1y return+19.3%S&P 500 +20.9%
3y return+53.9%S&P 500 +68.5%
5y return+59.8%S&P 500 +74.5%
10y return+164.4%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $264 against $357 in the S&P 500.2
Cypress Capital GroupS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $57.3M | 5.4% | +3.7% |
| LLYEli Lilly & Co | $57.2M | 5.3% | +1.8% |
| MSFTMicrosoft Corp | $34.3M | 3.2% | +10.9% |
| NVDANvidia Corporation | $33.6M | 3.1% | +43.4% |
| ABBVAbbvie Inc | $27.9M | 2.6% | |
| JPMJpmorgan Chase & Co | $25.6M | 2.4% | +8.9% |
| AVGOBroadcom Inc | $25.1M | 2.3% | +19.7% |
| IVVIshares Tr | $24.5M | 2.3% | |
| VVisa Inc | $22.6M | 2.1% | +1.7% |
| AMZNAmazon Com Inc | $21.9M | 2.0% | +18.4% |
| BRK/BBerkshire Hathaway Inc Del | $21.0M | 2.0% | +3.8% |
| JNJJohnson & Johnson | $21.0M | 2.0% | +2.0% |
| IAUIshares Gold Tr | $20.3M | 1.9% | |
| Exxon Mobil CorpCUSIP 30231G102 | $18.2M | 1.7% | +4.5% |
| LRCXLam Research Corp | $18.0M | 1.7% | +20.0% |
| GOOGLAlphabet Inc | $18.0M | 1.7% | +10.9% |
| QQQInvesco Qqq Tr | $17.3M | 1.6% | +3.2% |
| WMTWalmart Inc | $16.5M | 1.5% | +3.5% |
| SPYState Str Spdr S&p 500 Etf T | $16.1M | 1.5% | |
| GOOGAlphabet Inc | $15.3M | 1.4% | +3.3% |
| TSMTaiwan Semiconductor Manufac | $14.5M | 1.3% | +12.6% |
| TJXTjx Cos Inc New | $14.3M | 1.3% | +4.2% |
| LMTLockheed Martin Corp | $14.0M | 1.3% | |
| PMPhilip Morris Intl Inc | $10.5M | 1.0% | |
| PSXPhillips 66 | $10.1M | 0.9% | +3.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $33.6M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $57.2M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $18.0M |
| AVGOBroadcom Inc | December 31, 2021 | +467.7% | $25.1M |
| TSMTaiwan Semiconductor Manufac | March 31, 2023 | +413.4% | $14.5M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $18.0M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $15.3M |
| AMDAdvanced Micro Devices Inc | September 30, 2024 | +254.0% | $9.7M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $25.6M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $57.3M |
Sold off last quarter
- EWYIshares Inc was $3.1M
- MOSMosaic Co was $978K
- Honeywell Intl IncCUSIP 438516106 was $886K
- ALBAlbemarle Corp was $253K
- SPTSSpdr Series Trust was $242K
- DEODiageo PLC was $238K
- CCKCrown Hldgs Inc was $202K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.6% | +14.8% |
| March 31, 2026 | −1.2% | −4.6% |
| December 31, 2025 | +4.6% | +2.4% |
| September 30, 2025 | +7.4% | +7.8% |
| June 30, 2025 | +5.3% | +10.5% |
| March 31, 2025 | −0.2% | −4.6% |
| December 31, 2024 | −1.1% | +2.1% |
| September 30, 2024 | +6.4% | +5.4% |
| June 30, 2024 | +1.2% | +4.0% |
| March 31, 2024 | +8.4% | +10.0% |
| December 31, 2023 | +9.0% | +11.2% |
| September 30, 2023 | −2.6% | −3.6% |
| June 30, 2023 | +5.3% | +8.3% |
| March 31, 2023 | +2.3% | +7.0% |
| December 31, 2022 | +10.3% | +7.1% |
| September 30, 2022 | −5.8% | −5.3% |
| June 30, 2022 | −11.1% | −16.5% |
| March 31, 2022 | −4.6% | −4.9% |
| December 31, 2021 | +10.1% | +10.7% |
| September 30, 2021 | −0.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Cypress Capital Group Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1341748&type=13F-HR&dateb=&owner=include&count=40CIK 1341748
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1341748/000117266126003071/Filed August 5, 2026 · accession 0001172661-26-003071