocks held by Cypress Capital Group either belong to S&P 500 or RUSSELL 2000 index.

S&P 500
Others

Index	%
S&P 500	72.8
Others	26.8

Top 5 Winners (%)		%
GLW	corning inc	52.6 %
VLO	valero energy corp	47.8 %
PSX	phillips 66	41.0 %
XOM	exxon mobil corp	40.9 %
CNQ	canadian nat res ltd med ter	40.8 %

Top 5 Winners ($)		$
XOM	exxon mobil corp	6.3 M
LMT	lockheed martin corp	3.3 M
JNJ	johnson & johnson	3.1 M
PSX	phillips 66	3.1 M
CVX	chevron corporation	2.3 M

Top 5 Losers (%)		%
BKNG	booking holdings inc	-94.1 %
INTU	intuit	-31.1 %
CRM	salesforce inc	-26.0 %
COF	capital one finl corp	-24.5 %
ACN	accenture plc ireland	-24.4 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-9.5 M
BKNG	booking holdings inc	-7.8 M
LLY	eli lilly & co	-7.4 M
AAPL	apple inc	-3.5 M
V	visa inc	-3.2 M

Cypress Capital Group Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Cypress Capital Group

Cypress Capital Group has 245 stocks in it's portfolio. About 30.9% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Cypress Capital Group last quarter.

Last Reported on: 15 May, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies inc	0.04	3,366	383,656	unchanged	0.00

AAPL	apple inc	5.45	190,977	48,468,100	reduced	-5.34

AAXJ	ishares tr	0.20	16,685	1,776,950	added	4.05

AAXJ	ishares tr	0.15	12,751	1,353,520	reduced	-18.26

AAXJ	ishares tr	0.08	13,440	706,406	added	95.07

AAXJ	ishares tr	0.07	5,958	663,542	reduced	-0.07

AAXJ	ishares tr	0.06	5,298	503,045	new

AAXJ	ishares tr	0.03	3,525	280,449	added	20.51

AAXJ	ishares tr	0.03	9,164	277,853	reduced	-10.06

AAXJ	ishares tr	0.03	3,355	224,785	reduced	-1.76

ABBV	abbvie inc	2.70	110,435	24,018,500	reduced	-1.93

ABC	cencora inc	0.53	14,884	4,675,810	reduced	-3.72

ABT	abbott laboratories	0.76	65,542	6,729,200	reduced	-15.71

ACMR	acm resh inc	0.07	15,820	622,518	new

ACN	accenture plc ireland	0.23	10,296	2,041,590	reduced	-12.78

ACWV	ishares inc	0.64	147,197	5,650,890	added	6.29

ACWV	ishares inc	0.35	25,340	3,117,070	added	235

ADBE	adobe inc	0.00	0.00	0.00	sold off	-100

ADI	analog devices inc	0.06	1,709	543,701	reduced	-0.81

ADP	automatic data processing in	0.11	4,845	984,407	reduced	-15.59