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CIK: 0001341748
Total reported value
$1.1B
$1.1B
292 檔
17.6%
According to the latest 13F quarterly dataset, Cypress Capital Group managed an equity portfolio of $1.1B at the end of Q1 2024, spanning 292 distinct U.S. exchange-listed positions.
During Q1 2024, Cypress Capital Group's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 292 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.92% | -0.12% | +22.53% | |
| 2 | LLY | Eli Lilly & Co | Stock-Healthcare | 5.45% | +0.49% | +0.90% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.40% | -0.10% | -1.80% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.30% | -0.25% | +0.67% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 2.52% | -0.09% | -1.71% | |
| 6 | ABBV | Abbvie Inc | Stock-Healthcare | 2.51% | -0.09% | +3.55% | |
| 7 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.86% | -0.55% | -0.75% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.78% | -0.22% | +11.12% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.70% | +0.01% | -1.04% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.54% | -0.27% | +1.60% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.43% | +0.23% | +9.71% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.43% | +0.84% | +5.04% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.28% | -0.07% | +1.93% | |
| 14 | PSX | Phillips 66 | Stock-Energy | 1.27% | -0.23% | -0.25% | |
| 15 | MA | Mastercard Inc - A | Stock-Financials | 1.20% | -0.07% | +2.35% | |
| 16 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.20% | -0.29% | -1.22% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.18% | +0.14% | +3.20% | |
| 18 | XLK | Ss Technology Select Sector | ETF-Tech | 1.18% | +0.13% | +24.94% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 1.14% | — | -0.64% | |
| 20 | ACN | Accenture plc | Stock-Tech | 1.13% | +0.10% | -11.31% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 1.12% | -0.73% | +1.83% | |
| 22 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.07% | +0.04% | — | |
| 23 | ABT | Abbott Laboratories | Stock-Healthcare | 1.06% | -0.38% | +0.10% | |
| 24 | CVX | Chevron CORP | Stock-Energy | 1.06% | -0.32% | +1.09% | |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.97% | -0.23% | +0.33% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.96% | -0.42% | +197.19% | |
| 27 | CME | Cme Group Inc | Stock-Financials | 0.88% | -0.49% | -4.84% | |
| 28 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.87% | -0.05% | -5.76% | |
| 29 | INDY | Ishares India 50 ETF | ETF-Other | 0.83% | -0.25% | +29.24% | |
| 30 | PAYX | Paychex Inc | Stock-Tech | 0.82% | -0.07% | -2.63% | |
| 31 | PXDEUR | Pioneer Natural Resources Co | Stock-Other | 0.80% | — | +1.94% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.80% | +0.08% | +1.66% | |
| 33 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.76% | -0.02% | +20.51% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.74% | -0.05% | -2.45% | |
| 35 | BLKCHF | Blackrock Inc | Stock-Other | 0.73% | — | +2.97% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.72% | -0.04% | -1.79% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.71% | -0.04% | -0.77% | |
| 38 | ADBE | Adobe Inc | Stock-Tech | 0.68% | — | +9.96% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.67% | +0.22% | +1.03% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.66% | +0.41% | +2.30% | |
| 41 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.66% | -0.08% | +1.76% | |
| 42 | COR | Cencora Inc | Stock-Healthcare | 0.65% | -0.20% | -10.70% | |
| 43 | XLE | Ss Energy Select Sector | ETF-Other | 0.64% | -0.08% | +29.49% | |
| 44 | CTRA | Coterra Energy Inc | Stock-Energy | 0.63% | — | +2.55% | |
| 45 | INTU | Intuit Inc | Stock-Tech | 0.59% | -0.13% | -2.44% | |
| 46 | PM | Philip Morris International | Stock-Consumer Staples | 0.59% | -0.09% | +3.53% | |
| 47 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.58% | +0.15% | NEW | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.58% | +0.18% | +0.16% | |
| 49 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.56% | — | — | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.52% | -0.03% | +0.24% |
According to official SEC Form 13F filings, Cypress Capital Group reported a total U.S. public equity portfolio value of $1.1B across 292 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including IVV, LLY, AAPL) accounted for 17.6% of total reported equity market value during Q1 2024.
During Q1 2024, Cypress Capital Group's top holdings by market value included IVV (5.9%)、LLY (5.5%)、AAPL (4.4%). The largest single position, IVV, represented 5.9% of total portfolio value.
In Q1 2024, Cypress Capital Group made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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