Cypress Capital Group

CIK

1341748

Location

Palm Beach, FL

Portfolio Value

Small $768,917,977

Diversification

Diversified

Filing Date

Global Rank

#2,038 / 8,605 ▲ 47 · as of Mar 2026

Top Industry

Drug Manufacturers - General 16.5%

3Y Alpha vs SPY

-2.1%

Period ended 3 months ago

Filed May 15, 2026 · 55d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+66.8%

SPY

+76.5%

Annualised alpha

-2.3%

Max drawdown

−15.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

179 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.3%

−0.7 pts

Top 5

22.1%

−3.1 pts

Top 10

35.5%

−3.6 pts

HHI

213

Diversified−33

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	22.2%	$170,899,296	24
Healthcare	17.4%	$134,161,678	22
Financial Services	14.1%	$108,548,168	32
Consumer Cyclical	8.4%	$64,219,571	14
Unclassified	8.3%	$64,093,464	7
Energy	8.2%	$63,422,369	17
Industrials	7.7%	$58,967,797	24
Consumer Defensive	6.8%	$52,028,861	12
Communication Services	3.6%	$27,846,941	9
Utilities	1.6%	$12,031,420	8
Basic Materials	1.4%	$10,916,536	7
Real Estate	0.2%	$1,781,876	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
OKE	Oneok Inc /New/	+26,706	30,406	$2,748,398
KMI	Kinder Morgan, Inc.	+16,465	92,831	$3,112,623
T	At&T Inc.	+11,504	61,808	$1,791,813
CNQ	CANADIAN NATURAL RESOURCES Ltd	+10,941	108,283	$5,276,630
PML	Pimco Municipal Income Fund II	+7,800	102,720	$777,590
PFE	Pfizer Inc	+6,603	130,246	$3,657,307
NFLX	Netflix Inc	+6,488	28,119	$2,703,641
VZ	Verizon Communications Inc	+5,414	21,230	$1,065,746
BMY	Bristol Myers Squibb Co	+3,643	79,197	$4,803,298
BKNG	Booking Holdings Inc.	+2,783	2,900	$488,397
MMM	3M Co	+2,760	53,694	$7,797,979
CALM	Cal-Maine Foods Inc	+2,503	26,059	$2,062,569
MO	Altria Group, Inc.	+2,247	75,064	$4,953,473
VLO	Valero Energy Corp/Tx	+2,190	20,983	$5,184,479
UPS	United Parcel Service Inc	+2,075	13,031	$1,281,989
CSCO	Cisco Systems, Inc.	+2,021	81,382	$6,314,429
DUK	Duke Energy CORP	+1,997	33,899	$4,438,735
CVX	Chevron Corp	+1,558	42,652	$8,824,698
RTX	RTX Corp	+1,180	40,249	$7,764,031
QCOM	Qualcomm Inc/De	+1,144	21,779	$2,804,699
CMCSA	Comcast Corp	+1,100	16,372	$470,040
C	Citigroup Inc	+1,036	4,545	$515,448
CL	Colgate Palmolive Co	+1,015	12,228	$1,042,192
COP	Conocophillips	+873	16,646	$2,197,272
SO	Southern Co	+839	5,183	$500,263
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SLV	iShares Silver Trust	−60,276	168,822	$11,503,531
ABT	Abbott Laboratories	−12,216	65,542	$6,729,196
AAPL	Apple Inc.	−10,775	190,977	$48,468,052
TJX	Tjx Companies Inc /De/	−4,781	90,272	$14,416,437
PAYX	Paychex Inc	−4,567	33,392	$3,076,071
LIN	Linde PLC	−4,094	1,129	$559,713
WMT	Walmart Inc.	−3,382	140,470	$17,457,611
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−3,367	26,886	$9,086,123
IBM	International Business Machines Corp	−3,122	16,324	$3,956,774
JNJ	Johnson & Johnson	−3,004	80,951	$19,787,661
NVDA	Nvidia Corp	−2,770	116,993	$20,403,579
V	Visa Inc.	−2,446	64,703	$19,555,834
IAU	Ishares Gold Trust	−2,436	272,064	$23,985,162
ABBV	AbbVie Inc.	−2,179	110,435	$24,018,507
MSFT	Microsoft Corp	−2,027	82,840	$30,664,881
LLY	ELI LILLY & Co	−1,962	46,836	$43,078,346
AVGO	Broadcom Inc.	−1,884	55,472	$17,169,138
SHW	Sherwin Williams Co	−1,671	3,965	$1,270,980
PG	PROCTER & GAMBLE Co	−1,615	18,748	$2,707,961
GOOGL	Alphabet Inc.	−1,548	45,274	$13,018,991
GLW	Corning Inc /Ny	−1,525	14,054	$1,910,922
ACN	Accenture plc	−1,508	10,296	$2,041,593
CRM	Salesforce, Inc.	−1,443	4,596	$857,935
MA	Mastercard Inc	−1,303	17,406	$8,697,081
INTU	Intuit Inc.	−1,300	5,000	$2,161,900
No positions match the current search.

New Positions

Positions the filer opened this quarter

21 positions

Ticker	Company	Shares	Value
USB	US Bancorp De	117,126	$6,091,723
REYN	Reynolds Consumer Products Inc.	80,418	$1,703,253
MOS	Mosaic Co	38,355	$978,052
SUNC	SunocoCorp LLC	10,727	$661,319
ACMR	ACM Research, Inc.	15,820	$622,517
EPD	Enterprise Products Partners L.P.	14,682	$555,566
ETY	Eaton Vance Tax-Managed Diversified Equity Income Fund	30,395	$419,147
CII	BlackRock Enhanced Large Cap Core Fund, Inc.	17,964	$377,603
ET	Energy Transfer LP	18,620	$359,366
TPL	Texas Pacific Land Corp	755	$358,292
NZF	Nuveen Municipal Credit Income Fund	24,078	$293,270
GLDM	World Gold Trust	3,072	$284,743
ALB	Albemarle Corp	1,410	$253,137
SHEL	Shell plc	2,539	$236,127
EQIX	Equinix Inc	237	$232,316
AMAT	Applied Materials Inc /De	644	$220,112
BGR	BlackRock Energy & Resources Trust	12,024	$208,135
LNG	Cheniere Energy, Inc.	720	$204,307
KMB	Kimberly Clark Corp	2,100	$202,587
KLAC	Kla Corp	171	$25,178
GPUS	Hyperscale Data, Inc.	19,000	$2,850
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
SBAC	Sba Communications Corp	4,000	$773,720
OMER	Omeros Corp	42,000	$721,560
ADBE	Adobe Inc.	1,486	$520,084
WDAY	Workday, Inc.	1,611	$346,010
MKL	Markel Group Inc.	109	$234,311
PLTR	Palantir Technologies Inc.	1,268	$225,387
GBTC	Grayscale Bitcoin Trust ETF	3,067	$209,660
NKE	NIKE, Inc.	3,162	$201,451
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

179 positions · $768,917,977 total · as of Mar 31, 2026

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

Showing 1–50 of 179 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	190,977	-10,775	$48,468,052	−11.6%	6.30%
LLY	ELI LILLY & Co Healthcare	Reduced	46,836	-1,962	$43,078,346	−17.9%	5.60%
MSFT	Microsoft Corp Technology	Reduced	82,840	-2,027	$30,664,881	−25.3%	3.99%
ABBV	AbbVie Inc. Healthcare	Reduced	110,435	-2,179	$24,018,507	−6.7%	3.12%
IAU	Ishares Gold Trust	Reduced	272,064	-2,436	$23,985,162	+7.6%	3.12%
XOM	Exxon Mobil Corp Energy	Reduced	127,104	-798	$21,564,464	+40.1%	2.80%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	71,907	-1,137	$21,152,162	−10.1%	2.75%
NVDA	Nvidia Corp Technology	Reduced	116,993	-2,770	$20,403,579	−8.7%	2.65%
JNJ	Johnson & Johnson Healthcare	Reduced	80,951	-3,004	$19,787,661	+13.9%	2.57%
V	Visa Inc. Financial Services	Reduced	64,703	-2,446	$19,555,834	−17.0%	2.54%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	40,461	+158	$19,388,911	−4.3%	2.52%
WMT	Walmart Inc. Consumer Defensive	Reduced	140,470	-3,382	$17,457,611	+8.9%	2.27%
AVGO	Broadcom Inc. Technology	Reduced	55,472	-1,884	$17,169,138	−13.5%	2.23%
LMT	Lockheed Martin Corp Industrials	Reduced	27,410	-636	$16,566,329	+22.1%	2.15%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	77,660	-793	$16,174,247	−10.7%	2.10%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	90,272	-4,781	$14,416,437	−1.3%	1.87%
SPY	Spdr S&P 500 ETF Trust	Reduced	21,465	-106	$13,959,548	−5.1%	1.82%
QQQ	Invesco Qqq Trust, Series 1	Added	22,792	+136	$13,155,086	−5.5%	1.71%
GOOGL	Alphabet Inc. Communication Services	Reduced	45,274	-1,548	$13,018,991	−11.2%	1.69%
SLV	iShares Silver Trust	Reduced	168,822	-60,276	$11,503,531	−22.1%	1.50%
CME	Cme Group Inc. Financial Services	Reduced	36,592	-583	$10,807,446	+6.5%	1.41%
PSX	Phillips 66 Energy	Reduced	57,688	-377	$10,509,599	+40.3%	1.37%
PM	Philip Morris International Inc. Consumer Defensive	Added	57,607	+695	$9,524,741	+4.3%	1.24%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	26,886	-3,367	$9,086,123	−1.2%	1.18%
CVX	Chevron Corp Energy	Added	42,652	+1,558	$8,824,698	+40.9%	1.15%
MA	Mastercard Inc Financial Services	Reduced	17,406	-1,303	$8,697,081	−18.6%	1.13%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	8,071	-71	$8,042,185	+14.5%	1.05%
MMM	3M Co Industrials	Added	53,694	+2,760	$7,797,979	−4.4%	1.01%
BLK	BlackRock, Inc. Financial Services	Added	8,074	+8	$7,764,846	−10.1%	1.01%
RTX	RTX Corp Industrials	Added	40,249	+1,180	$7,764,031	+8.4%	1.01%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	24,498	-660	$7,613,732	−1.0%	0.99%
LRCX	Lam Research Corp Technology	Reduced	34,573	-345	$7,386,867	+23.6%	0.96%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	22,150	-449	$7,284,913	−6.3%	0.95%
MRK	Merck & Co., Inc. Healthcare	Added	58,740	+691	$7,065,834	+15.6%	0.92%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	48,427	-159	$6,749,270	+13.2%	0.88%
ABT	Abbott Laboratories Healthcare	Reduced	65,542	-12,216	$6,729,196	−30.9%	0.88%
CSCO	Cisco Systems, Inc. Technology	Added	81,382	+2,021	$6,314,429	+3.3%	0.82%
NEM	NEWMONT Corp /DE/ Basic Materials	Added	57,766	+640	$6,253,169	+9.6%	0.81%
AMGN	Amgen Inc Healthcare	Added	17,693	+758	$6,225,282	+12.3%	0.81%
USB	US Bancorp De Financial Services	NEW	117,126	NEW	$6,091,723	NEW	0.79%
CNQ	CANADIAN NATURAL RESOURCES Ltd Energy	Added	108,283	+10,941	$5,276,630	+60.1%	0.69%
VLO	Valero Energy Corp/Tx Energy	Added	20,983	+2,190	$5,184,479	+69.5%	0.67%
ASML	Asml Holding NV Technology	Added	3,764	+81	$4,971,604	+26.2%	0.65%
MO	Altria Group, Inc. Consumer Defensive	Added	75,064	+2,247	$4,953,473	+18.0%	0.64%
META	Meta Platforms, Inc. Communication Services	Reduced	8,638	-551	$4,942,058	−18.5%	0.64%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	20,624	-395	$4,873,038	−3.9%	0.63%
BMY	Bristol Myers Squibb Co Healthcare	Added	79,197	+3,643	$4,803,298	+17.9%	0.62%
COR	Cencora, Inc. Healthcare	Reduced	14,884	-575	$4,675,659	−10.4%	0.61%
DUK	Duke Energy CORP Utilities	Added	33,899	+1,997	$4,438,735	+18.7%	0.58%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Added	34,306	+525	$4,304,030	−13.1%	0.56%