Cypress Capital Group

Q3 2026 13F-HR Holdings

Location
Palm Beach, FL
Holdings as of
9/30/2026
Date filed
11/3/2026
Form type
13F-HR
Num holdings
304
Total value ($000)
$1,099,697
Net value change ($000)
+28,953 (2.7%)
New positions
17
Sold out positions
27
Turnover %
6.2%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 8/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
EXXONMOBIL HOLDINGS CORP 21,903 NEW
MSFT 13,401 39.1%
AAPL 9,748 17.0%
NVDA 8,025 23.9%
PSX 5,299 52.3%
CEG 3,209 NEW
ONEOK INC NEW 2,948 NEW
VLO 2,734 48.3%
DRNZ 2,411 NEW
D 2,391 578.9%
Top Reduces (Value $000, Stocks/ETFs)
XOM -18,152 -100.0%
USB -7,074 -100.0%
LRCX -4,027 -22.4%
LLY -3,858 -6.7%
AMD -3,403 -35.1%
OKE -2,958 -100.0%
MCD -2,821 -41.9%
TJX -2,809 -19.7%
WMT -2,338 -14.2%
HD -2,195 -24.9%
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