Cypress Capital Group

CIK

1341748

Location

Palm Beach, FL

Portfolio Value

Small $939,867,622

Diversification

Diversified

Reports for

Cypress Bank & Trust

Filing Date

Global Rank

#1,960 / 8,517 ▲ 144

Top Industry

Drug Manufacturers - General 15.5%

3Y Alpha vs SPY

+12.9%

Period ended 46 days ago

Filed Aug 5, 2026 · 10d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+136.7%

SPY

+75.3%

Annualised alpha

+12.7%

Max drawdown

−15.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

228 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.1%

−0.1 pts

Top 5

22.9%

+1.1 pts

Top 10

36.0%

+0.6 pts

HHI

210

Diversified−2

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	27.7%	$260,408,366	44
Healthcare	16.3%	$153,340,481	25
Financial Services	13.0%	$122,490,815	39
Consumer Cyclical	7.9%	$73,821,640	17
Industrials	7.0%	$65,951,191	32
Unclassified	6.8%	$63,924,384	7
Consumer Defensive	6.5%	$61,304,527	13
Energy	6.4%	$60,014,659	20
Communication Services	5.4%	$50,475,937	9
Utilities	1.5%	$13,634,714	9
Basic Materials	1.2%	$11,087,457	9
Real Estate	0.4%	$3,413,451	4

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+50,819	167,812	$33,577,502
KMB	Kimberly Clark Corp	+31,911	34,011	$3,733,387
REYN	Reynolds Consumer Products Inc.	+26,984	107,402	$2,883,743
CL	Colgate Palmolive Co	+25,421	37,649	$3,451,660
NFLX	Netflix Inc	+19,974	48,093	$3,433,840
ACN	Accenture plc	+18,219	28,515	$3,548,406
AMZN	Amazon Com Inc	+14,305	91,965	$21,918,937
ACMR	ACM Research, Inc.	+12,605	28,425	$3,606,848
AVGO	Broadcom Inc.	+10,949	66,421	$25,090,532
MSFT	Microsoft Corp	+9,043	91,883	$34,274,196
PFE	Pfizer Inc	+8,227	138,473	$3,334,429
AAPL	Apple Inc.	+7,047	198,024	$57,300,224
LRCX	Lam Research Corp	+6,923	41,496	$17,981,460
KO	Coca Cola Co	+6,828	54,679	$4,443,762
JPM	Jpmorgan Chase & Co	+6,396	78,303	$25,630,920
GOOGL	Alphabet Inc.	+6,338	93,490	$33,235,749
XOM	ExxonMobil Holdings Corp	+5,662	132,766	$18,151,767
QCOM	Qualcomm Inc/De	+5,651	27,430	$5,068,789
BMY	Bristol Myers Squibb Co	+5,548	84,745	$4,883,006
META	Meta Platforms, Inc.	+5,072	13,710	$7,722,705
WMT	Walmart Inc.	+4,910	145,380	$16,465,738
RTX	RTX Corp	+4,090	44,339	$8,412,437
ORCL	Oracle Corp	+4,061	12,962	$1,899,581
XEL	Xcel Energy Inc	+3,970	14,055	$1,128,616
NEE	Nextera Energy Inc	+3,899	18,921	$1,660,696
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ABT	Abbott Laboratories	−21,052	44,490	$4,037,022
ETY	Eaton Vance Tax-Managed Diversified Equity Income Fund	−11,775	18,620	$270,734
UPS	United Parcel Service Inc	−5,630	7,401	$795,607
KMI	Kinder Morgan, Inc.	−5,259	87,572	$2,799,676
T	At&T Inc.	−4,651	57,157	$1,183,149
NEM	NEWMONT Corp /DE/	−3,921	53,845	$5,029,123
PAYX	Paychex Inc	−3,449	29,943	$2,944,295
IAU	Ishares Gold Trust	−2,638	269,426	$20,344,357
SLV	iShares Silver Trust	−2,605	166,217	$8,887,622
VZ	Verizon Communications Inc	−2,575	18,655	$789,852
COR	Cencora, Inc.	−2,252	12,632	$3,574,603
CNQ	CANADIAN NATURAL RESOURCES Ltd	−2,075	106,208	$4,195,216
HON	Honeywell International Inc	−1,888	2,031	$454,740
SLB	Slb Limited/Nv	−1,379	10,929	$508,089
CME	Cme Group Inc.	−1,330	35,262	$7,786,907
BDX	Becton Dickinson & Co	−1,318	1,850	$279,960
GILD	Gilead Sciences, Inc.	−1,115	47,312	$5,977,398
STT	State Street Corp	−955	14,029	$2,379,318
AVY	Avery Dennison Corp	−825	3,259	$529,098
SPGI	S&P Global Inc.	−766	3,089	$1,258,026
MMM	3M Co	−690	53,004	$8,581,877
AVAV	AeroVironment Inc	−650	2,558	$422,249
TD	Toronto Dominion Bank	−570	3,946	$479,162
INTU	Intuit Inc.	−566	4,434	$1,157,274
DAL	Delta Air Lines, Inc.	−519	7,326	$686,153
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
ALAB	Astera Labs, Inc.	5,026	$2,427,658
UNH	Unitedhealth Group Inc	3,797	$1,578,147
PANW	Palo Alto Networks Inc	4,573	$1,559,484
FTI	TechnipFMC plc	21,327	$1,413,980
MRVL	Marvell Technology, Inc.	3,820	$1,137,939
STX	Seagate Technology Holdings plc	928	$895,520
APH	Amphenol Corp /De/	4,267	$752,357
FCX	Freeport-Mcmoran Inc	11,608	$730,027
MNST	Monster Beverage Corp	3,720	$715,132
BA	Boeing Co	3,142	$680,148
NET	Cloudflare, Inc.	2,284	$560,219
FANG	Diamondback Energy, Inc.	2,871	$504,664
P	Everpure, Inc.	6,205	$488,891
HLT	Hilton Worldwide Holdings Inc.	1,469	$485,445
VST	Vistra Corp.	3,000	$475,890
COIN	Coinbase Global, Inc.	3,251	$475,263
PLTR	Palantir Technologies Inc.	4,000	$466,680
CSX	Csx Corp	9,698	$460,945
BKR	Baker Hughes Co	7,153	$396,991
SIMO	Silicon Motion Technology CORP	1,160	$386,662
AEHR	Aehr Test Systems	3,788	$363,875
ORLY	O Reilly Automotive Inc	3,697	$340,456
CRDO	Credo Technology Group Holding Ltd	1,195	$324,980
SNOW	Snowflake Inc.	1,273	$323,978
GS	Goldman Sachs Group Inc	315	$318,581
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
VXF	Vanguard Extended Market ETF	8,320	$1,712,256
VIG	Vanguard Dividend Appreciation ETF	5,194	$1,117,021
MOS	Mosaic Co	38,355	$978,052
VB	Vanguard Morningstar Small-Cap ETF	1,076	$281,825
ALB	Albemarle Corp	1,410	$253,137
VEU	Vanguard FTSE All-World Ex-US ETF	3,200	$240,320
DEO	Diageo PLC	3,200	$238,240
CCK	Crown Holdings, Inc.	2,011	$201,602
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

228 tracked positions · $939,867,622 total · filing declares 351 positions · $1,070,743,635 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 228 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	198,024	+7,047	$57,300,224	+18.2%	6.10%
LLY	ELI LILLY & Co Healthcare	Added	47,680	+844	$57,188,826	+32.8%	6.08%
MSFT	Microsoft Corp Technology	Added	91,883	+9,043	$34,274,196	+11.8%	3.65%
NVDA	Nvidia Corp Technology	Added	167,812	+50,819	$33,577,502	+64.6%	3.57%
GOOGL	Alphabet Inc. Communication Services	Added	93,490	+6,338	$33,235,749	+32.8%	3.54%
ABBV	AbbVie Inc. Healthcare	Added	111,026	+591	$27,938,581	+16.3%	2.97%
JPM	Jpmorgan Chase & Co Financial Services	Added	78,303	+6,396	$25,630,920	+21.2%	2.73%
AVGO	Broadcom Inc. Technology	Added	66,421	+10,949	$25,090,532	+46.1%	2.67%
V	Visa Inc. Financial Services	Added	65,835	+1,132	$22,587,330	+15.5%	2.40%
AMZN	Amazon Com Inc Consumer Cyclical	Added	91,965	+14,305	$21,918,937	+35.5%	2.33%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	42,015	+1,553	$21,772,234	+8.3%	2.32%
JNJ	Johnson & Johnson Healthcare	Added	82,604	+1,653	$20,978,936	+6.0%	2.23%
IAU	Ishares Gold Trust	Reduced	269,426	-2,638	$20,344,357	−15.2%	2.16%
XOM	ExxonMobil Holdings Corp Energy	Added	132,766	+5,662	$18,151,767	−15.8%	1.93%
LRCX	Lam Research Corp Technology	Added	41,496	+6,923	$17,981,460	+143.4%	1.91%
QQQ	Invesco Qqq Trust, Series 1	Added	23,532	+740	$17,328,964	+31.7%	1.84%
WMT	Walmart Inc. Consumer Defensive	Added	145,380	+4,910	$16,465,738	−5.7%	1.75%
SPY	Spdr S&P 500 ETF Trust	Added	21,513	+48	$16,065,263	+15.1%	1.71%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	30,265	+3,379	$14,453,656	+59.1%	1.54%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	94,102	+3,830	$14,256,453	−1.1%	1.52%
LMT	Lockheed Martin Corp Industrials	Added	27,461	+51	$13,990,280	−15.5%	1.49%
PM	Philip Morris International Inc. Consumer Defensive	Added	58,129	+522	$10,516,117	+10.4%	1.12%
PSX	Phillips 66 Energy	Added	59,903	+2,215	$10,126,601	−3.6%	1.08%
MA	Mastercard Inc Financial Services	Added	19,008	+1,602	$9,762,508	+12.3%	1.04%
AMD	Advanced Micro Devices Inc Technology	Added	16,686	+1,417	$9,693,064	+212.1%	1.03%
CSCO	Cisco Systems, Inc. Technology	Added	81,491	+109	$9,571,932	+51.6%	1.02%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	9,728	+1,657	$9,100,251	+13.2%	0.97%
SLV	iShares Silver Trust	Reduced	166,217	-2,605	$8,887,622	−22.7%	0.95%
HD	Home Depot, Inc. Consumer Cyclical	Added	24,976	+2,826	$8,808,535	+20.9%	0.94%
ASML	Asml Holding NV Technology	Added	4,390	+626	$8,733,641	+75.7%	0.93%
MMM	3M Co Industrials	Reduced	53,004	-690	$8,581,877	+10.1%	0.91%
RTX	RTX Corp Industrials	Added	44,339	+4,090	$8,412,437	+8.4%	0.90%
BLK	BlackRock, Inc. Financial Services	Added	8,365	+291	$8,043,449	+3.6%	0.86%
MRK	Merck & Co., Inc. Healthcare	Added	62,260	+3,520	$8,000,410	+13.2%	0.85%
CME	Cme Group Inc. Financial Services	Reduced	35,262	-1,330	$7,786,907	−27.9%	0.83%
META	Meta Platforms, Inc. Communication Services	Added	13,710	+5,072	$7,722,705	+56.3%	0.82%
CVX	Chevron Corp Energy	Added	43,479	+827	$7,207,079	−18.3%	0.77%
USB	US Bancorp De Financial Services	Reduced	117,121	-5	$7,074,108	+16.1%	0.75%
MCD	Mcdonalds Corp Consumer Cyclical	Added	24,881	+383	$6,725,582	−11.7%	0.72%
AMGN	Amgen Inc Healthcare	Added	18,021	+328	$6,525,764	+4.8%	0.69%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	47,312	-1,115	$5,977,398	−11.4%	0.64%
VLO	Valero Energy Corp/Tx Energy	Added	21,726	+743	$5,658,319	+9.1%	0.60%
CAT	Caterpillar Inc Industrials	Added	5,197	+972	$5,534,285	+84.9%	0.59%
MO	Altria Group, Inc. Consumer Defensive	Added	76,169	+1,105	$5,480,359	+10.6%	0.58%
LOW	Lowes Companies Inc Consumer Cyclical	Added	24,216	+3,592	$5,339,385	+9.6%	0.57%
QCOM	Qualcomm Inc/De Technology	Added	27,430	+5,651	$5,068,789	+80.7%	0.54%
NEM	NEWMONT Corp /DE/ Basic Materials	Reduced	53,845	-3,921	$5,029,123	−19.6%	0.54%
ETN	Eaton Corp plc Industrials	Added	11,757	+1,440	$5,009,892	+35.8%	0.53%
IBM	International Business Machines Corp Technology	Added	17,659	+1,335	$4,965,887	+25.5%	0.53%
BMY	Bristol Myers Squibb Co Healthcare	Added	84,745	+5,548	$4,883,006	+1.7%	0.52%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.