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Cypress Capital Group Top Holdings and 13F Report (2025)

About Cypress Capital Group

Investment Activity

  • Cypress Capital Group has $763.60 million in total holdings as of March 31, 2025.
  • Cypress Capital Group owns shares of 202 different stocks, but just 57 companies or ETFs make up 80% of its holdings.
  • Approximately 4.03% of the portfolio was purchased this quarter.
  • About 10.67% of the portfolio was sold this quarter.
  • This quarter, Cypress Capital Group has purchased 256 new stocks and bought additional shares in 50 stocks.
  • Cypress Capital Group sold shares of 117 stocks and completely divested from 65 stocks this quarter.

Largest Holdings

Apple
$44,475,331
Microsoft
$26,763,055
Visa
$24,803,455

Largest New Holdings this Quarter

46137V357 - Invesco S&P 500 Equal Weight ETF
$4,257,994 Holding
651639106 - Newmont
$2,201,085 Holding
464286400 - iShares MSCI Brazil ETF
$1,038,912 Holding
464287184 - iShares China Large-Cap ETF
$1,031,475 Holding
278865100 - Ecolab
$253,520 Holding

Largest Purchases this Quarter

Invesco S&P 500 Equal Weight ETF
24,580 shares (about $4.26M)
iShares Gold Trust
67,433 shares (about $3.98M)
Invesco S&P MidCap Quality ETF
28,730 shares (about $2.63M)
Newmont
45,590 shares (about $2.20M)
iShares Silver Trust
55,920 shares (about $1.73M)

Largest Sales this Quarter

Microsoft
10,199 shares (about $3.83M)
PepsiCo
16,010 shares (about $2.40M)
iShares Core S&P 500 ETF
4,098 shares (about $2.30M)
Accenture
6,718 shares (about $2.10M)
Apple
9,085 shares (about $2.02M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofCypress Capital Group

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$49,591,365$2,302,655 -4.4%88,2576.5%ETF
Apple Inc. stock logo
AAPL
Apple
$44,475,331$2,018,052 -4.3%200,2225.8%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$43,252,907$1,191,788 -2.7%52,3705.7%Medical
Microsoft Co. stock logo
MSFT
Microsoft
$26,763,055$3,828,603 -12.5%71,2943.5%Computer and Technology
Visa Inc. stock logo
V
Visa
$24,803,455$292,634 -1.2%70,7743.2%Business Services
AbbVie Inc. stock logo
ABBV
AbbVie
$22,542,676$996,058 -4.2%107,5923.0%Medical
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$19,142,524$837,216 4.6%35,9432.5%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$16,857,262$167,540 -1.0%68,7212.2%Finance
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$16,060,545$365,710 -2.2%135,0422.1%Energy
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$14,646,281$1,787 0.0%32,7871.9%Aerospace
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$13,179,310$24,163 -0.2%69,2701.7%Retail/Wholesale
NVIDIA Co. stock logo
NVDA
NVIDIA
$12,899,605$1,226,753 -8.7%119,0221.7%Computer and Technology
Walmart Inc. stock logo
WMT
Walmart
$12,187,096$235,628 -1.9%138,8211.6%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$12,027,204$289,225 -2.3%72,5231.6%Medical
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$11,640,182$609 0.0%95,5681.5%Retail/Wholesale
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$11,383,026$133,694 1.2%20,3491.5%Finance
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$10,974,520$3,975,850 56.8%186,1351.4%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$10,053,645$121,919 -1.2%21,4401.3%Finance
Mastercard Incorporated stock logo
MA
Mastercard
$9,993,323$504,270 -4.8%18,2321.3%Business Services
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$9,839,182$92,590 0.9%74,1741.3%Medical
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$9,789,422$83,624 -0.8%47,4111.3%ETF
CME Group Inc. stock logo
CME
CME Group
$9,055,939$31,835 0.4%34,1361.2%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$9,007,567$43,699 0.5%53,7991.2%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$8,870,718$4,031 0.0%24,2051.2%Retail/Wholesale
Invesco S&P MidCap Quality ETF stock logo
XMHQ
Invesco S&P MidCap Quality ETF
$8,275,045$2,629,657 46.6%90,4081.1%ETF
Phillips 66 stock logo
PSX
Phillips 66
$7,829,868$138,915 -1.7%63,4101.0%Energy
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$7,676,896$187,264 -2.4%8,1171.0%Retail/Wholesale
Philip Morris International Inc. stock logo
PM
Philip Morris International
$7,657,771$290,000 3.9%48,2441.0%Consumer Staples
McDonald's Co. stock logo
MCD
McDonald's
$7,487,508$106,206 -1.4%23,9701.0%Retail/Wholesale
Paychex, Inc. stock logo
PAYX
Paychex
$7,279,084$474,565 -6.1%47,1811.0%Business Services
BLACKROCK INC
$7,185,276$88,964 1.3%7,5920.9%COM
Chevron Co. stock logo
CVX
Chevron
$7,073,523$601,073 -7.8%42,2830.9%Energy
3M stock logo
MMM
3M
$7,003,754$963,108 -12.1%47,6900.9%Multi-Sector Conglomerates
iShares India 50 ETF stock logo
INDY
iShares India 50 ETF
$6,561,261$177,695 2.8%129,2350.9%Manufacturing
Alphabet Inc. stock logo
GOOGL
Alphabet
$6,420,499$734,076 -10.3%41,5190.8%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$6,387,151$30,621 -0.5%40,8830.8%Computer and Technology
iShares MSCI Japan ETF stock logo
EWJ
iShares MSCI Japan ETF
$6,236,560$154,603 2.5%90,9650.8%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$6,026,871$433,141 7.7%64,4930.8%ETF
RTX Co. stock logo
RTX
RTX
$5,437,086$25,167 0.5%41,0470.7%Aerospace
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$5,376,383$126,504 -2.3%47,9820.7%Medical
Accenture plc stock logo
ACN
Accenture
$5,257,874$2,096,285 -28.5%16,8500.7%Computer and Technology
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$4,978,062$222,501 -4.3%21,3440.7%Retail/Wholesale
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$4,705,820$881,713 -15.8%76,2570.6%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$4,666,353$467,380 11.1%51,9870.6%Medical
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$4,539,104$140,934 3.2%27,3440.6%Computer and Technology
Amgen Inc. stock logo
AMGN
Amgen
$4,515,917$264,194 6.2%14,4950.6%Medical
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$4,496,395$604,931 -11.9%8,5850.6%Medical
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$4,407,686$167,296 3.9%72,2690.6%Medical
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$4,257,994$4,257,994 New Holding24,5800.6%ETF
Cencora, Inc. stock logo
COR
Cencora
$4,227,936$1,433,043 -25.3%15,2030.6%Medical
Altria Group, Inc. stock logo
MO
Altria Group
$4,208,963$294,698 7.5%70,1260.6%Consumer Staples
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$4,175,693$742,340 21.6%31,5790.5%Retail/Wholesale
International Business Machines Co. stock logo
IBM
International Business Machines
$4,174,504$539,841 -11.5%16,7880.5%Computer and Technology
Intuit Inc. stock logo
INTU
Intuit
$4,015,495$195,863 -4.7%6,5400.5%Computer and Technology
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$3,656,361$694,461 -16.0%21,4550.5%Consumer Staples
Duke Energy Co. stock logo
DUK
Duke Energy
$3,590,188$1,197,136 50.0%29,4350.5%Utilities
The Walt Disney Company stock logo
DIS
Walt Disney
$3,489,933$54,384 1.6%35,3590.5%Consumer Discretionary
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$3,417,732$1,732,961 102.9%110,2850.4%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$3,378,047$314,116 -8.5%5,8610.4%Computer and Technology
The Coca-Cola Company stock logo
KO
Coca-Cola
$3,357,618$433,516 -11.4%46,8810.4%Consumer Staples
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$3,304,872$9,179 0.3%30,2450.4%Utilities
LINDE PLC
$3,165,887$403,710 -11.3%6,7990.4%SHS
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$2,892,330$486,027 20.2%8,0100.4%ETF
Pfizer Inc. stock logo
PFE
Pfizer
$2,865,067$227,249 8.6%113,0650.4%Medical
Eaton Co. plc stock logo
ETN
Eaton
$2,751,192$6,796 0.2%10,1210.4%Industrials
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$2,657,596$226,635 -7.9%37,4890.3%Utilities
S&P Global Inc. stock logo
SPGI
S&P Global
$2,436,848$30,994 -1.3%4,7960.3%Business Services
Adobe Inc. stock logo
ADBE
Adobe
$2,376,353$1,144,838 -32.5%6,1960.3%Computer and Technology
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$2,371,432$564,671 -19.2%15,4380.3%Computer and Technology
Starbucks Co. stock logo
SBUX
Starbucks
$2,369,265$29,427 -1.2%24,1540.3%Retail/Wholesale
Zoetis Inc. stock logo
ZTS
Zoetis
$2,364,047$16,465 -0.7%14,3580.3%Medical
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$2,322,083$343,227 -12.9%12,9220.3%Computer and Technology
Valero Energy Co. stock logo
VLO
Valero Energy
$2,278,868$404,398 -15.1%17,2550.3%Energy
Coterra Energy Inc. stock logo
CTRA
Coterra Energy
$2,204,406$271,082 -11.0%76,2770.3%Energy
Newmont Co. stock logo
NEM
Newmont
$2,201,085$2,201,085 New Holding45,5900.3%Basic Materials
Ross Stores, Inc. stock logo
ROST
Ross Stores
$2,170,258$18,530 -0.8%16,9830.3%Retail/Wholesale
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$2,148,840$22,257 -1.0%21,7230.3%Finance
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$2,088,156$38,411 -1.8%5,9800.3%Basic Materials
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,999,877$607,461 43.6%44,0890.3%Computer and Technology
L3Harris Technologies, Inc. stock logo
LHX
L3Harris Technologies
$1,983,212$207,217 11.7%9,4750.3%Aerospace
LyondellBasell Industries stock logo
LYB
LyondellBasell Industries
$1,895,520$1,563,654 471.2%26,9250.2%Basic Materials
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$1,882,197$188,117 11.1%18,3200.2%Computer and Technology
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$1,855,789$592,117 -24.2%6,0740.2%Business Services
LAM RESEARCH CORP
$1,847,671$75,245 -3.9%25,4150.2%COM NEW
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$1,777,088$342,394 23.9%12,1710.2%ETF
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$1,746,039$3,357 -0.2%13,0020.2%ETF
First Trust Managed Municipal ETF stock logo
FMB
First Trust Managed Municipal ETF
$1,686,622$345,392 25.8%33,4500.2%Manufacturing
Stryker Co. stock logo
SYK
Stryker
$1,673,264$13,029 -0.8%4,4950.2%Medical
ConocoPhillips stock logo
COP
ConocoPhillips
$1,668,348$735 0.0%15,8860.2%Energy
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$1,656,881$290,293 21.2%58,0750.2%Energy
Netflix, Inc. stock logo
NFLX
Netflix
$1,630,063$987,550 -37.7%1,7480.2%Consumer Discretionary
Oracle Co. stock logo
ORCL
Oracle
$1,620,120$51,031 -3.1%11,5880.2%Computer and Technology
Colgate-Palmolive stock logo
CL
Colgate-Palmolive
$1,600,959$1,176,966 -42.4%17,0860.2%Consumer Staples
First Trust Low Duration Opportunities ETF stock logo
LMBS
First Trust Low Duration Opportunities ETF
$1,585,656$536,581 51.1%32,2550.2%Manufacturing
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$1,577,488$5,167 -0.3%14,9610.2%ETF
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$1,573,103$368,945 -19.0%5,3340.2%Basic Materials
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$1,538,170$15,312 -1.0%14,5660.2%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,495,679$25,010 -1.6%5,4420.2%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$1,481,107$2,400,539 -61.8%9,8780.2%Consumer Staples
SOLVENTUM CORP
$1,412,443$29,656 2.1%18,5750.2%COM SHS

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