Cypress Capital Group
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 8, 2024), Cypress Capital Group reported 310 stock positions worth $889.8 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 5.8% of the portfolio, followed by Apple (AAPL, 5.5%) and Eli Lilly (LLY, 5.5%). Compared with Q2 2024, it opened 28 new positions, sold out of 12, added to 107 and reduced 160. The biggest buy was a new position in Advanced Micro Devices (AMD) and the biggest sale Eli Lilly (LLY, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- Palm Beach, FL
- CIK
- 0001341748
- Portfolio Value
- $889.8M (Q3 2024)
- SEC Filing
- 0001172661-24-004536 ↗ filed Nov 8, 2024
Holdings Value
Holdings 310 stocks · $889.8M
| IVV iShares Core S&P 500 ETF | 5.79% | 89,243 | $51.5M | Reduce -1.9% |
| AAPL Apple Inc. | 5.54% | 211,745 | $49.3M | Reduce -1.1% |
| LLY Eli Lilly & Co. | 5.46% | 54,848 | $48.6M | Reduce -2.5% |
| MSFT Microsoft Corp. | 4.06% | 84,043 | $36.2M | Reduce -0.5% |
| ABBV Abbvie Inc. | 2.53% | 113,797 | $22.5M | Reduce -0.1% |
| V Visa Inc. Class A | 2.27% | 73,507 | $20.2M | Reduce -1.4% |
| LMT Lockheed Martin Corp. | 2.21% | 33,607 | $19.6M | Reduce -1.1% |
| XOM Exxon Mobil Corp. | 1.86% | 141,031 | $16.5M | Add +0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.81% | 35,073 | $16.1M | Reduce -2.1% |
| NVDA Nvidia Corp. | 1.79% | 130,975 | $15.9M | Reduce -3.0% |
| JPM JPMorgan Chase & Co. | 1.68% | 70,764 | $14.9M | Add +0.7% |
| AMZN Amazon.com Inc. | 1.44% | 68,804 | $12.8M | Add +1.6% |
| JNJ Johnson & Johnson | 1.43% | 78,429 | $12.7M | Reduce -2.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.40% | 21,749 | $12.5M | Add +6.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.28% | 97,232 | $11.4M | Reduce -0.1% |
| QQQ Invesco QQQ Trust Series 1 | 1.28% | 23,378 | $11.4M | Add +1.7% |
| WMT Walmart Inc. | 1.26% | 138,938 | $11.2M | Add +4.6% |
| XLK SS Technology Select Sector | 1.20% | 47,142 | $10.6M | Reduce -0.1% |
| HD Home Depot Inc. | 1.13% | 24,769 | $10.0M | Reduce -0.1% |
| MA Mastercard Inc. Class A | 1.10% | 19,907 | $9.8M | Reduce -3.0% |
| ACN Accenture PLC Class A | 0.98% | 24,729 | $8.7M | Reduce -3.6% |
| ABT Abbott Laboratories | 0.98% | 76,648 | $8.7M | Reduce -1.0% |
| AVGO Broadcom Inc. | 0.97% | 50,290 | $8.7M | Add +20.4% |
| PSX Phillips 66 | 0.96% | 65,300 | $8.6M | Add +0.9% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.93% | 80,942 | $8.3M | Reduce -5.8% |
| MCD McDonald's Corp. | 0.88% | 25,747 | $7.8M | Reduce -2.6% |
| INDY iShares India 50 ETF | 0.85% | 134,637 | $7.6M | Reduce -0.9% |
| COST Costco Wholesale Corp. | 0.85% | 8,515 | $7.5M | Add +1.5% |
| CME Cme Group Inc. | 0.85% | 34,190 | $7.5M | Add +1.1% |
| CVX Chevron Corp. | 0.85% | 51,080 | $7.5M | Reduce -7.3% |
| MMM 3M Co. | 0.82% | 53,560 | $7.3M | Add +3.8% |
| BLK BlackRock Finance Inc. | 0.81% | 7,566 | $7.2M | Add +2.0% |
| PAYX Paychex Inc. | 0.80% | 53,301 | $7.2M | Reduce -1.6% |
| GOOG Alphabet Inc. Class C | 0.78% | 41,660 | $7.0M | Reduce -3.3% |
| GOOGL Alphabet Inc. Class A | 0.74% | 39,824 | $6.6M | Add +3.9% |
| LOW Lowe's Cos Inc. | 0.73% | 24,089 | $6.5M | Reduce -3.2% |
| EWJ iShares MSCI Japan ETF | 0.73% | 90,684 | $6.5M | Add +1.6% |
| PM Philip Morris International | 0.73% | 53,269 | $6.5M | Add +0.7% |
| UNH Unitedhealth Group Inc. | 0.66% | 9,981 | $5.8M | Reduce -2.9% |
| ADBE Adobe Inc. | 0.61% | 10,512 | $5.4M | Reduce -1.8% |
| PEP Pepsico Inc. | 0.59% | 30,694 | $5.2M | Reduce -2.7% |
| MRK Merck & Co. Inc. | 0.59% | 45,883 | $5.2M | Add +2.9% |
| XLE SS Energy Select Sector | 0.58% | 58,346 | $5.1M | Add +3.5% |
| IAU iShares Gold Trust | 0.57% | 101,920 | $5.1M | Add +5.7% |
| CSCO Cisco Systems Inc. | 0.56% | 93,129 | $5.0M | Add +1.2% |
| PG The Procter & Gamble Co. | 0.53% | 27,009 | $4.7M | Add +3.8% |
| RTX RTX Corp. | 0.52% | 38,396 | $4.7M | Add +1.3% |
| COR Cencora Inc. | 0.51% | 20,269 | $4.6M | Reduce -6.9% |
| INTU Intuit Inc. | 0.50% | 7,141 | $4.4M | Reduce -3.3% |
| AMGN Amgen Inc. | 0.49% | 13,519 | $4.4M | Add +1.0% |
| CTRA Coterra Energy Inc. | 0.49% | 181,078 | $4.3M | Reduce -4.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.48% | 19,375 | $4.3M | Add +21.4% |
| GILD Gilead Sciences Inc. | 0.47% | 50,284 | $4.2M | Reduce -1.3% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.45% | 86,298 | $4.0M | Reduce -10.8% |
| KO The Coca-Cola Co. | 0.44% | 54,364 | $3.9M | Reduce -0.2% |
| LIN Linde PLC | 0.44% | 8,128 | $3.9M | Reduce -0.6% |
| BMY Bristol-Myers Squibb Co. | 0.44% | 74,876 | $3.9M | Reduce -24.4% |
| NEE Nextera Energy Inc. | 0.43% | 45,443 | $3.8M | Add +1.7% |
| QCOM Qualcomm Inc. | 0.43% | 22,312 | $3.8M | Add +1.4% |
| MO Altria Group Inc. | 0.42% | 72,838 | $3.7M | Add +0.5% |
| BABA Alibaba Group Holding-SP ADR | 0.41% | 34,625 | $3.7M | Add +1.2% |
| META Meta Platforms Inc. Class A | 0.40% | 6,215 | $3.6M | Add +41.4% |
| ETN Eaton Corp. PLC | 0.40% | 10,629 | $3.5M | Add +7.0% |
| PFE Pfizer Inc. | 0.39% | 121,314 | $3.5M | Add +2.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.39% | 36,463 | $3.5M | Add +3.8% |
| TXN Texas Instruments Inc. | 0.38% | 16,240 | $3.4M | Reduce -0.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.38% | 19,259 | $3.3M | Add +1.6% |
| AEP American Electric Power | 0.36% | 31,244 | $3.2M | Reduce -0.3% |
| VLO Valero Energy Corp. | 0.35% | 23,171 | $3.1M | Add +1.8% |
| ZTS Zoetis Inc. | 0.35% | 15,908 | $3.1M | Reduce -4.2% |
| LRCX Lam Research Corp. | 0.34% | 3,660 | $3.0M | Add +3.7% |
| DUK Duke Energy Corp. | 0.33% | 25,635 | $3.0M | Reduce -20.5% |
| SPGI S&P Global Inc. | 0.32% | 5,586 | $2.9M | Reduce -2.3% |
| SHW The Sherwin-Williams Co. | 0.31% | 7,325 | $2.8M | Reduce -3.5% |
| INTC Intel Corp. | 0.31% | 118,118 | $2.8M | Add +21.6% |
| CL Colgate-Palmolive Co. | 0.31% | 26,340 | $2.7M | Reduce -1.2% |
| SBUX Starbucks Corp. | 0.30% | 27,840 | $2.7M | Reduce -24.7% |
| ROST Ross Stores Inc. | 0.30% | 17,675 | $2.7M | Reduce -0.1% |
| MUB iShares National Muni Bond E | 0.29% | 23,790 | $2.6M | Reduce -4.5% |
| LHX L3HARRIS Technologies Inc. | 0.28% | 10,472 | $2.5M | Add +0.9% |
| FDX FedEx Corp. | 0.27% | 8,806 | $2.4M | Add +0.9% |
| UPS United Parcel Service Class B | 0.27% | 17,565 | $2.4M | Add +2.2% |
| ADP Automatic Data Processing | 0.27% | 8,639 | $2.4M | Reduce -1.2% |
| APD Air Products & Chemicals Inc. | 0.25% | 7,538 | $2.2M | Reduce -4.2% |
| ORCL Oracle Corp. | 0.25% | 12,962 | $2.2M | Add +3.0% |
| XLV SS Health Care Select Sector | 0.24% | 13,712 | $2.1M | Add +1.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.23% | 7,211 | $2.0M | Reduce -1.0% |
| VZ Verizon Communications Inc. | 0.23% | 44,937 | $2.0M | Reduce -39.2% |
| COP Conocophillips | 0.22% | 18,790 | $2.0M | Add +0.5% |
| AMT American Tower Corp. | 0.22% | 8,457 | $2.0M | Reduce -6.1% |
| DVY iShares Select Dividend ETF | 0.22% | 14,451 | $2.0M | Reduce -4.1% |
| IWR iShares Russell Mid-Cap ETF | 0.22% | 22,084 | $1.9M | Reduce -12.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.22% | 7,267 | $1.9M | Add +12.4% |
| CRM Salesforce Inc. | 0.21% | 6,823 | $1.9M | Reduce -2.1% |
| AVY Avery Dennison Corp. | 0.20% | 8,120 | $1.8M | Reduce -3.0% |
| CAT Caterpillar Inc. | 0.20% | 4,573 | $1.8M | Reduce -1.3% |
| IWF iShares Russell 1000 Growth | 0.20% | 4,684 | $1.8M | Reduce -1.6% |
| FMB First Trust Managed Municipa | 0.20% | 33,450 | $1.7M | Add +28.9% |
| NFLX Netflix Inc. | 0.19% | 2,422 | $1.7M | Reduce -1.1% |
| AMD Advanced Micro Devices | 0.19% | 10,380 | $1.7M | New |
Portfolio Sells Q2 2024 → Q3 2024
| LLY Eli Lilly & Co. | Reduce -2.5% | 5.46% | −0.64 |
| MSFT Microsoft Corp. | Reduce -0.5% | 4.06% | −0.46 |
| NVDA Nvidia Corp. | Reduce -3.0% | 1.79% | −0.21 |
| CVX Chevron Corp. | Reduce -7.3% | 0.85% | −0.19 |
| IVV iShares Core S&P 500 ETF | Reduce -1.9% | 5.79% | −0.18 |
| GOOG Alphabet Inc. Class C | Reduce -3.3% | 0.78% | −0.16 |
| VZ Verizon Communications Inc. | Reduce -39.2% | 0.23% | −0.14 |
| CTRA Coterra Energy Inc. | Reduce -4.8% | 0.49% | −0.12 |
| TXT Textron Inc. | Sold out | 0.00% | −0.10 |
| ADBE Adobe Inc. | Reduce -1.8% | 0.61% | −0.10 |
| XLK SS Technology Select Sector | Reduce -0.1% | 1.20% | −0.08 |
| INTU Intuit Inc. | Reduce -3.3% | 0.50% | −0.08 |
| COR Cencora Inc. | Reduce -6.9% | 0.51% | −0.07 |
| CNC Centene Corp. | Reduce -69.7% | 0.03% | −0.07 |
| V Visa Inc. Class A | Reduce -1.4% | 2.27% | −0.07 |
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -5.8% | 0.93% | −0.07 |
| CF CF Industries Holdings Inc. | Sold out | 0.00% | −0.07 |
| BA The Boeing Co. | Sold out | 0.00% | −0.06 |
| BMY Bristol-Myers Squibb Co. | Reduce -24.4% | 0.44% | −0.06 |
| MCK McKesson Corp. | Reduce -4.2% | 0.18% | −0.06 |
| DUK Duke Energy Corp. | Reduce -20.5% | 0.33% | −0.06 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -10.8% | 0.45% | −0.05 |
| CLX Clorox Company | Reduce -53.6% | 0.05% | −0.05 |
| SBUX Starbucks Corp. | Reduce -24.7% | 0.30% | −0.04 |
| DOW Dow Inc. | Reduce -21.9% | 0.11% | −0.04 |
| PEP Pepsico Inc. | Reduce -2.7% | 0.59% | −0.04 |
| HUM Humana Inc. | Sold out | 0.00% | −0.04 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.03 |
| ITOT iShares Core S&P Total U.S. | Reduce -26.4% | 0.08% | −0.03 |
| DXCM Dexcom Inc. | Sold out | 0.00% | −0.03 |
| MUB iShares National Muni Bond E | Reduce -4.5% | 0.29% | −0.03 |
| IWR iShares Russell Mid-Cap ETF | Reduce -12.1% | 0.22% | −0.03 |
| IWS iShares Russell Mid-Cap Valu | Sold out | 0.00% | −0.02 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.02 |
| IWP iShares Russell Mid-Cap Grow | Sold out | 0.00% | −0.02 |
| CNP Centerpoint Energy Inc. | Sold out | 0.00% | −0.02 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.02 |
| NUE Nucor Corp. | Reduce -9.3% | 0.10% | −0.02 |
| INDY iShares India 50 ETF | Reduce -0.9% | 0.85% | −0.02 |
| MPC Marathon Petroleum Corp. | Reduce -5.3% | 0.11% | −0.02 |
| KLAC KLA Corp. | Reduce -2.8% | 0.13% | −0.02 |
| ATO Atmos Energy Corp. | Reduce -28.6% | 0.08% | −0.02 |
| SYY Sysco Corp. | Reduce -28.7% | 0.05% | −0.02 |
| AVY Avery Dennison Corp. | Reduce -3.0% | 0.20% | −0.02 |
| BG Bunge Global SA | Reduce -0.9% | 0.09% | −0.02 |
| MRO Marathon Oil Corp. | Reduce -1.4% | 0.10% | −0.02 |
| MCHP Microchip Technology Inc. | Reduce -2.1% | 0.06% | −0.02 |
| STLD Steel Dynamics Inc. | Reduce -4.3% | 0.09% | −0.01 |
| HON Honeywell International Inc. | Reduce -5.5% | 0.08% | −0.01 |
| BAC Bank of America Corp. | Reduce -1.3% | 0.13% | −0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| AMD Advanced Micro Devices | New | 0.19% | +0.19 |
| MMM 3M Co. | Add +3.8% | 0.82% | +0.19 |
| WMT Walmart Inc. | Add +4.6% | 1.26% | +0.18 |
| AVGO Broadcom Inc. | Add +20.4% | 0.97% | +0.17 |
| IBM Intl Business Machines Corp. | Add +21.4% | 0.48% | +0.15 |
| META Meta Platforms Inc. Class A | Add +41.4% | 0.40% | +0.13 |
| BABA Alibaba Group Holding-SP ADR | Add +1.2% | 0.41% | +0.12 |
| URA Global X Uranium ETF | New | 0.12% | +0.12 |
| INCY Incyte Corp. | New | 0.11% | +0.11 |
| BLK BlackRock Finance Inc. | Add +2.0% | 0.81% | +0.11 |
| SLV iShares Silver Trust | Add +369.3% | 0.13% | +0.10 |
| PM Philip Morris International | Add +0.7% | 0.73% | +0.08 |
| CMI Cummins Inc. | New | 0.08% | +0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +6.4% | 1.40% | +0.07 |
| RL Ralph Lauren Corp. | Add +83.6% | 0.14% | +0.07 |
| RTX RTX Corp. | Add +1.3% | 0.52% | +0.07 |
| KMI Kinder Morgan Inc. | Add +241.2% | 0.09% | +0.06 |
| CPAY Corpay Inc. | New | 0.06% | +0.06 |
| IAU iShares Gold Trust | Add +5.7% | 0.57% | +0.06 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +148.5% | 0.10% | +0.06 |
| NEE Nextera Energy Inc. | Add +1.7% | 0.43% | +0.05 |
| CME Cme Group Inc. | Add +1.1% | 0.85% | +0.05 |
| PRF Invesco Rafi US 1000 ETF | New | 0.05% | +0.05 |
| VWO Vanguard Ftse Emerging Marke | New | 0.04% | +0.04 |
| SOLV Solventum Corp. | Add +9.1% | 0.16% | +0.04 |
| DE Deere & Co. | Add +36.2% | 0.13% | +0.04 |
| FMB First Trust Managed Municipa | Add +28.9% | 0.20% | +0.04 |
| EQIX Equinix Inc. | Add +52.5% | 0.09% | +0.04 |
| ORCL Oracle Corp. | Add +3.0% | 0.25% | +0.04 |
| MDT Medtronic PLC | Add +28.9% | 0.13% | +0.03 |
| VEA Vanguard Ftse Developed ETF | New | 0.03% | +0.03 |
| CSCO Cisco Systems Inc. | Add +1.2% | 0.56% | +0.03 |
| PEG Public Service Enterprise GP | New | 0.03% | +0.03 |
| GEHC GE Healthcare Technology | New | 0.03% | +0.03 |
| EWG iShares MSCI Germany ETF | New | 0.03% | +0.03 |
| GS Goldman Sachs Group Inc. | New | 0.03% | +0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +12.4% | 0.22% | +0.03 |
| SRE Sempra | New | 0.03% | +0.03 |
| CAG Conagra Brands Inc. | Add +36.0% | 0.08% | +0.03 |
| WY Weyerhaeuser Co. | New | 0.03% | +0.03 |
| FICO Fair Isaac Corp. | Add +2.9% | 0.12% | +0.03 |
| RMD Resmed Inc. | New | 0.03% | +0.03 |
| OHI Omega Healthcare Investors | New | 0.03% | +0.03 |
| HSIC Henry Schein Inc. | New | 0.03% | +0.03 |
| TFX Teleflex Inc. | New | 0.03% | +0.03 |
| UHS Universal Health Services-B | New | 0.02% | +0.02 |
| SHEL Shell PLC-ADR | New | 0.02% | +0.02 |
| LH Labcorp Holdings Inc. | New | 0.02% | +0.02 |
| TSLA Tesla Inc. | Add +10.3% | 0.09% | +0.02 |
| VIOO Vanguard S&P Small-Cap 600 E | New | 0.02% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 314 | $1.1B | AAPL, LLY, MSFT, NVDA, ABBV |
| Q1 2026 | 246 | $888.9M | AAPL, LLY, MSFT, ABBV, IAU |
| Q4 2025 | 232 | $892.6M | AAPL, LLY, MSFT, ABBV, V |
| Q3 2025 | 224 | $836.4M | AAPL, LLY, MSFT, ABBV, V |
| Q2 2025 | 225 | $803.6M | IVV, AAPL, LLY, MSFT, V |
| Q1 2025 | 202 | $763.6M | IVV, AAPL, LLY, MSFT, V |
| Q4 2024 | 256 | $815.2M | IVV, AAPL, LLY, MSFT, V |
| Q3 2024 | 310 | $889.8M | IVV, AAPL, LLY, MSFT, ABBV |
| Q2 2024 | 294 | $834.4M | LLY, IVV, AAPL, MSFT, V |
| Q1 2024 | 292 | $834.7M | IVV, LLY, AAPL, MSFT, V |