Cypress Capital Group
- SEC CIK
- 0001341748
- Latest filing
- Aug 5, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 25, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 225
- +23 vs. Q1 2025
- Portfolio value
- $803.6M
- +$40.0M (+5.2%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 84,119 | $52.2M | 6.5% | −4,138−4.7% | Reduced | – |
| AAPLApple Inc. | Stock | 198,975 | $40.8M | 5.1% | −1,247−0.6% | Reduced | History |
| LLYEli Lilly & Co | Stock | 52,085 | $40.6M | 5.1% | −285−0.5% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 72,392 | $36.0M | 4.5% | +1,098+1.5% | Added | History |
| VVisa Inc. | Stock | 70,182 | $24.9M | 3.1% | −592−0.8% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 72,687 | $21.1M | 2.6% | +3,966+5.8% | Added | History |
| ABBVAbbVie Inc. | Stock | 108,470 | $20.1M | 2.5% | +878+0.8% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 39,549 | $19.2M | 2.4% | +3,606+10.0% | Added | History |
| NVDANVIDIA Corp | Stock | 121,545 | $19.2M | 2.4% | +2,523+2.1% | Added | History |
| IAUiShares Gold Trust | ETF | 262,049 | $16.3M | 2.0% | +75,914+40.8% | Added | History |
| AMZNAmazon Com Inc | Stock | 72,362 | $15.9M | 2.0% | +3,092+4.5% | Added | History |
| LMTLockheed Martin Corp | Stock | 32,805 | $15.2M | 1.9% | +18+0.1% | Added | History |
| AVGOBroadcom Inc. | Stock | 54,865 | $15.1M | 1.9% | +1,066+2.0% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 132,142 | $14.2M | 1.8% | −2,900−2.1% | Reduced | History |
| WMTWalmart Inc. | Stock | 141,463 | $13.8M | 1.7% | +2,642+1.9% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 21,560 | $13.3M | 1.7% | +1,211+6.0% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 22,513 | $12.4M | 1.5% | +1,073+5.0% | Added | – |
| TJXTJX Companies Inc | Stock | 95,187 | $11.8M | 1.5% | −381−0.4% | Reduced | History |
| JNJJohnson & Johnson | Stock | 73,889 | $11.3M | 1.4% | +1,366+1.9% | Added | History |
| ABTAbbott Laboratories | Stock | 75,820 | $10.3M | 1.3% | +1,646+2.2% | Added | History |
| MAMastercard Inc | Stock | 18,229 | $10.2M | 1.3% | −30.0% | Reduced | History |
| CMECME Group Inc. | COM | 34,862 | $9.61M | 1.2% | +726+2.1% | Added | History |
| PMPhilip Morris International Inc. | Stock | 50,200 | $9.14M | 1.1% | +1,956+4.1% | Added | History |
| HDHome Depot, Inc. | Stock | 23,391 | $8.58M | 1.1% | −814−3.4% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 8,313 | $8.23M | 1.0% | +196+2.4% | Added | History |
| BLKBlackRock, Inc. | Stock | 7,795 | $8.18M | 1.0% | +203+2.7% | Added | History |
| MMM3M Co | Stock | 49,493 | $7.53M | 0.9% | +1,803+3.8% | Added | History |
| GOOGLAlphabet Inc. | Stock | 42,580 | $7.50M | 0.9% | +1,061+2.6% | Added | History |
| GOOGAlphabet Inc. | Stock | 41,239 | $7.32M | 0.9% | +356+0.9% | Added | History |
| PSXPhillips 66 | Stock | 58,816 | $7.02M | 0.9% | −4,594−7.2% | Reduced | History |
| MCDMcDonalds Corp | Stock | 23,865 | $6.97M | 0.9% | −105−0.4% | Reduced | History |
| SLViShares Silver Trust | ETF | 201,700 | $6.62M | 0.8% | +91,415+82.9% | Added | History |
| PAYXPaychex Inc | Stock | 45,065 | $6.56M | 0.8% | −2,116−4.5% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 28,610 | $6.48M | 0.8% | +1,266+4.6% | Added | History |
| CVXChevron Corp | Stock | 40,955 | $5.86M | 0.7% | −1,328−3.1% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 7,707 | $5.69M | 0.7% | +1,846+31.5% | Added | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 30,285 | $5.50M | 0.7% | +5,705+23.2% | Added | – |
| RTXRTX Corp | Stock | 37,066 | $5.41M | 0.7% | −3,981−9.7% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 77,771 | $5.40M | 0.7% | +1,514+2.0% | Added | History |
| GILDGilead Sciences, Inc. | Stock | 48,533 | $5.38M | 0.7% | +551+1.1% | Added | History |
| IBMInternational Business Machines Corp | Stock | 17,669 | $5.21M | 0.6% | +881+5.2% | Added | History |
| INTUIntuit Inc. | Stock | 6,423 | $5.06M | 0.6% | −117−1.8% | Reduced | History |
| LOWLowes Companies Inc | Stock | 21,331 | $4.73M | 0.6% | −13−0.1% | Reduced | History |
| ACNAccenture plc | Stock | 15,390 | $4.60M | 0.6% | −1,460−8.7% | Reduced | History |
| iShares Inc46434G822 | MSCI JAPAN ETF | 61,130 | $4.58M | 0.6% | −29,835−32.8% | Reduced | – |
| MOAltria Group, Inc. | Stock | 72,777 | $4.27M | 0.5% | +2,651+3.8% | Added | History |
| MRKMerck & Co., Inc. | Stock | 53,580 | $4.24M | 0.5% | +1,593+3.1% | Added | History |
| CORCencora, Inc. | Stock | 14,131 | $4.24M | 0.5% | −1,072−7.1% | Reduced | History |
| iShares Tr464289529 | INDIA 50 ETF | 77,385 | $4.21M | 0.5% | −51,850−40.1% | Reduced | – |
| AMGNAmgen Inc | Stock | 14,514 | $4.05M | 0.5% | +19+0.1% | Added | History |
| DISWalt Disney Co | Stock | 32,177 | $3.99M | 0.5% | −3,182−9.0% | Reduced | History |
| NFLXNetflix Inc | Stock | 2,819 | $3.78M | 0.5% | +1,071+61.3% | Added | History |
| ETNEaton Corp plc | Stock | 10,295 | $3.68M | 0.5% | +174+1.7% | Added | History |
| PGProcter & Gamble Co | Stock | 21,675 | $3.45M | 0.4% | +220+1.0% | Added | History |
| BABAAlibaba Group Holding Ltd | ADR | 30,175 | $3.42M | 0.4% | −1,404−4.4% | Reduced | History |
| BMYBristol Myers Squibb Co | Stock | 73,839 | $3.42M | 0.4% | +1,570+2.2% | Added | History |
| DUKDuke Energy CORP | Stock | 28,032 | $3.31M | 0.4% | −1,403−4.8% | Reduced | History |
| KOCoca Cola Co | Stock | 46,116 | $3.26M | 0.4% | −765−1.6% | Reduced | History |
| LINLinde PLC | Stock | 6,733 | $3.16M | 0.4% | −66−1.0% | Reduced | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,353 | $3.12M | 0.4% | −657−8.2% | Reduced | – |
| AEPAmerican Electric Power Co Inc | Stock | 29,691 | $3.08M | 0.4% | −554−1.8% | Reduced | History |
| LYBLyondellBasell Industries N.V. | SHS - A - | 53,216 | $3.08M | 0.4% | +26,291+97.6% | Added | History |
| CNQCanadian Natural Resources Ltd | COM | 93,500 | $2.94M | 0.4% | +93,500 | New | History |
| iShares Inc464286400 | MSCI BRAZIL ETF | 101,625 | $2.93M | 0.4% | +61,435+152.9% | Added | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 11,461 | $2.90M | 0.4% | −35,950−75.8% | Reduced | – |
| NEMNEWMONT Corp | Stock | 48,549 | $2.83M | 0.4% | +2,959+6.5% | Added | History |
| LRCXLam Research Corp | Stock | 28,312 | $2.76M | 0.3% | +2,897+11.4% | Added | History |
| TXNTexas Instruments Inc | Stock | 12,828 | $2.66M | 0.3% | −94−0.7% | Reduced | History |
| ROSTRoss Stores, Inc. | COM | 20,039 | $2.56M | 0.3% | +3,056+18.0% | Added | History |
| SPGIS&P Global Inc. | Stock | 4,827 | $2.55M | 0.3% | +31+0.6% | Added | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 10,079 | $2.53M | 0.3% | +604+6.4% | Added | History |
| VLOValero Energy Corp | Stock | 18,723 | $2.52M | 0.3% | +1,468+8.5% | Added | History |
| ORCLOracle Corp | Stock | 11,253 | $2.46M | 0.3% | −335−2.9% | Reduced | History |
| QCOMQualcomm Inc | Stock | 15,198 | $2.42M | 0.3% | −240−1.6% | Reduced | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 23,779 | $2.36M | 0.3% | +2,056+9.5% | Added | – |
| iShares Tr464287184 | CHINA LG-CAP ETF | 59,835 | $2.20M | 0.3% | +31,055+107.9% | Added | – |
| ZTSZoetis Inc. | Stock | 14,101 | $2.20M | 0.3% | −257−1.8% | Reduced | History |
| ADBEAdobe Inc. | Stock | 5,600 | $2.17M | 0.3% | −596−9.6% | Reduced | History |
| SBUXStarbucks Corp | Stock | 23,436 | $2.15M | 0.3% | −718−3.0% | Reduced | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 24,784 | $2.10M | 0.3% | −39,709−61.6% | Reduced | – |
| SHWSherwin Williams Co | COM | 5,940 | $2.04M | 0.3% | −40−0.7% | Reduced | History |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 18,195 | $1.97M | 0.2% | +18,195 | New | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 13,918 | $1.88M | 0.2% | +1,747+14.4% | Added | – |
| NEENextera Energy Inc | Stock | 26,900 | $1.87M | 0.2% | −10,589−28.2% | Reduced | History |
| ADPAutomatic Data Processing Inc | Stock | 6,045 | $1.86M | 0.2% | −29−0.5% | Reduced | History |
| VZVerizon Communications Inc | Stock | 42,424 | $1.84M | 0.2% | −1,665−3.8% | Reduced | History |
| KMIKinder Morgan, Inc. | Stock | 60,235 | $1.77M | 0.2% | +2,160+3.7% | Added | History |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 35,550 | $1.75M | 0.2% | +3,295+10.2% | Added | – |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 35,150 | $1.75M | 0.2% | +1,700+5.1% | Added | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 16,431 | $1.72M | 0.2% | +1,470+9.8% | Added | – |
| SYKStryker Corp | Stock | 4,312 | $1.71M | 0.2% | −183−4.1% | Reduced | History |
| SOLVSolventum Corp | Stock | 22,425 | $1.70M | 0.2% | +3,850+20.7% | Added | History |
| iShares Select Dividend ETF464287168 | ETF | 12,702 | $1.69M | 0.2% | −300−2.3% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,448 | $1.66M | 0.2% | +6+0.1% | Added | – |
| CRMSalesforce, Inc. | Stock | 6,039 | $1.65M | 0.2% | +1,073+21.6% | Added | History |
| iShares Tr464288158 | SHRT NAT MUN ETF | 15,316 | $1.63M | 0.2% | +750+5.1% | Added | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 8,320 | $1.60M | 0.2% | +8,320 | New | – |
| STTState Street Corp | COM | 14,964 | $1.59M | 0.2% | −140−0.9% | Reduced | History |
| MCOMoodys Corp | Stock | 3,054 | $1.53M | 0.2% | +774+33.9% | Added | History |
| CLColgate Palmolive Co | Stock | 16,731 | $1.52M | 0.2% | −355−2.1% | Reduced | History |
Sold out since Q1 2025 (12)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 90,408 | $8.28M | 1.1% | – |
| UNHUnitedHealth Group Inc | Stock | 8,585 | $4.50M | 0.6% | History |
| Global X Uranium ETF37954Y871 | ETF | 60,125 | $1.38M | 0.2% | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,001 | $418.4K | 0.1% | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,250 | $277.2K | <0.1% | – |
| IRMIron Mountain Inc | COM | 2,815 | $242.2K | <0.1% | History |
| MCKMcKesson Corp | Stock | 357 | $240.3K | <0.1% | History |
| PGRProgressive Corp | Stock | 817 | $231.2K | <0.1% | History |
| EQTEQT Corp | Stock | 4,172 | $222.9K | <0.1% | History |
| SNASnap-on Inc | COM | 606 | $204.2K | <0.1% | History |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 4,440 | $202.7K | <0.1% | – |
| ESBAEmpire State Realty OP, L.P. | UNIT LTD PRTNSP | 10,000 | $77.6K | <0.1% | History |