Institutional Manager · CIK 0001341748
Cypress Capital Group
Palm Beach, FL · File #028-11820
Latest AUM
$892.6M
Positions
273
Top-10 Concentration
44.9%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | APPLE INC | AAPL | +179,340 | +$48.8M | +$194,436 |
| ADD | ELI LILLY & CO | LLY | +40,085 | +$43.1M | +$1.4M |
| ADD | ISHARES TR | 464287200 | +30,777 | +$21.1M | +$20,554 |
| REDUCE | NVIDIA CORPORATION | NVDA | -108,711 | -$20.3M | -$9,127 |
| REDUCE | BERKSHIRE HATHAWAY INC DEL | BRK-A | -37,572 | -$18.9M | -$3,490 |
| ADD | VISA INC | V | +52,715 | +$18.5M | +$67,772 |
| ADD | BROADCOM INC | AVGO | +50,251 | +$17.4M | +$58,284 |
| REDUCE | JOHNSON & JOHNSON | JNJ | -72,618 | -$15.0M | +$1.6M |
| ADD | EXXON MOBIL CORP | XOM | +120,884 | +$14.5M | +$29,055 |
| REDUCE | WALMART INC | WMT | -119,198 | -$13.3M | +$1.1M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 2025273 pos · $892.6M
- 13F HOLDINGS REPORTQ/E Sep 2025271 pos · $836.4M
- 13F HOLDINGS REPORTQ/E Jun 2025269 pos · $803.6M
- 13F HOLDINGS REPORTQ/E Mar 2025246 pos · $763.6M
- 13F HOLDINGS REPORTQ/E Dec 2024331 pos · $815.2M
- 13F HOLDINGS REPORTQ/E Sep 2024439 pos · $889.8M
- 13F HOLDINGS REPORTQ/E Jun 2024489 pos · $834.4M
- 13F HOLDINGS REPORTQ/E Mar 2024489 pos · $834.7M
- 13F HOLDINGS REPORTQ/E Dec 2023497 pos · $692.3M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 190,626 | $51.8M | 7.99% |
| 2 | ELI LILLY & CO | LLY | 44,465 | $47.8M | 7.36% |
| 3 | MICROSOFT CORP | MSFT | 79,663 | $38.5M | 5.94% |
| 4 | ABBVIE INC | ABBV | 105,238 | $24.0M | 3.71% |
| 5 | JPMORGAN CHASE & CO. | VYLD | 70,433 | $22.7M | 3.50% |
| 6 | ISHARES GOLD TR | IAU | 274,500 | $22.3M | 3.43% |
| 7 | ISHARES TR | 464287200 | 32,092 | $22.0M | 3.39% |
| 8 | NVIDIA CORPORATION | NVDA | 114,274 | $21.3M | 3.28% |
| 9 | VISA INC | V | 59,977 | $21.0M | 3.24% |
| 10 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 39,198 | $19.7M | 3.04% |
| 11 | BROADCOM INC | AVGO | 53,851 | $18.6M | 2.87% |
| 12 | AMAZON COM INC | AMZN | 74,623 | $17.2M | 2.65% |
| 13 | JOHNSON & JOHNSON | JNJ | 81,419 | $16.8M | 2.60% |
| 14 | EXXON MOBIL CORP | XOM | 124,712 | $15.0M | 2.31% |
| 15 | ISHARES SILVER TR | SLV | 229,098 | $14.8M | 2.27% |
| 16 | SPDR S&P 500 ETF TR | SPY | 21,571 | $14.7M | 2.27% |
| 17 | WALMART INC | WMT | 131,777 | $14.7M | 2.26% |
| 18 | ALPHABET INC | GOOG | 42,141 | $13.2M | 2.04% |
| 19 | ALPHABET INC | GOOG | 42,022 | $13.2M | 2.03% |
| 20 | TJX COS INC NEW | 872540109 | 85,240 | $13.1M | 2.02% |