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Funds / Cypress Capital Group
Institutional Fund

Cypress Capital Group

Palm Beach, FLCIK 13417485 filings on record

Portfolio Value
$888.91M
Q1 2026
Holdings
246
Reported positions
New Buys
28
Opened this quarter
QoQ Change
-0.4%
from $892.55M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Apple Inc5.5%
  • Eli Lilly & Co4.8%
  • Microsoft Corp3.4%
  • Abbvie Inc2.7%
  • Ishares Gold Tr2.7%
  • Exxon Mobil Corp2.4%
  • Other78.4%

Portfolio Holdings

246 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Apple Inc191.0K$48.47M5.5%10.8KReduced
2Eli Lilly & Co46.8K$43.08M4.8%2.0KReduced
3Microsoft Corp82.8K$30.66M3.4%2.0KReduced
4Abbvie Inc110.4K$24.02M2.7%2.2KReduced
5Ishares Gold Tr272.1K$23.99M2.7%2.4KReduced
6Exxon Mobil Corp127.1K$21.56M2.4%798Reduced
7Ishares Tr32.9K$21.47M2.4%545Reduced
8Jpmorgan Chase & Co.71.9K$21.15M2.4%1.1KReduced
9Nvidia Corporation117.0K$20.40M2.3%2.8KReduced
10Johnson & Johnson81.0K$19.79M2.2%3.0KReduced

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