Cypress Capital Group
Long book
$888.9M
Q1 2026
Positions
246
Top-10 weight
31%
concentration
Last quarter
+9.2%
SPY +14.8%
Turnover
16%
of book per quarter
Strategy in plain words
auto-generated from filingsCypress Capital Group is an institutional manager, running a $888.9M US long book across 246 positions.
The portfolio is moderately concentrated (top 10 ≈ 31% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: APPLE INC, ELI LILLY & CO, MICROSOFT CORP, ABBVIE INC, ISHARES GOLD TRUST.
Over the last 9 quarters its long book ran on average 0.5pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+2.3%
Q2 2024
+6.9%
Q3 2024
-0.6%
Q4 2024
+0.2%
Q1 2025
+5.7%
Q2 2025
+7.8%
Q3 2025
+5.1%
Q4 2025
-0.8%
Q1 2026
+9.2%
Sector allocation
Technology 25%
Healthcare 19%
Consumer discretionary 13%
Financials 11%
Industrials 9%
Energy 8%
Services media 6%
Consumer staples 3%
Long book by quarter
What does Cypress Capital own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 191.0K | $48.5M | 5.5% | -5.3% |
| LLY ELI LILLY & CO | Healthcare | 46.8K | $43.1M | 4.8% | -4.0% |
| MSFT MICROSOFT CORP | Technology | 82.8K | $30.7M | 3.4% | -2.4% |
| ABBV ABBVIE INC | Healthcare | 110.4K | $24.0M | 2.7% | -1.9% |
| XOM EXXON MOBIL CORP | Energy | 127.1K | $21.6M | 2.4% | -0.6% |
| JPM JPMORGAN CHASE & CO | Financials | 71.9K | $21.2M | 2.4% | -1.6% |
| NVDA NVIDIA CORP | Technology | 117.0K | $20.4M | 2.3% | -2.3% |
| JNJ JOHNSON & JOHNSON | Healthcare | 81.0K | $19.8M | 2.2% | -3.6% |
| V VISA INC-CLASS A SHARES | Services media | 64.7K | $19.6M | 2.2% | -3.6% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 40.5K | $19.4M | 2.2% | +0.4% |
| WMT WALMART INC | Consumer discretionary | 140.5K | $17.5M | 2.0% | -2.4% |
| AVGO BROADCOM INC | Technology | 55.5K | $17.2M | 1.9% | -3.3% |
| LMT LOCKHEED MARTIN CORP | Industrials | 27.4K | $16.6M | 1.9% | -2.3% |
| AMZN AMAZON.COM INC | Consumer discretionary | 77.7K | $16.2M | 1.8% | -1.0% |
| TJX TJX COMPANIES INC | Consumer discretionary | 90.3K | $14.4M | 1.6% | -5.0% |
| GOOGL ALPHABET INC-CL A | Technology | 45.3K | $13.0M | 1.5% | -3.3% |
| GOOG ALPHABET INC-CL C | Technology | 41.9K | $12.0M | 1.4% | -0.6% |
| CME CME GROUP INC | Financials | 36.6K | $10.8M | 1.2% | -1.6% |
| PSX PHILLIPS 66 | Energy | 57.7K | $10.5M | 1.2% | -0.6% |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 57.6K | $9.5M | 1.1% | +1.2% |
| CVX CHEVRON CORP | Energy | 42.7K | $8.8M | 1.0% | +3.8% |
| MA MASTERCARD INC - A | Services media | 17.4K | $8.7M | 1.0% | -7.0% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 8.1K | $8.0M | 0.9% | -0.9% |
| MMM 3M CO | Healthcare | 53.7K | $7.8M | 0.9% | +5.4% |
| BLK BLACKROCK INC | Financials | 8.1K | $7.8M | 0.9% | +0.1% |
| RTX RTX CORP | Industrials | 40.2K | $7.8M | 0.9% | +3.0% |
| MCD MCDONALD'S CORP | Consumer discretionary | 24.5K | $7.6M | 0.9% | -2.6% |
| LRCX LAM RESEARCH CORP | Industrials | 34.6K | $7.4M | 0.8% | -1.0% |
| HD HOME DEPOT INC | Consumer discretionary | 22.1K | $7.3M | 0.8% | -2.0% |
| MRK MERCK & CO. INC. | Healthcare | 58.7K | $7.1M | 0.8% | +1.2% |
| GILD GILEAD SCIENCES INC | Healthcare | 48.4K | $6.7M | 0.8% | -0.3% |
| ABT ABBOTT LABORATORIES | Healthcare | 65.5K | $6.7M | 0.8% | -15.7% |
| CSCO CISCO SYSTEMS INC | Technology | 81.4K | $6.3M | 0.7% | +2.5% |
| NEM NEWMONT CORP | Materials | 57.8K | $6.3M | 0.7% | +1.1% |
| AMGN AMGEN INC | Healthcare | 17.7K | $6.2M | 0.7% | +4.5% |
| USB US BANCORP | Financials | 117.1K | $6.1M | 0.7% | New |
| CNQ CANADIAN NATURAL RESOURCES | Energy | 108.3K | $5.3M | 0.6% | +11.2% |
| VLO VALERO ENERGY CORP | Energy | 21.0K | $5.2M | 0.6% | +11.7% |
| ASML ASML HOLDING NV-NY REG SHS | Industrials | 3.8K | $5.0M | 0.6% | +2.2% |
| MO ALTRIA GROUP INC | Consumer staples | 75.1K | $5.0M | 0.6% | +3.1% |
| META META PLATFORMS INC-CLASS A | Technology | 8.6K | $4.9M | 0.6% | -6.0% |
| LOW LOWE'S COS INC | Consumer discretionary | 20.6K | $4.9M | 0.5% | -1.9% |
| BMY BRISTOL-MYERS SQUIBB CO | Healthcare | 79.2K | $4.8M | 0.5% | +4.8% |
| COR CENCORA INC | Consumer discretionary | 14.9K | $4.7M | 0.5% | -3.7% |
| DUK DUKE ENERGY CORP | Utilities | 33.9K | $4.4M | 0.5% | +6.3% |
| ROST ROSS STORES INC | Consumer discretionary | 18.5K | $4.0M | 0.5% | -3.5% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 16.3K | $4.0M | 0.4% | -16.1% |
| AEP AMERICAN ELECTRIC POWER | Utilities | 28.2K | $3.7M | 0.4% | -0.8% |
| ETN EATON CORP PLC | Industrials | 10.3K | $3.7M | 0.4% | -1.1% |
| PFE PFIZER INC | Healthcare | 130.2K | $3.7M | 0.4% | +5.3% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 15, 2026 | 284 | $888.9M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 11, 2026 | 273 | $892.6M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 3, 2025 | 271 | $836.4M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 25, 2025 | 269 | $803.6M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 12, 2025 | 246 | $763.6M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 6, 2025 | 331 | $815.2M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 8, 2024 | 439 | $889.8M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 25, 2024 | 489 | $834.4M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 8, 2024 | 489 | $834.7M | canonical | SEC ↗ |
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