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Cypress Capital Group
Period ended Sep 30, 2026 · Latest filing Nov 3, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $1,099,696,587
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- APPLE INC · COM · 037833100 · shares: $67,047,946
- ELI LILLY & CO · COM · 532457108 · shares: $53,330,973
- MICROSOFT CORP · COM · 594918104 · shares: $47,674,522
- NVIDIA CORPORATION · COM · 67066G104 · shares: $41,602,844
- ABBVIE INC · COM · 00287Y109 · shares: $28,977,371
- JPMORGAN CHASE & CO · COM · 46625H100 · shares: $25,979,750
- ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $24,697,131
- BROADCOM INC · COM · 11135F101 · shares: $23,835,617
- AMAZON COM INC · COM · 023135106 · shares: $23,639,852
- VISA INC · COM CL A · 92826C839 · shares: $23,433,854
Reported holdings
338 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| BNY MELLON ETF TRUST II | MUNICIPAL SHT DU | 05613H605 | — | 10,099 shares | $252,626 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | — | 3,072 shares | $252,457 |
| NUVEEN CA DIVI ADV MUN | COM | 67066Y105 | — | 24,347 shares | $249,557 |
| ISHARES TR | CORE MSCI INTL | 46435G326 | — | 2,786 shares | $249,291 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 | — | 3,057 shares | $248,228 |
| PROLOGIS INC. | COM | 74340W103 | — | 1,907 shares | $247,605 |
| ARES MANAGEMENT CORPORATION | CL A COM STK | 03990B101 | — | 2,125 shares | $246,861 |
| SPDR SERIES TRUST | ST STR SP DIV | 78464A763 | — | 1,685 shares | $246,819 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 1,513 shares | $246,241 |
| S&P GLOBAL INC | COM | 78409V104 | — | 616 shares | $242,994 |
| MARSH & MCLENNAN COS INC | COM | 571748102 | — | 1,406 shares | $240,046 |
| SPDR SERIES TRUST | ST STR P500ETF | 78464A854 | — | 2,674 shares | $240,018 |
| BECTON DICKINSON & CO | COM | 075887109 | — | 1,318 shares | $235,922 |
| SONY GROUP CORP | SPONSORED ADR | 835699307 | — | 10,005 shares | $235,418 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 3,944 shares | $233,919 |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | G25457105 | — | 1,195 shares | $232,774 |
| JOHNSON CONTROLS INTERNATION | SHS | G51502105 | — | 1,564 shares | $232,489 |
| INVESCO EXCHANGE TRADED FD T | LARGE CAP VALUE | 46137V738 | — | 3,047 shares | $232,486 |
| ACM RESH INC | COM CL A | 00108J109 | — | 2,865 shares | $231,836 |
| MARTIN MARIETTA MATLS INC | COM | 573284106 | — | 479 shares | $229,829 |
| NEWMARKET CORP | COM | 651587107 | — | 256 shares | $229,765 |
| ISHARES TR | MSCI USA MIN ETF | 46429B697 | — | 2,355 shares | $229,471 |
| HEICO CORP NEW | COM | 422806109 | — | 747 shares | $226,475 |
| ISHARES INC | MSCI BRAZIL ETF | 464286400 | — | 6,000 shares | $223,500 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | — | 1,130 shares | $221,198 |
| PERFORMANCE FOOD GROUP CO | COM | 71377A103 | — | 2,402 shares | $219,807 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740U307 | — | 3,844 shares | $219,608 |
| THE CIGNA GROUP | COM | 125523100 | — | 802 shares | $218,008 |
| VODAFONE GROUP PLC | SPONSORED ADR | 92857W308 | — | 13,262 shares | $214,181 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 1,555 shares | $211,542 |
| ZSCALER INC | COM | 98980G102 | — | 1,057 shares | $210,787 |
| WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | — | 2,165 shares | $210,525 |
| DIAGEO PLC | SPON ADR NEW | 25243Q205 | — | 2,456 shares | $210,234 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | — | 5,828 shares | $207,535 |
| AUTODESK INC | COM | 052769106 | — | 983 shares | $205,447 |
| INVESCO DB MULTI-SECTOR COMM | AGRICULTURE FD | 46140H106 | — | 7,208 shares | $202,833 |
| CALAMOS CONV & HIGH INCOME F | COM SHS | 12811P108 | — | 12,174 shares | $142,558 |
| LLOYDS BANKING GROUP PLC | SPONSORED ADR | 539439109 | — | 10,930 shares | $61,536 |