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Asset Manager ← All Institutions

Cypress Capital Group

Q2 2025 · Filed 2025-07-25
Market Value
$804M
+5.2%
Holdings
237
-28
New Purchases
35
Added To
85
Closed
12
Reduced
79
Top 10 Concentration
36.2%
Turnover
19.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 4.48% 3.50% +0.98% $36M
AVGO 1.88% 1.18% +0.70% $15M
NVDA 2.39% 1.69% +0.70% $19M
IAU 2.03% 1.44% +0.60% $16M
JPM 2.62% 2.21% +0.41% $21M
SLV 0.82% 0.45% +0.38% $7M
CNQ 0.37% 0.00% +0.37% $3M
META 0.71% 0.44% +0.27% $6M
NFLX 0.47% 0.21% +0.26% $4M
AMZN 1.98% 1.73% +0.25% $16M
XLC 0.25% 0.00% +0.25% $2M
QQQ 1.55% 1.32% +0.23% $12M
EWZ 0.36% 0.14% +0.23% $3M
TSM 0.81% 0.59% +0.21% $6M
VXF 0.20% 0.00% +0.20% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
XMHQ 0.00% 1.08% -1.08% $0
XLK 0.36% 1.28% -0.92% $3M
AAPL 5.08% 5.82% -0.74% $41M
LLY 5.05% 5.66% -0.61% $41M
UNH 0.00% 0.59% -0.59% $0
XLE 0.26% 0.79% -0.53% $2M
ABBV 2.51% 2.95% -0.45% $20M
PFE 0.04% 0.38% -0.34% $291K
INDY 0.52% 0.86% -0.34% $4M
XOM 1.77% 2.10% -0.33% $14M
EWJ 0.57% 0.82% -0.25% $5M
AMD 0.03% 0.25% -0.22% $203K
CVX 0.73% 0.93% -0.20% $6M
URA 0.00% 0.18% -0.18% $0
JNJ 1.40% 1.58% -0.17% $11M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 58 $508M 63.3%
Large Cap 158 $277M 34.5%
Mid Cap 12 $11M 1.4%
Small Cap 9 $7M 0.9%

Portfolio Analytics

Avg Market Cap
$277.7B
Median Market Cap
$89.6B
Avg P/E
30.7
Median P/E
24.0
Avg Dividend Yield
0.02%
Avg Beta
0.87
# Stocks
171
# ETFs / Funds
66

Top Holdings (237 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 6.50% 84,119 $52M $620.90 $3M -4,138 -4.7%
2 AAPL 5.08% 198,975 $41M $205.17 -$4M -1,247 -0.6%
3 LLY 5.05% 52,085 $41M $779.53 -$3M -285 -0.5%
4 MSFT 4.48% 72,392 $36M $497.41 $9M +1,098 +1.5%
5 V 3.10% 70,182 $25M $355.05 $115K -592 -0.8%
6 JPM 2.62% 72,687 $21M $289.91 $4M +3,966 +5.8%
7 ABBV 2.51% 108,470 $20M $185.62 -$2M +878 +0.8%
8 BRK-B 2.39% 39,549 $19M $485.77 $69K +3,606 +10.0%
9 NVDA 2.39% 121,545 $19M $157.99 $6M +2,523 +2.1%
10 IAU 2.03% 262,049 $16M $62.36 $5M +75,914 +40.8%
11 AMZN 1.98% 72,362 $16M $219.39 $3M +3,092 +4.5%
12 LMT 1.89% 32,805 $15M $463.14 $547K +18 +0.1%
13 AVGO 1.88% 54,865 $15M $275.65 $6M +1,066 +2.0%
14 XOM 1.77% 132,142 $14M $107.80 -$2M -2,900 -2.1%
15 WMT 1.72% 141,463 $14M $97.78 $2M +2,642 +1.9%
16 SPY 1.66% 21,560 $13M $617.85 $2M +1,211 +6.0%
17 QQQ 1.55% 22,513 $12M $551.64 $2M +1,073 +5.0%
18 TJX 1.46% 95,187 $12M $123.49 $114K -381 -0.4%
19 JNJ 1.40% 73,889 $11M $152.75 -$741K +1,366 +1.9%
20 ABT 1.28% 75,820 $10M $136.01 $473K +1,646 +2.2%
21 MA 1.27% 18,229 $10M $561.94 $250K -3 -0.0%
22 CME 1.20% 34,862 $10M $275.62 $553K +726 +2.1%
23 PM 1.14% 50,200 $9M $182.13 $1M +1,956 +4.0%
24 HD 1.07% 23,391 $9M $366.63 -$295K -814 -3.4%
25 COST 1.02% 8,313 $8M $989.94 $552K +196 +2.4%
26 BLK 1.02% 7,795 $8M $1,049.19 $993K +203 +2.7%
27 MMM 0.94% 49,493 $8M $152.24 $531K +1,803 +3.8%
28 GOOGL 0.93% 42,580 $8M $176.23 $1M +1,061 +2.6%
29 GOOG 0.91% 41,239 $7M $177.39 $928K +356 +0.9%
30 PSX 0.87% 58,816 $7M $119.30 -$813K -4,594 -7.2%
31 MCD 0.87% 23,865 $7M $292.17 -$515K -105 -0.4%
32 SLV 0.82% 201,700 $7M $32.81 $3M +91,415 +82.9%
33 PAYX 0.82% 45,065 $7M $145.46 -$724K -2,116 -4.5%
34 TSM 0.81% 28,610 $6M $226.49 $2M +1,266 +4.6%
35 CVX 0.73% 40,955 $6M $143.19 -$1M -1,328 -3.1%
36 META 0.71% 7,707 $6M $738.09 $2M +1,846 +31.5%
37 RSP 0.68% 30,285 $6M $181.74 $1M +5,705 +23.2%
38 RTX 0.67% 37,066 $5M $146.02 -$25K -3,981 -9.7%
39 CSCO 0.67% 77,771 $5M $69.38 $690K +1,514 +2.0%
40 GILD 0.67% 48,533 $5M $110.87 $4K +551 +1.1%
41 IBM 0.65% 17,669 $5M $294.78 $1M +881 +5.2%
42 INTU 0.63% 6,423 $5M $787.63 $1M -117 -1.8%
43 LOW 0.59% 21,331 $5M $221.87 -$245K -13 -0.1%
44 ACN 0.57% 15,390 $5M $298.89 -$658K -1,460 -8.7%
45 EWJ 0.57% 61,130 $5M $74.97 -$2M -29,835 -32.8%
46 MO 0.53% 72,777 $4M $58.63 $58K +2,651 +3.8%
47 MRK 0.53% 53,580 $4M $79.16 -$425K +1,593 +3.1%
48 ABC 0.53% 14,131 $4M $299.86 $9K -1,072 -7.0%
49 INDY 0.52% 77,385 $4M $54.38 -$2M -51,850 -40.1%
50 AMGN 0.50% 14,514 $4M $279.21 -$463K +19 +0.1%
51 DIS 0.50% 32,177 $4M $124.01 $500K -3,182 -9.0%
52 NFLX 0.47% 2,819 $4M $1,339.13 $2M +1,071 +61.3%
53 ETN 0.46% 10,295 $4M $356.99 $924K +174 +1.7%
54 PG 0.43% 21,675 $3M $159.32 -$203K +220 +1.0%
55 BABA 0.43% 30,175 $3M $113.41 -$754K -1,404 -4.5%
56 BMY 0.43% 73,839 $3M $46.29 -$990K +1,570 +2.2%
57 DUK 0.41% 28,032 $3M $118.00 -$282K -1,403 -4.8%
58 KO 0.41% 46,116 $3M $70.75 -$95K -765 -1.6%
59 LIN 0.39% 6,733 $3M $469.18 -$7K -66 -1.0%
60 IWF 0.39% 7,353 $3M $424.58 $230K -657 -8.2%
61 AEP 0.38% 29,691 $3M $103.76 -$224K -554 -1.8%
62 LYB 0.38% 53,216 $3M $57.86 $1M +26,291 +97.7%
63 CNQ 0.37% 93,500 $3M $31.40 +93,500 NEW
64 EWZ 0.36% 101,625 $3M $28.85 $2M +61,435 +152.9%
65 XLK 0.36% 11,461 $3M $253.23 -$7M -35,950 -75.8%
66 NEM 0.35% 48,549 $3M $58.26 $627K +2,959 +6.5%
67 LRCX 0.34% 28,312 $3M $97.34 $908K +2,897 +11.4%
68 TXN 0.33% 12,828 $3M $207.62 $341K -94 -0.7%
69 ROST 0.32% 20,039 $3M $127.58 $386K +3,056 +18.0%
70 SPGI 0.32% 4,827 $3M $527.29 $108K +31 +0.7%
71 LHX 0.31% 10,079 $3M $250.84 $545K +604 +6.4%
72 VLO 0.31% 18,723 $3M $134.42 $238K +1,468 +8.5%
73 ORCL 0.31% 11,253 $2M $218.63 $840K -335 -2.9%
74 QCOM 0.30% 15,198 $2M $159.26 $49K -240 -1.6%
75 AGG 0.29% 23,779 $2M $99.20 $210K +2,056 +9.5%
76 FXI 0.27% 59,835 $2M $36.76 $1M +31,055 +107.9%
77 ZTS 0.27% 14,101 $2M $155.95 -$165K -257 -1.8%
78 ADBE 0.27% 5,600 $2M $386.88 -$210K -596 -9.6%
79 SBUX 0.27% 23,436 $2M $91.63 -$222K -718 -3.0%
80 XLE 0.26% 24,784 $2M $84.81 -$4M -39,709 -61.6%
81 SHW 0.25% 5,940 $2M $343.36 -$49K -40 -0.7%
82 XLC 0.25% 18,195 $2M $108.53 +18,195 NEW
83 XLV 0.23% 13,918 $2M $134.79 $99K +1,747 +14.3%
84 NEE 0.23% 26,900 $2M $69.42 -$790K -10,589 -28.2%
85 ADP 0.23% 6,045 $2M $308.40 $8K -29 -0.5%
86 VZ 0.23% 42,424 $2M $43.27 -$164K -1,665 -3.8%
87 KMI 0.22% 60,235 $2M $29.40 $114K +2,160 +3.7%
88 LMBS 0.22% 35,550 $2M $49.26 $166K +3,295 +10.2%
89 FMB 0.22% 35,150 $2M $49.82 $65K +1,700 +5.1%
90 MUB 0.21% 16,431 $2M $104.48 $139K +1,470 +9.8%
91 SYK 0.21% 4,312 $2M $395.63 $33K -183 -4.1%
92 SOLV 0.21% 22,425 $2M $75.84 $288K +3,850 +20.7%
93 DVY 0.21% 12,702 $2M $132.81 -$59K -300 -2.3%
94 VTI 0.21% 5,448 $2M $303.93 $160K +6 +0.1%
95 CRM 0.20% 6,039 $2M $272.69 $314K +1,073 +21.6%
96 SUB 0.20% 15,316 $2M $106.34 $91K +750 +5.2%
97 VXF 0.20% 8,320 $2M $192.71 +8,320 NEW
98 STT 0.20% 14,964 $2M $106.34 $239K -140 -0.9%
99 MCO 0.19% 3,054 $2M $501.59 $470K +774 +34.0%
100 CL 0.19% 16,731 $2M $90.90 -$80K -355 -2.1%

New Positions

SymbolValue% Port
CNQ $3M 0.37%
XLC $2M 0.25%
VXF $2M 0.20%
EQIX $1M 0.17%
TMUS $784K 0.10%
ISRG $784K 0.10%
BKNG $677K 0.08%
DSL $611K 0.08%
WAB $563K 0.07%
PML $539K 0.07%
PFL $485K 0.06%
TMO $479K 0.06%
SUN $462K 0.06%
DIV $445K 0.06%
ADI $412K 0.05%

Sold Out Positions

SymbolValue% Port
IRM —%
EQT —%
MCK —%
UNH —%
PGR —%
SNA —%
FBND —%
VB —%
URA —%
IJR —%
XMHQ —%
ESBA —%
View SEC EDGAR Filings for Cypress Capital Group →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms