CIK: 0001341748
Total reported value
$888.9M
Reporting period: 2026-03-31 · Number of holdings: 284
Cypress Capital Group disclosed 284 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $888.9M and a quarterly turnover rate of 18.6%.
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Cypress Capital Group's disclosed holdings carry a Herfindahl concentration index of 0.017 — mathematically equivalent to about 59 equally-sized positions, well below its 284 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.78), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
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Trim MSFT
-2.4% -$10.4M
Trim LLY
-4.0% -$9.4M
Add XOM
-0.6% $6.2M
Trim AAPL
-5.3% -$6.4M
Trim V
-3.6% -$4.0M
Trim SLV
-26.3% -$3.3M
Showing top 200 holdings (of 284 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | Stock-Tech | 5.45% | -0.70% | -5.34% | |
| 2 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.85% | -1.03% | -4.02% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.45% | -1.15% | -2.39% | |
| 4 | ABBV | Abbvie INC | Stock-Healthcare | 2.70% | -0.18% | -1.93% | |
| 5 | IAU | Ishares Gold Trust | ETF-Commodities | 2.70% | +0.20% | -0.89% | |
| 6 | XOM | Exxon Mobil CORP | Stock-Energy | 2.43% | +0.71% | -0.62% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.41% | -0.15% | -1.63% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.38% | -0.26% | -1.56% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.30% | -0.20% | -2.31% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.23% | +0.28% | -3.58% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 2.20% | -0.44% | -3.64% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.18% | -0.09% | +0.39% | |
| 13 | WMT | Walmart INC | Stock-Consumer Staples | 1.96% | +0.16% | -2.35% | |
| 14 | AVGO | Broadcom INC | Stock-Tech | 1.93% | -0.29% | -3.28% | |
| 15 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.86% | +0.34% | -2.27% | |
| 16 | AMZN | Amazon.com INC | Stock-Consumer Disc | 1.82% | -0.21% | -1.01% | |
| 17 | TJX | Tjx Companies INC | Stock-Consumer Disc | 1.62% | — | -5.03% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.57% | — | -0.49% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.48% | — | +0.60% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.46% | -0.18% | -3.31% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.35% | -0.13% | -0.62% | |
| 22 | SLV | Ishares Silver Trust | ETF-Commodities | 1.29% | -0.36% | -26.31% | |
| 23 | CME | Cme Group INC | Stock-Financials | 1.22% | — | -1.57% | |
| 24 | PSX | Phillips 66 | Stock-Energy | 1.18% | +0.34% | -0.65% | |
| 25 | PM | Philip Morris International | Stock-Consumer Staples | 1.07% | — | +1.22% | |
| 26 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.02% | — | -11.13% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 0.99% | +0.29% | +3.79% | |
| 28 | MA | Mastercard INC - A | Stock-Financials | 0.98% | -0.22% | -6.96% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.90% | +0.11% | -0.87% | |
| 30 | MMM | 3m Co | Stock-Industrials | 0.88% | — | +5.42% | |
| 31 | BLK | Blackrock INC | Stock-Financials | 0.87% | -0.10% | +0.10% | |
| 32 | RTX | Rtx CORP | Stock-Industrials | 0.87% | — | +3.02% | |
| 33 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.86% | — | -2.62% | |
| 34 | LRCX | Lam Research CORP | Stock-Tech | 0.83% | +0.16% | -0.99% | |
| 35 | HD | Home Depot INC | Stock-Consumer Disc | 0.82% | — | -1.99% | |
| 36 | MRK | Merck & Co. INC. | Stock-Healthcare | 0.79% | +0.11% | +1.19% | |
| 37 | GILD | Gilead Sciences INC | Stock-Healthcare | 0.76% | +0.09% | -0.33% | |
| 38 | ABT | Abbott Laboratories | Stock-Healthcare | 0.76% | -0.33% | -15.71% | |
| 39 | CSCO | Cisco Systems INC | Stock-Tech | 0.71% | — | +2.55% | |
| 40 | NEM | Newmont CORP | Stock-Materials | 0.70% | — | +1.12% | |
| 41 | AMGN | Amgen INC | Stock-Healthcare | 0.70% | — | +4.48% | |
| 42 | USB | US Bancorp | Stock-Financials | 0.69% | +0.69% | NEW | |
| 43 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 0.64% | +0.15% | +6.29% | |
| 44 | CNQ | Canadian Natural Resources | Stock-Energy | 0.59% | +0.22% | +11.24% | |
| 45 | VLO | Valero Energy CORP | Stock-Energy | 0.58% | +0.24% | +11.65% | |
| 46 | ASML | ASML Holding N.V. | Stock-Tech | 0.56% | +0.12% | +2.20% | |
| 47 | MO | Altria Group INC | Stock-Consumer Staples | 0.56% | — | +3.09% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.56% | -0.12% | -6.00% | |
| 49 | LOW | Lowe's Cos INC | Stock-Consumer Disc | 0.55% | — | -1.88% | |
| 50 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.54% | — | +4.82% |
Performance for Q3 2026
+2.2%
Performance Last 4 Quarters
+22.5%
Based on 72% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 284 | $888.9M | 19 | |
| 2025-12-31 | 273 | $892.6M | 13 | |
| 2025-09-30 | 271 | $836.4M | 31 | |
| 2025-06-30 | 269 | $803.6M | 0 | |
| 2025-03-31 | 246 | $763.6M | 100 | |
| 2024-12-31 | 331 | $815.2M | 0 | |
| 2024-09-30 | 439 | $889.8M | 0 | |
| 2024-06-30 | 489 | $834.4M | 0 | |
| 2024-03-31 | 489 | $834.7M | 0 | |
| 2023-12-31 | 490 | $768.7M | 0 | |
| 2023-09-30 | 497 | $692.3M | 0 | |
| 2023-06-30 | 503 | $691.4M | 0 | |
| 2023-03-31 | 497 | $651.5M | 0 | |
| 2022-12-31 | 499 | $662.7M | 0 | |
| 2022-09-30 | 384 | $600.0M | 0 | |
| 2022-06-30 | 397 | $656.4M | 0 | |
| 2022-03-31 | 439 | $811.9M | 0 | |
| 2021-12-31 | 514 | $798.6M | 0 | |
| 2021-09-30 | 968 | $735.5M | 0 | |
| 2021-06-30 | 982 | $738.1M | 98 | |
| 2021-03-31 | 974 | $704.9M | 16 | |
| 2020-12-31 | 947 | $664.0M | 16 | |
| 2020-09-30 | 912 | $600.4M | 19 | |
| 2020-06-30 | 903 | $545.6M | 30 | |
| 2020-03-31 | 780 | $433.3M | 29 | |
| 2019-12-31 | 896 | $561.4M | 14 | |
| 2019-09-30 | 891 | $519.1M | 12 | |
| 2019-06-30 | 866 | $506.9M | 12 | |
| 2019-03-31 | 874 | $488.5M | 17 | |
| 2018-12-31 | 862 | $436.4M | 24 | |
| 2018-09-30 | 854 | $527.8M | 16 | |
| 2018-06-30 | 837 | $484.6M | 19 | |
| 2018-03-31 | 787 | $476.6M | 16 | |
| 2017-12-31 | 760 | $480.6M | 9 | |
| 2017-09-30 | 752 | $469.3M | 13 | |
| 2017-06-30 | 747 | $451.7M | 17 | |
| 2017-03-31 | 699 | $428.1M | 16 | |
| 2016-12-31 | 682 | $421.2M | 14 | |
| 2016-09-30 | 680 | $419.1M | 14 | |
| 2016-06-30 | 641 | $427.4M | 11 | |
| 2016-03-31 | 635 | $408.1M | 17 | |
| 2015-12-31 | 670 | $414.8M | 12 | |
| 2015-09-30 | 692 | $405.5M | 11 | |
| 2015-06-30 | 713 | $434.3M | 11 | |
| 2015-03-31 | 728 | $438.4M | 16 | |
| 2014-12-31 | 756 | $431.5M | 18 | |
| 2014-09-30 | 722 | $420.9M | 11 | |
| 2014-06-30 | 720 | $426.6M | 16 | |
| 2014-03-31 | 684 | $407.5M | 17 | |
| 2013-12-31 | 621 | $407.1M | 12 | |
| 2013-09-30 | 583 | $404.6M | 24 | |
| 2013-06-30 | 577 | $478.5M | 0 |
Cypress Capital Group's most significant position changes for 2026-03-31: New buy: US Bancorp (USB); New buy: Vaneck Junior Gold Miners (GDXJ); New buy: Reynolds Consumer Products I (REYN); New buy: Mosaic Co/the (MOS); Trim: Microsoft CORP (MSFT) — shares -2.39%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.7% | -0.62% | Trim |
| 2 | PSX | Phillips 66 | +0.3% | -0.65% | Trim |
| 3 | LMT | Lockheed Martin CORP | +0.3% | -2.27% | Trim |
| 4 | CVX | Chevron CORP | +0.3% | +3.79% | Add |
| 5 | OKE | Oneok INC | +0.3% | +721.78% | Add |
| 6 | JNJ | Johnson & Johnson | +0.3% | -3.58% | Trim |
| 7 | EWY | Ishares Msci South Korea ETF | +0.3% | +235.63% | Add |
| 8 | VLO | Valero Energy CORP | +0.2% | +11.65% | Add |
| 9 | CNQ | Canadian Natural Resources | +0.2% | +11.24% | Add |
| 10 | BINC | Ishares Flex I A Etf-usd INC | +0.2% | +78.88% | Add |
| 11 | IAU | Ishares Gold Trust | +0.2% | -0.89% | Trim |
| 12 | USFR | Wisdomtree Floating Rate Tre | +0.2% | +648.76% | Add |
| 13 | WMT | Walmart INC | +0.2% | -2.35% | Trim |
| 14 | LRCX | Lam Research CORP | +0.2% | -0.99% | Trim |
| 15 | EWZ | Ishares Msci Brazil ETF | +0.2% | +6.29% | Add |
| 16 | ASML | ASML Holding N.V. | +0.1% | +2.20% | Add |
| 17 | COST | Costco Wholesale CORP | +0.1% | -0.87% | Trim |
| 18 | KMI | Kinder Morgan INC | +0.1% | +21.56% | Add |
| 19 | MRK | Merck & Co. INC. | +0.1% | +1.19% | Add |
| 20 | COPX | Global X Copper Miners ETF | +0.1% | +24.49% | Add |
| 21 | AGG | Ishares Core U.s. Aggregate | +0.1% | +32.88% | Add |
| 22 | XLE | Ss Energy Select Sector | +0.1% | +25.77% | Add |
| 23 | GILD | Gilead Sciences INC | +0.1% | -0.33% | Trim |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +0.39% | Add |
| 25 | BLK | Blackrock INC | -0.1% | +0.10% | Add |
| 26 | ACN | Accenture plc | -0.1% | -12.78% | Trim |
| 27 | META | Meta Platforms Inc-class A | -0.1% | -6.00% | Trim |
| 28 | GOOG | Alphabet Inc-cl C | -0.1% | -0.62% | Trim |
| 29 | PAYX | Paychex INC | -0.1% | -12.03% | Trim |
| 30 | IVV | Ishares Core S&p 500 ETF | -0.2% | -1.63% | Trim |
| 31 | ABBV | Abbvie INC | -0.2% | -1.93% | Trim |
| 32 | GOOGL | Alphabet Inc-cl A | -0.2% | -3.31% | Trim |
| 33 | LIN | Linde plc | -0.2% | -78.38% | Trim |
| 34 | NVDA | Nvidia CORP | -0.2% | -2.31% | Trim |
| 35 | IBM | Intl Business Machines CORP | -0.2% | -16.05% | Trim |
| 36 | AMZN | Amazon.com INC | -0.2% | -1.01% | Trim |
| 37 | MA | Mastercard INC - A | -0.2% | -6.96% | Trim |
| 38 | INTU | Intuit INC | -0.2% | -20.63% | Trim |
| 39 | JPM | Jpmorgan Chase & Co | -0.3% | -1.56% | Trim |
| 40 | AVGO | Broadcom INC | -0.3% | -3.28% | Trim |
| 41 | ABT | Abbott Laboratories | -0.3% | -15.71% | Trim |
| 42 | SLV | Ishares Silver Trust | -0.4% | -26.31% | Trim |
| 43 | V | Visa Inc-class A Shares | -0.4% | -3.64% | Trim |
| 44 | AAPL | Apple INC | -0.7% | -5.34% | Trim |
| 45 | LLY | Eli Lilly & Co | -1% | -4.02% | Trim |
| 46 | MSFT | Microsoft CORP | -1.2% | -2.39% | Trim |
| 47 | USB | US Bancorp | — | NEW | New buy |
| 48 | GDXJ | Vaneck Junior Gold Miners | — | NEW | New buy |
| 49 | REYN | Reynolds Consumer Products I | — | NEW | New buy |
| 50 | MOS | Mosaic Co/the | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-15 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-11 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-03 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-25 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-12 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-06 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-08 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-25 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-08 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-24 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-02 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-26 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-04 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-14 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-04 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-26 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-16 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-15 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-10-12 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-07-13 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-14 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-01-12 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-10-08 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-07-10 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-04-08 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-01-10 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-10-10 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-15 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-14 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-19 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-15 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-15 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-21 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-14 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-16 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-15 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-15 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-15 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-14 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-17 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-17 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-16 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-17 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-18 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-18 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-19 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-18 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-18 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-19 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-18 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-06 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-15 | 13F-HR | View on EDGAR |
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