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

iShares Core S&P 500 ETF: $49,591,365
Apple: $44,475,331
Eli Lilly and Company: $43,252,907
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

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$49,591,365	$2,302,655 ▼	-4.4%	88,257	6.5%	ETF
AAPL Apple	$44,475,331	$2,018,052 ▼	-4.3%	200,222	5.8%	Computer and Technology
LLY Eli Lilly and Company	$43,252,907	$1,191,788 ▼	-2.7%	52,370	5.7%	Medical
MSFT Microsoft	$26,763,055	$3,828,603 ▼	-12.5%	71,294	3.5%	Computer and Technology
V Visa	$24,803,455	$292,634 ▼	-1.2%	70,774	3.2%	Business Services
ABBV AbbVie	$22,542,676	$996,058 ▼	-4.2%	107,592	3.0%	Medical
BRK.B Berkshire Hathaway	$19,142,524	$837,216 ▲	4.6%	35,943	2.5%	Finance
JPM JPMorgan Chase & Co.	$16,857,262	$167,540 ▼	-1.0%	68,721	2.2%	Finance
XOM Exxon Mobil	$16,060,545	$365,710 ▼	-2.2%	135,042	2.1%	Energy
LMT Lockheed Martin	$14,646,281	$1,787 ▼	0.0%	32,787	1.9%	Aerospace
AMZN Amazon.com	$13,179,310	$24,163 ▼	-0.2%	69,270	1.7%	Retail/Wholesale
NVDA NVIDIA	$12,899,605	$1,226,753 ▼	-8.7%	119,022	1.7%	Computer and Technology
WMT Walmart	$12,187,096	$235,628 ▼	-1.9%	138,821	1.6%	Retail/Wholesale
JNJ Johnson & Johnson	$12,027,204	$289,225 ▼	-2.3%	72,523	1.6%	Medical
TJX TJX Companies	$11,640,182	$609 ▲	0.0%	95,568	1.5%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$11,383,026	$133,694 ▲	1.2%	20,349	1.5%	Finance
IAU iShares Gold Trust	$10,974,520	$3,975,850 ▲	56.8%	186,135	1.4%	Finance
QQQ Invesco QQQ	$10,053,645	$121,919 ▼	-1.2%	21,440	1.3%	Finance
MA Mastercard	$9,993,323	$504,270 ▼	-4.8%	18,232	1.3%	Business Services
ABT Abbott Laboratories	$9,839,182	$92,590 ▲	0.9%	74,174	1.3%	Medical
XLK Technology Select Sector SPDR Fund	$9,789,422	$83,624 ▼	-0.8%	47,411	1.3%	ETF
CME CME Group	$9,055,939	$31,835 ▲	0.4%	34,136	1.2%	Finance
AVGO Broadcom	$9,007,567	$43,699 ▲	0.5%	53,799	1.2%	Computer and Technology
HD Home Depot	$8,870,718	$4,031 ▼	0.0%	24,205	1.2%	Retail/Wholesale
XMHQ Invesco S&P MidCap Quality ETF	$8,275,045	$2,629,657 ▲	46.6%	90,408	1.1%	ETF
PSX Phillips 66	$7,829,868	$138,915 ▼	-1.7%	63,410	1.0%	Energy
COST Costco Wholesale	$7,676,896	$187,264 ▼	-2.4%	8,117	1.0%	Retail/Wholesale
PM Philip Morris International	$7,657,771	$290,000 ▲	3.9%	48,244	1.0%	Consumer Staples
MCD McDonald's	$7,487,508	$106,206 ▼	-1.4%	23,970	1.0%	Retail/Wholesale
PAYX Paychex	$7,279,084	$474,565 ▼	-6.1%	47,181	1.0%	Computer and Technology
BLACKROCK INC	$7,185,276	$88,964 ▲	1.3%	7,592	0.9%	COM
CVX Chevron	$7,073,523	$601,073 ▼	-7.8%	42,283	0.9%	Energy
MMM 3M	$7,003,754	$963,108 ▼	-12.1%	47,690	0.9%	Multi-Sector Conglomerates
INDY iShares India 50 ETF	$6,561,261	$177,695 ▲	2.8%	129,235	0.9%	Manufacturing
GOOGL Alphabet	$6,420,499	$734,076 ▼	-10.3%	41,519	0.8%	Computer and Technology
GOOG Alphabet	$6,387,151	$30,621 ▼	-0.5%	40,883	0.8%	Computer and Technology
EWJ iShares MSCI Japan ETF	$6,236,560	$154,603 ▲	2.5%	90,965	0.8%	ETF
XLE Energy Select Sector SPDR Fund	$6,026,871	$433,141 ▲	7.7%	64,493	0.8%	ETF
RTX RTX	$5,437,086	$25,167 ▲	0.5%	41,047	0.7%	Aerospace
GILD Gilead Sciences	$5,376,383	$126,504 ▼	-2.3%	47,982	0.7%	Medical
ACN Accenture	$5,257,874	$2,096,285 ▼	-28.5%	16,850	0.7%	Computer and Technology
LOW Lowe's Companies	$4,978,062	$222,501 ▼	-4.3%	21,344	0.7%	Retail/Wholesale
CSCO Cisco Systems	$4,705,820	$881,713 ▼	-15.8%	76,257	0.6%	Computer and Technology
MRK Merck & Co., Inc.	$4,666,353	$467,380 ▲	11.1%	51,987	0.6%	Medical
TSM Taiwan Semiconductor Manufacturing	$4,539,104	$140,934 ▲	3.2%	27,344	0.6%	Computer and Technology
AMGN Amgen	$4,515,917	$264,194 ▲	6.2%	14,495	0.6%	Medical
UNH UnitedHealth Group	$4,496,395	$604,931 ▼	-11.9%	8,585	0.6%	Medical
BMY Bristol Myers Squibb	$4,407,686	$167,296 ▲	3.9%	72,269	0.6%	Medical
RSP Invesco S&P 500 Equal Weight ETF	$4,257,994	$4,257,994 ▲	New Holding	24,580	0.6%	ETF
COR Cencora	$4,227,936	$1,433,043 ▼	-25.3%	15,203	0.6%	Medical
MO Altria Group	$4,208,963	$294,698 ▲	7.5%	70,126	0.6%	Consumer Staples
BABA Alibaba Group	$4,175,693	$742,340 ▲	21.6%	31,579	0.5%	Retail/Wholesale
IBM International Business Machines	$4,174,504	$539,841 ▼	-11.5%	16,788	0.5%	Computer and Technology
INTU Intuit	$4,015,495	$195,863 ▼	-4.7%	6,540	0.5%	Computer and Technology
PG Procter & Gamble	$3,656,361	$694,461 ▼	-16.0%	21,455	0.5%	Consumer Staples
DUK Duke Energy	$3,590,188	$1,197,136 ▲	50.0%	29,435	0.5%	Utilities
DIS Walt Disney	$3,489,933	$54,384 ▲	1.6%	35,359	0.5%	Consumer Discretionary
SLV iShares Silver Trust	$3,417,732	$1,732,961 ▲	102.9%	110,285	0.4%	ETF
META Meta Platforms	$3,378,047	$314,116 ▼	-8.5%	5,861	0.4%	Computer and Technology
KO CocaCola	$3,357,618	$433,516 ▼	-11.4%	46,881	0.4%	Consumer Staples
AEP American Electric Power	$3,304,872	$9,179 ▲	0.3%	30,245	0.4%	Utilities
LINDE PLC	$3,165,887	$403,710 ▼	-11.3%	6,799	0.4%	SHS
IWF iShares Russell 1000 Growth ETF	$2,892,330	$486,027 ▲	20.2%	8,010	0.4%	ETF
PFE Pfizer	$2,865,067	$227,249 ▲	8.6%	113,065	0.4%	Medical
ETN Eaton	$2,751,192	$6,796 ▲	0.2%	10,121	0.4%	Industrials
NEE NextEra Energy	$2,657,596	$226,635 ▼	-7.9%	37,489	0.3%	Utilities
SPGI S&P Global	$2,436,848	$30,994 ▼	-1.3%	4,796	0.3%	Finance
ADBE Adobe	$2,376,353	$1,144,838 ▼	-32.5%	6,196	0.3%	Computer and Technology
QCOM QUALCOMM	$2,371,432	$564,671 ▼	-19.2%	15,438	0.3%	Computer and Technology
SBUX Starbucks	$2,369,265	$29,427 ▼	-1.2%	24,154	0.3%	Retail/Wholesale
ZTS Zoetis	$2,364,047	$16,465 ▼	-0.7%	14,358	0.3%	Medical
TXN Texas Instruments	$2,322,083	$343,227 ▼	-12.9%	12,922	0.3%	Computer and Technology
VLO Valero Energy	$2,278,868	$404,398 ▼	-15.1%	17,255	0.3%	Energy
CTRA Coterra Energy	$2,204,406	$271,082 ▼	-11.0%	76,277	0.3%	Energy
NEM Newmont	$2,201,085	$2,201,085 ▲	New Holding	45,590	0.3%	Basic Materials
ROST Ross Stores	$2,170,258	$18,530 ▼	-0.8%	16,983	0.3%	Retail/Wholesale
AGG iShares Core U.S. Aggregate Bond ETF	$2,148,840	$22,257 ▼	-1.0%	21,723	0.3%	Finance
SHW Sherwin-Williams	$2,088,156	$38,411 ▼	-1.8%	5,980	0.3%	Basic Materials
VZ Verizon Communications	$1,999,877	$607,461 ▲	43.6%	44,089	0.3%	Computer and Technology
LHX L3Harris Technologies	$1,983,212	$207,217 ▲	11.7%	9,475	0.3%	Aerospace
LYB LyondellBasell Industries	$1,895,520	$1,563,654 ▲	471.2%	26,925	0.2%	Basic Materials
AMD Advanced Micro Devices	$1,882,197	$188,117 ▲	11.1%	18,320	0.2%	Computer and Technology
ADP Automatic Data Processing	$1,855,789	$592,117 ▼	-24.2%	6,074	0.2%	Computer and Technology
LAM RESEARCH CORP	$1,847,671	$75,245 ▼	-3.9%	25,415	0.2%	COM NEW
XLV Health Care Select Sector SPDR Fund	$1,777,088	$342,394 ▲	23.9%	12,171	0.2%	ETF
DVY iShares Select Dividend ETF	$1,746,039	$3,357 ▼	-0.2%	13,002	0.2%	ETF
FMB First Trust Managed Municipal ETF	$1,686,622	$345,392 ▲	25.8%	33,450	0.2%	Manufacturing
SYK Stryker	$1,673,264	$13,029 ▼	-0.8%	4,495	0.2%	Medical
COP ConocoPhillips	$1,668,348	$735 ▲	0.0%	15,886	0.2%	Energy
KMI Kinder Morgan	$1,656,881	$290,293 ▲	21.2%	58,075	0.2%	Energy
NFLX Netflix	$1,630,063	$987,550 ▼	-37.7%	1,748	0.2%	Consumer Discretionary
ORCL Oracle	$1,620,120	$51,031 ▼	-3.1%	11,588	0.2%	Computer and Technology
CL Colgate-Palmolive	$1,600,959	$1,176,966 ▼	-42.4%	17,086	0.2%	Consumer Staples
LMBS First Trust Low Duration Opportunities ETF	$1,585,656	$536,581 ▲	51.1%	32,255	0.2%	Manufacturing
MUB iShares National Muni Bond ETF	$1,577,488	$5,167 ▼	-0.3%	14,961	0.2%	ETF
APD Air Products and Chemicals	$1,573,103	$368,945 ▼	-19.0%	5,334	0.2%	Basic Materials
SUB iShares Short-Term National Muni Bond ETF	$1,538,170	$15,312 ▼	-1.0%	14,566	0.2%	ETF
VTI Vanguard Total Stock Market ETF	$1,495,679	$25,010 ▼	-1.6%	5,442	0.2%	ETF
PEP PepsiCo	$1,481,107	$2,400,539 ▼	-61.8%	9,878	0.2%	Consumer Staples
SOLVENTUM CORP	$1,412,443	$29,656 ▲	2.1%	18,575	0.2%	COM SHS

Showing largest 100 holdings. View all holdings.

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

About Cypress Capital Group

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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

About Cypress Capital Group

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCypress Capital Group

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools