Cypress Capital Group
- SEC CIK
- 0001341748
- Latest filing
- Aug 5, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Jan 24, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 294
- 0 vs. Q3 2023
- Portfolio value
- $768.7M
- +$76.4M (+11.0%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 217,879 | $41.9M | 5.5% | −7,877−3.5% | Reduced | History |
| iShares Core S&P 500 ETF464287200 | ETF | 76,763 | $36.7M | 4.8% | +26,630+53.1% | Added | – |
| LLYEli Lilly & Co | Stock | 57,912 | $33.8M | 4.4% | −2,112−3.5% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 84,658 | $31.8M | 4.1% | −97−0.1% | Reduced | History |
| VVisa Inc. | Stock | 76,647 | $20.0M | 2.6% | −1,823−2.3% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 110,921 | $17.2M | 2.2% | −1,061−0.9% | Reduced | History |
| LMTLockheed Martin Corp | Stock | 34,322 | $15.6M | 2.0% | −494−1.4% | Reduced | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 54,195 | $15.0M | 2.0% | +26,906+98.6% | Added | – |
| JNJJohnson & Johnson | Stock | 80,033 | $12.5M | 1.6% | −67−0.1% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 71,619 | $12.2M | 1.6% | −1,389−1.9% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 31,762 | $11.3M | 1.5% | +131+0.4% | Added | History |
| ACNAccenture plc | Stock | 30,678 | $10.8M | 1.4% | −860−2.7% | Reduced | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 98,956 | $10.7M | 1.4% | +46,821+89.8% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 20,108 | $9.56M | 1.2% | −1,685−7.7% | Reduced | History |
| TJXTJX Companies Inc | Stock | 100,015 | $9.38M | 1.2% | +3,738+3.9% | Added | History |
| AMZNAmazon Com Inc | Stock | 60,507 | $9.19M | 1.2% | −1,105−1.8% | Reduced | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 21,551 | $8.83M | 1.1% | +41+0.2% | Added | – |
| MAMastercard Inc | Stock | 20,347 | $8.68M | 1.1% | −391−1.9% | Reduced | History |
| PSXPhillips 66 | Stock | 65,083 | $8.67M | 1.1% | +300.0% | Added | History |
| HDHome Depot, Inc. | Stock | 24,935 | $8.64M | 1.1% | −901−3.5% | Reduced | History |
| ABTAbbott Laboratories | Stock | 78,010 | $8.59M | 1.1% | −2,377−3.0% | Reduced | History |
| MCDMcDonalds Corp | Stock | 28,767 | $8.53M | 1.1% | −214−0.7% | Reduced | History |
| CVXChevron Corp | Stock | 55,582 | $8.29M | 1.1% | −1,425−2.5% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 79,257 | $7.92M | 1.0% | +798+1.0% | Added | History |
| CMECME Group Inc. | COM | 35,708 | $7.52M | 1.0% | +313+0.9% | Added | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 37,942 | $7.30M | 1.0% | +8,772+30.1% | Added | – |
| WMTWalmart Inc. | Stock | 44,689 | $7.05M | 0.9% | −329−0.7% | Reduced | History |
| PAYXPaychex Inc | Stock | 57,136 | $6.81M | 0.9% | −2,030−3.4% | Reduced | History |
| LOWLowes Companies Inc | Stock | 30,310 | $6.75M | 0.9% | −776−2.5% | Reduced | History |
| NVDANVIDIA Corp | Stock | 12,589 | $6.23M | 0.8% | −67−0.5% | Reduced | History |
| ADBEAdobe Inc. | Stock | 10,229 | $6.10M | 0.8% | +424+4.3% | Added | History |
| GOOGAlphabet Inc. | Stock | 42,923 | $6.05M | 0.8% | −1,593−3.6% | Reduced | History |
| PEPPepsiCo Inc | Stock | 34,085 | $5.79M | 0.8% | −1,071−3.0% | Reduced | History |
| BLKBlackRock, Inc. | COM | 7,066 | $5.74M | 0.7% | −90−1.3% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 8,652 | $5.71M | 0.7% | −82−0.9% | Reduced | History |
| PXDPioneer Natural Resources Co | COM | 25,099 | $5.64M | 0.7% | +384+1.6% | Added | History |
| INTCIntel Corp | Stock | 105,214 | $5.29M | 0.7% | +2,206+2.1% | Added | History |
| iShares Tr464289529 | INDIA 50 ETF | 106,224 | $5.23M | 0.7% | +35,385+50.0% | Added | – |
| SBUXStarbucks Corp | Stock | 53,802 | $5.17M | 0.7% | −1,147−2.1% | Reduced | History |
| CORCencora, Inc. | Stock | 24,907 | $5.12M | 0.7% | −525−2.1% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 36,467 | $5.09M | 0.7% | +419+1.2% | Added | History |
| BMYBristol Myers Squibb Co | Stock | 99,248 | $5.09M | 0.7% | +1,126+1.1% | Added | History |
| MRKMerck & Co., Inc. | Stock | 46,303 | $5.05M | 0.7% | −353−0.8% | Reduced | History |
| PMPhilip Morris International Inc. | Stock | 51,732 | $4.87M | 0.6% | +1,126+2.2% | Added | History |
| INTUIntuit Inc. | Stock | 7,778 | $4.86M | 0.6% | −334−4.1% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 96,043 | $4.85M | 0.6% | +2,361+2.5% | Added | History |
| iShares Inc46434G822 | MSCI JAPAN ETF | 73,885 | $4.74M | 0.6% | +20,035+37.2% | Added | – |
| CTRACoterra Energy Inc. | Stock | 182,656 | $4.66M | 0.6% | +6,200+3.5% | Added | History |
| AVGOBroadcom Inc. | Stock | 4,047 | $4.52M | 0.6% | +229+6.0% | Added | History |
| AMGNAmgen Inc | Stock | 14,522 | $4.18M | 0.5% | +176+1.2% | Added | History |
| GILDGilead Sciences, Inc. | Stock | 51,407 | $4.16M | 0.5% | −4,850−8.6% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 7,619 | $4.01M | 0.5% | +671+9.7% | Added | History |
| IAUiShares Gold Trust | ETF | 100,995 | $3.94M | 0.5% | −256−0.3% | Reduced | History |
| PGProcter & Gamble Co | Stock | 26,884 | $3.94M | 0.5% | −945−3.4% | Reduced | History |
| MMM3M Co | Stock | 35,108 | $3.84M | 0.5% | −1,139−3.1% | Reduced | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 43,984 | $3.69M | 0.5% | +19,435+79.2% | Added | – |
| ZTSZoetis Inc. | Stock | 17,811 | $3.52M | 0.5% | −300−1.7% | Reduced | History |
| PFEPfizer Inc | Stock | 121,138 | $3.49M | 0.5% | +8,100+7.2% | Added | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 30,432 | $3.30M | 0.4% | −15,807−34.2% | Reduced | – |
| DUKDuke Energy CORP | Stock | 33,769 | $3.28M | 0.4% | +538+1.6% | Added | History |
| RTXRTX Corp | Stock | 38,571 | $3.25M | 0.4% | −134−0.3% | Reduced | History |
| MOAltria Group, Inc. | Stock | 77,605 | $3.13M | 0.4% | +1,109+1.4% | Added | History |
| DISWalt Disney Co | Stock | 33,628 | $3.04M | 0.4% | +776+2.4% | Added | History |
| TXNTexas Instruments Inc | Stock | 17,809 | $3.04M | 0.4% | +55+0.3% | Added | History |
| KOCoca Cola Co | Stock | 51,292 | $3.02M | 0.4% | −2,290−4.3% | Reduced | History |
| VLOValero Energy Corp | Stock | 22,815 | $2.97M | 0.4% | +862+3.9% | Added | History |
| VZVerizon Communications Inc | Stock | 77,153 | $2.91M | 0.4% | +4,044+5.5% | Added | History |
| NEENextera Energy Inc | Stock | 46,141 | $2.80M | 0.4% | +2,846+6.6% | Added | History |
| LINLinde PLC | Stock | 6,598 | $2.71M | 0.4% | +3,491+112.4% | Added | History |
| SPGIS&P Global Inc. | Stock | 6,125 | $2.70M | 0.4% | −135−2.2% | Reduced | History |
| UPSUnited Parcel Service Inc | Stock | 16,758 | $2.63M | 0.3% | −128−0.8% | Reduced | History |
| AEPAmerican Electric Power Co Inc | Stock | 31,940 | $2.59M | 0.3% | −310−1.0% | Reduced | History |
| APDAir Products & Chemicals, Inc. | Stock | 9,280 | $2.54M | 0.3% | −2,890−23.7% | Reduced | History |
| ROSTRoss Stores, Inc. | COM | 18,220 | $2.52M | 0.3% | −299−1.6% | Reduced | History |
| SHWSherwin Williams Co | COM | 7,863 | $2.45M | 0.3% | −1,088−12.2% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 14,749 | $2.41M | 0.3% | −31−0.2% | Reduced | History |
| ETNEaton Corp plc | Stock | 9,680 | $2.33M | 0.3% | +289+3.1% | Added | History |
| DOWDow Inc. | Stock | 41,465 | $2.27M | 0.3% | −5,347−11.4% | Reduced | History |
| FDXFedEx Corp | Stock | 8,850 | $2.24M | 0.3% | +368+4.3% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 9,509 | $2.22M | 0.3% | −271−2.8% | Reduced | History |
| iShares Russell Midcap ETF464287499 | ETF | 28,368 | $2.21M | 0.3% | −8,359−22.8% | Reduced | – |
| COPConocoPhillips | Stock | 18,972 | $2.20M | 0.3% | −98−0.5% | Reduced | History |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 42,245 | $2.18M | 0.3% | −26,747−38.8% | Reduced | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 44,597 | $2.15M | 0.3% | −29,610−39.9% | Reduced | – |
| LRCXLam Research Corp | COM | 2,740 | $2.15M | 0.3% | +73+2.7% | Added | History |
| CLColgate Palmolive Co | Stock | 26,247 | $2.09M | 0.3% | −514−1.9% | Reduced | History |
| QCOMQualcomm Inc | Stock | 14,344 | $2.07M | 0.3% | −513−3.5% | Reduced | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 9,698 | $2.04M | 0.3% | +385+4.1% | Added | History |
| MCKMcKesson Corp | Stock | 4,372 | $2.02M | 0.3% | −182−4.0% | Reduced | History |
| SNASnap-on Inc | COM | 6,893 | $1.99M | 0.3% | +102+1.5% | Added | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 14,246 | $1.94M | 0.3% | −290−2.0% | Reduced | – |
| CRMSalesforce, Inc. | Stock | 7,219 | $1.90M | 0.2% | −355−4.7% | Reduced | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,822 | $1.86M | 0.2% | −350−4.3% | Reduced | – |
| AVYAvery Dennison Corp | COM | 9,155 | $1.85M | 0.2% | −625−6.4% | Reduced | History |
| TROWPrice T Rowe Group Inc | Stock | 16,545 | $1.78M | 0.2% | −200−1.2% | Reduced | History |
| iShares Select Dividend ETF464287168 | ETF | 15,133 | $1.77M | 0.2% | −1,595−9.5% | Reduced | – |
| CAHCardinal Health Inc | Stock | 16,511 | $1.66M | 0.2% | −622−3.6% | Reduced | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 6,897 | $1.60M | 0.2% | −292−4.1% | Reduced | – |
| AMTAmerican Tower Corp | REIT | 7,233 | $1.56M | 0.2% | −78−1.1% | Reduced | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 5,137 | $1.56M | 0.2% | −5−0.1% | Reduced | – |
Sold out since Q3 2023 (12)
Positions held at the end of Q3 2023 that are gone from this filing.
| Security | Class | Shares in Q3 2023 | Value in Q3 2023 | % of portfolio in Q3 2023 | History |
|---|---|---|---|---|---|
| VMWVmware LLC | CL A COM | 3,704 | $616.6K | 0.1% | History |
| iShares Tr46432F859 | CORE 1 5 YR USD | 11,195 | $519.2K | 0.1% | – |
| GPCGenuine Parts Co | Stock | 2,911 | $420.3K | 0.1% | History |
| TMOThermo Fisher Scientific Inc. | Stock | 724 | $366.5K | 0.1% | History |
| KKellanova | Stock | 5,856 | $348.5K | 0.1% | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 5,881 | $257.1K | <0.1% | – |
| BHRBBurke & Herbert Financial Services Corp. | COM | 5,520 | $256.5K | <0.1% | History |
| ORIOld Republic International Corp | COM | 9,386 | $252.9K | <0.1% | History |
| CARRCarrier Global Corp | Stock | 3,927 | $216.8K | <0.1% | History |
| VFCV F Corp | Stock | 12,160 | $214.9K | <0.1% | History |
| WSTWest Pharmaceutical Services Inc | COM | 563 | $211.2K | <0.1% | History |
| CDZICadiz Inc | COM NEW | 15,000 | $49.6K | <0.1% | History |