2026 Q2 Portfolio Activity
In 2026 Q2, Cypress Capital Group maintained a portfolio of 321 distinct positions. The most significant new addition was VANECK ETF TRUST, now representing 0.23% of the total fund value. They heavily accumulated shares in LAM RESEARCH CORP, increasing the position by 20.0%. The fund also reduced its exposure to ABBOTT LABORATORIES by 32.1%.
Position History
hover any row below to update
Loading…
Total Positions
321
Quarter
2026 Q2
Top Holding
AAPL (5.4%)
Top 10 Concentration
30.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 321
Cypress Capital Group Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AAPL
APPLE INC
|
Technology | 5.35% | 5.45% |
#1
Prev: #1
|
4.6 |
—
|
7,047 | 3.7% |
P
S
|
198,024 | $57,300,251 | 2007 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 5.34% | 4.85% |
#2
Prev: #2
|
4.1 |
—
|
844 | 1.8% |
P
S
|
47,680 | $57,188,824 | 2006 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 3.20% | 3.45% |
#3
Prev: #3
|
4.3 |
—
|
9,043 | 10.9% |
P
S
|
91,883 | $34,274,163 | 2005 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 3.14% | 2.30% |
#4
5
Prev: #9
|
4.3 |
—
|
50,819 | 43.4% |
P
S
|
167,812 | $33,577,504 | 2013 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 2.61% | 2.70% |
#5
1
Prev: #4
|
2.0 |
—
|
591 | 0.5% |
P
S
|
111,026 | $27,938,583 | 2013 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 2.39% | 2.38% |
#6
2
Prev: #8
|
3.0 |
—
|
6,396 | 8.9% |
P
S
|
78,303 | $25,630,921 | 2005 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
AVGO
BROADCOM INC
|
Technology | 2.34% | 1.93% |
#7
7
Prev: #14
|
2.9 |
—
|
10,949 | 19.7% |
P
S
|
66,421 | $25,090,533 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
IVV
ISHARES TR
|
ETF | 2.29% | 2.41% |
#8
1
Prev: #7
|
1.4 |
—
|
-117 | -0.4% |
P
S
|
32,745 | $24,522,077 | 2007 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
V
VISA INC
|
Financial Services | 2.11% | 2.20% |
#9
2
Prev: #11
|
1.3 |
—
|
1,132 | 1.7% |
P
S
|
65,835 | $22,587,471 | 2008 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.05% | 1.82% |
#10
6
Prev: #16
|
2.8 |
—
|
14,305 | 18.4% |
P
S
|
91,965 | $21,918,940 | 2017 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.96% | 2.18% |
#11
1
Prev: #12
|
1.3 |
—
|
1,553 | 3.8% |
P
S
|
42,014 | $21,023,387 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.96% | 2.23% |
#12
2
Prev: #10
|
1.3 |
—
|
1,653 | 2.0% |
P
S
|
82,604 | $20,978,799 | 2005 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
IAU
ISHARES GOLD TR
|
ETF | 1.90% | 2.70% |
#13
8
Prev: #5
|
1.3 |
—
|
-2,638 | -1.0% |
P
S
|
269,426 | $20,344,359 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 1.70% | 2.43% |
#14
8
Prev: #6
|
1.2 |
—
|
5,662 | 4.5% |
P
S
|
132,766 | $18,151,770 | 2005 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 1.68% | 0.83% |
#15
19
Prev: #34
|
3.2 |
—
|
6,923 | 20.0% |
P
S
|
41,496 | $17,981,461 | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.68% | 1.46% |
#16
4
Prev: #20
|
2.7 |
—
|
4,956 | 10.9% |
P
S
|
50,230 | $17,950,695 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 1.62% | 1.48% |
#17
2
Prev: #19
|
1.1 |
—
|
740 | 3.2% |
P
S
|
23,532 | $17,328,965 | 2005 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 1.54% | 1.96% |
#18
5
Prev: #13
|
1.1 |
—
|
4,910 | 3.5% |
P
S
|
145,380 | $16,465,739 | 2005 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 1.50% | 1.57% |
#19
1
Prev: #18
|
1.1 |
—
|
48 | 0.2% |
P
S
|
21,513 | $16,065,263 | 2005 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.43% | 1.35% |
#20
1
Prev: #21
|
1.1 |
—
|
1,382 | 3.3% |
P
S
|
43,260 | $15,285,055 | 2007 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 1.35% | 1.02% |
#21
5
Prev: #26
|
2.5 |
—
|
3,379 | 12.6% |
P
S
|
30,265 | $14,453,657 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
TJX
TJX COS INC NEW
|
Consumer Cyclical | 1.33% | 1.62% |
#22
5
Prev: #17
|
1.0 |
—
|
3,830 | 4.2% |
P
S
|
94,102 | $14,256,455 | 2009 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
LMT
LOCKHEED MARTIN...
|
Industrials | 1.31% | 1.86% |
#23
8
Prev: #15
|
1.0 |
—
|
51 | 0.2% |
P
S
|
27,461 | $13,990,283 | 2007 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
PM
PHILIP MORRIS I...
|
Consumer Defensive | 0.98% | 1.07% |
#24
1
Prev: #25
|
0.9 |
—
|
522 | 0.9% |
P
S
|
58,129 | $10,516,117 | 2008 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
PSX
PHILLIPS 66
|
Energy | 0.95% | 1.18% |
#25
1
Prev: #24
|
0.9 |
—
|
2,215 | 3.8% |
P
S
|
59,903 | $10,126,635 | 2013 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.91% | 0.98% |
#26
2
Prev: #28
|
2.4 |
—
|
1,602 | 9.2% |
P
S
|
19,008 | $9,762,508 | 2011 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.91% | 0.35% |
#27
42
Prev: #69
|
2.4 |
—
|
1,417 | 9.3% |
P
S
|
16,686 | $9,693,064 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.89% | 0.71% |
#28
11
Prev: #39
|
0.9 |
—
|
109 | 0.1% |
P
S
|
81,491 | $9,571,932 | 2005 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.85% | 0.90% |
#29
Prev: #29
|
2.8 |
—
|
1,657 | 20.5% |
P
S
|
9,728 | $9,100,251 | 2006 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
SLV
ISHARES SILVER ...
|
ETF | 0.83% | 1.29% |
#30
8
Prev: #22
|
0.8 |
—
|
-2,605 | -1.5% |
P
S
|
166,217 | $8,887,622 | 2008 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.82% | 0.82% |
#31
4
Prev: #35
|
2.3 |
—
|
2,826 | 12.8% |
P
S
|
24,976 | $8,808,371 | 2005 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
ASML
ASML HLDG NV
|
Technology | 0.82% | 0.56% |
#32
14
Prev: #46
|
2.3 |
—
|
626 | 16.6% |
P
S
|
4,390 | $8,733,643 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
MMM
3M CO
|
Industrials | 0.80% | 0.88% |
#33
3
Prev: #30
|
0.8 |
—
|
-690 | -1.3% |
P
S
|
53,004 | $8,581,810 | 2005 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
RTX
RTX CORPORATION
|
Industrials | 0.79% | 0.87% |
#34
2
Prev: #32
|
2.3 |
—
|
4,090 | 10.2% |
P
S
|
44,339 | $8,412,426 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
BLK
BLACKROCK INC
|
Financial Services | 0.75% | 0.87% |
#35
4
Prev: #31
|
0.8 |
—
|
291 | 3.6% |
P
S
|
8,365 | $8,042,642 | 2011 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.75% | 0.79% |
#36
Prev: #36
|
2.3 |
—
|
3,520 | 6.0% |
P
S
|
62,260 | $8,000,412 | 2005 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
CME
CME GROUP INC
|
Financial Services | 0.73% | 1.22% |
#37
14
Prev: #23
|
0.8 |
—
|
-1,330 | -3.6% |
P
S
|
35,262 | $7,786,908 | 2014 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.72% | 0.56% |
#38
10
Prev: #48
|
3.3 |
—
|
5,072 | 58.7% |
P
S
|
13,710 | $7,722,705 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.67% | 0.99% |
#39
12
Prev: #27
|
0.8 |
—
|
827 | 1.9% |
P
S
|
43,479 | $7,207,107 | 2005 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
USB
US BANCORP
|
Financial Services | 0.66% | 0.69% |
#40
2
Prev: #42
|
0.8 |
—
|
-5 | -0.0% |
P
S
|
117,121 | $7,074,108 | 2006 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 0.63% | 0.86% |
#41
8
Prev: #33
|
0.8 |
—
|
383 | 1.6% |
P
S
|
24,881 | $6,725,592 | 2006 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
AMGN
AMGEN INC
|
Healthcare | 0.61% | 0.70% |
#42
1
Prev: #41
|
0.7 |
—
|
328 | 1.9% |
P
S
|
18,021 | $6,525,849 | 2005 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
GILD
GILEAD SCIENCES...
|
Healthcare | 0.56% | 0.76% |
#43
6
Prev: #37
|
0.7 |
—
|
-1,115 | -2.3% |
P
S
|
47,312 | $5,977,398 | 2005 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VLO
VALERO ENERGY C...
|
Energy | 0.53% | 0.58% |
#44
1
Prev: #45
|
0.7 |
—
|
743 | 3.5% |
P
S
|
21,726 | $5,658,320 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.52% | 0.34% |
#45
27
Prev: #72
|
2.7 |
—
|
972 | 23.0% |
P
S
|
5,197 | $5,534,287 | 2005 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
MO
ALTRIA GROUP IN...
|
Consumer Defensive | 0.51% | 0.56% |
#46
1
Prev: #47
|
0.7 |
—
|
1,105 | 1.5% |
P
S
|
76,169 | $5,480,360 | 2005 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
EWZ
ISHARES INC
|
ETF | 0.51% | 0.64% |
#47
4
Prev: #43
|
2.2 |
—
|
11,500 | 7.8% |
P
S
|
158,697 | $5,475,049 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
LOW
LOWES COS INC
|
Consumer Cyclical | 0.50% | 0.55% |
#48
1
Prev: #49
|
2.2 |
—
|
3,592 | 17.4% |
P
S
|
24,216 | $5,339,385 | 2005 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
QCOM
QUALCOMM INC
|
Technology | 0.47% | 0.32% |
#49
28
Prev: #77
|
2.7 |
—
|
5,651 | 25.9% |
P
S
|
27,430 | $5,068,790 | 2006 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
NEM
NEWMONT CORP
|
Basic Materials | 0.47% | 0.70% |
#50
10
Prev: #40
|
0.7 |
—
|
-3,921 | -6.8% |
P
S
|
53,845 | $5,029,123 | 2010 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 |
Showing 1-50 of 321 holdings