Q2 2026 13F · SEC CIK 1341748

Cypress Capital Group

Wealth managerFiled 2026-08-05 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.1B
Reported positions: 314
Top holdings a year, 3 yrs: +20.9%
Assets under management: $426.0M

Cypress Capital Group is a wealth manager that reported 314 positions worth $1.1B in its Q2 2026 13F, filed 2026-08-05. Its largest holdings were Apple Inc (AAPL, 5.4%), Lilly Eli & Co (LLY, 5.3%), Microsoft Corp (MSFT, 3.2%). A portfolio copying its top holdings returned 20.9% a year over the last 3 years, against 20.4% for the S&P 500.

Cypress Capital Group holdings largest 50 of 314 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Cypress Capital Group 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	5.4%	5.5%	198,024	+3.7%	$57.3M
LLYLilly Eli & Co	5.3%	4.8%	47,680	+1.8%	$57.2M
MSFTMicrosoft Corp	3.2%	3.5%	91,883	+10.9%	$34.3M
NVDANvidia Corporation Com	3.1%	2.3%	167,812	+43.4%	$33.6M
ABBVAbbvie Inc	2.6%	2.7%	111,026	+0.5%	$27.9M
JPMJpmorgan Chase & Co	2.4%	2.4%	78,303	+8.9%	$25.6M
AVGOBroadcom Inc	2.3%	1.9%	66,421	+19.7%	$25.1M
IVVIshares Core S&p 500 ETF	2.3%	2.4%	32,745	-0.4%	$24.5M
VVisa Inc Com Cl A	2.1%	2.2%	65,835	+1.7%	$22.6M
AMZNAmazon Com Inc Com	2.0%	1.8%	91,965	+18.4%	$21.9M
BRK-BBerkshire Hathaway Inc Del	2.0%	2.2%	42,014	+3.8%	$21.0M
JNJJohnson & Johnson	2.0%	2.2%	82,604	+2.0%	$21.0M
IAUIshares Gold Trust	1.9%	2.7%	269,426	-1.0%	$20.3M
XOMExxon Mobil Corp	1.7%	2.4%	132,766	+4.5%	$18.2M
LRCXLam Research Corp	1.7%	0.8%	41,496	+20.0%	$18.0M
GOOGLAlphabet Inc	1.7%	1.5%	50,230	+10.9%	$18.0M
QQQInvesco Qqq Tr	1.6%	1.5%	23,532	+3.2%	$17.3M
WMTWalmart Inc	1.5%	2.0%	145,380	+3.5%	$16.5M
SPYSpdr S&p 500 ETF Tr	1.5%	1.6%	21,513	+0.2%	$16.1M
GOOGAlphabet Inc	1.4%	1.4%	43,260	+3.3%	$15.3M
TSMTaiwan Semiconductor Manufac	1.4%	1.0%	30,265	+12.6%	$14.5M
TJXTjx Cos Inc New Com	1.3%	1.6%	94,102	+4.2%	$14.3M
LMTLockheed Martin Corp Com	1.3%	1.9%	27,461	+0.2%	$14.0M
PMPhilip Morris Intl Inc Com	1.0%	1.1%	58,129	+0.9%	$10.5M
PSXPhillips 66	0.9%	1.2%	59,903	+3.8%	$10.1M
MAMastercard Inc.	0.9%	1.0%	19,008	+9.2%	$9.8M
AMDAdvanced Micro Devices Inc	0.9%	—	16,686	—	$9.7M
CSCOCisco Sys Inc	0.9%	0.7%	81,491	+0.1%	$9.6M
COSTCostco Whsl Corp New	0.8%	0.9%	9,728	+20.5%	$9.1M
SLVIshares Silver Tr	0.8%	1.3%	166,217	-1.5%	$8.9M
HDHome Depot Inc Com	0.8%	0.8%	24,976	+12.8%	$8.8M
ASMLAsml Hldg NV	0.8%	0.6%	4,390	+16.6%	$8.7M
MMM3m Co Com	0.8%	0.9%	53,004	-1.3%	$8.6M
RTXRtx Corporation Com	0.8%	0.9%	44,339	+10.2%	$8.4M
BLKBlackrock Inc	0.8%	0.9%	8,365	+3.6%	$8.0M
MRKMerck & Co. Inc	0.7%	0.8%	62,260	+6.0%	$8.0M
CMECme Group Inc	0.7%	1.2%	35,262	-3.6%	$7.8M
METAMeta Platforms Inc Class A	0.7%	0.6%	13,710	+58.7%	$7.7M
CVXChevron Corp New	0.7%	1.0%	43,479	+1.9%	$7.2M
USBUS Bancorp Del	0.7%	0.7%	117,121	-0.0%	$7.1M
MCDMcdonalds Corp Com	0.6%	0.9%	24,881	+1.6%	$6.7M
AMGNAmgen Inc Com	0.6%	0.7%	18,021	+1.9%	$6.5M
GILDGilead Sciences	0.6%	0.8%	47,312	-2.3%	$6.0M
VLOValero Energy Corp	0.5%	0.6%	21,726	+3.5%	$5.7M
CATCaterpillar Inc Com	0.5%	—	5,197	—	$5.5M
MOAltria Group Inc	0.5%	0.6%	76,169	+1.5%	$5.5M
EWZIshares Inc	0.5%	0.6%	158,697	+7.8%	$5.5M
LOWLowes Cos Inc	0.5%	0.5%	24,216	+17.4%	$5.3M
QCOMQualcomm Inc	0.5%	—	27,430	—	$5.1M
NEMNewmont Corp	0.5%	0.7%	53,845	-6.8%	$5.0M

What Cypress Capital Group bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +27.0% /yr; S&P 500 +20.1%
3 years: +20.9% /yr; S&P 500 +20.4%
5 years: +14.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.1B	314
Q1 2026	$888.9M	246
Q4 2025	$892.6M	232
Q3 2025	$836.4M	224
Q2 2025	$803.6M	225
Q1 2025	$763.6M	202
Q4 2024	$815.2M	256
Q3 2024	$889.8M	310
Q2 2024	$834.4M	294
Q1 2024	$834.7M	292
Q4 2023	$768.7M	294
Q3 2023	$692.3M	294

Questions about Cypress Capital Group's portfolio

What stocks does Cypress Capital Group own?

Cypress Capital Group's latest 13F, for Q2 2026 and filed Aug 5, 2026, lists 314 positions worth $1.1B. The largest are Apple Inc (AAPL) at 5.4%, Lilly Eli & Co (LLY) at 5.3%, Microsoft Corp (MSFT) at 3.2%, Nvidia Corporation Com (NVDA) at 3.1% and Abbvie Inc (ABBV) at 2.6%.

What did Cypress Capital Group buy last quarter?

In Q2 2026, Cypress Capital Group added Meta Platforms Inc Class A (META) (+58.7% shares), Nvidia Corporation Com (NVDA) (+43.4% shares) and Costco Whsl Corp New (COST) (+20.5% shares), compared with its Q1 2026 filing.

What did Cypress Capital Group sell last quarter?

In Q2 2026, Cypress Capital Group cut from its top 50 Abbott Laboratories (ABT), cut from its top 50 Canadian Nat Res Ltd Med Term Com (CNQ), cut from its top 50 Bristol-Myers Squibb Co Com (BMY) and Newmont Corp (NEM) (-6.8% shares), compared with its Q1 2026 filing.

How has Cypress Capital Group's portfolio performed?

A portfolio copying Cypress Capital Group's 20 largest 13F holdings each quarter, from the day each filing was public, returned +20.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +27.0% against +20.1%. Over 5 years: +14.2% a year against +11.6%.

When is Cypress Capital Group's next 13F filing due?

13F filings are due 45 days after each quarter ends. Cypress Capital Group's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Cypress Capital Group manage?

Cypress Capital Group reported $426.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.1B.