Cypress Capital Group

Q1 2026 13F-HR Holdings

Location
Palm Beach, FL
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
246
Total value ($000)
$888,907
Net value change ($000)
-3,647 (-0.4%)
New positions
28
Sold out positions
14
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XOM 6,172 40.1%
USB 6,092 NEW
GDXJ 3,776 NEW
PSX 3,017 40.3%
LMT 3,001 22.1%
CVX 2,562 40.9%
OKE 2,476 910.3%
JNJ 2,414 13.9%
EWY 2,383 324.7%
VLO 2,125 69.5%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -10,378 -25.3%
LLY -9,364 -17.9%
AAPL -6,380 -11.6%
V -3,994 -17.0%
SLV -3,254 -22.0%
ABT -3,013 -30.9%
AVGO -2,682 -13.5%
JPM -2,384 -10.1%
INTU -2,011 -48.2%
MA -1,984 -18.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type