Skip to main content

Cypress Capital Group

SEC CIK
0001341748
Latest filing
Aug 5, 2026

Holdings in Q1 2023

Holdings as of Mar 31, 2023, filed May 4, 2023. Long positions only; changes compare share counts with Q4 2022.

Institution overview
Positions
293
+2 vs. Q4 2022
Portfolio value
$651.5M
−$11.2M (−1.7%) vs. Q4 2022
Filed
May 4, 2023
SEC
Holdings of Cypress Capital Group in Q1 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock223,522$36.9M5.7%−2,007−0.9%ReducedHistory
MSFTMicrosoft CorpStock85,630$24.7M3.8%−1,702−1.9%ReducedHistory
LLYEli Lilly & CoStock61,518$21.1M3.2%−8,654−12.3%ReducedHistory
ABBVAbbVie Inc.Stock116,481$18.6M2.8%−8,739−7.0%ReducedHistory
VVisa Inc.Stock78,777$17.8M2.7%−1,827−2.3%ReducedHistory
LMTLockheed Martin CorpStock37,067$17.5M2.7%−6,273−14.5%ReducedHistory
JNJJohnson & JohnsonStock88,700$13.7M2.1%−2,916−3.2%ReducedHistory
iShares Core S&P 500 ETF464287200ETF23,840$9.80M1.5%+738+3.2%Added–
CVXChevron CorpStock59,092$9.64M1.5%+6,640+12.7%AddedHistory
ACNAccenture plcStock32,780$9.37M1.4%−1,669−4.8%ReducedHistory
XOMExxonMobil Holdings CorpCOM80,747$8.85M1.4%+25,245+45.5%AddedHistory
SPYSPDR S&P 500 ETF TrustETF21,279$8.71M1.3%+11,621+120.3%AddedHistory
BRK.BBerkshire Hathaway IncStock28,148$8.69M1.3%+433+1.6%AddedHistory
JPMJPMorgan Chase & CoStock65,255$8.50M1.3%−9,644−12.9%ReducedHistory
ABTAbbott LaboratoriesStock81,636$8.27M1.3%−10,561−11.5%ReducedHistory
TJXTJX Companies IncStock99,556$7.80M1.2%−20,550−17.1%ReducedHistory
HDHome Depot, Inc.Stock26,147$7.72M1.2%−946−3.5%ReducedHistory
BMYBristol Myers Squibb CoStock109,301$7.58M1.2%−8,367−7.1%ReducedHistory
MAMastercard IncStock20,634$7.50M1.2%−831−3.9%ReducedHistory
MCDMcDonalds CorpStock25,572$7.15M1.1%−3,324−11.5%ReducedHistory
PAYXPaychex IncStock61,009$6.99M1.1%−1,361−2.2%ReducedHistory
CMECME Group Inc.COM36,042$6.90M1.1%−4,796−11.7%ReducedHistory
LOWLowes Companies IncStock34,437$6.89M1.1%−2,453−6.6%ReducedHistory
PEPPepsiCo IncStock37,572$6.85M1.1%+2,442+7.0%AddedHistory
RTXRTX CorpStock68,130$6.67M1.0%−5,230−7.1%ReducedHistory
PSXPhillips 66Stock63,778$6.47M1.0%+7,245+12.8%AddedHistory
SBUXStarbucks CorpStock61,630$6.42M1.0%−890−1.4%ReducedHistory
WMTWalmart Inc.Stock43,294$6.38M1.0%−1,456−3.3%ReducedHistory
MRKMerck & Co., Inc.Stock56,338$5.99M0.9%−2,463−4.2%ReducedHistory
PFEPfizer IncStock145,214$5.92M0.9%+1,363+0.9%AddedHistory
Invesco QQQ Trust Series I46090E103ETF18,157$5.83M0.9%−2,241−11.0%Reduced–
AMZNAmazon Com IncStock54,411$5.62M0.9%+4,778+9.6%AddedHistory
iShares Tr464288414NATIONAL MUN ETF49,604$5.34M0.8%−15,584−23.9%Reduced–
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT111,154$5.32M0.8%−27,055−19.6%Reduced–
GILDGilead Sciences, Inc.Stock61,430$5.10M0.8%−12,256−16.6%ReducedHistory
COSTCostco Wholesale CorpStock9,892$4.92M0.8%−1,256−11.3%ReducedHistory
PMPhilip Morris International Inc.Stock50,281$4.89M0.8%−4,460−8.1%ReducedHistory
PGProcter & Gamble CoStock32,819$4.88M0.7%+1,031+3.2%AddedHistory
BLKBlackRock, Inc.COM7,082$4.74M0.7%+518+7.9%AddedHistory
CSCOCisco Systems, Inc.Stock84,685$4.43M0.7%+2,560+3.1%AddedHistory
NEENextera Energy IncStock56,213$4.33M0.7%−3,462−5.8%ReducedHistory
GOOGAlphabet Inc.Stock40,798$4.24M0.7%−75−0.2%ReducedHistory
CORCencora, Inc.Stock26,079$4.18M0.6%−9,623−27.0%ReducedHistory
NVDANVIDIA CorpStock14,894$4.14M0.6%+1,182+8.6%AddedHistory
First Tr Exch Traded FD III33739N108MANAGD MUN ETF78,592$4.00M0.6%−7,860−9.1%Reduced–
ADBEAdobe Inc.Stock10,304$3.97M0.6%−697−6.3%ReducedHistory
IAUiShares Gold TrustETF103,616$3.87M0.6%−2,104−2.0%ReducedHistory
DUKDuke Energy CORPStock39,859$3.85M0.6%−2,797−6.6%ReducedHistory
MMM3M CoStock36,359$3.82M0.6%+225+0.6%AddedHistory
MOAltria Group, Inc.Stock83,254$3.71M0.6%−6,026−6.7%ReducedHistory
APDAir Products & Chemicals, Inc.Stock12,896$3.70M0.6%−452−3.4%ReducedHistory
UNHUnitedHealth Group IncStock7,660$3.62M0.6%+198+2.7%AddedHistory
VZVerizon Communications IncStock89,446$3.48M0.5%−7,459−7.7%ReducedHistory
UPSUnited Parcel Service IncStock17,679$3.43M0.5%+3,864+28.0%AddedHistory
TGTTarget CorpStock20,642$3.42M0.5%+1,057+5.4%AddedHistory
INTCIntel CorpStock104,248$3.41M0.5%−636−0.6%ReducedHistory
AEPAmerican Electric Power Co IncStock37,282$3.39M0.5%−5,249−12.3%ReducedHistory
GOOGLAlphabet Inc.Stock32,655$3.39M0.5%−703−2.1%ReducedHistory
INTUIntuit Inc.Stock7,543$3.36M0.5%−4,143−35.5%ReducedHistory
ZTSZoetis Inc.Stock18,957$3.16M0.5%−238−1.2%ReducedHistory
KOCoca Cola CoStock47,022$2.92M0.4%−866−1.8%ReducedHistory
AMGNAmgen IncStock11,281$2.73M0.4%−2,121−15.8%ReducedHistory
VLOValero Energy CorpStock17,995$2.51M0.4%+10,093+127.7%AddedHistory
DOWDow Inc.Stock42,599$2.34M0.4%+23,930+128.2%AddedHistory
iShares Russell Midcap ETF464287499ETF33,038$2.31M0.4%+1,054+3.3%Added–
SPGIS&P Global Inc.Stock6,576$2.27M0.3%−689−9.5%ReducedHistory
SHWSherwin Williams CoCOM10,018$2.25M0.3%−356−3.4%ReducedHistory
CLColgate Palmolive CoStock28,608$2.15M0.3%−5,853−17.0%ReducedHistory
IBMInternational Business Machines CorpStock16,300$2.14M0.3%−1,879−10.3%ReducedHistory
iShares Core S&P Mid-Cap ETF464287507ETF8,465$2.12M0.3%−24−0.3%Reduced–
State Street Technology Select Sector SPDR ETF81369Y803ETF13,783$2.08M0.3%+1,376+11.1%Added–
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF27,948$2.04M0.3%+275+1.0%Added–
TAT&T Inc.Stock105,484$2.03M0.3%−4,549−4.1%ReducedHistory
iShares Tr464288646ISHS 1-5YR INVS40,036$2.02M0.3%−66,484−62.4%Reduced–
iShares Select Dividend ETF464287168ETF17,170$2.01M0.3%−11−0.1%Reduced–
PXDPioneer Natural Resources CoCOM9,822$2.01M0.3%+8,405+593.2%AddedHistory
AVYAvery Dennison CorpCOM11,174$2.00M0.3%+361+3.3%AddedHistory
ROSTRoss Stores, Inc.COM18,788$1.99M0.3%−710−3.6%ReducedHistory
TROWPrice T Rowe Group IncStock17,115$1.93M0.3%+290+1.7%AddedHistory
ETNEaton Corp plcStock11,037$1.89M0.3%−575−5.0%ReducedHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF14,392$1.86M0.3%+197+1.4%Added–
QCOMQualcomm IncStock14,169$1.81M0.3%+275+2.0%AddedHistory
ADPAutomatic Data Processing IncStock8,041$1.79M0.3%−4,327−35.0%ReducedHistory
DISWalt Disney CoStock17,613$1.76M0.3%+388+2.3%AddedHistory
COPConocoPhillipsStock17,179$1.70M0.3%−6,583−27.7%ReducedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF8,339$1.70M0.3%+82+1.0%Added–
MCKMcKesson CorpStock4,473$1.59M0.2%−1,813−28.8%ReducedHistory
CVSCVS Health CorpStock21,390$1.59M0.2%−709−3.2%ReducedHistory
SNASnap-on IncCOM6,427$1.59M0.2%+61+1.0%AddedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF7,319$1.54M0.2%−121−1.6%Reduced–
ADMArcher-Daniels-Midland CoStock19,371$1.54M0.2%−10,933−36.1%ReducedHistory
CRMSalesforce, Inc.Stock7,711$1.54M0.2%−1,389−15.3%ReducedHistory
SYKStryker CorpStock5,247$1.50M0.2%−50−0.9%ReducedHistory
ORCLOracle CorpStock15,912$1.48M0.2%−555−3.4%ReducedHistory
AVGOBroadcom Inc.Stock2,287$1.47M0.2%+96+4.4%AddedHistory
LHXL3HARRIS Technologies, Inc.Stock7,394$1.45M0.2%+253+3.5%AddedHistory
Vanguard Dividend Appreciation ETF921908844ETF9,421$1.45M0.2%+225+2.4%Added–
EMREmerson Electric CoStock16,575$1.44M0.2%−25−0.2%ReducedHistory
DDominion Energy, IncStock25,510$1.43M0.2%−6,893−21.3%ReducedHistory
AMTAmerican Tower CorpREIT6,978$1.43M0.2%+10.0%AddedHistory

Sold out since Q4 2022 (23)

Positions held at the end of Q4 2022 that are gone from this filing.

Positions of Cypress Capital Group sold out since Q4 2022
SecurityClassShares in Q4 2022Value in Q4 2022% of portfolio in Q4 2022History
CMAComerica IncCOM26,185$1.75M0.3%History
HIIHuntington Ingalls Industries, Inc.COM4,992$1.15M0.2%History
SRESempraStock5,029$777.2K0.1%History
JKHYJack Henry & Associates IncStock4,189$735.5K0.1%History
LYBLyondellBasell Industries N.V.SHS - A -8,576$712.1K0.1%History
NTAPNetApp, Inc.Stock10,487$629.8K0.1%History
PFGPrincipal Financial Group IncCOM6,852$575.0K0.1%History
iShares Tr464288513IBOXX HI YD ETF7,742$570.0K0.1%–
METAMeta Platforms, Inc.Stock4,488$540.1K0.1%History
MASMasco CorpCOM11,570$540.0K0.1%History
PSAPublic StorageCOM1,921$538.2K0.1%History
WisdomTree Tr97717Y527FLOATNG RAT TREA9,950$500.2K0.1%–
HBANHuntington Bancshares IncCOM34,086$480.6K0.1%History
HRLHormel Foods CorpCOM10,188$464.1K0.1%History
RVTYRevvity, Inc.COM2,403$336.9K0.1%History
Invesco Exch TRD SLF Idx FD46138J841BULSHS 2024 CB16,415$336.3K0.1%–
SJMJ M SMUCKER CoStock2,115$335.1K0.1%History
HCAHCA Healthcare, Inc.COM1,176$282.2K<0.1%History
OKEONEOK IncCOM3,526$231.7K<0.1%History
HSICHenry Schein IncCOM2,603$207.9K<0.1%History
Vanguard Total Bond Market ETF921937835ETF2,848$204.6K<0.1%–
WMBWilliams Companies, Inc.COM6,214$204.4K<0.1%History
LUMNLumen Technologies, Inc.Stock19,767$103.2K<0.1%History