Cypress Capital Group

Q2 2026 13F-HR Detailed Holdings

Location
Palm Beach, FL
Holdings as of
6/30/2026
Date filed
8/5/2026
Form type
13F-HR
Num holdings
351
Total value ($000)
$1,070,744
Net value change ($000)
+181,837 (20.5%)
New positions
75
Sold out positions
7
Turnover %
4.4%
Sector allocation + QoQ delta (equities-only)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 5/15/2026 Next filing: — SEC filing
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Snapshot: Change Analysis

Compared to Q1 2026
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)
LLY 14,111 32.8%
NVDA 13,174 64.6%
LRCX 10,594 143.4%
AAPL 8,832 18.2%
AVGO 7,922 46.1%
AMD 6,587 212.1%
AMZN 5,745 35.5%
TSM 5,368 59.1%
GOOGL 4,932 37.9%
JPM 4,479 21.2%
Top Reduces (Value $000, Stocks/ETFs)
IAU -3,641 -15.2%
XOM -3,412 -15.8%
EWY -3,117 -100.0%
CME -3,020 -27.9%
ABT -2,692 -40.0%
SLV -2,616 -22.7%
LMT -2,576 -15.5%
INDY -2,090 -70.8%
CVX -1,618 -18.3%
NEM -1,224 -19.6%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Cypress Bank & Trust