Cypress Capital Group — 13F Holdings & Portfolio
CIK 1341748 · latest 13F-HR filed 2026-05-15
Cypress Capital Group manages $888.9M in 13F-reported U.S. long-equity assets across 284 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AAPL (5.22%), LLY (4.56%), MSFT (3.30%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 28 new positions, exited 14, added to 88, and trimmed 80.
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.
$888.9M
Long-equity book
284
Distinct positions
2026-03-31
Filed 2026-05-15
+28 / −14 / ↑88 / ↓80
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- EXXON MOBIL CORP$6.2M +40.1%
- PHILLIPS 66$3.0M +40.3%
- LOCKHEED MARTIN CORP$3.0M +22.1%
- CHEVRON CORPORATION$2.6M +40.9%
- ONEOK INC NEW$2.5M +910.6%
Top Trims
- MICROSOFT CORP-$10.4M -25.3%
- ELI LILLY & CO-$9.4M -17.9%
- APPLE INC-$6.4M -11.6%
- VISA INC-$4.0M -17.0%
- ISHARES SILVER TR-$3.3M -22.1%
New Positions
- US BANCORP$6.1M
- VANECK ETF TRUST$3.8M
- REYNOLDS CONSUMER PRODS INC$1.7M
- MOSAIC CO$978.1K
- SUNOCOCORP LLC$661.3K
Exited Positions
- SBA COMMUNICATIONS CORP NEW$773.7K
- OMEROS CORP$721.4K
- ADOBE INC$520.1K
- WORKDAY INC$346.0K
- SCHWAB STRATEGIC TR$291.2K
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 | $46.4M | 5.22% | 182,828 | SH |
| 2 | ELI LILLY & CO | LLY | 532457108 | $40.5M | 4.56% | 44,040 | SH |
| 3 | MICROSOFT CORP | MSFT | 594918104 | $29.4M | 3.30% | 79,329 | SH |
| 4 | ISHARES GOLD TR | IAU | 464285204 | $24.0M | 2.70% | 272,064 | SH |
| 5 | ABBVIE INC | ABBV | 00287Y109 | $22.8M | 2.57% | 105,024 | SH |
| 6 | EXXON MOBIL CORP | XOM | 30231G102 | $21.3M | 2.40% | 125,591 | SH |
| 7 | ISHARES TR | IVV | 464287200 | $20.8M | 2.34% | 31,817 | SH |
| 8 | JPMORGAN CHASE & CO | JPM | 46625H100 | $20.5M | 2.30% | 69,606 | SH |
| 9 | NVIDIA CORPORATION | NVDA | 67066G104 | $19.6M | 2.20% | 112,168 | SH |
| 10 | JOHNSON & JOHNSON | JNJ | 478160104 | $19.3M | 2.17% | 78,915 | SH |
| 11 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $19.1M | 2.15% | 39,856 | SH |
| 12 | VISA INC | V | 92826C839 | $18.0M | 2.03% | 59,681 | SH |
| 13 | WALMART INC | WMT | 931142103 | $16.5M | 1.86% | 132,940 | SH |
| 14 | BROADCOM INC | AVGO | 11135F101 | $16.3M | 1.83% | 52,507 | SH |
| 15 | LOCKHEED MARTIN CORP | LMT | 539830109 | $15.8M | 1.78% | 26,130 | SH |
| 16 | AMAZON COM INC | AMZN | 023135106 | $15.5M | 1.74% | 74,355 | SH |
| 17 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $14.0M | 1.57% | 21,465 | SH |
| 18 | TJX COS INC NEW | TJX | 872540109 | $13.3M | 1.50% | 83,494 | SH |
| 19 | INVESCO QQQ TR | QQQ | 46090E103 | $12.8M | 1.44% | 22,151 | SH |
| 20 | ALPHABET INC | GOOG | 02079K107 | $12.0M | 1.35% | 41,878 | SH |
| 21 | ALPHABET INC | GOOGL | 02079K305 | $12.0M | 1.35% | 41,609 | SH |
| 22 | ISHARES SILVER TR | SLV | 46428Q109 | $11.5M | 1.29% | 168,822 | SH |
| 23 | PHILLIPS 66 | PSX | 718546104 | $10.2M | 1.14% | 55,838 | SH |
| 24 | CME GROUP INC | CME | 12572Q105 | $10.0M | 1.13% | 34,022 | SH |
| 25 | PHILIP MORRIS INTL INC | PM | 718172109 | $9.5M | 1.07% | 57,607 | SH |
| 26 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $9.1M | 1.02% | 26,886 | SH |
| 27 | CHEVRON CORPORATION | CVX | 166764100 | $8.8M | 0.99% | 42,652 | SH |
| 28 | MASTERCARD INCORPORATED | MA | 57636Q104 | $7.9M | 0.89% | 15,764 | SH |
| 29 | 3M CO | MMM | 88579Y101 | $7.8M | 0.88% | 53,694 | SH |
| 30 | RTX CORPORATION | RTX | 75513E101 | $7.5M | 0.85% | 38,944 | SH |
| 31 | HOME DEPOT INC | HD | 437076102 | $7.3M | 0.82% | 22,150 | SH |
| 32 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $7.3M | 0.82% | 7,276 | SH |
| 33 | MCDONALDS CORP | MCD | 580135101 | $7.2M | 0.81% | 23,163 | SH |
| 34 | BLACKROCK INC | BLK | 09290D101 | $7.2M | 0.81% | 7,454 | SH |
| 35 | MERCK & CO INC | MRK | 58933Y105 | $7.1M | 0.79% | 58,740 | SH |
| 36 | GILEAD SCIENCES INC | GILD | 375558103 | $6.7M | 0.76% | 48,427 | SH |
| 37 | ABBOTT LABORATORIES | ABT | 002824100 | $6.5M | 0.73% | 63,267 | SH |
| 38 | LAM RESEARCH CORP | LRCX | 512807306 | $6.4M | 0.72% | 29,826 | SH |
| 39 | CISCO SYS INC | CSCO | 17275R102 | $6.3M | 0.71% | 81,382 | SH |
| 40 | AMGEN INC | AMGN | 031162100 | $6.2M | 0.70% | 17,693 | SH |
| 41 | US BANCORP | USB | 902973304 | $6.1M | 0.69% | 117,126 | SH |
| 42 | NEWMONT CORP | NEM | 651639106 | $6.0M | 0.68% | 55,753 | SH |
| 43 | ISHARES INC | EWZ | 464286400 | $5.4M | 0.61% | 140,747 | SH |
| 44 | CANADIAN NAT RES LTD MED TER | CNQ | 136385101 | $5.3M | 0.59% | 108,283 | SH |
| 45 | VALERO ENERGY CORP | VLO | 91913Y100 | $5.2M | 0.58% | 20,983 | SH |
| 46 | ASML HLDG NV | ASML | N07059210 | $5.0M | 0.56% | 3,764 | SH |
| 47 | ALTRIA GROUP INC | MO | 02209S103 | $5.0M | 0.56% | 75,064 | SH |
| 48 | META PLATFORMS INC | META | 30303M102 | $4.9M | 0.56% | 8,638 | SH |
| 49 | LOWES COS INC | LOW | 548661107 | $4.9M | 0.55% | 20,624 | SH |
| 50 | BRISTOL-MYERS SQUIBB CO | BMY | 110122108 | $4.8M | 0.54% | 79,197 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |