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CIK: 0001341748
Total reported value
$1.1B
$1.1B
246 檔
15.9%
The Q1 2026 SEC filing reveals that Cypress Capital Group held a total portfolio value of $1.1B, covering 246 public equity positions.
Cypress Capital Group executed strategic sector rebalancing during Q1 2026, establishing 27 new positions while fully exiting 14 holdings and trimming 81 positions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, LLY, MSFT) accounted for 15.9% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 246 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.45% | -0.10% | -5.34% | |
| 2 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.85% | +0.49% | -4.02% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.45% | -0.25% | -2.39% | |
| 4 | ABBV | Abbvie Inc | Stock-Healthcare | 2.70% | -0.09% | -1.93% | |
| 5 | IAU | Ishares Gold Trust | ETF-Commodities | 2.70% | -0.80% | -0.89% | |
| 6 | XOM | Exxon Mobil CORP | Stock-Energy | 2.43% | -0.73% | -0.62% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.41% | -0.12% | -1.63% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.38% | +0.01% | -1.56% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.30% | +0.84% | -2.31% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.23% | -0.27% | -3.58% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 2.20% | -0.09% | -3.64% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.18% | -0.22% | +0.39% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 1.96% | -0.42% | -2.35% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.93% | +0.41% | -3.28% | |
| 15 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.86% | -0.55% | -2.27% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.82% | +0.23% | -1.01% | |
| 17 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.62% | -0.29% | -5.03% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.57% | -0.07% | -0.49% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.48% | +0.14% | +0.60% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.46% | +0.22% | -3.31% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.35% | +0.08% | -0.62% | |
| 22 | SLV | Ishares Silver Trust | ETF-Commodities | 1.29% | -0.46% | -26.31% | |
| 23 | CME | Cme Group Inc | Stock-Financials | 1.22% | -0.49% | -1.57% | |
| 24 | PSX | Phillips 66 | Stock-Energy | 1.18% | -0.23% | -0.65% | |
| 25 | PM | Philip Morris International | Stock-Consumer Staples | 1.07% | -0.09% | +1.22% | |
| 26 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.02% | +0.33% | -11.13% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 0.99% | -0.32% | +3.79% | |
| 28 | MA | Mastercard Inc - A | Stock-Financials | 0.98% | -0.07% | -6.96% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.90% | -0.05% | -0.87% | |
| 30 | MMM | 3m Co | Stock-Industrials | 0.88% | -0.08% | +5.42% | |
| 31 | BLK | Blackrock Inc | Stock-Financials | 0.87% | -0.12% | +0.10% | |
| 32 | RTX | Rtx CORP | Stock-Industrials | 0.87% | -0.08% | +3.02% | |
| 33 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.86% | -0.23% | -2.62% | |
| 34 | LRCX | Lam Research CORP | Stock-Tech | 0.83% | +0.85% | -0.99% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.82% | — | -1.99% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.79% | -0.04% | +1.19% | |
| 37 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.76% | -0.20% | -0.33% | |
| 38 | ABT | Abbott Laboratories | Stock-Healthcare | 0.76% | -0.38% | -15.71% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.71% | +0.18% | +2.55% | |
| 40 | NEM | Newmont CORP | Stock-Materials | 0.70% | -0.23% | +1.12% | |
| 41 | AMGN | Amgen Inc | Stock-Healthcare | 0.70% | -0.09% | +4.48% | |
| 42 | USB | US Bancorp | Stock-Financials | 0.69% | -0.03% | — | |
| 43 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 0.64% | -0.13% | +6.29% | |
| 44 | CNQ | Canadian Natural Resources | Stock-Energy | 0.59% | -0.20% | +11.24% | |
| 45 | VLO | Valero Energy CORP | Stock-Energy | 0.58% | -0.05% | +11.65% | |
| 46 | ASML | ASML Holding N.V. | Stock-Tech | 0.56% | +0.26% | +2.20% | |
| 47 | MO | Altria Group Inc | Stock-Consumer Staples | 0.56% | -0.05% | +3.09% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.56% | +0.16% | -6.00% | |
| 49 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.55% | -0.05% | -1.88% | |
| 50 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.54% | -0.08% | +4.82% |
| # | 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 | MO | Altria Group Inc | +0.1% | +3.09% | Add |
| 25 | BMY | Bristol-myers Squibb Co | +0.1% | +4.82% | Add |
| 26 | COP | Conocophillips | +0.1% | +5.53% | Add |
| 27 | DUK | Duke Energy CORP | +0.1% | +6.26% | Add |
| 28 | AMGN | Amgen Inc | +0.1% | +4.48% | Add |
| 29 | LHX | L3harris Technologies Inc | +0.1% | +4.34% | Add |
| 30 | CME | Cme Group Inc | +0.1% | -1.57% | Trim |
| 31 | NFLX | Netflix Inc | +0.1% | +29.99% | Add |
| 32 | RTX | Rtx CORP | +0.1% | +3.02% | Add |
| 33 | PFE | Pfizer Inc | +0.1% | +5.34% | Add |
| 34 | CAT | Caterpillar Inc | +0.1% | -0.73% | Trim |
| 35 | GLW | Corning Inc | +0.1% | -9.79% | Trim |
| 36 | URA | Global X Uranium ETF | +0.1% | +8.39% | Add |
| 37 | ROST | Ross Stores Inc | +0.1% | -3.49% | Trim |
| 38 | NEM | Newmont CORP | +0.1% | +1.12% | Add |
| 39 | T | At&t Inc | +0.1% | +22.87% | Add |
| 40 | VZ | Verizon Communications Inc | +0.1% | +34.23% | Add |
| 41 | AEP | American Electric Power | +0.1% | -0.81% | Trim |
| 42 | PM | Philip Morris International | +0.1% | +1.22% | Add |
| 43 | ETN | Eaton Corporation plc | +0.1% | -1.12% | Trim |
| 44 | DE | Deere & Co | 0% | +24.17% | Add |
| 45 | EWJ | Ishares Msci Japan ETF | 0% | +4.22% | Add |
| 46 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +95.07% | Add |
| 47 | KO | Coca-cola Co/the | 0% | +1.37% | Add |
| 48 | GD | General Dynamics CORP | 0% | +17.89% | Add |
| 49 | AUSF | Global X Adaptive US Factor | 0% | +61.03% | Add |
| 50 | IEFA | Ishares Core Msci Eafe ETF | 0% | +13.52% | Add |
According to official SEC Form 13F filings, Cypress Capital Group reported a total U.S. public equity portfolio value of $1.1B across 246 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
USB
市值: $6.1M
Top Position Liquidated / Trimmed
SBAC
前期市值: $773.7K
During Q1 2026, Cypress Capital Group's top holdings by market value included AAPL (5.5%)、LLY (4.8%)、MSFT (3.5%). The largest single position, AAPL, represented 5.5% of total portfolio value.
In Q1 2026, Cypress Capital Group made 188 total portfolio adjustments, initiating 27 new buys, adding to 66 positions, trimming 81 holdings, and fully liquidating 14 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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