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Livermore
Livermore
ZHEN

Cypress Capital Group

SEC CIK
0001341748
Latest filing
Aug 5, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Feb 6, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
256
−54 vs. Q3 2024
Portfolio value
$815.2M
−$74.6M (−8.4%) vs. Q3 2024
Filed
Feb 6, 2025
SEC
Holdings of Cypress Capital Group in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core S&P 500 ETF464287200ETF92,355$54.4M6.7%+3,112+3.5%Added–
AAPLApple Inc.Stock209,307$52.4M6.4%−2,438−1.2%ReducedHistory
LLYEli Lilly & CoStock53,813$41.5M5.1%−1,035−1.9%ReducedHistory
MSFTMicrosoft CorpStock81,493$34.3M4.2%−2,550−3.0%ReducedHistory
VVisa Inc.Stock71,609$22.6M2.8%−1,898−2.6%ReducedHistory
ABBVAbbVie Inc.Stock112,346$20.0M2.4%−1,451−1.3%ReducedHistory
NVDANVIDIA CorpStock130,341$17.5M2.1%−634−0.5%ReducedHistory
JPMJPMorgan Chase & CoStock69,404$16.6M2.0%−1,360−1.9%ReducedHistory
LMTLockheed Martin CorpStock32,791$15.9M2.0%−816−2.4%ReducedHistory
BRK.BBerkshire Hathaway IncStock34,371$15.6M1.9%−702−2.0%ReducedHistory
AMZNAmazon Com IncStock69,397$15.2M1.9%+593+0.9%AddedHistory
XOMExxonMobil Holdings CorpCOM138,117$14.9M1.8%−2,914−2.1%ReducedHistory
WMTWalmart Inc.Stock141,505$12.8M1.6%+2,567+1.8%AddedHistory
AVGOBroadcom Inc.Stock53,538$12.4M1.5%+3,248+6.5%AddedHistory
SPYSPDR S&P 500 ETF TrustETF20,110$11.8M1.4%−1,639−7.5%ReducedHistory
TJXTJX Companies IncStock95,563$11.5M1.4%−1,669−1.7%ReducedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF47,816$11.1M1.4%+674+1.4%Added–
Invesco QQQ Trust Series I46090E103ETF21,700$11.1M1.4%−1,678−7.2%Reduced–
JNJJohnson & JohnsonStock74,267$10.7M1.3%−4,162−5.3%ReducedHistory
MAMastercard IncStock19,152$10.1M1.2%−755−3.8%ReducedHistory
HDHome Depot, Inc.Stock24,216$9.42M1.2%−553−2.2%ReducedHistory
GOOGLAlphabet Inc.Stock46,266$8.76M1.1%+6,442+16.2%AddedHistory
ABTAbbott LaboratoriesStock73,476$8.31M1.0%−3,172−4.1%ReducedHistory
ACNAccenture plcStock23,568$8.29M1.0%−1,161−4.7%ReducedHistory
CMECME Group Inc.COM34,016$7.90M1.0%−174−0.5%ReducedHistory
GOOGAlphabet Inc.Stock41,079$7.82M1.0%−581−1.4%ReducedHistory
BLKBlackRock, Inc.Stock7,498$7.69M0.9%−68−0.9%ReducedHistory
COSTCostco Wholesale CorpStock8,315$7.62M0.9%−200−2.3%ReducedHistory
PSXPhillips 66Stock64,535$7.35M0.9%−765−1.2%ReducedHistory
MCDMcDonalds CorpStock24,310$7.05M0.9%−1,437−5.6%ReducedHistory
PAYXPaychex IncStock50,257$7.05M0.9%−3,044−5.7%ReducedHistory
MMM3M CoStock54,248$7.00M0.9%+688+1.3%AddedHistory
CVXChevron CorpStock45,876$6.64M0.8%−5,204−10.2%ReducedHistory
iShares Tr464289529INDIA 50 ETF125,735$6.39M0.8%−8,902−6.6%Reduced–
Invesco Exchange Traded FD T46137V472S&P MDCP QUALITY61,678$6.07M0.7%−19,264−23.8%Reduced–
iShares Inc46434G822MSCI JAPAN ETF88,710$5.95M0.7%−1,974−2.2%Reduced–
IAUiShares Gold TrustETF118,702$5.88M0.7%+16,782+16.5%AddedHistory
PMPhilip Morris International Inc.Stock46,417$5.59M0.7%−6,852−12.9%ReducedHistory
LOWLowes Companies IncStock22,298$5.50M0.7%−1,791−7.4%ReducedHistory
CSCOCisco Systems, Inc.Stock90,545$5.36M0.7%−2,584−2.8%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR26,495$5.23M0.6%+7,236+37.6%AddedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF59,858$5.13M0.6%+1,512+2.6%Added–
UNHUnitedHealth Group IncStock9,740$4.93M0.6%−241−2.4%ReducedHistory
RTXRTX CorpStock40,857$4.73M0.6%+2,461+6.4%AddedHistory
MRKMerck & Co., Inc.Stock46,780$4.65M0.6%+897+2.0%AddedHistory
CORCencora, Inc.Stock20,356$4.57M0.6%+87+0.4%AddedHistory
GILDGilead Sciences, Inc.Stock49,111$4.54M0.6%−1,173−2.3%ReducedHistory
INTUIntuit Inc.Stock6,859$4.31M0.5%−282−3.9%ReducedHistory
PGProcter & Gamble CoStock25,530$4.28M0.5%−1,479−5.5%ReducedHistory
IBMInternational Business Machines CorpStock18,959$4.17M0.5%−416−2.1%ReducedHistory
ADBEAdobe Inc.Stock9,181$4.08M0.5%−1,331−12.7%ReducedHistory
PEPPepsiCo IncStock25,888$3.94M0.5%−4,806−15.7%ReducedHistory
BMYBristol Myers Squibb CoStock69,526$3.93M0.5%−5,350−7.1%ReducedHistory
DISWalt Disney CoStock34,808$3.88M0.5%−1,655−4.5%ReducedHistory
METAMeta Platforms, Inc.Stock6,406$3.75M0.5%+191+3.1%AddedHistory
AMGNAmgen IncStock13,647$3.56M0.4%+128+0.9%AddedHistory
MOAltria Group, Inc.Stock65,216$3.41M0.4%−7,622−10.5%ReducedHistory
ETNEaton Corp plcStock10,096$3.35M0.4%−533−5.0%ReducedHistory
KOCoca Cola CoStock52,934$3.30M0.4%−1,430−2.6%ReducedHistory
LINLinde PLCStock7,666$3.21M0.4%−462−5.7%ReducedHistory
Pacer US Small Cap Cash Cows ETF69374H857ETF67,465$2.97M0.4%−18,833−21.8%Reduced–
QCOMQualcomm IncStock19,114$2.94M0.4%−3,198−14.3%ReducedHistory
NEENextera Energy IncStock40,686$2.92M0.4%−4,757−10.5%ReducedHistory
AEPAmerican Electric Power Co IncStock30,161$2.78M0.3%−1,083−3.5%ReducedHistory
TXNTexas Instruments IncStock14,832$2.78M0.3%−1,408−8.7%ReducedHistory
PFEPfizer IncStock104,097$2.76M0.3%−17,217−14.2%ReducedHistory
CLColgate Palmolive CoStock29,647$2.70M0.3%+3,307+12.6%AddedHistory
iShares Russell 1000 Growth ETF464287614ETF6,664$2.68M0.3%+1,980+42.3%Added–
ROSTRoss Stores, Inc.COM17,128$2.59M0.3%−547−3.1%ReducedHistory
NFLXNetflix IncStock2,807$2.50M0.3%+385+15.9%AddedHistory
VLOValero Energy CorpStock20,317$2.49M0.3%−2,854−12.3%ReducedHistory
SPGIS&P Global Inc.Stock4,857$2.42M0.3%−729−13.1%ReducedHistory
ZTSZoetis Inc.Stock14,458$2.36M0.3%−1,450−9.1%ReducedHistory
ADPAutomatic Data Processing IncStock8,012$2.35M0.3%−627−7.3%ReducedHistory
FDXFedEx CorpStock7,933$2.23M0.3%−873−9.9%ReducedHistory
SBUXStarbucks CorpStock24,454$2.23M0.3%−3,386−12.2%ReducedHistory
BABAAlibaba Group Holding LtdADR25,965$2.20M0.3%−8,660−25.0%ReducedHistory
CTRACoterra Energy Inc.Stock85,657$2.19M0.3%−95,421−52.7%ReducedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF21,948$2.13M0.3%+6,065+38.2%Added–
DUKDuke Energy CORPStock19,620$2.11M0.3%−6,015−23.5%ReducedHistory
SHWSherwin Williams CoCOM6,090$2.07M0.3%−1,235−16.9%ReducedHistory
ORCLOracle CorpStock11,953$1.99M0.2%−1,009−7.8%ReducedHistory
AMDAdvanced Micro Devices IncStock16,489$1.99M0.2%+6,109+58.9%AddedHistory
LRCXLam Research CorpStock26,450$1.91M0.2%−10,150−27.7%ReducedConverted for a 10-for-1 splitHistory
APDAir Products & Chemicals, Inc.Stock6,585$1.91M0.2%−953−12.6%ReducedHistory
LHXL3HARRIS Technologies, Inc.Stock8,485$1.78M0.2%−1,987−19.0%ReducedHistory
UPSUnited Parcel Service IncStock13,640$1.72M0.2%−3,925−22.3%ReducedHistory
iShares Select Dividend ETF464287168ETF13,027$1.71M0.2%−1,424−9.9%Reduced–
CRMSalesforce, Inc.Stock5,016$1.68M0.2%−1,807−26.5%ReducedHistory
MCKMcKesson CorpStock2,929$1.67M0.2%−258−8.1%ReducedHistory
SYKStryker CorpStock4,530$1.63M0.2%−123−2.6%ReducedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF5,533$1.60M0.2%−1,678−23.3%Reduced–
iShares Tr464288414NATIONAL MUN ETF15,010$1.60M0.2%−8,780−36.9%Reduced–
COPConocoPhillipsStock15,879$1.57M0.2%−2,911−15.5%ReducedHistory
iShares Tr464287622RUS 1000 ETF4,843$1.56M0.2%−75−1.5%Reduced–
iShares Tr464288158SHRT NAT MUN ETF14,711$1.55M0.2%−585−3.8%Reduced–
SNASnap-on IncCOM4,552$1.55M0.2%−949−17.3%ReducedHistory
AMTAmerican Tower CorpREIT8,242$1.51M0.2%−215−2.5%ReducedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF5,691$1.50M0.2%−1,576−21.7%Reduced–
STTState Street CorpCOM15,169$1.49M0.2%+3,390+28.8%AddedHistory

Sold out since Q3 2024 (60)

Positions held at the end of Q3 2024 that are gone from this filing.

Positions of Cypress Capital Group sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
INTCIntel CorpStock118,118$2.77M0.3%History
DOWDow Inc.Stock18,645$1.02M0.1%History
CDNSCadence Design Systems IncStock3,732$1.01M0.1%History
INCYIncyte CorpCOM14,695$971.3K0.1%History
MROMarathon Oil CorpCOM34,381$915.6K0.1%History
TGTTarget CorpStock5,548$864.7K0.1%History
STLDSteel Dynamics IncCOM6,351$800.7K0.1%History
GDGeneral Dynamics CorpStock2,420$731.3K0.1%History
CMICummins IncStock2,180$706.0K0.1%History
EOGEOG Resources IncStock4,875$599.3K0.1%History
VRTXVertex Pharmaceuticals IncStock1,278$594.5K0.1%History
TROWPrice T Rowe Group IncStock4,620$503.3K0.1%History
ORealty Income CorpREIT7,714$489.2K0.1%History
IPGInterpublic Group of Companies, Inc.COM14,287$451.9K0.1%History
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF11,000$446.9K0.1%–
HSYHershey CoCOM2,207$423.3K<0.1%History
CVSCVS Health CorpStock6,654$418.4K<0.1%History
BSXBoston Scientific CorpStock4,784$400.9K<0.1%History
Vanguard Ftse Emerging Markets ETF922042858ETF7,913$378.6K<0.1%–
REGNRegeneron Pharmaceuticals, Inc.COM354$372.1K<0.1%History
First Tr Exchange-Traded FD33734H106SHS7,865$357.8K<0.1%–
GEGeneral Electric CoStock1,860$350.8K<0.1%History
CPBCAMPBELL'S CoCOM7,036$344.2K<0.1%History
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF2,785$314.6K<0.1%–
BCEBce IncCOM NEW8,989$312.8K<0.1%History
CNCCentene CorpStock4,120$310.2K<0.1%History
EPDEnterprise Products Partners L.P.Stock10,628$309.4K<0.1%History
Vanguard Ftse Developed Markets ETF921943858ETF5,641$297.9K<0.1%–
STZConstellation Brands, Inc.Stock1,056$272.1K<0.1%History
MOHMolina Healthcare, Inc.COM788$271.5K<0.1%History
PEGPublic Service Enterprise Group IncCOM3,014$268.9K<0.1%History
GEHCGE HealthCare Technologies Inc.Stock2,850$267.5K<0.1%History
ISRGIntuitive Surgical IncCOM NEW535$262.8K<0.1%History
iShares Inc464286806MSCI GERMANY ETF7,700$260.6K<0.1%–
HOLXHologic IncCOM3,155$257.0K<0.1%History
GISGeneral Mills IncStock3,413$252.1K<0.1%History
MDLZMondelez International, Inc.Stock3,403$250.7K<0.1%History
Schwab U.S. Large-Cap ETF808524201ETF3,625$246.0K<0.1%–
SRESempraStock2,887$241.4K<0.1%History
WYWeyerhaeuser CoCOM NEW6,825$231.1K<0.1%History
KVUEKenvue Inc.Stock9,980$230.8K<0.1%History
AMATApplied Materials IncStock1,136$229.5K<0.1%History
RMDResmed IncCOM927$226.3K<0.1%History
HSICHenry Schein IncCOM3,069$223.7K<0.1%History
TFXTeleflex IncCOM901$222.8K<0.1%History
SCHWSchwab Charles CorpStock3,433$222.5K<0.1%History
KHCKraft Heinz CoStock6,299$221.2K<0.1%History
DDDuPont de Nemours, Inc.COM2,481$221.1K<0.1%History
ECLEcolab Inc.Stock859$219.3K<0.1%History
WisdomTree Tr97717X669US QTLY DIV GRT2,627$218.6K<0.1%–
SHELShell plcADR3,311$218.4K<0.1%History
LHLabcorp Holdings Inc.Stock973$217.4K<0.1%History
Vanguard Admiral FDS Inc921932828SMLLCP 600 IDX2,000$216.4K<0.1%–
MKLMarkel Group Inc.COM134$210.2K<0.1%History
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF2,532$210.2K<0.1%–
AZNAstraZeneca PLCSPONSORED ADR2,650$206.5K<0.1%History
GEVGE Vernova Inc.Stock798$203.5K<0.1%History
Vanguard Ftse All-World Ex-US Index Fund922042775ETF3,200$201.6K<0.1%–
CDZICadiz IncCOM NEW10,000$30.3K<0.1%History
DNMRDanimer Scientific, Inc.COM CL A47,610$21.6K<0.1%History