Cypress Capital Group — 13F Holdings & Portfolio
CIK 1341748 · latest 13F-HR filed 2026-08-05
Cypress Capital Group manages $1.07B in 13F-reported U.S. long-equity assets across 351 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (5.13%), LLY (5.04%), MSFT (3.08%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 75 new positions and exited 7; 141 existing positions rose in reported value and 47 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$1.07B
Long-equity book
Holdings
351
Distinct positions
Period
2026-06-30
Filed 2026-08-05
Q/Q Activity
+75 / −7 / ↑141 / ↓47
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26AAPL5.4% · +4%LLY5.3% · +2%MSFT3.2% · +11%NVDA3.1% · +43%ABBV2.6% · +0%JPM2.4% · +9%AVGO2.3% · +20%IVV2.3% · -0%V2.1% · +2%AMZN2.0% · +18%BRK.B2.0% · +4%JNJ2.0% · +2%IAU1.9% · -1%XOM1.7% · +4%LRCX1.7% · +20%GOOGL1.7% · +11%QQQ1.6% · +3%WMT1.5% · +4%SPY1.5% · +0%GOOG1.4% · +3%TSM1.4% · +13%TJX1.3% · +4%LMT1.3% · +0%PM1.0% · +1%PSX0.9% · +4%MA0.9% · +9%AMD0.9% · +9%CSCO0.9% · +0%COST0.8% · +20%SLV0.8% · -2%HD0.8% · +13%ASML0.8% · +17%MMM0.8% · -1%RTX0.8% · +10%BLK0.8% · +4%MRK0.7% · +6%CME0.7% · -4%META0.7% · +59%CVX0.7% · +2%USB0.7% · -0%MCD0.6% · +2%AMGN0.6% · +2%GILD0.6% · -2%VLO0.5% · +4%CAT0.5% · +23%MO0.5% · +2%EWZ0.5% · +8%LOW0.5% · +17%QCOM0.5% · +26%NEM0.5% · -7%ETN0.5% · +14%EWJ0.5% · +6%IBM0.5% · +8%XLK0.5% · +18%BMY0.5% · +7%GE0.4% · +7%BINC0.4% · +8%DUK0.4% · +5%KO0.4% · +14%COPX0.4% · +21%
Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 30.8%Cumulative share of the portfolio held in the largest N positions.
Firm Profile & Key People
As of the firm’s regulatory filing dated Mar 31, 2022.
Assets Under Management
$1.28B
Discretionary
$1.28B
Employees
11
Accounts
642
Address
3801 KENNETT PIKE
SUITE C 200-A
GREENVILLE, DE 19807
SUITE C 200-A
GREENVILLE, DE 19807
Phone
(302) 429-8436
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| BACCI, ARTHUR, JOHN Control | CYPRESS CAPITAL MANAGEMENT-BOARD MEMBER since Aug 2018 | Less than 5% | Individual |
| GELBER, HARRISON, RANDOLPH Control | CHIEF COMPLIANCE OFFICER since Feb 2020 | Less than 5% | Individual |
| MCCAFFREY, RAYMOND, JOSEPH Control | BOARD MEMBER since Mar 2016 | Less than 5% | Individual |
| MILLS, JEFFREY, D Control | CHIEF INVESTMENT OFFICER since Mar 2022 | Less than 5% | Individual |
| PETRUCCI, STEPHEN Control | CYPRESS CAPITAL MANAGEMENT-BOARD MEMBER since Sep 2019 | Less than 5% | Individual |
| SAMUELS, RONALD, VINCENT Control | CYPRESS CAPITAL MANAGEMENT - BOARD MEMBER since Feb 2020 | Less than 5% | Individual |
| WELLBORN, KELLY, ANN Control | PRESIDENT AND BOARD MEMBER since Sep 2004 | Less than 5% | Individual |
| WSFS FINANCIAL CORPORATION Control | SHAREHOLDER since Jun 2014 | 75% or more | Domestic Entity |
Ownership & leadership changes · 8 filings with changes since Mar 28, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
Mar 31, 2022 filing
- AddedMILLS, JEFFREY, D · CHIEF INVESTMENT OFFICER · Less than 5% · control person
- ChangedMCCAFFREY, RAYMOND, JOSEPH · title CHIEF INVESTMENT OFFICER AND BOARD MEMBER → BOARD MEMBER
- ChangedSAMUELS, RONALD, VINCENT · title CYPRES CAPITAL MANAGEMENT - BOARD MEMBER → CYPRESS CAPITAL MANAGEMENT - BOARD MEMBER
Feb 28, 2020 filing
- No longer listedFAIA, SALVATORE, ROCCO · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Aug 2011
- No longer listedLEVENSON, RODGER · CYPRESS CAPITAL MANAGEMENT-BOARD MEMBER · Less than 5% · control person · listed since Mar 2016
- AddedGELBER, HARRISON, RANDOLPH · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- AddedSAMUELS, RONALD, VINCENT · CYPRES CAPITAL MANAGEMENT - BOARD MEMBER · Less than 5% · control person
Mar 29, 2019 filing
- No longer listedCanuso, Dominic, Christopher · CYPRESS CAPITAL MANAGEMENT-BOARD MEMBER · Less than 5% · control person · listed since Dec 2016
- No longer listedGERAGHTY, PAUL, DAVID · CYPRESS CAPITAL MANAGEMENT-BOARD MEMBER · Less than 5% · control person · listed since Dec 2011
- AddedBACCI, ARTHUR, JOHN · CYPRESS CAPITAL MANAGEMENT-BOARD MEMBER · Less than 5% · control person
- AddedPETRUCCI, STEPHEN · CYPRESS CAPITAL MANAGEMENT-BOARD MEMBER · Less than 5% · control person
Mar 29, 2018 filing
- No longer listedTURNER, MARK, ANDREW · CYPRESS CAPITAL MANAGEMENT-BOARD MEMBER · Less than 5% · control person · listed since Dec 2010
- ChangedMCCAFFREY, RAYMOND, JOSEPH · title CHIEF INVESTMENT OFFICER → CHIEF INVESTMENT OFFICER AND BOARD MEMBER
- ChangedWELLBORN, KELLY, ANN · title PRESIDENT → PRESIDENT AND BOARD MEMBER
Mar 28, 2017 filing
- AddedCanuso, Dominic, Christopher · CYPRESS CAPITAL MANAGEMENT-BOARD MEMBER · Less than 5% · control person
- AddedMCCAFFREY, RAYMOND, JOSEPH · CHIEF INVESTMENT OFFICER · Less than 5% · control person
Mar 30, 2016 filing
- No longer listedARVEDLUND, RICHARD, LOUIS · CYPRESS CAPITAL MANAGEMENT-BOARD MEMBER · Less than 5% · control person · listed since Mar 2004
- No longer listedFOWLE, STEPHEN, ANTHONY · CYPRESS CAPITAL MANAGEMENT-BOARD MEMBER · Less than 5% · control person · listed since Jan 2014
- AddedLEVENSON, RODGER · CYPRESS CAPITAL MANAGEMENT-BOARD MEMBER · Less than 5% · control person
Aug 14, 2014 filing
- No longer listedMONTCHANIN CAPITAL MANAGEMENT, INC. · MEMBER · 75% or more · control person · listed since Mar 2004
- No longer listedWSFS FINANCIAL CORPORATION · SHAREHOLDER · 75% or more · indirect via MONTCHANIN CAPITAL MANAGEMENT, INC. · control person · listed since Sep 2003
- AddedWSFS FINANCIAL CORPORATION · SHAREHOLDER · 75% or more · control person
- ChangedARVEDLUND, RICHARD, LOUIS · title MONTCHANIN CAPITAL-MEMBER MGNT COMMITTEE → CYPRESS CAPITAL MANAGEMENT-BOARD MEMBER
- ChangedFOWLE, STEPHEN, ANTHONY · title MONTCHANIN CAPITAL-MEMBER MGNT COMMITTEE → CYPRESS CAPITAL MANAGEMENT-BOARD MEMBER
- ChangedGERAGHTY, PAUL, DAVID · title MONTCHANIN CAPITAL-MEMBER MGNT COMMITTEE → CYPRESS CAPITAL MANAGEMENT-BOARD MEMBER
- ChangedTURNER, MARK, ANDREW · title MONTCHANIN CAPITAL-MEMBER MGNT COMMITTEE → CYPRESS CAPITAL MANAGEMENT-BOARD MEMBER
- ChangedWELLBORN, KELLY, ANN · title MONCTCHANIN CAPITAL-MEMBER MGNT COMMITTEE → PRESIDENT
Mar 28, 2014 filing
- No longer listedSCHOENHALS, MARVIN, NEIL · MONTCHANIN CAPITAL-MEMBER MGNT COMMITTEE · Less than 5% · control person · listed since Mar 2004
- AddedFOWLE, STEPHEN, ANTHONY · MONTCHANIN CAPITAL-MEMBER MGNT COMMITTEE · Less than 5% · control person
Mar 28, 2012 filing (earliest on record)
- ListedARVEDLUND, RICHARD, LOUIS · MONTCHANIN CAPITAL-MEMBER MGNT COMMITTEE · Less than 5% · control person
- ListedFAIA, SALVATORE, ROCCO · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ListedGERAGHTY, PAUL, DAVID · MONTCHANIN CAPITAL-MEMBER MGNT COMMITTEE · Less than 5% · control person
- ListedMONTCHANIN CAPITAL MANAGEMENT, INC. · MEMBER · 75% or more · control person
- ListedSCHOENHALS, MARVIN, NEIL · MONTCHANIN CAPITAL-MEMBER MGNT COMMITTEE · Less than 5% · control person
- ListedTURNER, MARK, ANDREW · MONTCHANIN CAPITAL-MEMBER MGNT COMMITTEE · Less than 5% · control person
- ListedWELLBORN, KELLY, ANN · MONCTCHANIN CAPITAL-MEMBER MGNT COMMITTEE · Less than 5% · control person
- ListedWSFS FINANCIAL CORPORATION · SHAREHOLDER · 75% or more · indirect via MONTCHANIN CAPITAL MANAGEMENT, INC. · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- ELI LILLY & CO$14.1M +32.8%
- NVIDIA CORPORATION$13.2M +64.6%
- LAM RESEARCH CORP$10.6M +143.4%
- APPLE INC$8.8M +18.2%
- BROADCOM INC$7.9M +46.1%
Top Trims
- ISHARES GOLD TR-$3.6M -15.2%
- EXXON MOBIL CORP-$3.4M -15.8%
- CME GROUP INC-$3.0M -27.9%
- ABBOTT LABORATORIES-$2.7M -40.0%
- ISHARES SILVER TR-$2.6M -22.7%
New Positions
- VANECK ETF TRUST$2.4M
- ASTERA LABS INC$2.4M
- ISHARES INC$2.3M
- KRANESHARES TRUST$2.2M
- ISHARES TR$2.1M
Exited Positions
- ISHARES INC$3.1M
- MOSAIC CO$978.1K
- HONEYWELL INTL INC$885.8K
- ALBEMARLE CORP$253.1K
- SPDR SERIES TRUST$242.0K
Cypress Capital Group Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 037833100 | $55.0M | 5.13% | 189,985 | SH |
| 2 | ELI LILLY & CO | LLY | 532457108 | $54.0M | 5.04% | 45,011 | SH |
| 3 | MICROSOFT CORP | MSFT | 594918104 | $33.0M | 3.08% | 88,527 | SH |
| 4 | NVIDIA CORPORATION | NVDA | 67066G104 | $32.6M | 3.05% | 163,169 | SH |
| 5 | ABBVIE INC | ABBV | 00287Y109 | $26.7M | 2.49% | 106,017 | SH |
| 6 | JPMORGAN CHASE & CO | JPM | 46625H100 | $24.9M | 2.32% | 75,992 | SH |
| 7 | BROADCOM INC | AVGO | 11135F101 | $24.0M | 2.24% | 63,446 | SH |
| 8 | ISHARES TR | IVV | 464287200 | $23.7M | 2.22% | 31,710 | SH |
| 9 | AMAZON COM INC | AMZN | 023135106 | $21.2M | 1.98% | 88,790 | SH |
| 10 | VISA INC | V | 92826C839 | $20.9M | 1.95% | 60,978 | SH |
| 11 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $20.7M | 1.94% | 41,409 | SH |
| 12 | JOHNSON & JOHNSON | JNJ | 478160104 | $20.5M | 1.91% | 80,568 | SH |
| 13 | ISHARES GOLD TR | IAU | 464285204 | $20.3M | 1.90% | 269,426 | SH |
| 14 | EXXON MOBIL CORP | XOM | 30231G102 | $17.9M | 1.68% | 131,253 | SH |
| 15 | INVESCO QQQ TR | QQQ | 46090E103 | $16.9M | 1.57% | 22,891 | SH |
| 16 | ALPHABET INC | GOOGL | 02079K305 | $16.7M | 1.56% | 46,645 | SH |
| 17 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $16.1M | 1.50% | 21,513 | SH |
| 18 | LAM RESEARCH CORP | LRCX | 512807306 | $16.0M | 1.49% | 36,869 | SH |
| 19 | WALMART INC | WMT | 931142103 | $15.6M | 1.46% | 137,850 | SH |
| 20 | ALPHABET INC | GOOG | 02079K107 | $15.3M | 1.43% | 43,260 | SH |
| 21 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $14.5M | 1.35% | 30,265 | SH |
| 22 | LOCKHEED MARTIN CORP | LMT | 539830109 | $13.4M | 1.25% | 26,281 | SH |
| 23 | TJX COS INC NEW | TJX | 872540109 | $13.2M | 1.24% | 87,354 | SH |
| 24 | PHILIP MORRIS INTL INC | PM | 718172109 | $10.5M | 0.98% | 58,129 | SH |
| 25 | PHILLIPS 66 | PSX | 718546104 | $9.8M | 0.91% | 57,748 | SH |
| 26 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $9.7M | 0.91% | 16,686 | SH |
| 27 | CISCO SYS INC | CSCO | 17275R102 | $9.6M | 0.89% | 81,491 | SH |
| 28 | MASTERCARD INCORPORATED | MA | 57636Q104 | $8.9M | 0.83% | 17,366 | SH |
| 29 | ISHARES SILVER TR | SLV | 46428Q109 | $8.9M | 0.83% | 166,217 | SH |
| 30 | HOME DEPOT INC | HD | 437076102 | $8.8M | 0.82% | 24,976 | SH |
| 31 | ASML HLDG NV | ASML | N07059210 | $8.7M | 0.82% | 4,390 | SH |
| 32 | 3M CO | MMM | 88579Y101 | $8.6M | 0.80% | 53,004 | SH |
| 33 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $8.4M | 0.78% | 8,933 | SH |
| 34 | RTX CORPORATION | RTX | 75513E101 | $8.1M | 0.76% | 42,734 | SH |
| 35 | MERCK & CO INC | MRK | 58933Y105 | $8.0M | 0.75% | 62,260 | SH |
| 36 | META PLATFORMS INC | META | 30303M102 | $7.7M | 0.72% | 13,710 | SH |
| 37 | BLACKROCK INC | BLK | 09290D101 | $7.4M | 0.70% | 7,745 | SH |
| 38 | CME GROUP INC | CME | 12572Q105 | $7.2M | 0.67% | 32,692 | SH |
| 39 | CHEVRON CORPORATION | CVX | 166764100 | $7.2M | 0.67% | 43,479 | SH |
| 40 | US BANCORP | USB | 902973304 | $7.1M | 0.66% | 117,121 | SH |
| 41 | AMGEN INC | AMGN | 031162100 | $6.5M | 0.61% | 18,021 | SH |
| 42 | MCDONALDS CORP | MCD | 580135101 | $6.4M | 0.60% | 23,611 | SH |
| 43 | GILEAD SCIENCES INC | GILD | 375558103 | $6.0M | 0.56% | 47,312 | SH |
| 44 | VALERO ENERGY CORP | VLO | 91913Y100 | $5.7M | 0.53% | 21,726 | SH |
| 45 | CATERPILLAR INC | CAT | 149123101 | $5.5M | 0.52% | 5,197 | SH |
| 46 | ALTRIA GROUP INC | MO | 02209S103 | $5.5M | 0.51% | 76,169 | SH |
| 47 | LOWES COS INC | LOW | 548661107 | $5.3M | 0.50% | 24,216 | SH |
| 48 | ISHARES INC | EWZ | 464286400 | $5.3M | 0.49% | 152,247 | SH |
| 49 | QUALCOMM INC | QCOM | 747525103 | $5.1M | 0.47% | 27,430 | SH |
| 50 | NEWMONT CORP | NEM | 651639106 | $5.0M | 0.47% | 53,845 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-05 | $1.07B | 351 | 0001172661-26-003071 |
| 2026-03-31 | 2026-05-15 | $888.9M | 284 | 0001172661-26-002241 |
| 2025-12-31 | 2026-02-11 | $892.6M | 273 | 0001172661-26-000624 |
| 2025-09-30 | 2025-11-03 | $836.4M | 271 | 0001172661-25-004557 |
Filer Information
Address
251 ROYAL PALM WAYSUITE 500
PALM BEACH, FL 33480
Phone
(561) 659-5889
Filing Manager
Cypress Capital Group
Palm Beach, FL
Signatory
Patrick Dillon
Chief Compliance Officer