Cypress Capital Group

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 246Value: $763.6MLatest: 2025Q1

Cypress Capital Group is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 246 holdings worth $0.8 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "AVAV",
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "APD",
  "BABA",
  "GOOGL",
  "AXP",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "KMX",
  null,
  "COF",
  "DUK",
  "D",
  "GILD",
  "HON",
  "HD",
  "MCD",
  "INTU",
  null,
  "QCOM",
  null,
  "ITW",
  "EMR",
  "MUB",
  "META",
  null,
  "IVW",
  "IJH",
  "SWK",
  "ESBA",
  null,
  "KMI",
  "LHX",
  null,
  "LRCX",
  "LIN",
  null,
  "MMC",
  "MA",
  "MDT",
  "MSFT",
  "MS",
  "EQT",
  "GE",
  "NVS",
  "FAST",
  "IJR",
  "EFG",
  "IWD",
  "ORCL",
  "OKE",
  "PAYX",
  null,
  null,
  null,
  "IWF",
  "PEP",
  "PNC",
  "IRM",
  null,
  "PGR",
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "DGX",
  "IEFA",
  "SPGI",
  "RY",
  "SHW",
  "SLB",
  "ROST",
  "SNA",
  "SHEL",
  "RTX",
  "GLD",
  null,
  "AMT",
  "IBM",
  "SYK",
  "SBUX",
  "TXN",
  "TD",
  "TJX",
  "TFC",
  "UPS",
  "VNQ",
  "VO",
  "NEM",
  "SBAC",
  null,
  "OMER",
  "VIG",
  "TSM",
  "OHI",
  null,
  "ETR",
  null,
  "AVY",
  "AMD",
  "SDY",
  "FI",
  "DEO",
  "IWR",
  "GSLC",
  "CAH",
  "AEP",
  null,
  "AMZN",
  null,
  null,
  "UCB",
  "VLO",
  "VB",
  "V",
  "WMT",
  "WMB",
  "XEL",
  "SOLV",
  null,
  "LNT",
  "DVY",
  "NSC",
  "MKL",
  "SO",
  "PSX",
  "CRM",
  "SYY",
  "LYB",
  "MCK",
  "GWW",
  null,
  null,
  "FDX",
  null,
  "KMB",
  "ADP",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BDX",
  "BMY",
  "CVX",
  "CB",
  "CTAS",
  "CSCO",
  "CME",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "CTRA",
  "COST",
  "GLW",
  "CCK",
  "DHR",
  "DE",
  "RSP",
  "EWJ",
  null,
  "EFA",
  "MCO",
  "USMV",
  "IWB",
  "NEE",
  "STT",
  "QQQ",
  "IWM",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "MO",
  "XLK",
  "ITOT",
  "MCHP",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 246
Total Value: 763598677
Accession Number: 0001172661-25-001689
Form Type: 13F-HR
CIK: cypress-capital-group
Manager Name: Cypress-Capital-Group

Data Enrichment

89% identified

220 identified26 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

246 positions • $763.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 11

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464287200

IVV|464287200

Shares:88.3K

Value:$49.6M

% of Portfolio:6.5% ($49.6M/$763.6M)

Apple Inc.

AAPL|037833100

Shares:200.2K

Value:$44.5M

% of Portfolio:5.8% ($44.5M/$763.6M)

ELI LILLY & Co

LLY|532457108

Shares:52.4K

Value:$43.3M

% of Portfolio:5.7% ($43.3M/$763.6M)

MICROSOFT CORP

MSFT|594918104

Shares:71.3K

Value:$26.8M

% of Portfolio:3.5% ($26.8M/$763.6M)

VISA INC.

V|92826C839

Shares:70.8K

Value:$24.8M

% of Portfolio:3.2% ($24.8M/$763.6M)

AbbVie Inc.

ABBV|00287Y109

Shares:107.6K

Value:$22.5M

% of Portfolio:3.0% ($22.5M/$763.6M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:35.9K

Value:$19.1M

% of Portfolio:2.5% ($19.1M/$763.6M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:68.7K

Value:$16.9M

% of Portfolio:2.2% ($16.9M/$763.6M)

EXXON MOBIL CORP

XOM|30231G102

Shares:135.0K

Value:$16.1M

% of Portfolio:2.1% ($16.1M/$763.6M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:32.8K

Value:$14.6M

% of Portfolio:1.9% ($14.6M/$763.6M)

AMAZON COM INC

AMZN|023135106

Shares:69.3K

Value:$13.2M

% of Portfolio:1.7% ($13.2M/$763.6M)

NVIDIA CORP

NVDA|67066G104

Shares:119.0K

Value:$12.9M

% of Portfolio:1.7% ($12.9M/$763.6M)

Walmart Inc.

WMT|931142103

Shares:138.8K

Value:$12.2M

% of Portfolio:1.6% ($12.2M/$763.6M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:72.5K

Value:$12.0M

% of Portfolio:1.6% ($12.0M/$763.6M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:95.6K

Value:$11.6M

% of Portfolio:1.5% ($11.6M/$763.6M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:20.3K

Value:$11.4M

% of Portfolio:1.5% ($11.4M/$763.6M)

464285204

Shares:186.1K

Value:$11.0M

% of Portfolio:1.4% ($11.0M/$763.6M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:21.4K

Value:$10.1M

% of Portfolio:1.3% ($10.1M/$763.6M)

Mastercard Inc

MA|57636Q104

Shares:18.2K

Value:$10.0M

% of Portfolio:1.3% ($10.0M/$763.6M)

ABBOTT LABORATORIES

ABT|002824100

Shares:74.2K

Value:$9.8M

% of Portfolio:1.3% ($9.8M/$763.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVVcusip464287200)	88.3K	QoQ -4.43% (-4.1K) YoY -6.16% (-5.8K)	All Managers (Combined)	$49.6M	6.5% ($49.6M/$763.6M)	QoQ -8.78% (-$4.8M) YoY +0.28% (-$141.2K)
Apple Inc.(AAPLcusip037833100)	200.2K	QoQ -4.34% (-9.1K) YoY -6.42% (-13.7K)	All Managers (Combined)	$44.5M	5.8% ($44.5M/$763.6M)	QoQ -15.14% (-$7.9M) YoY +21.21% (-$7.8M)
ELI LILLY & Co(LLYcusip532457108)	52.4K	QoQ -2.68% (-1.4K) YoY -10.38% (-6.1K)	All Managers (Combined)	$43.3M	5.7% ($43.3M/$763.6M)	QoQ +4.11% (-$1.7M) YoY -4.85% (-$2.2M)
MICROSOFT CORP(MSFTcusip594918104)	71.3K	QoQ -12.51% (-10.2K) YoY -16.35% (-13.9K)	All Managers (Combined)	$26.8M	3.5% ($26.8M/$763.6M)	QoQ -22.08% (-$7.6M) YoY -25.36% (-$9.1M)
VISA INC.(Vcusip92826C839)	70.8K	QoQ -1.16% (-835) YoY -6.05% (-4.6K)	All Managers (Combined)	$24.8M	3.2% ($24.8M/$763.6M)	QoQ +9.59% (-$2.2M) YoY +17.97% (-$3.8M)
AbbVie Inc.(ABBVcusip00287Y109)	107.6K	QoQ -4.23% (-4.8K) YoY -6.32% (-7.3K)	All Managers (Combined)	$22.5M	3.0% ($22.5M/$763.6M)	QoQ +12.91% (-$2.6M) YoY +7.77% (-$1.6M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	35.9K	QoQ +4.57% (+1.6K) YoY +1.83% (+648)	All Managers (Combined)	$19.1M	2.5% ($19.1M/$763.6M)	QoQ +22.86% (+$3.6M) YoY +28.97% (+$4.3M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	68.7K	QoQ -0.98% (-683) YoY -3.03% (-2.2K)	All Managers (Combined)	$16.9M	2.2% ($16.9M/$763.6M)	QoQ +1.32% (-$220.4K) YoY +18.74% (-$2.7M)
EXXON MOBIL CORP(XOMcusip30231G102)	135.0K	QoQ -2.22% (-3.1K) YoY +67.31% (+54.3K)	All Managers (Combined)	$16.1M	2.1% ($16.1M/$763.6M)	QoQ +8.09% (-$1.2M) YoY +71.18% (+$6.7M)
LOCKHEED MARTIN CORP(LMTcusip539830109)	32.8K	QoQ -0.01% (-4) YoY -3.74% (-1.3K)	All Managers (Combined)	$14.6M	1.9% ($14.6M/$763.6M)	QoQ -8.08% (-$1.3M) YoY -5.47% (-$847.8K)
AMAZON COM INC(AMZNcusip023135106)	69.3K	QoQ -0.18% (-127) YoY +4.34% (+2.9K)	All Managers (Combined)	$13.2M	1.7% ($13.2M/$763.6M)	QoQ -13.43% (-$2.0M) YoY +10.06% (+$1.2M)
NVIDIA CORP(NVDAcusip67066G104)	119.0K	QoQ -8.68% (-11.3K) YoY +800.04% (+105.8K)	All Managers (Combined)	$12.9M	1.7% ($12.9M/$763.6M)	QoQ -26.30% (-$4.6M) YoY +7.95% (+$950.9K)
Walmart Inc.(WMTcusip931142103)	138.8K	QoQ -1.89% (-2.7K) YoY +4.52% (+6.0K)	All Managers (Combined)	$12.2M	1.6% ($12.2M/$763.6M)	QoQ -4.67% (-$597.9K) YoY +52.50% (+$4.2M)
JOHNSON & JOHNSON(JNJcusip478160104)	72.5K	QoQ -2.34% (-1.7K) YoY -10.81% (-8.8K)	All Managers (Combined)	$12.0M	1.6% ($12.0M/$763.6M)	QoQ +11.98% (-$1.3M) YoY -6.50% (-$836.2K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	95.6K	QoQ 0.00% (+5) YoY -3.26% (-3.2K)	All Managers (Combined)	$11.6M	1.5% ($11.6M/$763.6M)	QoQ +0.82% (+$95.2K) YoY +16.17% (-$1.6M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	20.3K	QoQ +1.18% (-239) YoY -0.71% (-147)	All Managers (Combined)	$11.4M	1.5% ($11.4M/$763.6M)	QoQ -3.41% (-$403.0K) YoY +6.17% (-$662.0K)
(cusip464285204)✕	186.1K	QoQ +56.80% (+67.4K) YoY +91.61% (+89.0K)	All Managers (Combined)	$11.0M	1.4% ($11.0M/$763.6M)	QoQ +86.73% (+$5.1M) YoY +168.92% (+$6.9M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	21.4K	QoQ -1.19% (-260) YoY -3.59% (-800)	All Managers (Combined)	$10.1M	1.3% ($10.1M/$763.6M)	QoQ -9.37% (-$1.0M) YoY +1.81% (-$178.8K)
Mastercard Inc(MAcusip57636Q104)	18.2K	QoQ -4.80% (-920) YoY -12.45% (-2.6K)	All Managers (Combined)	$10.0M	1.3% ($10.0M/$763.6M)	QoQ -0.90% (-$91.3K) YoY -0.35% (-$35.7K)
ABBOTT LABORATORIES(ABTcusip002824100)	74.2K	QoQ +0.94% (+698) YoY -5.00% (-3.9K)	All Managers (Combined)	$9.8M	1.3% ($9.8M/$763.6M)	QoQ +18.38% (+$1.5M) YoY +10.86% (-$964.0K)