Latest Cypress Capital Group Stock Portfolio
Cypress Capital Group Performance:
2025 Q3: 6.11%YTD: 10.2%2024: 13.88%
Performance for 2025 Q3 is 6.11%, and YTD is 10.2%, and 2024 is 13.88%.
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 $836.4 Millions as of 30 Sep, 2025.
The top stock holdings of Cypress Capital Group are AAPL, LLY, MSFT. The fund has invested 6% of it's portfolio in APPLE INC and 4.7% of portfolio in ELI LILLY & CO.
The fund managers got completely rid off COTERRA ENERGY INC (CTRA), ONEOK INC NEW (OKE) and CHIPOTLE MEXICAN GRILL INC (CMG) stocks. They significantly reduced their stock positions in VERIZON COMMUNICATIONS INC (VZ), INVESCO EXCHANGE TRADED FD T (CSD) and ISHARES TR (IJR). Cypress Capital Group opened new stock positions in ASML HOLDING N V, GLOBAL X FDS (AGNG) and GENERAL DYNAMICS CORP (GD). The fund showed a lot of confidence in some stocks as they added substantially to ADVANCED MICRO DEVICES INC (AMD), PFIZER INC (PFE) and GE AEROSPACE (GE).
The top stock holdings of Cypress Capital Group are AAPL, LLY, MSFT. The fund has invested 6% of it's portfolio in APPLE INC and 4.7% of portfolio in ELI LILLY & CO.
The fund managers got completely rid off COTERRA ENERGY INC (CTRA), ONEOK INC NEW (OKE) and CHIPOTLE MEXICAN GRILL INC (CMG) stocks. They significantly reduced their stock positions in VERIZON COMMUNICATIONS INC (VZ), INVESCO EXCHANGE TRADED FD T (CSD) and ISHARES TR (IJR). Cypress Capital Group opened new stock positions in ASML HOLDING N V, GLOBAL X FDS (AGNG) and GENERAL DYNAMICS CORP (GD). The fund showed a lot of confidence in some stocks as they added substantially to ADVANCED MICRO DEVICES INC (AMD), PFIZER INC (PFE) and GE AEROSPACE (GE).
Cypress Capital Group Annual Return Estimates Vs S&P 500
Our best estimate is that Cypress Capital Group made a return of 6.11% in the last quarter. In trailing 12 months, it's portfolio return was 9.62%.
New Buys
| Ticker | $ Bought |
|---|---|
| asml holding n v | 3,583,870 |
| global x fds | 2,729,540 |
| general dynamics corp | 1,373,210 |
| cheniere energy inc | 954,254 |
| global x fds | 413,474 |
| palantir technologies inc | 231,309 |
| ishares tr | 208,725 |
| mckesson corp | 207,813 |
New stocks bought by Cypress Capital Group
Additions
| Ticker | % Inc. |
|---|---|
| advanced micro devices inc | 996 |
| pfizer inc | 851 |
| ge aerospace | 642 |
| sysco corp | 78.69 |
| honeywell intl inc | 51.28 |
| ishares bitcoin trust etf | 45.81 |
| qualcomm inc | 36.00 |
| kinder morgan inc del | 33.77 |
Additions to existing portfolio by Cypress Capital Group
Reductions
| Ticker | % Reduced |
|---|---|
| verizon communications inc | -81.18 |
| invesco exchange traded fd t | -68.52 |
| ishares tr | -60.37 |
| nextera energy inc | -54.8 |
| adobe inc | -40.52 |
| select sector spdr tr | -36.71 |
| illinois tool wks inc | -33.33 |
| starbucks corp | -32.31 |
Cypress Capital Group reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| prospect cap corp | -179,352 |
| coterra energy inc | -1,419,550 |
| omega healthcare invs inc | -201,575 |
| chipotle mexican grill inc | -264,073 |
| oneok inc new | -342,846 |
| uber technologies inc | -221,401 |
| jabil inc | -204,142 |
| ge vernova inc | -241,822 |
Cypress Capital Group got rid off the above stocks
Sector Distribution
Cypress Capital Group has about 25% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 25 |
| Technology | 20.1 |
| Healthcare | 14 |
| Financial Services | 9.2 |
| Consumer Cyclical | 7.2 |
| Industrials | 6.9 |
| Consumer Defensive | 5.3 |
| Energy | 4.5 |
| Communication Services | 4.5 |
| Basic Materials | 1.7 |
| Utilities | 1.2 |
Market Cap. Distribution
Cypress Capital Group has about 75.3% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 47.2 |
| LARGE-CAP | 28.1 |
| UNALLOCATED | 24.5 |
Stocks belong to which Index?
About 74.6% of the stocks held by Cypress Capital Group either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 74.6 |
| Others | 25.3 |
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 222 stocks in it's portfolio. About 33.7% of the portfolio is in top 10 stocks. PM proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Cypress Capital Group last quarter.
Last Reported on: 03 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| A | agilent technologies inc | 0.05 | 3,366 | 432,026 | added | 5.98 | ||
| AAPL | apple inc | 6.01 | 197,387 | 50,260,700 | reduced | -0.8 | ||
| AAXJ | ishares tr | 0.20 | 15,540 | 1,659,360 | added | 1.46 | ||
| AAXJ | ishares tr | 0.18 | 14,200 | 1,512,160 | reduced | -13.58 | ||
| AAXJ | ishares tr | 0.08 | 5,962 | 678,953 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.04 | 5,905 | 313,142 | reduced | -12.54 | ||
| AAXJ | ishares tr | 0.04 | 9,864 | 311,900 | reduced | -4.59 | ||
| AAXJ | ishares tr | 0.03 | 2,925 | 237,481 | reduced | -10.00 | ||
| AAXJ | ishares tr | 0.03 | 3,415 | 208,725 | new | |||
| ABBV | abbvie inc | 2.99 | 107,953 | 24,995,400 | reduced | -0.48 | ||
| ABC | cencora inc | 0.55 | 14,750 | 4,609,970 | added | 4.38 | ||
| ABT | abbott labs | 1.23 | 76,489 | 10,244,900 | added | 0.88 | ||
| ACN | accenture plc ireland | 0.34 | 11,625 | 2,866,720 | reduced | -24.46 | ||
| ACWV | ishares inc | 0.43 | 115,512 | 3,580,870 | added | 13.66 | ||
| ACWV | ishares inc | 0.07 | 7,550 | 604,755 | added | 7.09 | ||
| ADBE | adobe inc | 0.14 | 3,331 | 1,175,010 | reduced | -40.52 | ||
| ADI | analog devices inc | 0.05 | 1,732 | 425,552 | unchanged | 0.00 | ||
| ADP | automatic data processing in | 0.22 | 6,217 | 1,824,690 | added | 2.85 | ||
| AEP | american elec pwr co inc | 0.37 | 27,352 | 3,077,100 | reduced | -7.88 | ||
| AGNG | global x fds | 0.33 | 57,259 | 2,729,540 | new | |||