Skip to main content
Livermore
Livermore
ZHEN

Cypress Capital Group

SEC CIK
0001341748
Latest filing
Aug 5, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed May 12, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
202
−54 vs. Q4 2024
Portfolio value
$763.6M
−$51.6M (−6.3%) vs. Q4 2024
Filed
May 12, 2025
SEC
Holdings of Cypress Capital Group in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core S&P 500 ETF464287200ETF88,257$49.6M6.5%−4,098−4.4%Reduced–
AAPLApple Inc.Stock200,222$44.5M5.8%−9,085−4.3%ReducedHistory
LLYEli Lilly & CoStock52,370$43.3M5.7%−1,443−2.7%ReducedHistory
MSFTMicrosoft CorpStock71,294$26.8M3.5%−10,199−12.5%ReducedHistory
VVisa Inc.Stock70,774$24.8M3.2%−835−1.2%ReducedHistory
ABBVAbbVie Inc.Stock107,592$22.5M3.0%−4,754−4.2%ReducedHistory
BRK.BBerkshire Hathaway IncStock35,943$19.1M2.5%+1,572+4.6%AddedHistory
JPMJPMorgan Chase & CoStock68,721$16.9M2.2%−683−1.0%ReducedHistory
XOMExxonMobil Holdings CorpCOM135,042$16.1M2.1%−3,075−2.2%ReducedHistory
LMTLockheed Martin CorpStock32,787$14.6M1.9%−40.0%ReducedHistory
AMZNAmazon Com IncStock69,270$13.2M1.7%−127−0.2%ReducedHistory
NVDANVIDIA CorpStock119,022$12.9M1.7%−11,319−8.7%ReducedHistory
WMTWalmart Inc.Stock138,821$12.2M1.6%−2,684−1.9%ReducedHistory
JNJJohnson & JohnsonStock72,523$12.0M1.6%−1,744−2.3%ReducedHistory
TJXTJX Companies IncStock95,568$11.6M1.5%+50.0%AddedHistory
SPYSPDR S&P 500 ETF TrustETF20,349$11.4M1.5%+239+1.2%AddedHistory
IAUiShares Gold TrustETF186,135$11.0M1.4%+67,433+56.8%AddedHistory
Invesco QQQ Trust Series I46090E103ETF21,440$10.1M1.3%−260−1.2%Reduced–
MAMastercard IncStock18,232$9.99M1.3%−920−4.8%ReducedHistory
ABTAbbott LaboratoriesStock74,174$9.84M1.3%+698+0.9%AddedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF47,411$9.79M1.3%−405−0.8%Reduced–
CMECME Group Inc.COM34,136$9.06M1.2%+120+0.4%AddedHistory
AVGOBroadcom Inc.Stock53,799$9.01M1.2%+261+0.5%AddedHistory
HDHome Depot, Inc.Stock24,205$8.87M1.2%−110.0%ReducedHistory
Invesco Exchange Traded FD T46137V472S&P MDCP QUALITY90,408$8.28M1.1%+28,730+46.6%Added–
PSXPhillips 66Stock63,410$7.83M1.0%−1,125−1.7%ReducedHistory
COSTCostco Wholesale CorpStock8,117$7.68M1.0%−198−2.4%ReducedHistory
PMPhilip Morris International Inc.Stock48,244$7.66M1.0%+1,827+3.9%AddedHistory
MCDMcDonalds CorpStock23,970$7.49M1.0%−340−1.4%ReducedHistory
PAYXPaychex IncStock47,181$7.28M1.0%−3,076−6.1%ReducedHistory
BLKBlackRock, Inc.Stock7,592$7.19M0.9%+94+1.3%AddedHistory
CVXChevron CorpStock42,283$7.07M0.9%−3,593−7.8%ReducedHistory
MMM3M CoStock47,690$7.00M0.9%−6,558−12.1%ReducedHistory
iShares Tr464289529INDIA 50 ETF129,235$6.56M0.9%+3,500+2.8%Added–
GOOGLAlphabet Inc.Stock41,519$6.42M0.8%−4,747−10.3%ReducedHistory
GOOGAlphabet Inc.Stock40,883$6.39M0.8%−196−0.5%ReducedHistory
iShares Inc46434G822MSCI JAPAN ETF90,965$6.24M0.8%+2,255+2.5%Added–
State Street Energy Select Sector SPDR ETF81369Y506ETF64,493$6.03M0.8%+4,635+7.7%Added–
RTXRTX CorpStock41,047$5.44M0.7%+190+0.5%AddedHistory
GILDGilead Sciences, Inc.Stock47,982$5.38M0.7%−1,129−2.3%ReducedHistory
ACNAccenture plcStock16,850$5.26M0.7%−6,718−28.5%ReducedHistory
LOWLowes Companies IncStock21,344$4.98M0.7%−954−4.3%ReducedHistory
CSCOCisco Systems, Inc.Stock76,257$4.71M0.6%−14,288−15.8%ReducedHistory
MRKMerck & Co., Inc.Stock51,987$4.67M0.6%+5,207+11.1%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR27,344$4.54M0.6%+849+3.2%AddedHistory
AMGNAmgen IncStock14,495$4.52M0.6%+848+6.2%AddedHistory
UNHUnitedHealth Group IncStock8,585$4.50M0.6%−1,155−11.9%ReducedHistory
BMYBristol Myers Squibb CoStock72,269$4.41M0.6%+2,743+3.9%AddedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT24,580$4.26M0.6%+24,580New–
CORCencora, Inc.Stock15,203$4.23M0.6%−5,153−25.3%ReducedHistory
MOAltria Group, Inc.Stock70,126$4.21M0.6%+4,910+7.5%AddedHistory
BABAAlibaba Group Holding LtdADR31,579$4.18M0.5%+5,614+21.6%AddedHistory
IBMInternational Business Machines CorpStock16,788$4.17M0.5%−2,171−11.5%ReducedHistory
INTUIntuit Inc.Stock6,540$4.02M0.5%−319−4.7%ReducedHistory
PGProcter & Gamble CoStock21,455$3.66M0.5%−4,075−16.0%ReducedHistory
DUKDuke Energy CORPStock29,435$3.59M0.5%+9,815+50.0%AddedHistory
DISWalt Disney CoStock35,359$3.49M0.5%+551+1.6%AddedHistory
SLViShares Silver TrustETF110,285$3.42M0.4%+55,920+102.9%AddedHistory
METAMeta Platforms, Inc.Stock5,861$3.38M0.4%−545−8.5%ReducedHistory
KOCoca Cola CoStock46,881$3.36M0.4%−6,053−11.4%ReducedHistory
AEPAmerican Electric Power Co IncStock30,245$3.30M0.4%+84+0.3%AddedHistory
LINLinde PLCStock6,799$3.17M0.4%−867−11.3%ReducedHistory
iShares Russell 1000 Growth ETF464287614ETF8,010$2.89M0.4%+1,346+20.2%Added–
PFEPfizer IncStock113,065$2.87M0.4%+8,968+8.6%AddedHistory
ETNEaton Corp plcStock10,121$2.75M0.4%+25+0.2%AddedHistory
NEENextera Energy IncStock37,489$2.66M0.3%−3,197−7.9%ReducedHistory
SPGIS&P Global Inc.Stock4,796$2.44M0.3%−61−1.3%ReducedHistory
ADBEAdobe Inc.Stock6,196$2.38M0.3%−2,985−32.5%ReducedHistory
QCOMQualcomm IncStock15,438$2.37M0.3%−3,676−19.2%ReducedHistory
SBUXStarbucks CorpStock24,154$2.37M0.3%−300−1.2%ReducedHistory
ZTSZoetis Inc.Stock14,358$2.36M0.3%−100−0.7%ReducedHistory
TXNTexas Instruments IncStock12,922$2.32M0.3%−1,910−12.9%ReducedHistory
VLOValero Energy CorpStock17,255$2.28M0.3%−3,062−15.1%ReducedHistory
CTRACoterra Energy Inc.Stock76,277$2.20M0.3%−9,380−11.0%ReducedHistory
NEMNEWMONT CorpStock45,590$2.20M0.3%+45,590NewHistory
ROSTRoss Stores, Inc.COM16,983$2.17M0.3%−145−0.8%ReducedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF21,723$2.15M0.3%−225−1.0%Reduced–
SHWSherwin Williams CoCOM5,980$2.09M0.3%−110−1.8%ReducedHistory
VZVerizon Communications IncStock44,089$2.00M0.3%+13,392+43.6%AddedHistory
LHXL3HARRIS Technologies, Inc.Stock9,475$1.98M0.3%+990+11.7%AddedHistory
LYBLyondellBasell Industries N.V.SHS - A -26,925$1.90M0.2%+22,211+471.2%AddedHistory
AMDAdvanced Micro Devices IncStock18,320$1.88M0.2%+1,831+11.1%AddedHistory
ADPAutomatic Data Processing IncStock6,074$1.86M0.2%−1,938−24.2%ReducedHistory
LRCXLam Research CorpStock25,415$1.85M0.2%−1,035−3.9%ReducedHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF12,171$1.78M0.2%+2,345+23.9%Added–
iShares Select Dividend ETF464287168ETF13,002$1.75M0.2%−25−0.2%Reduced–
First Tr Exch Traded FD III33739N108MANAGD MUN ETF33,450$1.69M0.2%+6,850+25.8%Added–
SYKStryker CorpStock4,495$1.67M0.2%−35−0.8%ReducedHistory
COPConocoPhillipsStock15,886$1.67M0.2%+70.0%AddedHistory
KMIKinder Morgan, Inc.Stock58,075$1.66M0.2%+10,175+21.2%AddedHistory
NFLXNetflix IncStock1,748$1.63M0.2%−1,059−37.7%ReducedHistory
ORCLOracle CorpStock11,588$1.62M0.2%−365−3.1%ReducedHistory
CLColgate Palmolive CoStock17,086$1.60M0.2%−12,561−42.4%ReducedHistory
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT32,255$1.59M0.2%+10,915+51.1%Added–
iShares Tr464288414NATIONAL MUN ETF14,961$1.58M0.2%−49−0.3%Reduced–
APDAir Products & Chemicals, Inc.Stock5,334$1.57M0.2%−1,251−19.0%ReducedHistory
iShares Tr464288158SHRT NAT MUN ETF14,566$1.54M0.2%−145−1.0%Reduced–
Vanguard Morningstar Total Stock Market ETF922908769ETF5,442$1.50M0.2%−91−1.6%Reduced–
PEPPepsiCo IncStock9,878$1.48M0.2%−16,010−61.8%ReducedHistory
SOLVSolventum CorpStock18,575$1.41M0.2%+390+2.1%AddedHistory

Sold out since Q4 2024 (65)

Positions held at the end of Q4 2024 that are gone from this filing.

Positions of Cypress Capital Group sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
Pacer US Small Cap Cash Cows ETF69374H857ETF67,465$2.97M0.4%–
RLRalph Lauren CorpCL A5,176$1.20M0.1%History
BKNGBooking Holdings Inc.Stock215$1.07M0.1%History
TPRTapestry, Inc.COM15,799$1.03M0.1%History
MSIMotorola Solutions, Inc.Stock2,195$1.01M0.1%History
JBLJabil IncStock6,773$974.6K0.1%History
EXPEExpedia Group, Inc.Stock4,894$911.9K0.1%History
HPQHP IncStock27,479$896.7K0.1%History
FICOFair Isaac CorpCOM441$878.0K0.1%History
FTNTFortinet, Inc.Stock8,770$828.6K0.1%History
ORLYO Reilly Automotive IncStock692$820.6K0.1%History
FFIVF5, Inc.Stock3,143$790.4K0.1%History
NTAPNetApp, Inc.Stock6,415$744.7K0.1%History
TELTE Connectivity plcStock5,162$738.0K0.1%History
EBAYeBay IncCOM11,784$730.0K0.1%History
TAPMolson Coors Beverage CoCL B12,345$707.6K0.1%History
KLACKLA CorpCOM NEW1,116$703.2K0.1%History
PHMPultegroup IncCOM6,370$693.7K0.1%History
LENLennar CorpCL A4,771$650.7K0.1%History
HPEHewlett Packard Enterprise CoCOM29,603$632.0K0.1%History
CICigna GroupStock2,179$601.7K0.1%History
ADSKAutodesk, Inc.COM1,952$577.0K0.1%History
EXRExtra Space Storage Inc.COM3,777$565.0K0.1%History
EAElectronic Arts Inc.COM3,841$561.9K0.1%History
OTISOtis Worldwide CorpStock6,058$561.1K0.1%History
MPCMarathon Petroleum CorpStock3,977$554.8K0.1%History
EQIXEquinix IncCOM586$552.5K0.1%History
DPZDominos Pizza IncCOM1,272$534.0K0.1%History
REGRegency Centers CorpCOM7,205$532.7K0.1%History
VRSNVerisign IncCOM2,469$511.0K0.1%History
MASMasco CorpCOM6,931$503.0K0.1%History
NUENucor CorpCOM4,274$498.9K0.1%History
WELLWelltower Inc.REIT3,887$489.9K0.1%History
ADMArcher-Daniels-Midland CoStock9,509$480.4K0.1%History
YUMYum Brands IncStock3,577$479.8K0.1%History
MTDMettler Toledo International IncCOM391$478.5K0.1%History
ATOAtmos Energy CorpCOM3,426$477.1K0.1%History
CPAYCorpay, Inc.COM SHS1,403$474.8K0.1%History
BGBunge Global SACOM SHS5,832$453.5K0.1%History
BLDRBuilders FirstSource, Inc.Stock3,015$430.9K0.1%History
KRKroger CoStock6,823$417.2K0.1%History
VTRVentas, Inc.REIT6,714$395.4K<0.1%History
BNYBank of New York Mellon CorpStock4,625$355.3K<0.1%History
PLDPrologis, Inc.REIT3,336$352.6K<0.1%History
SWKSSkyworks Solutions, Inc.Stock3,875$343.6K<0.1%History
AVBAvalonbay Communities IncCOM1,547$340.3K<0.1%History
GRMNGarmin LtdSHS1,637$337.6K<0.1%History
OMCOmnicom Group Inc.COM3,826$329.2K<0.1%History
NTRSNorthern Trust CorpCOM3,138$321.6K<0.1%History
BBYBest Buy Co IncStock3,610$309.7K<0.1%History
State Street Industrial Select Sector SPDR ETF81369Y704ETF2,307$304.0K<0.1%–
UHSUniversal Health Services IncCL B1,491$267.5K<0.1%History
GSGoldman Sachs Group IncStock465$266.3K<0.1%History
EDConsolidated Edison IncStock2,717$242.4K<0.1%History
CEGConstellation Energy CorpStock1,063$237.8K<0.1%History
VICIVici Properties Inc.COM7,740$226.1K<0.1%History
CAGConagra Brands Inc.Stock8,124$225.4K<0.1%History
DLRDigital Realty Trust, Inc.COM1,232$218.5K<0.1%History
INVHInvitation Homes Inc.COM6,700$214.2K<0.1%History
iShares Tr464287630RUS 2000 VAL ETF1,296$212.8K<0.1%–
CLXClorox CoStock1,295$210.3K<0.1%History
UTHRUnited Therapeutics CorpCOM591$208.5K<0.1%History
AWKAmerican Water Works Company, Inc.Stock1,654$205.9K<0.1%History
PPGPPG Industries IncStock1,682$200.9K<0.1%History
VTRSViatris IncStock10,115$125.9K<0.1%History