Latest Cypress Capital Group Stock Portfolio

Cypress Capital Group Performance:

2025 Q2: 4.62%YTD: 4.07%2024: 12.4%

Performance for 2025 Q2 is 4.62%, and YTD is 4.07%, and 2024 is 12.4%.

About Cypress Capital Group and 13F Hedge Fund Stock Holdings

Cypress Capital Group is a hedge fund based in PALM BEACH, FL. On 20-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $150.1 Millions. In it's latest 13F Holdings report, Cypress Capital Group reported an equity portfolio of $803.6 Millions as of 30 Jun, 2025.

The top stock holdings of Cypress Capital Group are IJR, AAPL, LLY. The fund has invested 6.5% of it's portfolio in ISHARES TR and 5.1% of portfolio in APPLE INC.

The fund managers got completely rid off INVESCO EXCHANGE TRADED FD T (CSD), UNITEDHEALTH GROUP INC (UNH) and GLOBAL X FDS (AGNG) stocks. They significantly reduced their stock positions in ADVANCED MICRO DEVICES INC (AMD), PFIZER INC (PFE) and SELECT SECTOR SPDR TR (XLB). Cypress Capital Group opened new stock positions in CANADIAN NAT RES LTD, SELECT SECTOR SPDR TR (XLB) and VANGUARD INDEX FDS (VB). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES INC (ACWV), FEDEX CORP (FDX) and ISHARES TR (IJR).

Cypress Capital Group Annual Return Estimates Vs S&P 500

Our best estimate is that Cypress Capital Group made a return of 4.62% in the last quarter. In trailing 12 months, it's portfolio return was 9.07%.

New Buys

Ticker	$ Bought
canadian nat res ltd	2,935,900
select sector spdr tr	1,974,700
vanguard index fds	1,603,350
equinix inc	1,386,500
t-mobile us inc	784,352
intuitive surgical inc	784,141
booking holdings inc	677,341
doubleline income solutions	610,715

New stocks bought by Cypress Capital Group

Additions

Ticker	% Inc.
ishares inc	152
fedex corp	130
ishares tr	107
lyondellbasell industries n	97.65
fastenal co	92.02
novartis ag	84.07
ishares silver tr	82.89
netflix inc	61.27

Additions to existing portfolio by Cypress Capital Group

Reductions

Ticker	% Reduced
advanced micro devices inc	-92.2
pfizer inc	-89.38
select sector spdr tr	-75.83
select sector spdr tr	-61.57
schlumberger ltd	-59.91
cardinal health inc	-53.25
marsh & mclennan cos inc	-45.89
ishares tr	-40.12

Cypress Capital Group reduced stake in above stock

Sold off

Ticker	$ Sold
invesco exchange traded fd t	-8,275,040
global x fds	-1,378,060
empire st rlty op l p	-77,600
unitedhealth group inc	-4,496,400
fidelity merrimack str tr	-202,686
eqt corp	-222,905
ishares tr	-418,385
iron mtn inc del	-242,203

Cypress Capital Group got rid off the above stocks

Sector Distribution

Cypress Capital Group has about 27.1% of it's holdings in Others sector.

Sector	%
Others	27.1
Technology	18.5
Healthcare	13.4
Financial Services	9.6
Consumer Cyclical	7
Industrials	6.8
Consumer Defensive	5.7
Energy	4.4
Communication Services	4
Basic Materials	1.6
Utilities	1.3

Market Cap. Distribution

Cypress Capital Group has about 73.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	44.8
LARGE-CAP	28.3
UNALLOCATED	26.6

Stocks belong to which Index?

About 72.5% of the stocks held by Cypress Capital Group either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	72.5
Others	27.4

Top 5 Winners (%)		%
AVAV	aerovironment inc	139.1 %
AVGO	broadcom inc	63.5 %
ORCL	oracle corp	55.1 %
NVDA	nvidia corporation	45.1 %
MCHP	microchip technology inc.	44.0 %

Top 5 Winners ($)		$
MSFT	microsoft corp	8.8 M
NVDA	nvidia corporation	6.0 M
AVGO	broadcom inc	5.9 M
IJR	ishares tr	5.0 M
JPM	jpmorgan chase & co.	3.2 M

Top 5 Losers (%)		%
OMER	omeros corp	-59.8 %
FAST	fastenal co	-44.8 %
BDX	becton dickinson & co	-24.8 %
BMY	bristol-myers squibb co	-23.8 %
SLB	schlumberger ltd	-18.1 %

Top 5 Losers ($)		$
AAPL	apple inc	-3.4 M
ABBV	abbvie inc	-2.6 M
LLY	eli lilly & co	-2.4 M
XOM	exxon mobil corp	-1.5 M
BMY	bristol-myers squibb co	-1.1 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 223 stocks in it's portfolio. About 36.2% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Cypress Capital Group last quarter.

Last Reported on: 25 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	IJR	ishares tr	6.50	84,119	52,229,200	reduced	-4.69
Historical Trend of ISHARES TR Position Held By Cypress Capital Group What % of Portfolio is IJR?: Number of IJR shares held: Change in No. of Shares Held:
	AAPL	apple inc	5.08	198,975	40,823,700	reduced	-0.62

	LLY	eli lilly & co	5.05	52,085	40,601,800	reduced	-0.54

	MSFT	microsoft corp	4.48	72,392	36,008,500	added	1.54

	V	visa inc	3.10	70,182	24,918,100	reduced	-0.84

	JPM	jpmorgan chase & co.	2.62	72,687	21,072,700	added	5.77

	ABBV	abbvie inc	2.51	108,470	20,134,200	added	0.82

		berkshire hathaway inc del	2.39	39,549	19,211,700	added	10.03

	NVDA	nvidia corporation	2.39	121,545	19,202,900	added	2.12

	IAU	ishares gold tr	2.03	262,049	16,341,400	added	40.78

	AMZN	amazon com inc	1.98	72,362	15,875,500	added	4.46

	LMT	lockheed martin corp	1.89	32,805	15,193,300	added	0.05

	AVGO	broadcom inc	1.88	54,865	15,123,500	added	1.98

	XOM	exxon mobil corp	1.77	132,142	14,244,900	reduced	-2.15

	WMT	walmart inc	1.72	141,463	13,832,300	added	1.9

	SPY	spdr s&p 500 etf tr	1.66	21,560	13,320,800	added	5.95

	QQQ	invesco qqq tr	1.55	22,513	12,419,100	added	5.00

	TJX	tjx cos inc new	1.46	95,187	11,754,600	reduced	-0.4

	JNJ	johnson & johnson	1.41	73,889	11,286,500	added	1.88

	ABT	abbott labs	1.28	75,820	10,312,300	added	2.22