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Cypress Capital Group 13F Filings, Portfolio & Analysis

CIK: 0001341748
Palm Beach 251 Royal Palm Way Suite 500
Zip Code: 33480
Latest Portfolio Value
$888.91 M
-0.41%
Total Holdings
246
14
Latest Report Date
Q1 2026
Top 10 Concentration
30.89%

Cypress Capital Group — Portfolio Overview & Company Profile

Cypress Capital Group (CIK: 0001341748) is a financial institution headquartered at 251 Royal Palm Way, Suite 500, Palm Beach, Florida 33480. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-03-31), the institution manages a portfolio valued at $888.91 M, comprising 246 distinct securities. Over its filing history, it has submitted 52 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q1 2026 — Top-10 concentration: 30.9%. Quarterly turnover: 3.9%. ▲ 28 new, +77 added, −98 reduced, ×14 exited.

Portfolio Summary (Q1 2026)

Top Sells

Q1 2026

Asset Allocation

Stocks/ETFs
-0.41%
$888.91 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q1 2026)

Name Shares Market Value Weight Change Activity
190,977 $48.47 M 5.45% ▼ 10,775 Reduce -5.3%
46,836 $43.08 M 4.85% ▼ 1,962 Reduce -4.0%
82,840 $30.66 M 3.45% ▼ 2,027 Reduce -2.4%
110,435 $24.02 M 2.70% ▼ 2,179 Reduce -1.9%
272,064 $23.99 M 2.70% ▼ 2,436 Reduce -0.9%
127,104 $21.56 M 2.43% ▼ 798 Reduce -0.6%
32,862 $21.47 M 2.41% ▼ 545 Reduce -1.6%
71,907 $21.15 M 2.38% ▼ 1,137 Reduce -1.6%
116,993 $20.4 M 2.30% ▼ 2,770 Reduce -2.3%
80,951 $19.79 M 2.23% ▼ 3,004 Reduce -3.6%

Historical Portfolio Charts