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Asset Manager ← All Institutions

Cypress Capital Group

Q4 2025 · Filed 2026-02-11
Market Value
$893M
+6.7%
Holdings
242
+9
New Purchases
18
Added To
89
Closed
10
Reduced
71
Top 10 Concentration
34.6%
Turnover
11.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LLY 5.88% 4.69% +1.19% $52M
SLV 1.65% 1.13% +0.52% $15M
GOOGL 1.64% 1.33% +0.32% $15M
COPX 0.31% 0.00% +0.31% $3M
GOOG 1.48% 1.21% +0.27% $13M
JNJ 1.95% 1.72% +0.22% $17M
CALM 0.21% 0.00% +0.21% $2M
SPG 0.15% 0.00% +0.15% $1M
LRCX 0.67% 0.53% +0.14% $6M
IAU 2.50% 2.35% +0.14% $22M
AAPL 6.15% 6.01% +0.14% $55M
MRK 0.68% 0.55% +0.14% $6M
MSFT 4.60% 4.47% +0.12% $41M
NEM 0.64% 0.54% +0.10% $6M
AMZN 2.03% 1.94% +0.09% $18M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LYB 0.00% 0.29% -0.29% $0
ORCL 0.22% 0.47% -0.26% $2M
HD 0.87% 1.13% -0.26% $8M
NFLX 0.23% 0.43% -0.21% $2M
ZTS 0.00% 0.18% -0.18% $0
NVDA 2.50% 2.68% -0.18% $22M
BABA 0.55% 0.73% -0.18% $5M
LMT 1.52% 1.69% -0.17% $14M
EQIX 0.00% 0.16% -0.16% $0
BLK 0.97% 1.12% -0.15% $9M
PAYX 0.48% 0.63% -0.15% $4M
LIN 0.25% 0.39% -0.14% $2M
ABT 1.09% 1.22% -0.13% $10M
BRK-B 2.27% 2.39% -0.12% $20M
COST 0.79% 0.90% -0.12% $7M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 59 $574M 64.3%
Large Cap 160 $293M 32.8%
Mid Cap 14 $18M 2.0%
Small Cap 9 $7M 0.8%

Portfolio Analytics

Avg Market Cap
$274.5B
Median Market Cap
$87.7B
Avg P/E
30.9
Median P/E
23.5
Avg Dividend Yield
0.02%
Avg Beta
0.86
# Stocks
166
# ETFs / Funds
76

Top Holdings (242 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AAPL 6.15% 201,752 $55M $271.86 $5M +4,365 +2.2%
2 LLY 5.88% 48,798 $52M $1,074.68 $13M -2,614 -5.1%
3 MSFT 4.60% 84,867 $41M $483.62 $4M +12,632 +17.5%
4 ABBV 2.88% 112,614 $26M $228.49 $736K +4,661 +4.3%
5 V 2.64% 67,149 $24M $350.71 $552K -219 -0.3%
6 JPM 2.64% 73,044 $24M $322.22 $658K +515 +0.7%
7 IVV 2.56% 33,407 $23M $684.93 $569K +69 +0.2%
8 NVDA 2.50% 119,763 $22M $186.50 -$94K -451 -0.4%
9 IAU 2.50% 274,500 $22M $81.17 $3M +3,994 +1.5%
10 BRK-B 2.27% 40,303 $20M $502.65 $258K +521 +1.3%
11 AVGO 2.22% 57,356 $20M $346.10 $1M +1,407 +2.5%
12 AMZN 2.03% 78,453 $18M $230.82 $2M +4,532 +6.1%
13 JNJ 1.95% 83,955 $17M $206.95 $3M +6,265 +8.1%
14 WMT 1.80% 143,852 $16M $111.41 $1M +869 +0.6%
15 XOM 1.72% 127,902 $15M $120.34 $944K -235 -0.2%
16 SLV 1.65% 229,098 $15M $64.42 $5M +5,797 +2.6%
17 SPY 1.65% 21,571 $15M $681.92 $360K +30 +0.1%
18 GOOGL 1.64% 46,822 $15M $313.00 $4M +1,189 +2.6%
19 TJX 1.64% 95,053 $15M $153.61 $758K -723 -0.8%
20 QQQ 1.56% 22,656 $14M $614.31 $307K -15 -0.1%
21 LMT 1.52% 28,046 $14M $483.67 -$572K -273 -1.0%
22 GOOG 1.48% 42,141 $13M $313.80 $3M +686 +1.6%
23 MA 1.20% 18,709 $11M $570.88 $158K +209 +1.1%
24 CME 1.14% 37,175 $10M $273.08 $522K +1,536 +4.3%
25 ABT 1.09% 77,758 $10M $125.29 -$503K +1,269 +1.7%
26 TSM 1.03% 30,253 $9M $303.89 $939K +699 +2.4%
27 PM 1.02% 56,912 $9M $160.40 $1M +8,617 +17.8%
28 BLK 0.97% 8,066 $9M $1,070.28 -$741K +25 +0.3%
29 MMM 0.91% 50,934 $8M $160.10 $370K +767 +1.5%
30 HD 0.87% 22,599 $8M $344.09 -$2M -662 -2.9%
31 MCD 0.86% 25,158 $8M $305.63 $222K +588 +2.4%
32 PSX 0.84% 58,065 $7M $129.04 -$441K -262 -0.5%
33 RTX 0.80% 39,069 $7M $183.40 $980K +2,105 +5.7%
34 COST 0.79% 8,142 $7M $862.34 -$540K -27 -0.3%
35 CVX 0.70% 41,094 $6M $152.41 $124K +1,560 +4.0%
36 CSCO 0.68% 79,361 $6M $77.03 $778K +1,382 +1.8%
37 MRK 0.68% 58,049 $6M $105.26 $2M +3,338 +6.1%
38 META 0.68% 9,189 $6M $660.09 -$454K +311 +3.5%
39 LRCX 0.67% 34,918 $6M $171.18 $2M +2,026 +6.2%
40 GILD 0.67% 48,586 $6M $122.74 $568K -18 -0.0%
41 IBM 0.65% 19,446 $6M $296.21 $859K +2,077 +12.0%
42 NEM 0.64% 57,126 $6M $99.85 $1M +3,352 +6.2%
43 AMGN 0.62% 16,935 $6M $327.31 $1M +975 +6.1%
44 ABC 0.58% 15,459 $5M $337.76 $611K +709 +4.8%
45 LOW 0.57% 21,019 $5M $241.16 -$226K -50 -0.2%
46 BABA 0.55% 33,781 $5M $146.58 -$1M -488 -1.4%
47 EWZ 0.49% 138,487 $4M $31.77 $819K +22,975 +19.9%
48 PAYX 0.48% 37,959 $4M $112.18 -$980K -3,367 -8.2%
49 MO 0.47% 72,817 $4M $57.66 -$361K +3,792 +5.5%
50 INTU 0.47% 6,300 $4M $662.42 -$211K -120 -1.9%
51 BMY 0.46% 75,554 $4M $53.94 $767K +2,193 +3.0%
52 ASML 0.44% 3,683 $4M $1,069.86 $356K -19 -0.5%
53 EWJ 0.44% 48,195 $4M $80.74 $3K -285 -0.6%
54 DUK 0.42% 31,902 $4M $117.21 $68K +2,239 +7.5%
55 GE 0.41% 11,904 $4M $308.03 $464K +1,258 +11.8%
56 QCOM 0.40% 20,635 $4M $171.05 $91K -35 -0.2%
57 XLK 0.39% 24,076 $3M $143.97 $48K +11,947 +98.5%
58 ROST 0.39% 19,168 $3M $180.14 $516K -107 -0.6%
59 IWF 0.38% 7,243 $3M $473.30 $35K
60 DIS 0.38% 30,087 $3M $113.77 -$240K -1,907 -6.0%
61 AMD 0.38% 15,671 $3M $214.16 $822K +9 +0.1%
62 ETN 0.37% 10,434 $3M $318.51 -$568K +36 +0.3%
63 KO 0.37% 47,204 $3M $69.91 $182K +184 +0.4%
64 CNQ 0.37% 97,342 $3M $33.85 $183K -28 -0.0%
65 AEP 0.37% 28,468 $3M $115.31 $206K +1,116 +4.1%
66 INDY 0.36% 65,905 $3M $49.29 -$73K +655 +1.0%
67 ACN 0.35% 11,804 $3M $268.30 $300K +179 +1.5%
68 PFE 0.34% 123,643 $3M $24.90 $168K +9,423 +8.2%
69 VLO 0.34% 18,793 $3M $162.79 -$139K +7 +0.0%
70 LHX 0.33% 10,127 $3M $293.57 -$67K +173 +1.7%
71 PG 0.33% 20,363 $3M $143.31 -$202K +56 +0.3%
72 COPX 0.31% 37,960 $3M $71.79 +37,960 NEW
73 AGG 0.30% 26,898 $3M $99.88 $107K +1,165 +4.5%
74 FXI 0.29% 66,550 $3M $38.29 -$13K +4,290 +6.9%
75 URA 0.28% 58,205 $2M $42.73 -$242K +946 +1.6%
76 CAT 0.27% 4,256 $2M $572.87 $417K +21 +0.5%
77 BINC 0.27% 45,985 $2M $52.77 $561K +10,945 +31.2%
78 XLC 0.26% 20,055 $2M $117.72 -$388K -3,170 -13.7%
79 SPGI 0.25% 4,331 $2M $522.59 $63K -189 -4.2%
80 LIN 0.25% 5,223 $2M $426.35 -$1M -1,699 -24.5%
81 TXN 0.25% 12,628 $2M $173.49 -$148K -100 -0.8%
82 XLV 0.24% 13,818 $2M $154.80 $202K -100 -0.7%
83 KMI 0.24% 76,366 $2M $27.49 -$182K -4,213 -5.2%
84 NFLX 0.23% 21,631 $2M $93.76 -$2M +18,604 +614.6%
85 STT 0.22% 14,984 $2M $129.01 $195K
86 ORCL 0.22% 9,915 $2M $194.91 -$2M -4,149 -29.5%
87 CALM 0.21% 23,556 $2M $79.57 +23,556 NEW
88 IEFA 0.21% 20,852 $2M $89.46 $512K +5,349 +34.5%
89 SHW 0.20% 5,636 $2M $324.03 -$222K -279 -4.7%
90 RSP 0.20% 9,430 $2M $191.56 -$2K -105 -1.1%
91 VXF 0.19% 8,320 $2M $209.12 -$2K
92 DVY 0.19% 12,177 $2M $141.14 -$20K -60 -0.5%
93 SUB 0.19% 16,035 $2M $106.70 $52K +495 +3.2%
94 VTI 0.19% 5,056 $2M $335.27 -$136K -525 -9.4%
95 MUB 0.19% 15,600 $2M $107.11 $159K +1,400 +9.9%
96 CRM 0.18% 6,039 $2M $264.91 $161K -30 -0.5%
97 VO 0.18% 5,507 $2M $290.22 $168K +639 +13.1%
98 GD 0.18% 4,667 $2M $336.66 $198K +640 +15.9%
99 PEP 0.17% 10,415 $1M $143.52 $315K +2,012 +23.9%
100 COP 0.17% 15,773 $1M $93.61 $103K +1,252 +8.6%

New Positions

SymbolValue% Port
COPX $3M 0.31%
CALM $2M 0.21%
SPG $1M 0.15%
VV $671K 0.08%
COWZ $481K 0.05%
WM $479K 0.05%
SCHD $411K 0.05%
C $409K 0.05%
GSY $397K 0.04%
VB $308K 0.03%
SCHG $291K 0.03%
OKE $272K 0.03%
SHY $253K 0.03%
USFR $222K 0.02%
XLF $211K 0.02%

Sold Out Positions

SymbolValue% Port
ZTS —%
LYB —%
SHEL —%
KMX —%
LNG —%
EQIX —%
KMB —%
FTCS —%
FI —%
MMC —%
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