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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%

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. <br><br> 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. <br><br> 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
$888Million
  as of May 15, 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 bancorp6,091,720
vaneck etf trust3,776,220
reynolds consumer prods inc1,703,250
mosaic co978,053
sunococorp llc661,320
acm resh inc622,518
enterprise prods partners l555,567
ishares tr503,045
New stocks bought by Cypress Capital Group

Additions

Ticker% Inc.
booking holdings inc2,378
oneok inc new721
wisdomtree tr648
ishares inc235
ishares tr95.07
blackrock etf trust ii78.88
global x fds61.03
verizon communications inc34.23
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%
Others26.4
Technology17.2
Healthcare14.4
Financial Services8.7
Industrials7.1
Consumer Cyclical6.7
Energy6.4
Consumer Defensive5.8
Communication Services4.4
Utilities1.4
Basic Materials1.2

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-CAP50
UNALLOCATED25.9
LARGE-CAP23.4

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 50072.8
Others26.8
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.

$888.91MTotal Value
260Positions
15 May, 2026Last Reported
Current holdings of Current Stock Holdings of Cypress Capital Group, last reported on 15 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cypress Capital Group's holding in Ishares Tr over time
0.2%16,685
$1.78M
0.2%
increased 4.05 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cypress Capital Group's holding in Ishares Tr over time
0.15%12,751
$1.35M
0.15%
decreased 18.26 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cypress Capital Group's holding in Ishares Tr over time
0.08%13,440
$706.4K
0.08%
increased 95.07 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cypress Capital Group's holding in Ishares Tr over time
0.07%5,958
$663.5K
0.07%
decreased 0.07 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cypress Capital Group's holding in Ishares Tr over time
0.06%5,298
$503.0K
0.06%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cypress Capital Group's holding in Ishares Tr over time
0.03%3,525
$280.4K
0.03%
increased 20.51 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cypress Capital Group's holding in Ishares Tr over time
0.03%9,164
$277.9K
0.03%
decreased 10.06 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cypress Capital Group's holding in Ishares Tr over time
0.03%3,355
$224.8K
0.03%
decreased 1.76 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
Cypress Capital Group's holding in Ishares Inc over time
0.64%147,197
$5.65M
0.64%
increased 6.29 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
Cypress Capital Group's holding in Ishares Inc over time
0.35%25,340
$3.12M
0.35%
increased 235.63 percentadded