Arkolith/Funds/Cypress Capital Group

Cypress Capital Group

CIK 1341748
Holdings as of Jun 30, 2026·disclosed Aug 5, 2026·~36-day 13F lag·13F-HR
Active Filer

Cypress Capital Group holds a diversified book of 314 reported positions worth $1.1B as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Vaneck Semiconductor ETF and trimmed Ishares Core S&P 500 ETF. Their largest long position is Apple Inc at 5% of the reported non-option book. Cloning the disclosed picks since 2025 would be +24% (+21.2%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+24.3%
+21.2%/yr · since Jul '25
Their reported book
+23.1%
held from quarter-end
S&P 500
+21.2%
same window
$10K$11K$11K$12K$13KJul '25Oct '25Jan '26Mar '26Jun '26Sep '26
Cypress Capital Group (copied at disclosure) S&P 500

Growth of $10,000 cloning Cypress Capital Group's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~36 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
20%
Top 10 holdings
31%
Top 20 holdings
48%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

84% mapped to company sectors

Information Technology
25%
ETFs / funds
15%
Health Care
15%
Financials
14%
Consumer Discretionary
9%
Industrials
9%
Energy
5%
Materials
3%

+5 sectors below the cut, 6% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Cypress Capital Group

Manager / fundShared namesTheir $ in those
BlueSpruce Investments, LP12 / 80$643.3M
United American Securities Inc. (d/b/a UAS Asset Management)10 / 80$453.6M
Hoffman, Alan N Investment Management9 / 80$161.9M
Swiss Re Ltd53 / 80$1.0B
Greenbrier Partners Capital Management, LLC8 / 80$1.2B
New World Advisors LLC50 / 80$535.2M
Ketron Financial22 / 80$282.9M
Conway Capital Management, Inc.17 / 80$193.0M

Ranked by the share of each fund's own book sitting in the names it shares with Cypress Capital Group: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

314 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc
COM
$57.3M198.0K
5.4%
+3.7%
Added · +7K sh
2Eli Lilly & Co
COM
$57.2M47.7K
5.3%
+1.8%
Added · +844 sh
3Microsoft Corp
COM
$34.3M91.9K
3.2%
+11%
Added · +9K sh
4Nvidia Corporation
COM
$33.6M167.8K
3.1%
+43%
Added · +51K sh
5Abbvie Inc
COM
$27.9M111.0K
2.6%
+0.5%
Added · +591 sh
6JPMorgan Chase & Co
COM
$25.6M78.3K
2.4%
+8.9%
Added · +6K sh
7Broadcom Inc
COM
$25.1M66.4K
2.3%
+20%
Added · +11K sh
8Ishares TR
CORE S&P500 ETF
$24.5M32.7K
2.3%
−0.3%
Reduced · −117 sh
9Visa Inc
COM CL A
$22.6M65.8K
2.1%
+1.7%
Added · +1K sh
10Amazon Com Inc
COM
$21.9M92.0K
2.0%
+18%
Added · +14K sh
11Berkshire Hathaway Inc Del
CL B NEW
$21.0M42.0K
2.0%
+3.8%
Added · +2K sh
12Johnson & Johnson
COM
$21.0M82.6K
2.0%
+2.0%
Added · +2K sh
13Ishares Gold TR
ISHARES NEW
$20.3M269.4K
1.9%
−1.0%
Reduced · −3K sh
14Exxon Mobil Corp
COM
$18.2M132.8K
1.7%
+4.5%
Added · +6K sh
15Lam Research Corp
COM NEW
$18.0M41.5K
1.7%
+20%
Added · +7K sh
16Alphabet Inc
CAP STK CL A
$18.0M50.2K
1.7%
+11%
Added · +5K sh
17Invesco QQQ TR
UNIT SER 1
$17.3M23.5K
1.6%
+3.2%
Added · +740 sh
18Walmart Inc
COM
$16.5M145.4K
1.5%
+3.5%
Added · +5K sh
19State STR SPDR S&P 500 ETF T
TR UNIT
$16.1M21.5K
1.5%
+0.2%
Added · +48 sh
20Alphabet Inc
CAP STK CL C
$15.3M43.3K
1.4%
+3.3%
Added · +1K sh
21Taiwan Semiconductor Manufac
SPONSORED ADS
$14.5M30.3K
1.3%
+13%
Added · +3K sh
22TJX Cos Inc New
COM
$14.3M94.1K
1.3%
+4.2%
Added · +4K sh
23Lockheed Martin Corp
COM
$14.0M27.5K
1.3%
+0.2%
Added · +51 sh
24Philip Morris Intl Inc
COM
$10.5M58.1K
1.0%
+0.9%
Added · +522 sh
25Phillips 66
COM
$10.1M59.9K
0.9%
+3.8%
Added · +2K sh
26Mastercard Incorporated
CL A
$9.8M19.0K
0.9%
+9.2%
Added · +2K sh
27Advanced Micro Devices Inc
COM
$9.7M16.7K
0.9%
+9.3%
Added · +1K sh
28Cisco Sys Inc
COM
$9.6M81.5K
0.9%
+0.1%
Added · +109 sh
29Costco Wholesale Corporation
COM
$9.1M9.7K
0.8%
+21%
Added · +2K sh
30Ishares Silver TR
ISHARES
$8.9M166.2K
0.8%
−1.5%
Reduced · −3K sh
31Home Depot Inc
COM
$8.8M25.0K
0.8%
+13%
Added · +3K sh
32ASML Hldg NV
N Y REGISTRY SHS
$8.7M4.4K
0.8%
+17%
Added · +626 sh
333M Co
COM
$8.6M53.0K
0.8%
−1.3%
Reduced · −690 sh
34RTX Corporation
COM
$8.4M44.3K
0.8%
+10%
Added · +4K sh
35BlackRock Inc
COM
$8.0M8.4K
0.8%
+3.6%
Added · +291 sh
36Merck & Co Inc
COM
$8.0M62.3K
0.7%
+6.0%
Added · +4K sh
37Cme Group Inc
COM
$7.8M35.3K
0.7%
−3.6%
Reduced · −1K sh
38Meta Platforms Inc
CL A
$7.7M13.7K
0.7%
+59%
Added · +5K sh
39Chevron Corporation
COM
$7.2M43.5K
0.7%
+1.9%
Added · +827 sh
40US Bancorp
COM NEW
$7.1M117.1K
0.7%
~0%
Reduced · −5 sh
41McDonalds Corp
COM
$6.7M24.9K
0.6%
+1.6%
Added · +383 sh
42Amgen Inc
COM
$6.5M18.0K
0.6%
+1.9%
Added · +328 sh
43Gilead Sciences Inc
COM
$6.0M47.3K
0.6%
−2.3%
Reduced · −1K sh
44Valero Energy Corp
COM
$5.7M21.7K
0.5%
+3.5%
Added · +743 sh
45Caterpillar Inc
COM
$5.5M5.2K
0.5%
+23%
Added · +972 sh
46Altria Group Inc
COM
$5.5M76.2K
0.5%
+1.5%
Added · +1K sh
47Ishares Inc
MSCI BRAZIL ETF
$5.5M158.7K
0.5%
+7.8%
Added · +12K sh
48Lowes Cos Inc
COM
$5.3M24.2K
0.5%
+17%
Added · +4K sh
49Qualcomm Inc
COM
$5.1M27.4K
0.5%
+26%
Added · +6K sh
50Newmont Corp
COM
$5.0M53.8K
0.5%
−6.8%
Reduced · −4K sh
Showing 50 of 314 positions
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Filing history

As-of date vs the date the SEC received each filing

$1.1B · Q2 2026Q2 2025 · $803.6MQ2 2026 · $1.1B

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 5, 202636d351$1.1B13F-HR
Q1 2026Mar 31, 2026May 15, 202645d284$888.9M13F-HR
Q4 2025Dec 31, 2025Feb 11, 202642d273$892.6M13F-HR
Q3 2025Sep 30, 2025Nov 3, 202534d271$836.4M13F-HR
Q2 2025Jun 30, 2025Jul 25, 202525d269$803.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.