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CIK: 0001341748
Total reported value
$1.1B
$1.1B
310 檔
19.4%
As reported in its official Q3 2024 Form 13F filing, Cypress Capital Group's tracked investment portfolio stood at $1.1B with 310 total positions.
During Q3 2024, Cypress Capital Group's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IVV, AAPL, LLY) accounted for 19.4% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 310 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.79% | -0.12% | -1.90% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.54% | -0.10% | -1.14% | |
| 3 | LLY | Eli Lilly & Co | Stock-Healthcare | 5.46% | +0.49% | -2.52% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.06% | -0.25% | -0.51% | |
| 5 | ABBV | Abbvie Inc | Stock-Healthcare | 2.53% | -0.09% | -0.12% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 2.27% | -0.09% | -1.37% | |
| 7 | LMT | Lockheed Martin CORP | Stock-Industrials | 2.21% | -0.55% | -1.09% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 1.86% | -0.73% | +0.30% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.81% | -0.22% | -2.12% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.79% | +0.84% | -2.98% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.68% | +0.01% | +0.69% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.44% | +0.23% | +1.59% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.43% | -0.27% | -2.29% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.40% | -0.07% | +6.41% | |
| 15 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.28% | -0.29% | -0.12% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.28% | +0.14% | +1.67% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 1.26% | -0.42% | +4.58% | |
| 18 | XLK | Ss Technology Select Sector | ETF-Tech | 1.20% | +0.13% | -0.09% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 1.13% | — | -0.13% | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 1.10% | -0.07% | -3.03% | |
| 21 | ACN | Accenture plc | Stock-Tech | 0.98% | +0.10% | -3.61% | |
| 22 | ABT | Abbott Laboratories | Stock-Healthcare | 0.98% | -0.38% | -0.96% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 0.97% | +0.41% | +1103.97% | |
| 24 | PSX | Phillips 66 | Stock-Energy | 0.96% | -0.23% | +0.92% | |
| 25 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.93% | +0.04% | -5.77% | |
| 26 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.88% | -0.23% | -2.62% | |
| 27 | INDY | Ishares India 50 ETF | ETF-Other | 0.85% | -0.25% | -0.86% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.85% | -0.05% | +1.54% | |
| 29 | CME | Cme Group Inc | Stock-Financials | 0.85% | -0.49% | +1.10% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.85% | -0.32% | -7.32% | |
| 31 | MMM | 3m Co | Stock-Industrials | 0.82% | -0.08% | +3.84% | |
| 32 | BLKCHF | Blackrock Inc | Stock-Other | 0.81% | — | +2.02% | |
| 33 | PAYX | Paychex Inc | Stock-Tech | 0.80% | -0.07% | -1.55% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.78% | +0.08% | -3.33% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.74% | +0.22% | +3.88% | |
| 36 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.73% | -0.05% | -3.16% | |
| 37 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.73% | -0.02% | +1.60% | |
| 38 | PM | Philip Morris International | Stock-Consumer Staples | 0.73% | -0.09% | +0.74% | |
| 39 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.66% | +0.15% | NEW | |
| 40 | ADBE | Adobe Inc | Stock-Tech | 0.61% | — | -1.81% | |
| 41 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.59% | -0.04% | -2.72% | |
| 42 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.59% | -0.04% | +2.90% | |
| 43 | XLE | Ss Energy Select Sector | ETF-Other | 0.58% | -0.08% | +3.52% | |
| 44 | IAU | Ishares Gold Trust | ETF-Commodities | 0.57% | -0.80% | +5.68% | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.56% | +0.18% | +1.18% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.53% | -0.03% | +3.80% | |
| 47 | RTX | Rtx CORP | Stock-Industrials | 0.52% | -0.08% | +1.29% | |
| 48 | COR | Cencora Inc | Stock-Healthcare | 0.51% | -0.20% | -6.87% | |
| 49 | INTU | Intuit Inc | Stock-Tech | 0.50% | -0.13% | -3.28% | |
| 50 | AMGN | Amgen Inc | Stock-Healthcare | 0.49% | -0.09% | +1.02% |
According to official SEC Form 13F filings, Cypress Capital Group reported a total U.S. public equity portfolio value of $1.1B across 310 disclosed positions in Q3 2024.
During Q3 2024, Cypress Capital Group's top holdings by market value included IVV (5.8%)、AAPL (5.5%)、LLY (5.5%). The largest single position, IVV, represented 5.8% of total portfolio value.
In Q3 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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