Cypress Capital Group
- SEC CIK
- 0001341748
- Latest filing
- Aug 5, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 291
- +16 vs. Q3 2022
- Portfolio value
- $662.7M
- +$62.8M (+10.5%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 225,529 | $29.3M | 4.4% | −6,237−2.7% | Reduced | History |
| LLYEli Lilly & Co | Stock | 70,172 | $25.7M | 3.9% | −3,139−4.3% | Reduced | History |
| LMTLockheed Martin Corp | Stock | 43,340 | $21.1M | 3.2% | −1,310−2.9% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 87,332 | $20.9M | 3.2% | +6,984+8.7% | Added | History |
| ABBVAbbVie Inc. | Stock | 125,220 | $20.2M | 3.1% | +5,598+4.7% | Added | History |
| VVisa Inc. | Stock | 80,604 | $16.7M | 2.5% | −2,887−3.5% | Reduced | History |
| JNJJohnson & Johnson | Stock | 91,616 | $16.2M | 2.4% | −933−1.0% | Reduced | History |
| ABTAbbott Laboratories | Stock | 92,197 | $10.1M | 1.5% | −2,091−2.2% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 74,899 | $10.0M | 1.5% | −2,234−2.9% | Reduced | History |
| TJXTJX Companies Inc | Stock | 120,106 | $9.56M | 1.4% | −2,257−1.8% | Reduced | History |
| CVXChevron Corp | Stock | 52,452 | $9.41M | 1.4% | +939+1.8% | Added | History |
| ACNAccenture plc | Stock | 34,449 | $9.19M | 1.4% | −1,140−3.2% | Reduced | History |
| iShares Core S&P 500 ETF464287200 | ETF | 23,102 | $8.88M | 1.3% | −97−0.4% | Reduced | – |
| BRK.BBerkshire Hathaway Inc | Stock | 27,715 | $8.56M | 1.3% | +757+2.8% | Added | History |
| HDHome Depot, Inc. | Stock | 27,093 | $8.56M | 1.3% | −3,237−10.7% | Reduced | History |
| BMYBristol Myers Squibb Co | Stock | 117,668 | $8.47M | 1.3% | +2,756+2.4% | Added | History |
| MCDMcDonalds Corp | Stock | 28,896 | $7.61M | 1.1% | −284−1.0% | Reduced | History |
| MAMastercard Inc | Stock | 21,465 | $7.46M | 1.1% | −1,199−5.3% | Reduced | History |
| RTXRTX Corp | Stock | 73,360 | $7.40M | 1.1% | +4,628+6.7% | Added | History |
| PFEPfizer Inc | Stock | 143,851 | $7.37M | 1.1% | +5,116+3.7% | Added | History |
| LOWLowes Companies Inc | Stock | 36,890 | $7.35M | 1.1% | −910−2.4% | Reduced | History |
| PAYXPaychex Inc | Stock | 62,370 | $7.21M | 1.1% | −3,648−5.5% | Reduced | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 65,188 | $6.88M | 1.0% | −4,747−6.8% | Reduced | – |
| CMECME Group Inc. | COM | 40,838 | $6.87M | 1.0% | −1,670−3.9% | Reduced | History |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 138,209 | $6.55M | 1.0% | −33,075−19.3% | Reduced | – |
| MRKMerck & Co., Inc. | Stock | 58,801 | $6.52M | 1.0% | −644−1.1% | Reduced | History |
| PEPPepsiCo Inc | Stock | 35,130 | $6.35M | 1.0% | −846−2.4% | Reduced | History |
| WMTWalmart Inc. | Stock | 44,750 | $6.35M | 1.0% | −2,070−4.4% | Reduced | History |
| GILDGilead Sciences, Inc. | Stock | 73,686 | $6.33M | 1.0% | −89−0.1% | Reduced | History |
| SBUXStarbucks Corp | Stock | 62,520 | $6.20M | 0.9% | −596−0.9% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 55,502 | $6.12M | 0.9% | +2,682+5.1% | Added | History |
| CORCencora, Inc. | Stock | 35,702 | $5.92M | 0.9% | −1,150−3.1% | Reduced | History |
| PSXPhillips 66 | Stock | 56,533 | $5.88M | 0.9% | +11,262+24.9% | Added | History |
| PMPhilip Morris International Inc. | Stock | 54,741 | $5.54M | 0.8% | +430+0.8% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 20,398 | $5.43M | 0.8% | −1,678−7.6% | Reduced | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 106,520 | $5.31M | 0.8% | −46,974−30.6% | Reduced | – |
| COSTCostco Wholesale Corp | Stock | 11,148 | $5.09M | 0.8% | −44−0.4% | Reduced | History |
| NEENextera Energy Inc | Stock | 59,675 | $4.99M | 0.8% | +1,615+2.8% | Added | History |
| PGProcter & Gamble Co | Stock | 31,788 | $4.82M | 0.7% | −8,803−21.7% | Reduced | History |
| BLKBlackRock, Inc. | COM | 6,564 | $4.65M | 0.7% | +354+5.7% | Added | History |
| INTUIntuit Inc. | Stock | 11,686 | $4.55M | 0.7% | −1,030−8.1% | Reduced | History |
| DUKDuke Energy CORP | Stock | 42,656 | $4.39M | 0.7% | +216+0.5% | Added | History |
| MMM3M Co | Stock | 36,134 | $4.33M | 0.7% | +2,649+7.9% | Added | History |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 86,452 | $4.33M | 0.7% | −29,075−25.2% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 49,633 | $4.17M | 0.6% | −5,642−10.2% | Reduced | History |
| APDAir Products & Chemicals, Inc. | Stock | 13,348 | $4.11M | 0.6% | +836+6.7% | Added | History |
| MOAltria Group, Inc. | Stock | 89,280 | $4.08M | 0.6% | −1,150−1.3% | Reduced | History |
| AEPAmerican Electric Power Co Inc | Stock | 42,531 | $4.04M | 0.6% | −189−0.4% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 7,462 | $3.96M | 0.6% | +265+3.7% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 82,125 | $3.91M | 0.6% | +4,380+5.6% | Added | History |
| VZVerizon Communications Inc | Stock | 96,905 | $3.82M | 0.6% | −5,718−5.6% | Reduced | History |
| ADBEAdobe Inc. | Stock | 11,001 | $3.70M | 0.6% | −322−2.8% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 9,658 | $3.69M | 0.6% | +164+1.7% | Added | History |
| IAUiShares Gold Trust | ETF | 105,720 | $3.66M | 0.6% | +87+0.1% | Added | History |
| GOOGAlphabet Inc. | Stock | 40,873 | $3.63M | 0.5% | +775+1.9% | Added | History |
| AMGNAmgen Inc | Stock | 13,402 | $3.52M | 0.5% | +149+1.1% | Added | History |
| KOCoca Cola Co | Stock | 47,888 | $3.05M | 0.5% | −4,829−9.2% | Reduced | History |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 176,141 | $2.96M | 0.4% | −53,042−23.1% | Reduced | – |
| ADPAutomatic Data Processing Inc | Stock | 12,368 | $2.95M | 0.4% | +372+3.1% | Added | History |
| GOOGLAlphabet Inc. | Stock | 33,358 | $2.94M | 0.4% | +1,955+6.2% | Added | History |
| TGTTarget Corp | Stock | 19,585 | $2.92M | 0.4% | +502+2.6% | Added | History |
| ADMArcher-Daniels-Midland Co | Stock | 30,304 | $2.81M | 0.4% | +1,315+4.5% | Added | History |
| ZTSZoetis Inc. | Stock | 19,195 | $2.81M | 0.4% | −2,471−11.4% | Reduced | History |
| COPConocoPhillips | Stock | 23,762 | $2.80M | 0.4% | +890+3.9% | Added | History |
| INTCIntel Corp | Stock | 104,884 | $2.77M | 0.4% | +54,415+107.8% | Added | History |
| CLColgate Palmolive Co | Stock | 34,461 | $2.72M | 0.4% | −1,421−4.0% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 18,179 | $2.56M | 0.4% | +248+1.4% | Added | History |
| SHWSherwin Williams Co | COM | 10,374 | $2.46M | 0.4% | −175−1.7% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 7,265 | $2.43M | 0.4% | −885−10.9% | Reduced | History |
| UPSUnited Parcel Service Inc | Stock | 13,815 | $2.40M | 0.4% | +393+2.9% | Added | History |
| MCKMcKesson Corp | Stock | 6,286 | $2.36M | 0.4% | +156+2.5% | Added | History |
| ROSTRoss Stores, Inc. | COM | 19,498 | $2.26M | 0.3% | −413−2.1% | Reduced | History |
| iShares Russell Midcap ETF464287499 | ETF | 31,984 | $2.16M | 0.3% | +150+0.5% | Added | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 27,673 | $2.07M | 0.3% | +1,696+6.5% | Added | – |
| iShares Select Dividend ETF464287168 | ETF | 17,181 | $2.07M | 0.3% | +1,753+11.4% | Added | – |
| CVSCVS Health Corp | Stock | 22,099 | $2.06M | 0.3% | −1,406−6.0% | Reduced | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 8,489 | $2.05M | 0.3% | −8−0.1% | Reduced | – |
| TAT&T Inc. | Stock | 110,033 | $2.03M | 0.3% | −3,707−3.3% | Reduced | History |
| NVDANVIDIA Corp | Stock | 13,712 | $2.00M | 0.3% | +24+0.2% | Added | History |
| DDominion Energy, Inc | Stock | 32,403 | $1.99M | 0.3% | −5,418−14.3% | Reduced | History |
| AVYAvery Dennison Corp | COM | 10,813 | $1.96M | 0.3% | −1,396−11.4% | Reduced | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 14,195 | $1.93M | 0.3% | +3,438+32.0% | Added | – |
| TROWPrice T Rowe Group Inc | Stock | 16,825 | $1.83M | 0.3% | +53+0.3% | Added | History |
| ETNEaton Corp plc | Stock | 11,612 | $1.82M | 0.3% | +644+5.9% | Added | History |
| CMAComerica Inc | COM | 26,185 | $1.75M | 0.3% | −2,752−9.5% | Reduced | History |
| iShares Tr464288158 | SHRT NAT MUN ETF | 16,762 | $1.75M | 0.3% | −2,750−14.1% | Reduced | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 17,720 | $1.72M | 0.3% | −947−5.1% | Reduced | – |
| GDGeneral Dynamics Corp | Stock | 6,884 | $1.71M | 0.3% | +3,354+95.0% | Added | History |
| KMBKimberly Clark Corp | Stock | 11,804 | $1.60M | 0.2% | +23+0.2% | Added | History |
| EMREmerson Electric Co | Stock | 16,600 | $1.59M | 0.2% | 00.0% | Unchanged | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,257 | $1.58M | 0.2% | −3,607−30.4% | Reduced | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 14,941 | $1.58M | 0.2% | −7,120−32.3% | Reduced | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 12,407 | $1.54M | 0.2% | +762+6.5% | Added | – |
| QCOMQualcomm Inc | Stock | 13,894 | $1.53M | 0.2% | +1,638+13.4% | Added | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 7,440 | $1.52M | 0.2% | +2,697+56.9% | Added | – |
| EOGEOG Resources Inc | Stock | 11,658 | $1.51M | 0.2% | +3,268+39.0% | Added | History |
| DISWalt Disney Co | Stock | 17,225 | $1.50M | 0.2% | +397+2.4% | Added | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 7,141 | $1.49M | 0.2% | +7,141 | New | History |
| AMTAmerican Tower Corp | REIT | 6,977 | $1.48M | 0.2% | +204+3.0% | Added | History |
| DHRDanaher Corp | Stock | 5,503 | $1.46M | 0.2% | −900−14.1% | Reduced | History |
Sold out since Q3 2022 (11)
Positions held at the end of Q3 2022 that are gone from this filing.
| Security | Class | Shares in Q3 2022 | Value in Q3 2022 | % of portfolio in Q3 2022 | History |
|---|---|---|---|---|---|
| MSIMotorola Solutions, Inc. | Stock | 2,110 | $472.0K | 0.1% | History |
| WATWaters Corp | COM | 1,565 | $422.0K | 0.1% | History |
| Invesco Exch TRD SLF Idx FD46138J882 | BULSHS 2022 CB | 19,892 | $421.0K | 0.1% | – |
| IDXXIDEXX Laboratories Inc | COM | 1,044 | $340.0K | 0.1% | History |
| WHRWhirlpool Corp | Stock | 2,380 | $321.0K | 0.1% | History |
| First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500 | ETF | 4,010 | $228.0K | <0.1% | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 10,990 | $220.0K | <0.1% | – |
| AMHAmerican Homes 4 Rent | CL A | 6,647 | $218.0K | <0.1% | History |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 4,306 | $207.0K | <0.1% | – |
| BKTBlackRock Income Trust, Inc. | COM | 15,200 | $63.0K | <0.1% | History |
| ADCTADC Therapeutics SA | SHS | 10,000 | $48.0K | <0.1% | History |