Cypress Capital Group
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 12, 2025), Cypress Capital Group reported 202 stock positions worth $763.6 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 6.5% of the portfolio, followed by Apple (AAPL, 5.8%) and Eli Lilly (LLY, 5.7%). Compared with Q4 2024, it opened 11 new positions, sold out of 65, added to 50 and reduced 117. The biggest buy was iShares Gold Trust (IAU, shares +57%) and the biggest sale Microsoft (MSFT, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- Palm Beach, FL
- CIK
- 0001341748
- Portfolio Value
- $763.6M (Q1 2025)
- SEC Filing
- 0001172661-25-001689 ↗ filed May 12, 2025
Holdings Value
Holdings 202 stocks · $763.6M
| IVV iShares Core S&P 500 ETF | 6.49% | 88,257 | $49.6M | Reduce -4.4% |
| AAPL Apple Inc. | 5.82% | 200,222 | $44.5M | Reduce -4.3% |
| LLY Eli Lilly & Co. | 5.66% | 52,370 | $43.3M | Reduce -2.7% |
| MSFT Microsoft Corp. | 3.50% | 71,294 | $26.8M | Reduce -12.5% |
| V Visa Inc. Class A | 3.25% | 70,774 | $24.8M | Reduce -1.2% |
| ABBV Abbvie Inc. | 2.95% | 107,592 | $22.5M | Reduce -4.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.51% | 35,943 | $19.1M | Add +4.6% |
| JPM JPMorgan Chase & Co. | 2.21% | 68,721 | $16.9M | Reduce -1.0% |
| XOM Exxon Mobil Corp. | 2.10% | 135,042 | $16.1M | Reduce -2.2% |
| LMT Lockheed Martin Corp. | 1.92% | 32,787 | $14.6M | Reduce -0.0% |
| AMZN Amazon.com Inc. | 1.73% | 69,270 | $13.2M | Reduce -0.2% |
| NVDA Nvidia Corp. | 1.69% | 119,022 | $12.9M | Reduce -8.7% |
| WMT Walmart Inc. | 1.60% | 138,821 | $12.2M | Reduce -1.9% |
| JNJ Johnson & Johnson | 1.58% | 72,523 | $12.0M | Reduce -2.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.52% | 95,568 | $11.6M | Add +0.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.49% | 20,349 | $11.4M | Add +1.2% |
| IAU iShares Gold Trust | 1.44% | 186,135 | $11.0M | Add +56.8% |
| QQQ Invesco QQQ Trust Series 1 | 1.32% | 21,440 | $10.1M | Reduce -1.2% |
| MA Mastercard Inc. Class A | 1.31% | 18,232 | $10.0M | Reduce -4.8% |
| ABT Abbott Laboratories | 1.29% | 74,174 | $9.8M | Add +0.9% |
| XLK SS Technology Select Sector | 1.28% | 47,411 | $9.8M | Reduce -0.8% |
| CME Cme Group Inc. | 1.19% | 34,136 | $9.1M | Add +0.3% |
| AVGO Broadcom Inc. | 1.18% | 53,799 | $9.0M | Add +0.5% |
| HD Home Depot Inc. | 1.16% | 24,205 | $8.9M | Reduce -0.1% |
| XMHQ Invesco S&P Midcap Qual ETF | 1.08% | 90,408 | $8.3M | Add +46.6% |
| PSX Phillips 66 | 1.03% | 63,410 | $7.8M | Reduce -1.7% |
| COST Costco Wholesale Corp. | 1.01% | 8,117 | $7.7M | Reduce -2.4% |
| PM Philip Morris International | 1.00% | 48,244 | $7.7M | Add +3.9% |
| MCD McDonald's Corp. | 0.98% | 23,970 | $7.5M | Reduce -1.4% |
| PAYX Paychex Inc. | 0.95% | 47,181 | $7.3M | Reduce -6.1% |
| BLK BlackRock Inc. | 0.94% | 7,592 | $7.2M | Add +1.3% |
| CVX Chevron Corp. | 0.93% | 42,283 | $7.1M | Reduce -7.8% |
| MMM 3M Co. | 0.92% | 47,690 | $7.0M | Reduce -12.1% |
| INDY iShares India 50 ETF | 0.86% | 129,235 | $6.6M | Add +2.8% |
| GOOGL Alphabet Inc. Class A | 0.84% | 41,519 | $6.4M | Reduce -10.3% |
| GOOG Alphabet Inc. Class C | 0.84% | 40,883 | $6.4M | Reduce -0.5% |
| EWJ iShares MSCI Japan ETF | 0.82% | 90,965 | $6.2M | Add +2.5% |
| XLE SS Energy Select Sector | 0.79% | 64,493 | $6.0M | Add +7.7% |
| RTX RTX Corp. | 0.71% | 41,047 | $5.4M | Add +0.5% |
| GILD Gilead Sciences Inc. | 0.70% | 47,982 | $5.4M | Reduce -2.3% |
| ACN Accenture PLC Class A | 0.69% | 16,850 | $5.3M | Reduce -28.5% |
| LOW Lowe's Cos Inc. | 0.65% | 21,344 | $5.0M | Reduce -4.3% |
| CSCO Cisco Systems Inc. | 0.62% | 76,257 | $4.7M | Reduce -15.8% |
| MRK Merck & Co. Inc. | 0.61% | 51,987 | $4.7M | Add +11.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.59% | 27,344 | $4.5M | Add +3.2% |
| AMGN Amgen Inc. | 0.59% | 14,495 | $4.5M | Add +6.2% |
| UNH Unitedhealth Group Inc. | 0.59% | 8,585 | $4.5M | Reduce -11.9% |
| BMY Bristol-Myers Squibb Co. | 0.58% | 72,269 | $4.4M | Add +4.0% |
| RSP Invesco S&P 500 Equal Weight | 0.56% | 24,580 | $4.3M | New |
| COR Cencora Inc. | 0.55% | 15,203 | $4.2M | Reduce -25.3% |
| MO Altria Group Inc. | 0.55% | 70,126 | $4.2M | Add +7.5% |
| BABA Alibaba Group Holding-SP ADR | 0.55% | 31,579 | $4.2M | Add +21.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.55% | 16,788 | $4.2M | Reduce -11.4% |
| INTU Intuit Inc. | 0.53% | 6,540 | $4.0M | Reduce -4.7% |
| PG The Procter & Gamble Co. | 0.48% | 21,455 | $3.7M | Reduce -16.0% |
| DUK Duke Energy Corp. | 0.47% | 29,435 | $3.6M | Add +50.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.46% | 35,359 | $3.5M | Add +1.6% |
| SLV iShares Silver Trust | 0.45% | 110,285 | $3.4M | Add +102.9% |
| META Meta Platforms Inc. Class A | 0.44% | 5,861 | $3.4M | Reduce -8.5% |
| KO The Coca-Cola Co. | 0.44% | 46,881 | $3.4M | Reduce -11.4% |
| AEP American Electric Power | 0.43% | 30,245 | $3.3M | Add +0.3% |
| LIN Linde PLC | 0.41% | 6,799 | $3.2M | Reduce -11.3% |
| IWF iShares Russell 1000 Growth | 0.38% | 8,010 | $2.9M | Add +20.2% |
| PFE Pfizer Inc. | 0.38% | 113,065 | $2.9M | Add +8.6% |
| ETN Eaton Corp. PLC | 0.36% | 10,121 | $2.8M | Add +0.3% |
| NEE Nextera Energy Inc. | 0.35% | 37,489 | $2.7M | Reduce -7.9% |
| SPGI S&P Global Inc. | 0.32% | 4,796 | $2.4M | Reduce -1.3% |
| ADBE Adobe Inc. | 0.31% | 6,196 | $2.4M | Reduce -32.5% |
| QCOM Qualcomm Inc. | 0.31% | 15,438 | $2.4M | Reduce -19.2% |
| SBUX Starbucks Corp. | 0.31% | 24,154 | $2.4M | Reduce -1.2% |
| ZTS Zoetis Inc. | 0.31% | 14,358 | $2.4M | Reduce -0.7% |
| TXN Texas Instruments Inc. | 0.30% | 12,922 | $2.3M | Reduce -12.9% |
| VLO Valero Energy Corp. | 0.30% | 17,255 | $2.3M | Reduce -15.1% |
| CTRA Coterra Energy Inc. | 0.29% | 76,277 | $2.2M | Reduce -10.9% |
| NEM Newmont Corp. | 0.29% | 45,590 | $2.2M | New |
| ROST Ross Stores Inc. | 0.28% | 16,983 | $2.2M | Reduce -0.8% |
| AGG iShares Core U.S. Aggregate | 0.28% | 21,723 | $2.1M | Reduce -1.0% |
| SHW The Sherwin-Williams Co. | 0.27% | 5,980 | $2.1M | Reduce -1.8% |
| VZ Verizon Communications Inc. | 0.26% | 44,089 | $2.0M | Add +43.6% |
| LHX L3HARRIS Technologies Inc. | 0.26% | 9,475 | $2.0M | Add +11.7% |
| LYB Lyondellbasell Indu Class A | 0.25% | 26,925 | $1.9M | Add +471.2% |
| AMD Advanced Micro Devices | 0.25% | 18,320 | $1.9M | Add +11.1% |
| ADP Automatic Data Processing | 0.24% | 6,074 | $1.9M | Reduce -24.2% |
| LRCX Lam Research Corp. | 0.24% | 25,415 | $1.8M | Reduce -3.9% |
| XLV SS Health Care Select Sector | 0.23% | 12,171 | $1.8M | Add +23.9% |
| DVY iShares Select Dividend ETF | 0.23% | 13,002 | $1.7M | Reduce -0.2% |
| FMB First Trust Managed Municipa | 0.22% | 33,450 | $1.7M | Add +25.8% |
| SYK Stryker Corp. | 0.22% | 4,495 | $1.7M | Reduce -0.8% |
| COP Conocophillips | 0.22% | 15,886 | $1.7M | Add +0.0% |
| KMI Kinder Morgan Inc. | 0.22% | 58,075 | $1.7M | Add +21.2% |
| NFLX Netflix Inc. | 0.21% | 1,748 | $1.6M | Reduce -37.7% |
| ORCL Oracle Corp. | 0.21% | 11,588 | $1.6M | Reduce -3.0% |
| CL Colgate-Palmolive Co. | 0.21% | 17,086 | $1.6M | Reduce -42.4% |
| LMBS First Trust Low Duration Opp | 0.21% | 32,255 | $1.6M | Add +51.1% |
| MUB iShares National Muni Bond E | 0.21% | 14,961 | $1.6M | Reduce -0.3% |
| APD Air Products & Chemicals Inc. | 0.21% | 5,334 | $1.6M | Reduce -19.0% |
| SUB iShares Short-Term National | 0.20% | 14,566 | $1.5M | Reduce -1.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.20% | 5,442 | $1.5M | Reduce -1.6% |
| PEP Pepsico Inc. | 0.19% | 9,878 | $1.5M | Reduce -61.8% |
| SOLV Solventum Corp. | 0.18% | 18,575 | $1.4M | Add +2.1% |
Portfolio Sells Q4 2024 → Q1 2025
| MSFT Microsoft Corp. | Reduce -12.5% | 3.50% | −0.71 |
| AAPL Apple Inc. | Reduce -4.3% | 5.82% | −0.61 |
| NVDA Nvidia Corp. | Reduce -8.7% | 1.69% | −0.46 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Sold out | 0.00% | −0.36 |
| ACN Accenture PLC Class A | Reduce -28.5% | 0.69% | −0.33 |
| PEP Pepsico Inc. | Reduce -61.8% | 0.19% | −0.29 |
| FDX FedEx Corp. | Reduce -86.6% | 0.03% | −0.24 |
| GOOGL Alphabet Inc. Class A | Reduce -10.3% | 0.84% | −0.23 |
| ADBE Adobe Inc. | Reduce -32.5% | 0.31% | −0.19 |
| IVV iShares Core S&P 500 ETF | Reduce -4.4% | 6.49% | −0.17 |
| MCK McKesson Corp. | Reduce -87.8% | 0.03% | −0.17 |
| SNA Snap-on Inc. | Reduce -86.7% | 0.03% | −0.16 |
| RL Ralph Lauren Corp. | Sold out | 0.00% | −0.15 |
| AMZN Amazon.com Inc. | Reduce -0.2% | 1.73% | −0.14 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −0.13 |
| TPR Tapestry Inc. | Sold out | 0.00% | −0.13 |
| MSI Motorola Solutions Inc. | Sold out | 0.00% | −0.12 |
| GOOG Alphabet Inc. Class C | Reduce -0.5% | 0.84% | −0.12 |
| CL Colgate-Palmolive Co. | Reduce -42.4% | 0.21% | −0.12 |
| JBL Jabil Inc. | Sold out | 0.00% | −0.12 |
| CAH Cardinal Health Inc. | Reduce -74.9% | 0.05% | −0.12 |
| EXPE Expedia Group Inc. | Sold out | 0.00% | −0.11 |
| HPQ HP Inc. | Sold out | 0.00% | −0.11 |
| FICO Fair Isaac Corp. | Sold out | 0.00% | −0.11 |
| FTNT Fortinet Inc. | Sold out | 0.00% | −0.10 |
| ORLY O'reilly Automotive Inc. | Sold out | 0.00% | −0.10 |
| FFIV F5 Inc. | Sold out | 0.00% | −0.10 |
| NFLX Netflix Inc. | Reduce -37.7% | 0.21% | −0.09 |
| NTAP Netapp Inc. | Sold out | 0.00% | −0.09 |
| TEL Te Connectivity PLC | Sold out | 0.00% | −0.09 |
| EBAY eBay Inc. | Sold out | 0.00% | −0.09 |
| TAP Molson Coors Beverage Co. Class B | Sold out | 0.00% | −0.09 |
| KLAC KLA Corp. | Sold out | 0.00% | −0.09 |
| PHM Pultegroup Inc. | Sold out | 0.00% | −0.09 |
| XLK SS Technology Select Sector | Reduce -0.8% | 1.28% | −0.08 |
| LEN Lennar Corp. Class A | Sold out | 0.00% | −0.08 |
| HPE Hewlett Packard Enterprise | Sold out | 0.00% | −0.08 |
| CI The Cigna Group | Sold out | 0.00% | −0.07 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.07 |
| EXR Extra Space Storage Inc. | Sold out | 0.00% | −0.07 |
| EA Electronic Arts Inc. | Sold out | 0.00% | −0.07 |
| OTIS Otis Worldwide Corp. | Sold out | 0.00% | −0.07 |
| AMT American Tower Corp. | Reduce -50.0% | 0.12% | −0.07 |
| MPC Marathon Petroleum Corp. | Sold out | 0.00% | −0.07 |
| EQIX Equinix Inc. | Sold out | 0.00% | −0.07 |
| DPZ Domino's Pizza Inc. | Sold out | 0.00% | −0.07 |
| REG Regency Centers Corp. | Sold out | 0.00% | −0.07 |
| AVY Avery Dennison Corp. | Reduce -40.1% | 0.10% | −0.06 |
| VRSN Verisign Inc. | Sold out | 0.00% | −0.06 |
| MAS Masco Corp. | Sold out | 0.00% | −0.06 |
Portfolio Buys Q4 2024 → Q1 2025
| IAU iShares Gold Trust | Add +56.8% | 1.44% | +0.72 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +4.6% | 2.51% | +0.60 |
| RSP Invesco S&P 500 Equal Weight | New | 0.56% | +0.56 |
| XMHQ Invesco S&P Midcap Qual ETF | Add +46.6% | 1.08% | +0.34 |
| PM Philip Morris International | Add +3.9% | 1.00% | +0.32 |
| NEM Newmont Corp. | New | 0.29% | +0.29 |
| BABA Alibaba Group Holding-SP ADR | Add +21.6% | 0.55% | +0.28 |
| SLV iShares Silver Trust | Add +102.9% | 0.45% | +0.27 |
| ABT Abbott Laboratories | Add +0.9% | 1.29% | +0.27 |
| CME Cme Group Inc. | Add +0.3% | 1.19% | +0.22 |
| DUK Duke Energy Corp. | Add +50.0% | 0.47% | +0.21 |
| LYB Lyondellbasell Indu Class A | Add +471.2% | 0.25% | +0.21 |
| XLE SS Energy Select Sector | Add +7.7% | 0.79% | +0.16 |
| AMGN Amgen Inc. | Add +6.2% | 0.59% | +0.16 |
| EWZ iShares MSCI Brazil ETF | New | 0.14% | +0.14 |
| FXI iShares China Large-Cap ETF | New | 0.14% | +0.14 |
| MO Altria Group Inc. | Add +7.5% | 0.55% | +0.13 |
| RTX RTX Corp. | Add +0.5% | 0.71% | +0.13 |
| VZ Verizon Communications Inc. | Add +43.6% | 0.26% | +0.11 |
| TJX TJX Companies Inc. | Add +0.0% | 1.52% | +0.11 |
| BMY Bristol-Myers Squibb Co. | Add +4.0% | 0.58% | +0.09 |
| AEP American Electric Power | Add +0.3% | 0.43% | +0.09 |
| EWJ iShares MSCI Japan ETF | Add +2.5% | 0.82% | +0.09 |
| LMBS First Trust Low Duration Opp | Add +51.1% | 0.21% | +0.08 |
| INDY iShares India 50 ETF | Add +2.8% | 0.86% | +0.08 |
| XLV SS Health Care Select Sector | Add +23.9% | 0.23% | +0.07 |
| IEFA iShares Core MSCI Eafe ETF | Add +98.2% | 0.12% | +0.07 |
| GLD SPDR Gold Shares | Add +106.1% | 0.10% | +0.06 |
| KMI Kinder Morgan Inc. | Add +21.2% | 0.22% | +0.06 |
| FMB First Trust Managed Municipa | Add +25.8% | 0.22% | +0.05 |
| IWF iShares Russell 1000 Growth | Add +20.2% | 0.38% | +0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.2% | 1.49% | +0.04 |
| LHX L3HARRIS Technologies Inc. | Add +11.7% | 0.26% | +0.04 |
| MRK Merck & Co. Inc. | Add +11.1% | 0.61% | +0.04 |
| SOLV Solventum Corp. | Add +2.1% | 0.18% | +0.04 |
| PFE Pfizer Inc. | Add +8.6% | 0.38% | +0.04 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +23.7% | 0.14% | +0.04 |
| ECL Ecolab Inc. | New | 0.03% | +0.03 |
| MRSH Marsh & McLennan Cos | Add +84.8% | 0.06% | +0.03 |
| FPE FT-Preferred Secur & Inc. ETF | Add +50.4% | 0.09% | +0.03 |
| GE General Electric | New | 0.03% | +0.03 |
| PGR Progressive Corp. | New | 0.03% | +0.03 |
| EQT Eqt Corp. | New | 0.03% | +0.03 |
| SHEL Shell PLC-ADR | New | 0.03% | +0.03 |
| FBND Fidelity Total Bond ETF | New | 0.03% | +0.03 |
| MKL Markel Group Inc. | New | 0.03% | +0.03 |
| COP Conocophillips | Add +0.0% | 0.22% | +0.03 |
| SLB SLB Ltd. | Add +0.4% | 0.15% | +0.02 |
| VIG Vanguard Dividend Apprec ETF | Add +16.1% | 0.11% | +0.02 |
| URA Global X Uranium ETF | Add +14.6% | 0.18% | +0.01 |
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 |