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Latest Cypress Capital Group Stock Portfolio

$1.07Billion | No. of Holdings #313

Cypress Capital Group Performance

2026 Q2+7.04%
YTD+5.23%
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 2026-08-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cypress Capital Group reported an equity portfolio of $1.1 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Cypress Capital Group are AAPL, LLY, MSFT. The fund has invested 5.3% of it's portfolio in APPLE INC and 5.3% of portfolio in ELI LILLY & CO. <br><br> The fund managers got completely rid off ISHARES INC (ACWV), MOSAIC CO (MOS) and HONEYWELL INTL INC (HON) stocks. They significantly reduced their stock positions in BOOKING HOLDINGS INC (BKNG), ISHARES TR (AOA) and UNITED PARCEL SVCS INC (UPS). Cypress Capital Group opened new stock positions in VANECK ETF TRUST (AFK), ASTERA LABS INC and ISHARES INC (ACWV). The fund showed a lot of confidence in some stocks as they added substantially to KIMBERLY-CLARK CORP (KMB), J P MORGAN EXCHANGE TRADED F (BBAX) and CHENIERE ENERGY INC (LNG).
Cypress Capital Group Equity Portfolio Value
Last Reported on: 05 Aug, 2026
$1.07Billion
  as of Aug 05, 2026

Cypress Capital Group Annual Return Estimates Vs S&P 500

Our best estimate is that Cypress Capital Group made a return of 7.04% in the last quarter. In trailing 12 months, it's portfolio return was 18.43%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vaneck etf trust2,434,660
astera labs inc2,427,660
ishares inc2,292,280
kraneshares trust2,201,690
ishares tr2,050,080
unitedhealth group inc1,578,150
palo alto networks inc1,559,480
technipfmc plc1,413,980
New stocks bought by Cypress Capital Group

Additions

Ticker% Inc.
kimberly-clark corp1,519
j p morgan exchange traded f364
cheniere energy inc305
ishares tr299
applied matls inc286
equinix inc281
colgate palmolive co207
american tower corp203
Additions to existing portfolio by Cypress Capital Group

Reductions

Ticker% Reduced
booking holdings inc-96.04
ishares tr-71.65
united parcel svcs inc-43.2
becton dickinson & co-41.6
eaton vance tax-managed dive-38.74
abbott laboratories-32.12
first tr exch traded fd iii-30.64
global x fds-23.11
Cypress Capital Group reduced stake in above stock

Sold off

Ticker$ Sold
mosaic co-978,053
ishares inc-3,117,070
spdr series trust-242,048
honeywell intl inc-885,812
diageo plc-238,241
crown hldgs inc-201,603
albemarle corp-253,138
Cypress Capital Group got rid off the above stocks

Sector Distribution

Cypress Capital Group has about 25.1% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Financial Services
  • Consumer Cyclical
  • Industrials
  • Consumer Defensive
  • Energy
  • Communication Services
  • Utilities
Sector%
Others25.1
Technology21.5
Healthcare13.8
Financial Services8.3
Consumer Cyclical6.6
Industrials6.5
Consumer Defensive5.7
Energy5.1
Communication Services4.7
Utilities1.5

Market Cap. Distribution

Cypress Capital Group has about 74.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP52.3
UNALLOCATED24.8
LARGE-CAP21.9

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
Others26.2
Top 5 Winners (%)%
BKNG
booking holdings inc
1323.3 %
AMD
advanced micro devices inc
164.7 %
ACMR
acm resh inc
116.0 %
LRCX
lam research corp
86.8 %
GLW
corning inc
78.5 %
Top 5 Winners ($)$
LLY
eli lilly & co
13.2 M
LRCX
lam research corp
8.4 M
AAPL
apple inc
6.9 M
BKNG
booking holdings inc
6.5 M
AMD
advanced micro devices inc
6.0 M
Top 5 Losers (%)%
VB
vanguard index fds
-63.4 %
IJR
ishares tr
-60.3 %
INTU
intuit
-37.4 %
ACN
accenture plc ireland
-28.8 %
T
at&t inc
-27.5 %
Top 5 Losers ($)$
IJR
ishares tr
-5.2 M
XOM
exxon mobil corp
-4.3 M
IAU
ishares gold tr
-3.4 M
CME
cme group inc
-2.7 M
LMT
lockheed martin corp
-2.6 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 313 stocks in it's portfolio. About 30.8% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. LLY was the most profitable stock for Cypress Capital Group last quarter.

$1.07BTotal Value
321Positions
05 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Cypress Capital Group, last reported on 05 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cypress Capital Group's holding in Ishares Tr over time
0.17%17,214
$1.83M
0.17%
increased 3.17 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cypress Capital Group's holding in Ishares Tr over time
0.15%14,916
$1.61M
0.15%
increased 16.98 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cypress Capital Group's holding in Ishares Tr over time
0.07%7,500
$795.7K
0.07%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cypress Capital Group's holding in Ishares Tr over time
0.07%5,958
$741.3K
0.07%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cypress Capital Group's holding in Ishares Tr over time
0.07%13,805
$723.5K
0.07%
increased 2.72 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cypress Capital Group's holding in Ishares Tr over time
0.05%6,875
$549.8K
0.05%
increased 95.04 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cypress Capital Group's holding in Ishares Tr over time
0.05%5,298
$500.8K
0.05%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cypress Capital Group's holding in Ishares Tr over time
0.03%9,392
$286.4K
0.03%
increased 2.49 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cypress Capital Group's holding in Ishares Tr over time
0.02%3,230
$215.1K
0.02%
decreased 3.73 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
Cypress Capital Group's holding in Ishares Inc over time
0.51%158,697
$5.48M
0.51%
increased 7.81 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
Cypress Capital Group's holding in Ishares Inc over time
0.21%18,990
$2.29M
0.21%
new position
ACWV
Ishares Inc

Ishares Inc

ACWV
Cypress Capital Group's holding in Ishares Inc over time
0%0.00
$0.00
0%
decreased 100 percentsold off