Cypress Capital Group

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 8, 2024), Cypress Capital Group reported 292 stock positions worth $834.7 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 5.9% of the portfolio, followed by Eli Lilly (LLY, 5.4%) and Apple (AAPL, 4.4%). Compared with Q4 2023, it opened 21 new positions, sold out of 23, added to 110 and reduced 150. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +23%) and the biggest sale iShares Core S&P Midcap ETF (IJH, shares −91%).

Most Recent 13F
Q2 2026
Location
Palm Beach, FL
CIK
0001341748
Portfolio Value
$834.7M (Q1 2024)
SEC Filing
0001172661-24-002064 ↗ filed May 8, 2024

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $834.7M $834.7M Q1 2024 Q2 2024: $834.4M Q2 2024 Q3 2024: $889.8M Q3 2024 Q4 2024: $815.2M Q4 2024 Q1 2025: $763.6M Q1 2025 Q2 2025: $803.6M Q2 2025 Q3 2025: $836.4M Q3 2025 Q4 2025: $892.6M Q4 2025 Q1 2026: $888.9M Q1 2026 Q2 2026: $1.1B Q2 2026

Holdings 292 stocks · $834.7M

IVV iShares Core S&P 500 ETF 5.92% 94,060 $49.5M Add +22.5%
LLY Eli Lilly & Co. 5.45% 58,436 $45.5M Add +0.9%
AAPL Apple Inc. 4.40% 213,966 $36.7M Reduce -1.8%
MSFT Microsoft Corp. 4.30% 85,229 $35.9M Add +0.7%
V Visa Inc. Class A 2.52% 75,333 $21.0M Reduce -1.7%
ABBV Abbvie Inc. 2.51% 114,859 $20.9M Add +3.5%
LMT Lockheed Martin Corp. 1.86% 34,063 $15.5M Reduce -0.8%
BRK.B Berkshire Hathaway Inc. Class B 1.78% 35,295 $14.8M Add +11.1%
JPM JPMorgan Chase & Co. 1.70% 70,872 $14.2M Reduce -1.0%
JNJ Johnson & Johnson 1.54% 81,316 $12.9M Add +1.6%
AMZN Amazon.com Inc. 1.43% 66,385 $12.0M Add +9.7%
NVDA Nvidia Corp. 1.43% 13,224 $11.9M Add +5.0%
SPY SS SPDR S&P 500 ETF Trust-US 1.28% 20,496 $10.7M Add +1.9%
PSX Phillips 66 1.27% 64,918 $10.6M Reduce -0.3%
MA Mastercard Inc. Class A 1.20% 20,826 $10.0M Add +2.4%
TJX TJX Companies Inc. filed as TJX COS INC NEW 1.20% 98,795 $10.0M Reduce -1.2%
QQQ Invesco QQQ Trust Series 1 1.18% 22,240 $9.9M Add +3.2%
XLK SS Technology Select Sector 1.18% 47,405 $9.9M Add +24.9%
HD Home Depot Inc. 1.14% 24,775 $9.5M Reduce -0.6%
ACN Accenture PLC Class A 1.13% 27,208 $9.4M Reduce -11.3%
XOM Exxon Mobil Corp. 1.12% 80,710 $9.4M Add +1.8%
XMHQ Invesco S&P Midcap Qual ETF 1.07% 81,129 $8.9M New
ABT Abbott Laboratories 1.06% 78,085 $8.9M Add +0.1%
CVX Chevron Corp. 1.06% 56,186 $8.9M Add +1.1%
MCD McDonald's Corp. 0.97% 28,863 $8.1M Add +0.3%
WMT Walmart Inc. 0.96% 132,811 $8.0M Reduce -0.9%
CME Cme Group Inc. 0.88% 33,979 $7.3M Reduce -4.8%
LOW Lowe's Cos Inc. 0.87% 28,563 $7.3M Reduce -5.8%
INDY iShares India 50 ETF 0.83% 137,284 $6.9M Add +29.2%
PAYX Paychex Inc. 0.82% 55,634 $6.8M Reduce -2.6%
PXD Pioneer Natural Resources Co. 0.80% 25,587 $6.7M Add +1.9%
GOOG Alphabet Inc. Class C 0.80% 43,637 $6.6M Add +1.7%
EWJ iShares MSCI Japan ETF 0.76% 89,040 $6.4M Add +20.5%
COST Costco Wholesale Corp. 0.74% 8,440 $6.2M Reduce -2.5%
BLK BlackRock Finance Inc. 0.73% 7,276 $6.1M Add +3.0%
MRK Merck & Co. Inc. 0.72% 45,472 $6.0M Reduce -1.8%
PEP Pepsico Inc. 0.71% 33,823 $5.9M Reduce -0.8%
ADBE Adobe Inc. 0.68% 11,248 $5.7M Add +10.0%
GOOGL Alphabet Inc. Class A 0.67% 36,844 $5.6M Add +1.0%
AVGO Broadcom Inc. 0.66% 4,140 $5.5M Add +2.3%
BMY Bristol-Myers Squibb Co. 0.66% 100,993 $5.5M Add +1.8%
COR Cencora Inc. 0.65% 22,242 $5.4M Reduce -10.7%
XLE SS Energy Select Sector 0.64% 56,953 $5.4M Add +29.5%
CTRA Coterra Energy Inc. 0.63% 187,306 $5.2M Add +2.5%
INTU Intuit Inc. 0.59% 7,588 $4.9M Reduce -2.4%
PM Philip Morris International 0.59% 53,558 $4.9M Add +3.5%
UNH Unitedhealth Group Inc. 0.58% 9,744 $4.8M Add +27.9%
CSCO Cisco Systems Inc. 0.58% 96,193 $4.8M Add +0.2%
CALF PCR US SM CP CSH CWS ETF-Usd 0.56% 95,241 $4.7M New
PG The Procter & Gamble Co. 0.52% 26,949 $4.4M Add +0.2%
AMGN Amgen Inc. 0.51% 15,030 $4.3M Add +3.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.50% 34,443 $4.2M Add +2.4%
INTC Intel Corp. 0.49% 92,697 $4.1M Reduce -11.9%
IAU iShares Gold Trust 0.49% 97,141 $4.1M Reduce -3.8%
SBUX Starbucks Corp. 0.48% 43,708 $4.0M Reduce -18.8%
LIN Linde PLC 0.48% 8,587 $4.0M Add +30.1%
VLO Valero Energy Corp. 0.48% 23,264 $4.0M Add +2.0%
QCOM Qualcomm Inc. 0.47% 23,262 $3.9M Add +62.2%
MMM 3M Co. 0.47% 36,778 $3.9M Add +4.8%
GILD Gilead Sciences Inc. 0.45% 51,008 $3.7M Reduce -0.8%
PFE Pfizer Inc. 0.44% 133,656 $3.7M Add +10.3%
RTX RTX Corp. 0.44% 37,910 $3.7M Reduce -1.7%
MUB iShares National Muni Bond E 0.38% 29,702 $3.2M Reduce -2.4%
VZ Verizon Communications Inc. 0.38% 76,067 $3.2M Reduce -1.4%
KO The Coca-Cola Co. 0.38% 51,431 $3.1M Add +0.3%
MO Altria Group Inc. 0.37% 71,628 $3.1M Reduce -7.7%
ETN Eaton Corp. PLC 0.37% 9,970 $3.1M Add +3.0%
DUK Duke Energy Corp. 0.37% 31,819 $3.1M Reduce -5.8%
ZTS Zoetis Inc. 0.36% 17,869 $3.0M Add +0.3%
TXN Texas Instruments Inc. 0.36% 17,205 $3.0M Reduce -3.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.36% 15,577 $3.0M Add +5.6%
NEE Nextera Energy Inc. 0.34% 43,888 $2.8M Reduce -4.9%
LRCX Lam Research Corp. 0.33% 2,867 $2.8M Add +4.6%
SHW The Sherwin-Williams Co. 0.32% 7,733 $2.7M Reduce -1.6%
AEP American Electric Power 0.32% 31,035 $2.7M Reduce -2.8%
UPS United Parcel Service Class B 0.32% 17,896 $2.7M Add +6.8%
FDX FedEx Corp. 0.31% 9,055 $2.6M Add +2.3%
ROST Ross Stores Inc. 0.31% 17,700 $2.6M Reduce -2.9%
SPGI S&P Global Inc. 0.31% 6,018 $2.6M Reduce -1.8%
TSM Taiwan Semiconductor-SP ADR 0.31% 18,734 $2.5M Add +37.6%
CL Colgate-Palmolive Co. 0.30% 27,605 $2.5M Add +5.2%
COP Conocophillips 0.29% 18,848 $2.4M Reduce -0.7%
ADP Automatic Data Processing 0.28% 9,357 $2.3M Reduce -1.6%
LHX L3HARRIS Technologies Inc. 0.26% 10,369 $2.2M Add +6.9%
IWR iShares Russell Mid-Cap ETF 0.26% 25,878 $2.2M Reduce -8.8%
DOW Dow Inc. 0.26% 37,268 $2.2M Reduce -10.1%
CRM Salesforce Inc. 0.25% 7,019 $2.1M Reduce -2.8%
APD Air Products & Chemicals Inc. 0.25% 8,494 $2.1M Reduce -8.5%
AVY Avery Dennison Corp. 0.24% 9,080 $2.0M Reduce -0.8%
XLV SS Health Care Select Sector 0.24% 13,688 $2.0M Reduce -3.9%
DVY iShares Select Dividend ETF 0.24% 16,376 $2.0M Add +8.2%
VTI VG Morningstar TS MKT ETF-US 0.24% 7,661 $2.0M Reduce -2.1%
MCK McKesson Corp. 0.24% 3,658 $2.0M Reduce -16.3%
SNA Snap-on Inc. 0.23% 6,560 $1.9M Reduce -4.8%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.23% 15,620 $1.9M Reduce -5.6%
FMB First Trust Managed Municipa 0.22% 36,445 $1.9M Reduce -13.7%
LMBS First Trust Low Duration Opp 0.22% 37,881 $1.8M Reduce -15.1%
BABA Alibaba Group Holding-SP ADR 0.22% 24,854 $1.8M Add +119.2%
AMT American Tower Corp. 0.22% 9,087 $1.8M Add +25.6%
CAH Cardinal Health Inc. 0.21% 15,863 $1.8M Reduce -3.9%

Show all 292 holdings

Portfolio Sells Q4 2023 → Q1 2024

IJH iShares Core S&P Midcap ETF Reduce -91.4% 0.17% −1.78
IJR iShares Core S&P Small-Cap E Reduce -90.9% 0.12% −1.27
AAPL Apple Inc. Reduce -1.8% 4.40% −1.06
ACN Accenture PLC Class A Reduce -11.3% 1.13% −0.27
INTC Intel Corp. Reduce -11.9% 0.49% −0.20
SBUX Starbucks Corp. Reduce -18.8% 0.48% −0.19
LMT Lockheed Martin Corp. Reduce -0.8% 1.86% −0.17
IT Gartner Inc. Sold out 0.00% −0.15
AZO AutoZone Inc. Sold out 0.00% −0.14
IWN iShares Russell 2000 Value E Reduce -70.0% 0.05% −0.13
ODFL Old Dominion Freight Line Sold out 0.00% −0.13
IWS iShares Russell Mid-Cap Valu Reduce -81.6% 0.03% −0.12
ULTA Ulta Beauty Inc. Sold out 0.00% −0.12
REGN Regeneron Pharmaceuticals Reduce -72.0% 0.05% −0.12
IWP iShares Russell Mid-Cap Grow Reduce -80.7% 0.03% −0.11
CME Cme Group Inc. Reduce -4.8% 0.88% −0.10
JNPR Juniper Networks Inc. Sold out 0.00% −0.10
ELV Elevance Health Inc. Reduce -74.7% 0.03% −0.10
GILD Gilead Sciences Inc. Reduce -0.8% 0.45% −0.09
RHI Robert Half Inc. Sold out 0.00% −0.09
IWO iShares Russell 2000 Growth Sold out 0.00% −0.09
EOG EOG Resources Inc. Reduce -48.0% 0.09% −0.09
KR Kroger Co. Reduce -58.8% 0.08% −0.09
APD Air Products & Chemicals Inc. Reduce -8.5% 0.25% −0.08
V Visa Inc. Class A Reduce -1.7% 2.52% −0.08
GOVT iShares US Treasury Bond ETF Sold out 0.00% −0.08
PNW Pinnacle West Capital Sold out 0.00% −0.07
AFL Aflac Inc. Sold out 0.00% −0.07
EVRG Evergy Inc. Sold out 0.00% −0.07
VMRK Vivmark Residential Sold out 0.00% −0.07
PAYX Paychex Inc. Reduce -2.6% 0.82% −0.07
LMBS First Trust Low Duration Opp Reduce -15.1% 0.22% −0.06
FMB First Trust Managed Municipa Reduce -13.7% 0.22% −0.06
DUK Duke Energy Corp. Reduce -5.8% 0.37% −0.06
TSN Tyson Foods Inc. Class A Sold out 0.00% −0.06
PFXF Vaneck Pref Sec X-Financials Sold out 0.00% −0.05
BA The Boeing Co. Reduce -10.4% 0.07% −0.05
MUB iShares National Muni Bond E Reduce -2.4% 0.38% −0.05
SPGI S&P Global Inc. Reduce -1.8% 0.31% −0.04
PEP Pepsico Inc. Reduce -0.8% 0.71% −0.04
XLU St Sr Utl SL SE SPDR ETF-Usd Reduce -25.0% 0.11% −0.04
INTU Intuit Inc. Reduce -2.4% 0.59% −0.04
HUM Humana Inc. Reduce -2.6% 0.08% −0.04
ADM Archer-Daniels-Midland Co. Reduce -41.6% 0.03% −0.04
DOW Dow Inc. Reduce -10.1% 0.26% −0.04
NKE Nike Inc. Class B Sold out 0.00% −0.04
TXN Texas Instruments Inc. Reduce -3.4% 0.36% −0.04
HYLS FT Tactical High Yield ETF Sold out 0.00% −0.03
XLB SS Materials Select Sector Sold out 0.00% −0.03
DGX Quest Diagnostics Inc. Reduce -42.4% 0.03% −0.03

Portfolio Buys Q4 2023 → Q1 2024

IVV iShares Core S&P 500 ETF Add +22.5% 5.92% +1.15
XMHQ Invesco S&P Midcap Qual ETF New 1.07% +1.07
LLY Eli Lilly & Co. Add +0.9% 5.45% +1.05
NVDA Nvidia Corp. Add +5.0% 1.43% +0.62
CALF PCR US SM CP CSH CWS ETF-Usd New 0.56% +0.56
BRK.B Berkshire Hathaway Inc. Class B Add +11.1% 1.78% +0.30
ABBV Abbvie Inc. Add +3.5% 2.51% +0.27
AMZN Amazon.com Inc. Add +9.7% 1.43% +0.24
XLK SS Technology Select Sector Add +24.9% 1.18% +0.23
QCOM Qualcomm Inc. Add +62.2% 0.47% +0.20
XLE SS Energy Select Sector Add +29.5% 0.64% +0.16
MSFT Microsoft Corp. Add +0.7% 4.30% +0.15
INDY iShares India 50 ETF Add +29.2% 0.83% +0.15
EWJ iShares MSCI Japan ETF Add +20.5% 0.76% +0.14
BLDR Builders Firstsource Inc. New 0.14% +0.14
NFLX Netflix Inc. Add +220.3% 0.18% +0.13
LIN Linde PLC Add +30.1% 0.48% +0.13
TSM Taiwan Semiconductor-SP ADR Add +37.6% 0.31% +0.12
NTAP Netapp Inc. New 0.12% +0.12
ATO Atmos Energy Corp. New 0.12% +0.12
TPR Tapestry Inc. New 0.12% +0.12
DIS The Walt Disney Co. Add +2.4% 0.50% +0.11
DPZ Domino's Pizza Inc. New 0.11% +0.11
FFIV F5 Inc. New 0.10% +0.10
TAP Molson Coors Beverage Co. Class B Add +174.8% 0.16% +0.10
BABA Alibaba Group Holding-SP ADR Add +119.2% 0.22% +0.10
MS Morgan Stanley New 0.10% +0.10
XOM Exxon Mobil Corp. Add +1.8% 1.12% +0.09
VLO Valero Energy Corp. Add +2.0% 0.48% +0.09
NTRS Northern Trust Corp. New 0.09% +0.09
LULU Lululemon Athletica Inc. New 0.08% +0.08
BNY Bank of New York Mellon Corp. New 0.08% +0.08
AWK American Water Works Co. Inc. New 0.07% +0.07
MA Mastercard Inc. Class A Add +2.4% 1.20% +0.07
PXD Pioneer Natural Resources Co. Add +1.9% 0.80% +0.07
ETN Eaton Corp. PLC Add +3.0% 0.37% +0.07
AVGO Broadcom Inc. Add +2.3% 0.66% +0.07
EXR Extra Space Storage Inc. Add +163.8% 0.11% +0.06
SUB iShares Short-Term National Add +93.8% 0.14% +0.06
UNH Unitedhealth Group Inc. Add +27.9% 0.58% +0.06
LRCX Lam Research Corp. Add +4.6% 0.33% +0.05
HSY The Hershey Co. Add +150.7% 0.09% +0.05
IBM Intl Business Machines Corp. Add +5.6% 0.36% +0.04
META Meta Platforms Inc. Class A Add +15.4% 0.14% +0.04
SPY SS SPDR S&P 500 ETF Trust-US Add +1.9% 1.28% +0.04
HYG Ishr Ibx Usd Hiyld CB ETF-Ui New 0.04% +0.04
T AT&T Inc. Add +48.0% 0.13% +0.04
GSLC Goldman Activebeta US LC ETF New 0.04% +0.04
QQQ Invesco QQQ Trust Series 1 Add +3.2% 1.18% +0.04
BINC iShares Flex I A ETF-Usd Inc. New 0.03% +0.03

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 314$1.1BAAPL, LLY, MSFT, NVDA, ABBV
Q1 2026 246$888.9MAAPL, LLY, MSFT, ABBV, IAU
Q4 2025 232$892.6MAAPL, LLY, MSFT, ABBV, V
Q3 2025 224$836.4MAAPL, LLY, MSFT, ABBV, V
Q2 2025 225$803.6MIVV, AAPL, LLY, MSFT, V
Q1 2025 202$763.6MIVV, AAPL, LLY, MSFT, V
Q4 2024 256$815.2MIVV, AAPL, LLY, MSFT, V
Q3 2024 310$889.8MIVV, AAPL, LLY, MSFT, ABBV
Q2 2024 294$834.4MLLY, IVV, AAPL, MSFT, V
Q1 2024 292$834.7MIVV, LLY, AAPL, MSFT, V