Filed: 2/6/2025ACC: 0001172661-25-000527
๐ What this filing means
CYPRESS CAPITAL GROUP filed this quarterly 13FโHR report disclosing 256 equity positions with a total reported market value of $815.19M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
256
Positions
$815.19M
Total AUM (reported)
5.19M
Total Shares
Allocation by class
COM$544.34M66.8%
CORE S&P500 ETF$54.37M6.7%
COM CL A$22.63M2.8%
CL A$20.62M2.5%
CL B NEW$15.58M1.9%
TR UNIT$11.79M1.4%
TECHNOLOGY$11.12M1.4%
Portfolio Concentration
Top 3$148.33M18.2%
4โ10$142.60M17.5%
11โ25$164.33M20.2%
Rest$359.94M44.2%
Top 3 weight
18.2%
Top 10 weight
35.7%
Voting Authority Distribution
Total shares with voting rights: 5.19M
Sole
Full voting authority
5.08M
shares
% of voting shares98.1%
Shared
Joint voting authority
20.95K
shares
% of voting shares0.4%
None
No voting authority
80.03K
shares
% of voting shares1.5%
Investment Discretion (by position count)
Sole82
Shared0
Other174
Dominant voting typeSole ยท 98.1% of voting shares
Institutional Holdings256
Rows:
ISHARES TR
SOLEShares92.36K
TypeSH
Market value$54.37M
6.67%
Sole
92.11K
Shared
0.00
None
240.00
APPLE INC
DFNDShares209.31K
TypeSH
Market value$52.41M
6.43%
Sole
206.94K
Shared
0.00
None
2.37K
ELI LILLY & CO
SOLEShares53.81K
TypeSH
Market value$41.54M
5.10%
Sole
53.04K
Shared
0.00
None
775.00
MICROSOFT CORP
DFNDShares81.49K
TypeSH
Market value$34.35M
4.21%
Sole
80.11K
Shared
0.00
None
1.38K
VISA INC
DFNDShares71.61K
TypeSH
Market value$22.63M
2.78%
Sole
69.89K
Shared
0.00
None
1.72K
ABBVIE INC
SOLEShares112.35K
TypeSH
Market value$19.96M
2.45%
Sole
109.38K
Shared
300.00
None
2.67K
NVIDIA CORPORATION
SOLEShares130.34K
TypeSH
Market value$17.50M
2.15%
Sole
127.37K
Shared
0.00
None
2.97K
JPMORGAN CHASE & CO.
DFNDShares69.40K
TypeSH
Market value$16.64M
2.04%
Sole
68.31K
Shared
0.00
None
1.09K
LOCKHEED MARTIN CORP
SOLEShares32.79K
TypeSH
Market value$15.93M
1.95%
Sole
32.48K
Shared
0.00
None
310.00
BERKSHIRE HATHAWAY INC DEL
DFNDShares34.37K
TypeSH
Market value$15.58M
1.91%
Sole
34.07K
Shared
0.00
None
300.00
AMAZON COM INC
DFNDShares69.40K
TypeSH
Market value$15.23M
1.87%
Sole
68.70K
Shared
0.00
None
697.00
EXXON MOBIL CORP
SOLEShares138.12K
TypeSH
Market value$14.86M
1.82%
Sole
137.42K
Shared
0.00
None
697.00
WALMART INC
SOLEShares141.50K
TypeSH
Market value$12.78M
1.57%
Sole
138.11K
Shared
0.00
None
3.40K
BROADCOM INC
SOLEShares53.54K
TypeSH
Market value$12.41M
1.52%
Sole
53.32K
Shared
0.00
None
220.00
SPDR S&P 500 ETF TR
DFNDShares20.11K
TypeSH
Market value$11.79M
1.45%
Sole
19.23K
Shared
0.00
None
875.00
TJX COS INC NEW
SOLEShares95.56K
TypeSH
Market value$11.54M
1.42%
Sole
93.90K
Shared
0.00
None
1.66K
SELECT SECTOR SPDR TR
DFNDShares47.82K
TypeSH
Market value$11.12M
1.36%
Sole
46.34K
Shared
0.00
None
1.48K
INVESCO QQQ TR
DFNDShares21.70K
TypeSH
Market value$11.09M
1.36%
Sole
20.39K
Shared
0.00
None
1.31K
JOHNSON & JOHNSON
SOLEShares74.27K
TypeSH
Market value$10.74M
1.32%
Sole
72.98K
Shared
400.00
None
885.00
MASTERCARD INCORPORATED
DFNDShares19.15K
TypeSH
Market value$10.08M
1.24%
Sole
19.01K
Shared
0.00
None
140.00
HOME DEPOT INC
DFNDShares24.22K
TypeSH
Market value$9.42M
1.16%
Sole
23.80K
Shared
0.00
None
420.00
ALPHABET INC
DFNDShares46.27K
TypeSH
Market value$8.76M
1.07%
Sole
45.57K
Shared
0.00
None
692.00
ABBOTT LABS
SOLEShares73.48K
TypeSH
Market value$8.31M
1.02%
Sole
70.86K
Shared
0.00
None
2.62K
ACCENTURE PLC IRELAND
DFNDShares23.57K
TypeSH
Market value$8.29M
1.02%
Sole
22.79K
Shared
0.00
None
780.00
CME GROUP INC
DFNDShares34.02K
TypeSH
Market value$7.90M
0.97%
Sole
33.50K
Shared
0.00
None
520.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 92.36K | SH | $54.37M 6.67% | 92.11K | 0.00 | 240.00 |
APPLE INCDFND | COM | 209.31K | SH | $52.41M 6.43% | 206.94K | 0.00 | 2.37K |
ELI LILLY & COSOLE | COM | 53.81K | SH | $41.54M 5.10% | 53.04K | 0.00 | 775.00 |
MICROSOFT CORPDFND | COM | 81.49K | SH | $34.35M 4.21% | 80.11K | 0.00 | 1.38K |
VISA INCDFND | COM CL A | 71.61K | SH | $22.63M 2.78% | 69.89K | 0.00 | 1.72K |
ABBVIE INCSOLE | COM | 112.35K | SH | $19.96M 2.45% | 109.38K | 300.00 | 2.67K |
NVIDIA CORPORATIONSOLE | COM | 130.34K | SH | $17.50M 2.15% | 127.37K | 0.00 | 2.97K |
JPMORGAN CHASE & CO.DFND | COM | 69.40K | SH | $16.64M 2.04% | 68.31K | 0.00 | 1.09K |
LOCKHEED MARTIN CORPSOLE | COM | 32.79K | SH | $15.93M 1.95% | 32.48K | 0.00 | 310.00 |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 34.37K | SH | $15.58M 1.91% | 34.07K | 0.00 | 300.00 |
AMAZON COM INCDFND | COM | 69.40K | SH | $15.23M 1.87% | 68.70K | 0.00 | 697.00 |
EXXON MOBIL CORPSOLE | COM | 138.12K | SH | $14.86M 1.82% | 137.42K | 0.00 | 697.00 |
WALMART INCSOLE | COM | 141.50K | SH | $12.78M 1.57% | 138.11K | 0.00 | 3.40K |
BROADCOM INCSOLE | COM | 53.54K | SH | $12.41M 1.52% | 53.32K | 0.00 | 220.00 |
SPDR S&P 500 ETF TRDFND | TR UNIT | 20.11K | SH | $11.79M 1.45% | 19.23K | 0.00 | 875.00 |
TJX COS INC NEWSOLE | COM | 95.56K | SH | $11.54M 1.42% | 93.90K | 0.00 | 1.66K |
SELECT SECTOR SPDR TRDFND | TECHNOLOGY | 47.82K | SH | $11.12M 1.36% | 46.34K | 0.00 | 1.48K |
INVESCO QQQ TRDFND | UNIT SER 1 | 21.70K | SH | $11.09M 1.36% | 20.39K | 0.00 | 1.31K |
JOHNSON & JOHNSONSOLE | COM | 74.27K | SH | $10.74M 1.32% | 72.98K | 400.00 | 885.00 |
MASTERCARD INCORPORATEDDFND | CL A | 19.15K | SH | $10.08M 1.24% | 19.01K | 0.00 | 140.00 |
HOME DEPOT INCDFND | COM | 24.22K | SH | $9.42M 1.16% | 23.80K | 0.00 | 420.00 |
ALPHABET INCDFND | CAP STK CL A | 46.27K | SH | $8.76M 1.07% | 45.57K | 0.00 | 692.00 |
ABBOTT LABSSOLE | COM | 73.48K | SH | $8.31M 1.02% | 70.86K | 0.00 | 2.62K |
ACCENTURE PLC IRELANDDFND | SHS CLASS A | 23.57K | SH | $8.29M 1.02% | 22.79K | 0.00 | 780.00 |
CME GROUP INCDFND | COM | 34.02K | SH | $7.90M 0.97% | 33.50K | 0.00 | 520.00 |
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