Latest Cypress Capital Group Stock Portfolio

Cypress Capital Group Performance:

2025 Q4: 2.57%YTD: 15.41%2024: 14.37%

Performance for 2025 Q4 is 2.57%, and YTD is 15.41%, and 2024 is 14.37%.

About Cypress Capital Group and 13F Hedge Fund Stock Holdings

Cypress Capital Group is a hedge fund based in Palm Beach, FL. On 2026-02-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cypress Capital Group reported an equity portfolio of $892.6 Millions as of 31 Dec, 2025.

The top stock holdings of Cypress Capital Group are AAPL, LLY, MSFT. The fund has invested 6.1% of it's portfolio in APPLE INC and 5.9% of portfolio in ELI LILLY & CO.

The fund managers got completely rid off LYONDELLBASELL INDUSTRIES N (LYB), ZOETIS INC (ZTS) and EQUINIX INC (EQIX) stocks. They significantly reduced their stock positions in ADOBE INC (ADBE), FIRST TR EXCHANGE-TRADED FD (FCVT) and AMERICAN TOWER CORP NEW (AMT). Cypress Capital Group opened new stock positions in GLOBAL X FDS (AGNG), CAL MAINE FOODS INC (CALM) and SIMON PPTY GROUP INC NEW (SPG). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), SELECT SECTOR SPDR TR (XLB) and VERIZON COMMUNICATIONS INC (VZ).

Cypress Capital Group Annual Return Estimates Vs S&P 500

Our best estimate is that Cypress Capital Group made a return of 2.57% in the last quarter. In trailing 12 months, it's portfolio return was 15.41%.

Performance
S&P 500

New Buys

Ticker	$ Bought
global x fds	2,725,150
cal maine foods inc	1,874,350
simon ppty group inc new	1,298,920
vanguard index fds	670,839
pacer fds tr	481,360
waste mgmt inc del	478,748
schwab strategic tr	411,450
citigroup inc	409,466

New stocks bought by Cypress Capital Group

Additions

Ticker	% Inc.
netflix inc	614
select sector spdr tr	143
select sector spdr tr	98.5
verizon communications inc	98.1
select sector spdr tr	68.37
wells fargo co new	67.22
aerovironment inc	45.29
fedex corp	37.4

Additions to existing portfolio by Cypress Capital Group

Reductions

Ticker	% Reduced
first tr exch traded fd iii	-61.91
adobe inc	-55.39
first tr exchange-traded fd	-49.12
american tower corp new	-49.05
crown hldgs inc	-48.34
goldman sachs etf tr	-46.34
first tr exch traded fd iii	-35.37
solventum corp	-30.08

Cypress Capital Group reduced stake in above stock

Sold off

Ticker	$ Sold
lyondellbasell industries n	-2,388,790
zoetis inc	-1,509,880
carmax inc	-224,933
cheniere energy inc	-954,254
shell plc	-246,206
kimberly-clark corp	-413,555
first tr exchange-traded fd	-243,932
fiserv inc	-235,297

Cypress Capital Group got rid off the above stocks

Sector Distribution

Cypress Capital Group has about 25.2% of it's holdings in Others sector.

Sector	%
Others	25.2
Technology	20.1
Healthcare	15.3
Financial Services	9
Consumer Cyclical	6.8
Industrials	6.6
Consumer Defensive	5.3
Communication Services	4.7
Energy	4.2
Basic Materials	1.3
Utilities	1.2

Market Cap. Distribution

Cypress Capital Group has about 74.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	48
LARGE-CAP	26.9
UNALLOCATED	24.6

Stocks belong to which Index?

About 74.3% of the stocks held by Cypress Capital Group either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	74.3
Others	25.3

Top 5 Winners (%)		%
OMER	omeros corp	318.9 %
SLV	ishares silver tr	51.0 %
LLY	eli lilly & co	39.8 %
AMD	advanced micro devices inc	32.4 %
CAH	cardinal health inc	30.1 %

Top 5 Winners ($)		$
LLY	eli lilly & co	15.6 M
SLV	ishares silver tr	5.0 M
AAPL	apple inc	3.4 M
GOOG	alphabet inc	3.2 M
GOOG	alphabet inc	2.9 M

Top 5 Losers (%)		%
NFLX	netflix inc	-87.0 %
XLB	select sector spdr tr	-44.3 %
XLB	select sector spdr tr	-42.4 %
XLB	select sector spdr tr	-41.9 %
ORCL	oracle corp	-26.2 %

Top 5 Losers ($)		$
NFLX	netflix inc	-13.6 M
MSFT	microsoft corp	-2.7 M
XLB	select sector spdr tr	-2.5 M
HD	home depot inc	-1.4 M
BABA	alibaba group hldg ltd	-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 230 stocks in it's portfolio. About 34.6% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. LLY was the most profitable stock for Cypress Capital Group last quarter.

Last Reported on: 11 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies inc	0.05	3,366	458,012	unchanged	0.00

AAPL	apple inc	6.14	201,752	54,848,300	added	2.21

AAXJ	ishares tr	0.19	16,035	1,710,940	added	3.19

AAXJ	ishares tr	0.19	15,600	1,670,920	added	9.86

AAXJ	ishares tr	0.08	5,962	679,191	unchanged	0.00

AAXJ	ishares tr	0.04	6,890	364,343	added	16.68

AAXJ	ishares tr	0.04	10,189	315,452	added	3.29

AAXJ	ishares tr	0.03	2,925	235,843	unchanged	0.00

AAXJ	ishares tr	0.02	3,415	209,544	unchanged	0.00

ABBV	abbvie inc	2.88	112,614	25,731,200	added	4.32

ABC	cencora inc	0.58	15,459	5,221,440	added	4.81

ABT	abbott labs	1.09	77,758	9,742,300	added	1.66

ACN	accenture plc ireland	0.36	11,804	3,167,010	added	1.54

ACWV	ishares inc	0.49	138,487	4,399,730	added	19.89

ACWV	ishares inc	0.08	7,550	734,011	unchanged	0.00

ADBE	adobe inc	0.06	1,486	520,086	reduced	-55.39

ADI	analog devices inc	0.05	1,723	467,278	reduced	-0.52

ADP	automatic data processing in	0.16	5,740	1,476,500	reduced	-7.67

AEP	american elec pwr co inc	0.37	28,468	3,282,650	added	4.08

AFTY	pacer fds tr	0.05	8,000	481,360	new