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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
  1. APPLE INC · COM · 037833100 · shares: $67,047,946
  2. ELI LILLY & CO · COM · 532457108 · shares: $53,330,973
  3. MICROSOFT CORP · COM · 594918104 · shares: $47,674,522
  4. NVIDIA CORPORATION · COM · 67066G104 · shares: $41,602,844
  5. ABBVIE INC · COM · 00287Y109 · shares: $28,977,371
  6. JPMORGAN CHASE & CO · COM · 46625H100 · shares: $25,979,750
  7. ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $24,697,131
  8. BROADCOM INC · COM · 11135F101 · shares: $23,835,617
  9. AMAZON COM INC · COM · 023135106 · shares: $23,639,852
  10. VISA INC · COM CL A · 92826C839 · shares: $23,433,854

Reported holdings

338 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
BNY MELLON ETF TRUST IIMUNICIPAL SHT DU05613H605 — 10,099 shares $252,626
WORLD GOLD TRSPDR GLD MINIS98149E303 — 3,072 shares $252,457
NUVEEN CA DIVI ADV MUNCOM67066Y105 — 24,347 shares $249,557
ISHARES TRCORE MSCI INTL46435G326 — 2,786 shares $249,291
ISHARES TR1 3 YR TREAS BD464287457 — 3,057 shares $248,228
PROLOGIS INC.COM74340W103 — 1,907 shares $247,605
ARES MANAGEMENT CORPORATIONCL A COM STK03990B101 — 2,125 shares $246,861
SPDR SERIES TRUSTST STR SP DIV78464A763 — 1,685 shares $246,819
EXXONMOBIL HOLDINGS CORPCOM SHS30233Q108 — 1,513 shares $246,241
S&P GLOBAL INCCOM78409V104 — 616 shares $242,994
MARSH & MCLENNAN COS INCCOM571748102 — 1,406 shares $240,046
SPDR SERIES TRUSTST STR P500ETF78464A854 — 2,674 shares $240,018
BECTON DICKINSON & COCOM075887109 — 1,318 shares $235,922
SONY GROUP CORPSPONSORED ADR835699307 — 10,005 shares $235,418
VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF922042858 — 3,944 shares $233,919
CREDO TECHNOLOGY GROUP HOLDIORDINARY SHARESG25457105 — 1,195 shares $232,774
JOHNSON CONTROLS INTERNATIONSHSG51502105 — 1,564 shares $232,489
INVESCO EXCHANGE TRADED FD TLARGE CAP VALUE46137V738 — 3,047 shares $232,486
ACM RESH INCCOM CL A00108J109 — 2,865 shares $231,836
MARTIN MARIETTA MATLS INCCOM573284106 — 479 shares $229,829
NEWMARKET CORPCOM651587107 — 256 shares $229,765
ISHARES TRMSCI USA MIN ETF46429B697 — 2,355 shares $229,471
HEICO CORP NEWCOM422806109 — 747 shares $226,475
ISHARES INCMSCI BRAZIL ETF464286400 — 6,000 shares $223,500
SELECT SECTOR SPDR TRST STR TECHN ETF81369Y803 — 1,130 shares $221,198
PERFORMANCE FOOD GROUP COCOM71377A103 — 2,402 shares $219,807
FIRST TR EXCHNG TRADED FD VIFT VEST US EQT33740U307 — 3,844 shares $219,608
THE CIGNA GROUPCOM125523100 — 802 shares $218,008
VODAFONE GROUP PLCSPONSORED ADR92857W308 — 13,262 shares $214,181
ISHARES TRCORE S&P SCP ETF464287804 — 1,555 shares $211,542
ZSCALER INCCOM98980G102 — 1,057 shares $210,787
WISDOMTREE TRUS QTLY DIV GRT97717X669 — 2,165 shares $210,525
DIAGEO PLCSPON ADR NEW25243Q205 — 2,456 shares $210,234
ENTERPRISE PRODS PARTNERS LCOM293792107 — 5,828 shares $207,535
AUTODESK INCCOM052769106 — 983 shares $205,447
INVESCO DB MULTI-SECTOR COMMAGRICULTURE FD46140H106 — 7,208 shares $202,833
CALAMOS CONV & HIGH INCOME FCOM SHS12811P108 — 12,174 shares $142,558
LLOYDS BANKING GROUP PLCSPONSORED ADR539439109 — 10,930 shares $61,536