Cypress Capital Group

CIK

1341748

Location

Palm Beach, FL

Portfolio Value

Mid $1,071,497,601

Diversification

Diversified

Reports for

Cypress Bank & Trust

Filing Date

Global Rank

#2,409 / 8,795 ▼ 4 · as of Jun 2026

Top Industry

Drug Manufacturers - General 15.5%

Period ended 3 months ago

Filed Aug 5, 2026 · 2mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

5.6%

−0.2 pts

Top 5

22.6%

+2.2 pts

Top 10

35.2%

+1.9 pts

HHI

198

Diversified+6

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	24.4%	$261,160,723	44
Unclassified	18.2%	$195,159,465	33
Healthcare	14.3%	$153,340,481	25
Financial Services	11.4%	$122,490,814	39
Consumer Cyclical	6.9%	$73,821,640	17
Industrials	6.2%	$65,951,299	32
Consumer Defensive	5.7%	$60,946,961	13
Energy	5.6%	$60,014,659	20
Communication Services	4.7%	$50,475,937	9
Utilities	1.3%	$13,634,714	9
Basic Materials	1.0%	$11,087,457	9
Real Estate	0.3%	$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
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+88,633	446,872	$60,304,273
NVDA	Nvidia Corp	+50,819	167,812	$33,577,502
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+41,535	50,935	$2,615,688
BKF	iShares MSCI BIC ETF	+36,595	234,022	$12,946,118
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
FNDA	Schwab Fundamental U.S. Small Company ETF	+18,235	33,235	$1,055,416
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
VB	Vanguard Morningstar Small-Cap ETF	+10,736	23,818	$4,662,858
MSFT	Microsoft Corp	+9,043	91,883	$34,274,196
PFE	Pfizer Inc	+8,227	138,473	$3,334,429
AGNG	Global X Funds Global X Aging Population ETF	+7,097	158,191	$8,252,916
AAPL	Apple Inc.	+7,047	198,024	$57,300,224
LRCX	Lam Research Corp	+6,923	41,496	$17,981,460
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+6,893	23,905	$1,246,777
KO	Coca Cola Co	+6,828	54,679	$4,443,762
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	+6,775	39,870	$2,105,463
ABI	VictoryShares Pioneer Asset-Based Income ETF	+6,583	19,998	$3,456,853
JPM	Jpmorgan Chase & Co	+6,396	78,303	$25,630,920
BCLO	iShares BBB-B CLO Active ETF	+6,350	88,610	$4,637,847
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
—		−42,535	27,300	$1,656,060
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
FCAL	First Trust California Municipal High income ETF	−4,550	10,300	$529,080
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	$1,258,025
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
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
—		89,975	$2,201,688
UNH	Unitedhealth Group Inc	3,797	$1,578,147
PANW	Palo Alto Networks Inc	4,573	$1,559,484
APH	Amphenol Corp /De/	4,267	$1,504,714
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
FCX	Freeport-Mcmoran Inc	11,608	$730,027
VEA	Vanguard FTSE Developed Markets ETF	9,979	$711,003
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
MNST	Monster Beverage Corp	3,720	$357,566
ORLY	O Reilly Automotive Inc	3,697	$340,456
CRDO	Credo Technology Group Holding Ltd	1,195	$324,980
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
MOS	Mosaic Co	38,355	$978,052
ALB	Albemarle Corp	1,410	$253,137
—		8,295	$242,048
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

254 tracked positions · $1,071,497,601 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 254 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	446,872	+88,633	$60,304,273	—	5.63%
AAPL	Apple Inc. Technology	Added	198,024	+7,047	$57,300,224	+18.2%	5.35%
LLY	ELI LILLY & Co Healthcare	Added	47,680	+844	$57,188,826	+32.8%	5.34%
MSFT	Microsoft Corp Technology	Added	91,883	+9,043	$34,274,196	+11.8%	3.20%
NVDA	Nvidia Corp Technology	Added	167,812	+50,819	$33,577,502	+64.6%	3.13%
GOOGL	Alphabet Inc. Communication Services	Added	93,490	+6,338	$33,235,749	+32.8%	3.10%
ABBV	AbbVie Inc. Healthcare	Added	111,026	+591	$27,938,581	+16.3%	2.61%
JPM	Jpmorgan Chase & Co Financial Services	Added	78,303	+6,396	$25,630,920	+21.2%	2.39%
AVGO	Broadcom Inc. Technology	Added	66,421	+10,949	$25,090,532	+46.1%	2.34%
V	Visa Inc. Financial Services	Added	65,835	+1,132	$22,587,330	+15.5%	2.11%
AMZN	Amazon Com Inc Consumer Cyclical	Added	91,965	+14,305	$21,918,937	+35.5%	2.05%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	42,015	+1,553	$21,772,234	+8.3%	2.03%
JNJ	Johnson & Johnson Healthcare	Added	82,604	+1,653	$20,978,936	+6.0%	1.96%
IAU	Ishares Gold Trust	Reduced	269,426	-2,638	$20,344,357	−15.2%	1.90%
XOM	ExxonMobil Holdings Corp Energy	Added	132,766	+5,662	$18,151,767	−15.8%	1.69%
LRCX	Lam Research Corp Technology	Added	41,496	+6,923	$17,981,460	+143.4%	1.68%
QQQ	Invesco Qqq Trust, Series 1	Added	23,532	+740	$17,328,964	+31.7%	1.62%
WMT	Walmart Inc. Consumer Defensive	Added	145,380	+4,910	$16,465,738	−5.7%	1.54%
SPY	Spdr S&P 500 ETF Trust	Added	21,513	+48	$16,065,263	+15.1%	1.50%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	30,265	+3,379	$14,453,656	+59.1%	1.35%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	94,102	+3,830	$14,256,453	−1.1%	1.33%
LMT	Lockheed Martin Corp Industrials	Added	27,461	+51	$13,990,280	−15.5%	1.31%
BKF	iShares MSCI BIC ETF	Added	234,022	+36,595	$12,946,118	+30.9%	1.21%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	118,264	+3,969	$12,185,357	+18.0%	1.14%
PM	Philip Morris International Inc. Consumer Defensive	Added	58,129	+522	$10,516,117	+10.4%	0.98%
PSX	Phillips 66 Energy	Added	59,903	+2,215	$10,126,601	−3.6%	0.95%
MA	Mastercard Inc Financial Services	Added	19,008	+1,602	$9,762,508	+12.3%	0.91%
AMD	Advanced Micro Devices Inc Technology	Added	16,686	+1,417	$9,693,064	+212.1%	0.90%
CSCO	Cisco Systems, Inc. Technology	Added	81,491	+109	$9,571,932	+51.6%	0.89%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	9,728	+1,657	$9,100,251	+13.2%	0.85%
SLV	iShares Silver Trust	Reduced	166,217	-2,605	$8,887,622	−22.7%	0.83%
HD	Home Depot, Inc. Consumer Cyclical	Added	24,976	+2,826	$8,808,535	+20.9%	0.82%
ASML	Asml Holding NV Technology	Added	4,390	+626	$8,733,641	+75.7%	0.82%
MMM	3M Co Industrials	Reduced	53,004	-690	$8,581,877	+10.1%	0.80%
RTX	RTX Corp Industrials	Added	44,339	+4,090	$8,412,437	+8.4%	0.79%
AGNG	Global X Funds Global X Aging Population ETF	Added	158,191	+7,097	$8,252,916	+4.6%	0.77%
BLK	BlackRock, Inc. Financial Services	Added	8,365	+291	$8,043,449	+3.6%	0.75%
MRK	Merck & Co., Inc. Healthcare	Added	62,260	+3,520	$8,000,410	+13.2%	0.75%
CME	Cme Group Inc. Financial Services	Reduced	35,262	-1,330	$7,786,907	−27.9%	0.73%
META	Meta Platforms, Inc. Communication Services	Added	13,710	+5,072	$7,722,705	+56.3%	0.72%
CVX	Chevron Corp Energy	Added	43,479	+827	$7,207,079	−18.3%	0.67%
USB	US Bancorp De Financial Services	Reduced	117,121	-5	$7,074,108	+16.1%	0.66%
MCD	Mcdonalds Corp Consumer Cyclical	Added	24,881	+383	$6,725,582	−11.7%	0.63%
AMGN	Amgen Inc Healthcare	Added	18,021	+328	$6,525,764	+4.8%	0.61%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	47,312	-1,115	$5,977,398	−11.4%	0.56%
VLO	Valero Energy Corp/Tx Energy	Added	21,726	+743	$5,658,319	+9.1%	0.53%
AFK	VanEck Africa Index ETF	Added	35,710	+4,252	$5,578,466	+47.7%	0.52%
CAT	Caterpillar Inc Industrials	Added	5,197	+972	$5,534,285	+84.9%	0.52%
MO	Altria Group, Inc. Consumer Defensive	Added	76,169	+1,105	$5,480,359	+10.6%	0.51%
LOW	Lowes Companies Inc Consumer Cyclical	Added	24,216	+3,592	$5,339,385	+9.6%	0.50%

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.