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Cypress Capital Group

SEC CIK
0001341748
Latest filing
Aug 5, 2026

Holdings in Q1 2024

Holdings as of Mar 31, 2024, filed May 8, 2024. Long positions only; changes compare share counts with Q4 2023.

Institution overview
Positions
292
−2 vs. Q4 2023
Portfolio value
$834.7M
+$66.0M (+8.6%) vs. Q4 2023
Filed
May 8, 2024
SEC
Holdings of Cypress Capital Group in Q1 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core S&P 500 ETF464287200ETF94,060$49.5M5.9%+17,297+22.5%Added–
LLYEli Lilly & CoStock58,436$45.5M5.4%+524+0.9%AddedHistory
AAPLApple Inc.Stock213,966$36.7M4.4%−3,913−1.8%ReducedHistory
MSFTMicrosoft CorpStock85,229$35.9M4.3%+571+0.7%AddedHistory
VVisa Inc.Stock75,333$21.0M2.5%−1,314−1.7%ReducedHistory
ABBVAbbVie Inc.Stock114,859$20.9M2.5%+3,938+3.6%AddedHistory
LMTLockheed Martin CorpStock34,063$15.5M1.9%−259−0.8%ReducedHistory
BRK.BBerkshire Hathaway IncStock35,295$14.8M1.8%+3,533+11.1%AddedHistory
JPMJPMorgan Chase & CoStock70,872$14.2M1.7%−747−1.0%ReducedHistory
JNJJohnson & JohnsonStock81,316$12.9M1.5%+1,283+1.6%AddedHistory
AMZNAmazon Com IncStock66,385$12.0M1.4%+5,878+9.7%AddedHistory
NVDANVIDIA CorpStock13,224$11.9M1.4%+635+5.0%AddedHistory
SPYSPDR S&P 500 ETF TrustETF20,496$10.7M1.3%+388+1.9%AddedHistory
PSXPhillips 66Stock64,918$10.6M1.3%−165−0.3%ReducedHistory
MAMastercard IncStock20,826$10.0M1.2%+479+2.4%AddedHistory
TJXTJX Companies IncStock98,795$10.0M1.2%−1,220−1.2%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF22,240$9.87M1.2%+689+3.2%Added–
State Street Technology Select Sector SPDR ETF81369Y803ETF47,405$9.87M1.2%+9,463+24.9%Added–
HDHome Depot, Inc.Stock24,775$9.50M1.1%−160−0.6%ReducedHistory
ACNAccenture plcStock27,208$9.43M1.1%−3,470−11.3%ReducedHistory
XOMExxonMobil Holdings CorpCOM80,710$9.38M1.1%+1,453+1.8%AddedHistory
Invesco Exchange Traded FD T46137V472S&P MDCP QUALITY81,129$8.93M1.1%+81,129New–
ABTAbbott LaboratoriesStock78,085$8.88M1.1%+75+0.1%AddedHistory
CVXChevron CorpStock56,186$8.86M1.1%+604+1.1%AddedHistory
MCDMcDonalds CorpStock28,863$8.14M1.0%+96+0.3%AddedHistory
WMTWalmart Inc.Stock132,811$7.99M1.0%−1,256−0.9%ReducedConverted for a 3-for-1 splitHistory
CMECME Group Inc.COM33,979$7.32M0.9%−1,729−4.8%ReducedHistory
LOWLowes Companies IncStock28,563$7.28M0.9%−1,747−5.8%ReducedHistory
iShares Tr464289529INDIA 50 ETF137,284$6.92M0.8%+31,060+29.2%Added–
PAYXPaychex IncStock55,634$6.83M0.8%−1,502−2.6%ReducedHistory
PXDPioneer Natural Resources CoCOM25,587$6.72M0.8%+488+1.9%AddedHistory
GOOGAlphabet Inc.Stock43,637$6.64M0.8%+714+1.7%AddedHistory
iShares Inc46434G822MSCI JAPAN ETF89,040$6.35M0.8%+15,155+20.5%Added–
COSTCostco Wholesale CorpStock8,440$6.18M0.7%−212−2.5%ReducedHistory
BLKBlackRock, Inc.COM7,276$6.07M0.7%+210+3.0%AddedHistory
MRKMerck & Co., Inc.Stock45,472$6.00M0.7%−831−1.8%ReducedHistory
PEPPepsiCo IncStock33,823$5.92M0.7%−262−0.8%ReducedHistory
ADBEAdobe Inc.Stock11,248$5.68M0.7%+1,019+10.0%AddedHistory
GOOGLAlphabet Inc.Stock36,844$5.56M0.7%+377+1.0%AddedHistory
AVGOBroadcom Inc.Stock4,140$5.49M0.7%+93+2.3%AddedHistory
BMYBristol Myers Squibb CoStock100,993$5.48M0.7%+1,745+1.8%AddedHistory
CORCencora, Inc.Stock22,242$5.40M0.6%−2,665−10.7%ReducedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF56,953$5.38M0.6%+12,969+29.5%Added–
CTRACoterra Energy Inc.Stock187,306$5.22M0.6%+4,650+2.5%AddedHistory
INTUIntuit Inc.Stock7,588$4.93M0.6%−190−2.4%ReducedHistory
PMPhilip Morris International Inc.Stock53,558$4.91M0.6%+1,826+3.5%AddedHistory
UNHUnitedHealth Group IncStock9,744$4.82M0.6%+2,125+27.9%AddedHistory
CSCOCisco Systems, Inc.Stock96,193$4.80M0.6%+150+0.2%AddedHistory
Pacer US Small Cap Cash Cows ETF69374H857ETF95,241$4.68M0.6%+95,241New–
PGProcter & Gamble CoStock26,949$4.37M0.5%+65+0.2%AddedHistory
AMGNAmgen IncStock15,030$4.27M0.5%+508+3.5%AddedHistory
DISWalt Disney CoStock34,443$4.21M0.5%+815+2.4%AddedHistory
INTCIntel CorpStock92,697$4.09M0.5%−12,517−11.9%ReducedHistory
IAUiShares Gold TrustETF97,141$4.08M0.5%−3,854−3.8%ReducedHistory
SBUXStarbucks CorpStock43,708$3.99M0.5%−10,094−18.8%ReducedHistory
LINLinde PLCStock8,587$3.99M0.5%+1,989+30.1%AddedHistory
VLOValero Energy CorpStock23,264$3.97M0.5%+449+2.0%AddedHistory
QCOMQualcomm IncStock23,262$3.94M0.5%+8,918+62.2%AddedHistory
MMM3M CoStock36,778$3.90M0.5%+1,670+4.8%AddedHistory
GILDGilead Sciences, Inc.Stock51,008$3.74M0.4%−399−0.8%ReducedHistory
PFEPfizer IncStock133,656$3.71M0.4%+12,518+10.3%AddedHistory
RTXRTX CorpStock37,910$3.70M0.4%−661−1.7%ReducedHistory
iShares Tr464288414NATIONAL MUN ETF29,702$3.20M0.4%−730−2.4%Reduced–
VZVerizon Communications IncStock76,067$3.19M0.4%−1,086−1.4%ReducedHistory
KOCoca Cola CoStock51,431$3.15M0.4%+139+0.3%AddedHistory
MOAltria Group, Inc.Stock71,628$3.12M0.4%−5,977−7.7%ReducedHistory
ETNEaton Corp plcStock9,970$3.12M0.4%+290+3.0%AddedHistory
DUKDuke Energy CORPStock31,819$3.08M0.4%−1,950−5.8%ReducedHistory
ZTSZoetis Inc.Stock17,869$3.02M0.4%+58+0.3%AddedHistory
TXNTexas Instruments IncStock17,205$3.00M0.4%−604−3.4%ReducedHistory
IBMInternational Business Machines CorpStock15,577$2.97M0.4%+828+5.6%AddedHistory
NEENextera Energy IncStock43,888$2.80M0.3%−2,253−4.9%ReducedHistory
LRCXLam Research CorpCOM2,867$2.79M0.3%+127+4.6%AddedHistory
SHWSherwin Williams CoCOM7,733$2.69M0.3%−130−1.7%ReducedHistory
AEPAmerican Electric Power Co IncStock31,035$2.67M0.3%−905−2.8%ReducedHistory
UPSUnited Parcel Service IncStock17,896$2.66M0.3%+1,138+6.8%AddedHistory
FDXFedEx CorpStock9,055$2.62M0.3%+205+2.3%AddedHistory
ROSTRoss Stores, Inc.COM17,700$2.60M0.3%−520−2.9%ReducedHistory
SPGIS&P Global Inc.Stock6,018$2.56M0.3%−107−1.7%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR18,734$2.55M0.3%+5,115+37.6%AddedHistory
CLColgate Palmolive CoStock27,605$2.49M0.3%+1,358+5.2%AddedHistory
COPConocoPhillipsStock18,848$2.40M0.3%−124−0.7%ReducedHistory
ADPAutomatic Data Processing IncStock9,357$2.34M0.3%−152−1.6%ReducedHistory
LHXL3HARRIS Technologies, Inc.Stock10,369$2.21M0.3%+671+6.9%AddedHistory
iShares Russell Midcap ETF464287499ETF25,878$2.18M0.3%−2,490−8.8%Reduced–
DOWDow Inc.Stock37,268$2.16M0.3%−4,197−10.1%ReducedHistory
CRMSalesforce, Inc.Stock7,019$2.11M0.3%−200−2.8%ReducedHistory
APDAir Products & Chemicals, Inc.Stock8,494$2.06M0.2%−786−8.5%ReducedHistory
AVYAvery Dennison CorpCOM9,080$2.03M0.2%−75−0.8%ReducedHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF13,688$2.02M0.2%−558−3.9%Reduced–
iShares Select Dividend ETF464287168ETF16,376$2.02M0.2%+1,243+8.2%Added–
Vanguard Morningstar Total Stock Market ETF922908769ETF7,661$1.99M0.2%−161−2.1%Reduced–
MCKMcKesson CorpStock3,658$1.96M0.2%−714−16.3%ReducedHistory
SNASnap-on IncCOM6,560$1.94M0.2%−333−4.8%ReducedHistory
TROWPrice T Rowe Group IncStock15,620$1.90M0.2%−925−5.6%ReducedHistory
First Tr Exch Traded FD III33739N108MANAGD MUN ETF36,445$1.87M0.2%−5,800−13.7%Reduced–
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT37,881$1.83M0.2%−6,716−15.1%Reduced–
BABAAlibaba Group Holding LtdADR24,854$1.80M0.2%+13,515+119.2%AddedHistory
AMTAmerican Tower CorpREIT9,087$1.80M0.2%+1,854+25.6%AddedHistory
CAHCardinal Health IncStock15,863$1.78M0.2%−648−3.9%ReducedHistory

Sold out since Q4 2023 (23)

Positions held at the end of Q4 2023 that are gone from this filing.

Positions of Cypress Capital Group sold out since Q4 2023
SecurityClassShares in Q4 2023Value in Q4 2023% of portfolio in Q4 2023History
ITGartner IncCOM2,482$1.12M0.1%History
AZOAutoZone IncCOM402$1.04M0.1%History
ODFLOld Dominion Freight Line, Inc.COM2,453$994.3K0.1%History
ULTAUlta Beauty, Inc.Stock1,810$886.9K0.1%History
JNPRJuniper Networks IncCOM25,747$759.0K0.1%History
RHIRobert Half Inc.COM8,124$714.3K0.1%History
iShares Russell 2000 Growth ETF464287648ETF2,745$692.3K0.1%–
iShares U.S. Treasury Bond ETF46429B267ETF25,241$581.6K0.1%–
PNWPinnacle West Capital CorpCOM7,887$566.6K0.1%History
AFLAflac IncStock6,758$557.5K0.1%History
EVRGEvergy, Inc.Stock10,509$548.6K0.1%History
VMRKVivmark ResidentialSH BEN INT8,951$547.4K0.1%History
TSNTyson Foods, Inc.Stock7,950$427.3K0.1%History
VanEck ETF Trust92189F429PREFERRED SECURT24,261$416.8K0.1%–
NKENIKE, Inc.Stock2,625$285.0K<0.1%History
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL6,454$268.3K<0.1%–
State Street Materials Select Sector SPDR ETF81369Y100ETF3,112$266.2K<0.1%–
LWLamb Weston Holdings, Inc.Stock2,291$247.6K<0.1%History
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD5,055$225.5K<0.1%–
AMHAmerican Homes 4 RentCL A6,229$224.0K<0.1%History
SUISun Communities IncCOM1,655$221.2K<0.1%History
LHLabcorp Holdings Inc.COM NEW933$212.1K<0.1%History
AREAlexandria Real Estate Equities, Inc.COM1,659$210.3K<0.1%History