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Cypress Capital Group 13F Portfolio

Portfolio Manager
Cypress Capital Group
Performance
+8.99% (2026 Q2)
AUM (13F)
$1.07B
# of Holdings
314
Performance Rank
Allocation (Top 20)
47.79%
Latest filing
Q2 2026

Cypress Capital Group Holdings Map

Top 50 Cypress Capital Group Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
5.35%198.0K$57.3M
+3.69%(+7.05K)
2025-Q2: 199.0K shares2025-Q3: 197.4K shares2025-Q4: 201.8K shares2026-Q1: 191.0K shares2026-Q2: 198.0K shares
$41.29(+642.67%)
2026-06-30
LLY
ELI LILLY & CO
5.34%47.7K$57.2M
+1.80%(+844)
2025-Q2: 52.1K shares2025-Q3: 51.4K shares2025-Q4: 48.8K shares2026-Q1: 46.8K shares2026-Q2: 47.7K shares
$75.57(+1526.20%)
2026-06-30
MSFT
MICROSOFT CORP
3.2%91.9K$34.3M
+10.92%(+9.04K)
2025-Q2: 72.4K shares2025-Q3: 72.2K shares2025-Q4: 84.9K shares2026-Q1: 82.8K shares2026-Q2: 91.9K shares
$185.31(+171.30%)
2026-06-30
NVDA
NVIDIA CORPORATION
3.14%167.8K$33.6M
+43.44%(+50.82K)
2025-Q2: 121.5K shares2025-Q3: 120.2K shares2025-Q4: 119.8K shares2026-Q1: 117.0K shares2026-Q2: 167.8K shares
$69.43(+217.54%)
2026-06-30
ABBV
ABBVIE INC
2.61%111.0K$27.9M
+0.54%(+591)
2025-Q2: 108.5K shares2025-Q3: 108.0K shares2025-Q4: 112.6K shares2026-Q1: 110.4K shares2026-Q2: 111.0K shares
$70.97(+251.28%)
2026-06-30
JPM
JPMORGAN CHASE & CO
2.39%78.3K$25.6M
+8.89%(+6.40K)
2025-Q2: 72.7K shares2025-Q3: 72.5K shares2025-Q4: 73.0K shares2026-Q1: 71.9K shares2026-Q2: 78.3K shares
$116.82(+209.45%)
2026-06-30
AVGO
BROADCOM INC
2.34%66.4K$25.1M
+19.74%(+10.95K)
2025-Q2: 54.9K shares2025-Q3: 55.9K shares2025-Q4: 57.4K shares2026-Q1: 55.5K shares2026-Q2: 66.4K shares
$142.47(+195.06%)
2026-06-30
IVV
ISHARES TR
2.29%32.7K$24.5M
-0.36%(-117)
2025-Q2: 84.1K shares2025-Q3: 33.3K shares2025-Q4: 33.4K shares2026-Q1: 32.9K shares2026-Q2: 32.7K shares
$465.34(+67.05%)
2026-06-30
V
VISA INC
2.11%65.8K$22.6M
+1.75%(+1.13K)
2025-Q2: 70.2K shares2025-Q3: 67.4K shares2025-Q4: 67.1K shares2026-Q1: 64.7K shares2026-Q2: 65.8K shares
$40.62(+789.72%)
2026-06-30
AMZN
AMAZON COM INC
2.05%92.0K$21.9M
+18.42%(+14.30K)
2025-Q2: 72.4K shares2025-Q3: 73.9K shares2025-Q4: 78.5K shares2026-Q1: 77.7K shares2026-Q2: 92.0K shares
$137.92(+99.35%)
2026-06-30

About Cypress Capital Groupโ€™s portfolio

Cypress Capital Group reports $1.07B in US-listed equity holdings across 314 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.3%), LLY (5.3%) and MSFT (3.2%). The top 20 holdings account for 47.79% of reported assets. Its disclosed equity book has returned +68.13% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
AAPL โ€” 7.5% ($57.30M)LLY โ€” 7.5% ($57.19M)MSFT โ€” 4.5% ($34.27M)NVDA โ€” 4.4% ($33.58M)ABBV โ€” 3.7% ($27.94M)JPM โ€” 3.4% ($25.63M)AVGO โ€” 3.3% ($25.09M)IVV โ€” 3.2% ($24.52M)V โ€” 3.0% ($22.59M)AMZN โ€” 2.9% ($21.92M)Other โ€” 56.5% ($429.12M)
43%in top 10
  • AAPL7.5%
  • LLY7.5%
  • MSFT4.5%
  • NVDA4.4%
  • ABBV3.7%
  • JPM3.4%
  • AVGO3.3%
  • IVV3.2%
  • V3.0%
  • AMZN2.9%
  • Other56.5%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Added to
42
NVDANVIDIA CORPORATION+43.4%
AVGOBROADCOM INC+19.7%
AMZNAMAZON COM INC+18.4%
MSFTMICROSOFT CORP+10.9%
+38 more
Trimmed
8
NEMNEWMONT CORP-6.8%
CMECME GROUP INC-3.6%
IAUISHARES GOLD TR-1.0%
GILDGILEAD SCIENCES INC-2.3%
+4 more

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Source filings

Holdings on this page are parsed from Cypress Capital Groupโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1341748). View Cypress Capital Groupโ€™s 13F filings on SEC

More 13F analyses

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