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, exited 7, added to 141, and trimmed 47.
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.
SUITE 500
PALM BEACH, FL 33480
$1.07B
Long-equity book
351
Distinct positions
2026-06-30
Filed 2026-08-05
+75 / −7 / ↑141 / ↓47
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
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
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 |
| 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 |