Cypress Capital Group
Palm Beach, FL
$1.1bn in 314 US stocks at the end of 30 June 2026. The top 10 are 30.8% of the money. It changed about 11.8% of the portfolio this quarter.
Value
$1.1bn
Stocks
314
Top 10 share
30.8%
Turnover
11.8%
What changed this quarter
New
Bought for the first time this quarter.
- Vaneck ETF TrustSMH0.2% of the fund
- Astera LabsALAB0.2% of the fund
- IsharesEIS0.2% of the fund
- Kraneshares TrustKWEB0.2% of the fund
- Ishares TRINDA0.2% of the fund
- UnitedHealth GroupUNH0.1% of the fund
- Palo Alto NetworksPANW0.1% of the fund
- TechnipFMCFTI0.1% of the fund
- J P Morgan Exchange Traded FJPST0.1% of the fund
- Marvell TechnologyMRVL0.1% of the fund
- Ishares TRTLT0.1% of the fund
- Seagate Technology HoldingsSTX<0.1% of the fund
- Ishares TRGVI<0.1% of the fund
- AmphenolAPH<0.1% of the fund
- Freeport-McMoRanFCX<0.1% of the fund
- Vanguard Tax-Managed FDSVEA<0.1% of the fund
- BoeingBA<0.1% of the fund
- CloudflareNET<0.1% of the fund
- Diamondback EnergyFANG<0.1% of the fund
- EverpureP<0.1% of the fund
- Hilton Worldwide HoldingsHLT<0.1% of the fund
- VistraVST<0.1% of the fund
- Coinbase GlobalCOIN<0.1% of the fund
- Palantir TechnologiesPLTR<0.1% of the fund
- CSXCSX<0.1% of the fund
Added
Bought more of a stock they already held.
- AppleAAPL5.4% of the fund+4%
- MicrosoftMSFT3.2% of the fund+11%
- NvidiaNVDA3.1% of the fund+43%
- JPMorgan ChaseJPM2.4% of the fund+9%
- BroadcomAVGO2.3% of the fund+20%
- Amazon.comAMZN2.0% of the fund+18%
- Berkshire HathawayBRK-B2.0% of the fund+4%
- Johnson & JohnsonJNJ2.0% of the fund+2%
- ExxonMobil HoldingsXOM1.7% of the fund+4%
- Lam ResearchLRCX1.7% of the fund+20%
- AlphabetGOOGL1.7% of the fund+11%
- Invesco QQQ TRQQQ1.6% of the fund+3%
- WalmartWMT1.5% of the fund+4%
- AlphabetGOOG1.4% of the fund+3%
- Taiwan Semiconductor ManufacturingTSM1.3% of the fund+13%
- TJX CompaniesTJX1.3% of the fund+4%
- Phillips 66PSX0.9% of the fund+4%
- MastercardMA0.9% of the fund+9%
- Advanced Micro DevicesAMD0.9% of the fund+9%
- Costco WholesaleCOST0.8% of the fund+21%
- Home DepotHD0.8% of the fund+13%
- ASML Holding NVASML0.8% of the fund+17%
- RTXRTX0.8% of the fund+10%
- BlackRockBLK0.8% of the fund+4%
- MerckMRK0.7% of the fund+6%
Cut
Sold some of their stake.
- CME GroupCME0.7% of the fund-4%
- Gilead SciencesGILD0.6% of the fund-2%
- NewmontNEM0.5% of the fund-7%
- Abbott LaboratoriesABT0.4% of the fund-32%
- CencoraCOR0.3% of the fund-15%
- PaychexPAYX0.3% of the fund-10%
- Kinder MorganKMI0.3% of the fund-6%
- State StreetSTT0.2% of the fund-6%
- Select Sector Spdr TRXLE0.2% of the fund-8%
- Sherwin-WilliamsSHW0.1% of the fund-3%
- S&P GlobalSPGI0.1% of the fund-20%
- AT&TT0.1% of the fund-8%
- IntuitINTU0.1% of the fund-11%
- Vanguard Index FDSVO0.1% of the fund-28%
- Automatic Data ProcessingADP<0.1% of the fund-3%
- Ishares TRINDY<0.1% of the fund-72%
- United Parcel ServiceUPS<0.1% of the fund-43%
- Verizon CommunicationsVZ<0.1% of the fund-12%
- Delta Air LinesDAL<0.1% of the fund-7%
- Vanguard Index FDSVV<0.1% of the fund-7%
- Global X FDSAUSF<0.1% of the fund-23%
- Avery DennisonAVY<0.1% of the fund-20%
- First TR Exch Traded FD IIIFMB<0.1% of the fund-31%
- SLB LimitedSLB<0.1% of the fund-11%
- Royal Bank of CanadaRY<0.1% of the fund-8%
Sold out
Sold their entire stake.
- IsharesEWY-100%
- MosaicMOS-100%
- Honeywell InternationalHON-100%
- AlbemarleALB-100%
- Spdr Series TrustSPTS-100%
- DiageoDEO-100%
- Crown HoldingsCCK-100%
Holdings
- Ishares TRIVV
- Share
- 2.3%
- Value
- $25m
- Shares
- 32,745
Held
- Ishares Gold TRIAU
- Share
- 1.9%
- Value
- $20m
- Shares
- 269,426
Held
- Invesco QQQ TRQQQ
- Share
- 1.6%
- Value
- $17m
- Shares
- 23,532
+3%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 1.5%
- Value
- $16m
- Shares
- 21,513
Held
- Ishares Silver TRSLV
- Share
- 0.8%
- Value
- $9m
- Shares
- 166,217
Held
- IsharesEWZ
- Share
- 0.5%
- Value
- $5m
- Shares
- 158,697
+8%
- IsharesEWJ
- Share
- 0.5%
- Value
- $5m
- Shares
- 53,295
+6%
- Select Sector Spdr TRXLK
- Share
- 0.5%
- Value
- $5m
- Shares
- 25,799
+18%
- Blackrock ETF Trust IIBINC
- Share
- 0.4%
- Value
- $5m
- Shares
- 88,610
+8%
- Global X FDSCOPX
- Share
- 0.4%
- Value
- $4m
- Shares
- 57,195
+21%
- Canadian Natural ResourcesCNQ
- Share
- 0.4%
- Value
- $4m
- Shares
- 106,208
Held
- Ishares TRAGG
- Share
- 0.4%
- Value
- $4m
- Shares
- 38,751
+8%
- Ishares TRIWF
- Share
- 0.3%
- Value
- $3m
- Shares
- 27,528
Held
- Alibaba Group HldgBABA
- Share
- 0.3%
- Value
- $3m
- Shares
- 35,481
+3%
- Vaneck ETF TrustGDXJ
- Share
- 0.3%
- Value
- $3m
- Shares
- 31,998
Held
- IsharesIEMG
- Share
- 0.3%
- Value
- $3m
- Shares
- 35,363
+104%
- Global X FDSURA
- Share
- 0.3%
- Value
- $3m
- Shares
- 63,815
Held
- Vanguard Index FDSVXF
- Share
- 0.3%
- Value
- $3m
- Shares
- 11,320
+36%
- Ishares TRIEFA
- Share
- 0.2%
- Value
- $3m
- Shares
- 26,820
+13%
- Invesco Exchange Traded FD TRSP
- Share
- 0.2%
- Value
- $3m
- Shares
- 12,008
+22%
- Vaneck ETF TrustSMH
- Share
- 0.2%
- Value
- $2m
- Shares
- 3,712
New
- Ishares TRFXI
- Share
- 0.2%
- Value
- $2m
- Shares
- 73,325
+2%
- IsharesEIS
- Share
- 0.2%
- Value
- $2m
- Shares
- 18,990
New
- Kraneshares TrustKWEB
- Share
- 0.2%
- Value
- $2m
- Shares
- 89,975
New
- Select Sector Spdr TRXLC
- Share
- 0.2%
- Value
- $2m
- Shares
- 20,550
+2%
- Select Sector Spdr TRXLV
- Share
- 0.2%
- Value
- $2m
- Shares
- 13,853
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AppleAAPL | 5.4% | $57m | 198,024 | +4% |
| Eli LillyLLY | 5.3% | $57m | 47,680 | Held |
| MicrosoftMSFT | 3.2% | $34m | 91,883 | +11% |
| NvidiaNVDA | 3.1% | $34m | 167,812 | +43% |
| AbbVieABBV | 2.6% | $28m | 111,026 | Held |
| JPMorgan ChaseJPM | 2.4% | $26m | 78,303 | +9% |
| BroadcomAVGO | 2.3% | $25m | 66,421 | +20% |
| Ishares TRIVV | 2.3% | $25m | 32,745 | Held |
| VisaV | 2.1% | $23m | 65,835 | Held |
| Amazon.comAMZN | 2.0% | $22m | 91,965 | +18% |
| Berkshire HathawayBRK-B | 2.0% | $21m | 42,014 | +4% |
| Johnson & JohnsonJNJ | 2.0% | $21m | 82,604 | +2% |
| Ishares Gold TRIAU | 1.9% | $20m | 269,426 | Held |
| ExxonMobil HoldingsXOM | 1.7% | $18m | 132,766 | +4% |
| Lam ResearchLRCX | 1.7% | $18m | 41,496 | +20% |
| AlphabetGOOGL | 1.7% | $18m | 50,230 | +11% |
| Invesco QQQ TRQQQ | 1.6% | $17m | 23,532 | +3% |
| WalmartWMT | 1.5% | $16m | 145,380 | +4% |
| State STR Spdr S&P 500 ETF TSPY | 1.5% | $16m | 21,513 | Held |
| AlphabetGOOG | 1.4% | $15m | 43,260 | +3% |
| Taiwan Semiconductor ManufacturingTSM | 1.3% | $14m | 30,265 | +13% |
| TJX CompaniesTJX | 1.3% | $14m | 94,102 | +4% |
| Lockheed MartinLMT | 1.3% | $14m | 27,461 | Held |
| Philip Morris InternationalPM | 1.0% | $11m | 58,129 | Held |
| Phillips 66PSX | 0.9% | $10m | 59,903 | +4% |
| MastercardMA | 0.9% | $10m | 19,008 | +9% |
| Advanced Micro DevicesAMD | 0.9% | $10m | 16,686 | +9% |
| Cisco SystemsCSCO | 0.9% | $10m | 81,491 | Held |
| Costco WholesaleCOST | 0.8% | $9m | 9,728 | +21% |
| Ishares Silver TRSLV | 0.8% | $9m | 166,217 | Held |
| Home DepotHD | 0.8% | $9m | 24,976 | +13% |
| ASML Holding NVASML | 0.8% | $9m | 4,390 | +17% |
| 3MMMM | 0.8% | $9m | 53,004 | Held |
| RTXRTX | 0.8% | $8m | 44,339 | +10% |
| BlackRockBLK | 0.8% | $8m | 8,365 | +4% |
| MerckMRK | 0.7% | $8m | 62,260 | +6% |
| CME GroupCME | 0.7% | $8m | 35,262 | -4% |
| Meta PlatformsMETA | 0.7% | $8m | 13,710 | +59% |
| ChevronCVX | 0.7% | $7m | 43,479 | Held |
| US BancorpUSB | 0.7% | $7m | 117,121 | Held |
| McDonald'sMCD | 0.6% | $7m | 24,881 | Held |
| AmgenAMGN | 0.6% | $7m | 18,021 | Held |
| Gilead SciencesGILD | 0.6% | $6m | 47,312 | -2% |
| Valero EnergyVLO | 0.5% | $6m | 21,726 | +4% |
| CaterpillarCAT | 0.5% | $6m | 5,197 | +23% |
| Altria GroupMO | 0.5% | $5m | 76,169 | Held |
| IsharesEWZ | 0.5% | $5m | 158,697 | +8% |
| Lowe's CompaniesLOW | 0.5% | $5m | 24,216 | +17% |
| QualcommQCOM | 0.5% | $5m | 27,430 | +26% |
| NewmontNEM | 0.5% | $5m | 53,845 | -7% |
| EatonETN | 0.5% | $5m | 11,757 | +14% |
| IsharesEWJ | 0.5% | $5m | 53,295 | +6% |
| International Business MachinesIBM | 0.5% | $5m | 17,659 | +8% |
| Select Sector Spdr TRXLK | 0.5% | $5m | 25,799 | +18% |
| Bristol-Myers SquibbBMY | 0.5% | $5m | 84,745 | +7% |
| General ElectricGE | 0.4% | $5m | 12,806 | +7% |
| Blackrock ETF Trust IIBINC | 0.4% | $5m | 88,610 | +8% |
| Duke EnergyDUK | 0.4% | $5m | 35,594 | +5% |
| Coca-ColaKO | 0.4% | $4m | 54,679 | +14% |
| Global X FDSCOPX | 0.4% | $4m | 57,195 | +21% |
| Texas InstrumentsTXN | 0.4% | $4m | 14,407 | +16% |
| Canadian Natural ResourcesCNQ | 0.4% | $4m | 106,208 | Held |
| CorningGLW | 0.4% | $4m | 15,951 | +14% |
| Ross StoresROST | 0.4% | $4m | 19,052 | +3% |
| Abbott LaboratoriesABT | 0.4% | $4m | 44,490 | -32% |
| American Electric PowerAEP | 0.4% | $4m | 28,153 | Held |
| Ishares TRAGG | 0.4% | $4m | 38,751 | +8% |
| Kimberly-ClarkKMB | 0.3% | $4m | 34,011 | +1520% |
| ACM ResearchACMR | 0.3% | $4m | 28,425 | +80% |
| CencoraCOR | 0.3% | $4m | 12,632 | -15% |
| AccentureACN | 0.3% | $4m | 28,515 | +177% |
| Colgate-PalmoliveCL | 0.3% | $3m | 37,649 | +208% |
| NetflixNFLX | 0.3% | $3m | 48,093 | +71% |
| Ishares TRIWF | 0.3% | $3m | 27,528 | Held |
| Alibaba Group HldgBABA | 0.3% | $3m | 35,481 | +3% |
| PfizerPFE | 0.3% | $3m | 138,473 | +6% |
| Vaneck ETF TrustGDXJ | 0.3% | $3m | 31,998 | Held |
| L3harris TechnologiesLHX | 0.3% | $3m | 10,551 | Held |
| Walt DisneyDIS | 0.3% | $3m | 30,995 | Held |
| OneokOKE | 0.3% | $3m | 34,018 | +12% |
| PaychexPAYX | 0.3% | $3m | 29,943 | -10% |
| IsharesIEMG | 0.3% | $3m | 35,363 | +104% |
| Procter & GamblePG | 0.3% | $3m | 19,719 | +5% |
| Reynolds Consumer ProductsREYN | 0.3% | $3m | 107,402 | +34% |
| Kinder MorganKMI | 0.3% | $3m | 87,572 | -6% |
| Global X FDSURA | 0.3% | $3m | 63,815 | Held |
| Vanguard Index FDSVXF | 0.3% | $3m | 11,320 | +36% |
| Ishares TRIEFA | 0.2% | $3m | 26,820 | +13% |
| Invesco Exchange Traded FD TRSP | 0.2% | $3m | 12,008 | +22% |
| Vaneck ETF TrustSMH | 0.2% | $2m | 3,712 | New |
| Astera LabsALAB | 0.2% | $2m | 5,026 | New |
| State StreetSTT | 0.2% | $2m | 14,029 | -6% |
| TeslaTSLA | 0.2% | $2m | 5,574 | +126% |
| Ishares TRFXI | 0.2% | $2m | 73,325 | +2% |
| General DynamicsGD | 0.2% | $2m | 6,477 | +18% |
| IsharesEIS | 0.2% | $2m | 18,990 | New |
| Kraneshares TrustKWEB | 0.2% | $2m | 89,975 | New |
| Select Sector Spdr TRXLC | 0.2% | $2m | 20,550 | +2% |
| Select Sector Spdr TRXLV | 0.2% | $2m | 13,853 | Held |
| Cal-Maine FoodsCALM | 0.2% | $2m | 26,425 | Held |
Showing the largest 100 of 314.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 33.3% since 30 June 2025.
Where the money is
Technology22.7%
Health care14.3%
Financial services11.0%
Industrials7.7%
Retail & consumer6.2%
Everyday goods5.7%
Energy5.4%
Media & telecom4.7%
Materials1.4%
Utilities1.3%
Real estate0.3%
Other19.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.