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CIK: 0001341748
Total reported value
$1.1B
$1.1B
202 檔
17.6%
As reported in its official Q1 2025 Form 13F filing, Cypress Capital Group's tracked investment portfolio stood at $1.1B with 202 total positions.
In Q1 2025, Cypress Capital Group displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 202 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.49% | -0.12% | -4.44% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.82% | -0.10% | -4.34% | |
| 3 | LLY | Eli Lilly & Co | Stock-Healthcare | 5.66% | +0.49% | -2.68% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.50% | -0.25% | -12.52% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 3.25% | -0.09% | -1.17% | |
| 6 | ABBV | Abbvie Inc | Stock-Healthcare | 2.95% | -0.09% | -4.23% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.51% | -0.22% | +4.57% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.21% | +0.01% | -0.98% | |
| 9 | XOM | Exxon Mobil CORP | Stock-Energy | 2.10% | -0.73% | -2.23% | |
| 10 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.92% | -0.55% | -0.01% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.73% | +0.23% | -0.18% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.69% | +0.84% | -8.68% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 1.60% | -0.42% | -1.90% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.58% | -0.27% | -2.35% | |
| 15 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.52% | -0.29% | +0.01% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.49% | -0.07% | +1.19% | |
| 17 | IAU | Ishares Gold Trust | ETF-Commodities | 1.44% | -0.80% | +56.81% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.32% | +0.14% | -1.20% | |
| 19 | MA | Mastercard Inc - A | Stock-Financials | 1.31% | -0.07% | -4.80% | |
| 20 | ABT | Abbott Laboratories | Stock-Healthcare | 1.29% | -0.38% | +0.95% | |
| 21 | XLK | Ss Technology Select Sector | ETF-Tech | 1.28% | +0.13% | -0.85% | |
| 22 | CME | Cme Group Inc | Stock-Financials | 1.19% | -0.49% | +0.35% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 1.18% | +0.41% | +0.49% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 1.16% | — | -0.05% | |
| 25 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.08% | +0.04% | +46.58% | |
| 26 | PSX | Phillips 66 | Stock-Energy | 1.03% | -0.23% | -1.74% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.01% | -0.05% | -2.38% | |
| 28 | PM | Philip Morris International | Stock-Consumer Staples | 1.00% | -0.09% | +3.94% | |
| 29 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.98% | -0.23% | -1.40% | |
| 30 | PAYX | Paychex Inc | Stock-Tech | 0.95% | -0.07% | -6.12% | |
| 31 | BLK | Blackrock Inc | Stock-Financials | 0.94% | -0.12% | +1.25% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.93% | -0.32% | -7.83% | |
| 33 | MMM | 3m Co | Stock-Industrials | 0.92% | -0.08% | -12.09% | |
| 34 | INDY | Ishares India 50 ETF | ETF-Other | 0.86% | -0.25% | +2.78% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.84% | +0.22% | -10.26% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.84% | +0.08% | -0.48% | |
| 37 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.82% | -0.02% | +2.54% | |
| 38 | XLE | Ss Energy Select Sector | ETF-Other | 0.79% | -0.08% | +7.74% | |
| 39 | RTX | Rtx CORP | Stock-Industrials | 0.71% | -0.08% | +0.47% | |
| 40 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.70% | -0.20% | -2.30% | |
| 41 | ACN | Accenture plc | Stock-Tech | 0.69% | +0.10% | -28.50% | |
| 42 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.65% | -0.05% | -4.28% | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 0.62% | +0.18% | -15.78% | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.61% | -0.04% | +11.13% | |
| 45 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.59% | +0.33% | +3.20% | |
| 46 | AMGN | Amgen Inc | Stock-Healthcare | 0.59% | -0.09% | +6.21% | |
| 47 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.59% | +0.15% | NEW | |
| 48 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.58% | -0.08% | +3.95% | |
| 49 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.56% | +0.03% | — | |
| 50 | COR | Cencora Inc | Stock-Healthcare | 0.55% | -0.20% | -25.31% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 4 | MSFT | Microsoft CORP | — | NEW | New buy |
| 5 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 6 | ABBV | Abbvie Inc | — | NEW | New buy |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 8 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 9 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 10 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 11 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 12 | NVDA | Nvidia CORP | — | NEW | New buy |
| 13 | WMT | Walmart Inc | — | NEW | New buy |
| 14 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 15 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 17 | IAU | Ishares Gold Trust | — | NEW | New buy |
| 18 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 19 | MA | Mastercard Inc - A | — | NEW | New buy |
| 20 | ABT | Abbott Laboratories | — | NEW | New buy |
| 21 | XLK | Ss Technology Select Sector | — | NEW | New buy |
| 22 | CME | Cme Group Inc | — | NEW | New buy |
| 23 | AVGO | Broadcom Inc | — | NEW | New buy |
| 24 | HD | Home Depot Inc | — | NEW | New buy |
| 25 | XMHQ | Invesco S&p Midcap Qual ETF | — | NEW | New buy |
| 26 | PSX | Phillips 66 | — | NEW | New buy |
| 27 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 28 | PM | Philip Morris International | — | NEW | New buy |
| 29 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 30 | PAYX | Paychex Inc | — | NEW | New buy |
| 31 | BLK | Blackrock Inc | — | NEW | New buy |
| 32 | CVX | Chevron CORP | — | NEW | New buy |
| 33 | MMM | 3m Co | — | NEW | New buy |
| 34 | INDY | Ishares India 50 ETF | — | NEW | New buy |
| 35 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 36 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 37 | EWJ | Ishares Msci Japan ETF | — | NEW | New buy |
| 38 | XLE | Ss Energy Select Sector | — | NEW | New buy |
| 39 | RTX | Rtx CORP | — | NEW | New buy |
| 40 | GILD | Gilead Sciences Inc | — | NEW | New buy |
| 41 | ACN | Accenture plc | — | NEW | New buy |
| 42 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 43 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 44 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 45 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 46 | AMGN | Amgen Inc | — | NEW | New buy |
| 47 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 48 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 49 | RSP | Invesco S&p 500 Equal Weight | — | NEW | New buy |
| 50 | COR | Cencora Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Cypress Capital Group reported a total U.S. public equity portfolio value of $1.1B across 202 disclosed positions in Q1 2025.
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, AAPL, LLY) accounted for 17.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $49.6M
During Q1 2025, Cypress Capital Group's top holdings by market value included IVV (6.5%)、AAPL (5.8%)、LLY (5.7%). The largest single position, IVV, represented 6.5% of total portfolio value.
In Q1 2025, Cypress Capital Group made 50 total portfolio adjustments, initiating 50 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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