CYPRESS CAPITAL GROUP

Filed: 5/12/2025ACC: 0001172661-25-001689

📋 What this filing means

CYPRESS CAPITAL GROUP filed this quarterly 13F‑HR report disclosing 202 equity positions with a total reported market value of $763.60M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

202

Positions

$763.60M

Total AUM (reported)

5.01M

Total Shares

Allocation by class

COM$491.31M64.3%

CORE S&P500 ETF$49.59M6.5%

COM CL A$24.80M3.2%

CL B NEW$19.14M2.5%

CL A$17.98M2.4%

TR UNIT$11.38M1.5%

ISHARES NEW$10.97M1.4%

Portfolio Concentration

Top 3$137.32M18.0%

4–10$140.82M18.4%

11–25$159.18M20.8%

Rest$326.29M42.7%

Top 3 weight

18.0%

Top 10 weight

36.4%

Voting Authority Distribution

Total shares with voting rights: 5.01M

Sole

Full voting authority

4.92M

% of voting shares98.1%

Shared

Joint voting authority

21.09K

% of voting shares0.4%

None

No voting authority

75.22K

% of voting shares1.5%

Investment Discretion (by position count)

Sole22

Shared0

Other180

Dominant voting typeSole · 98.1% of voting shares

Institutional Holdings202

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares88.26K

TypeSH

Market value$49.59M

6.49%

Sole

88.09K

Shared

0.00

None

165.00

APPLE INC

SOLE

COM

Shares200.22K

TypeSH

Market value$44.48M

5.82%

Sole

198.25K

Shared

0.00

None

1.97K

ELI LILLY & CO

DFND

COM

Shares52.37K

TypeSH

Market value$43.25M

5.66%

Sole

51.56K

Shared

0.00

None

807.00

MICROSOFT CORP

DFND

COM

Shares71.29K

TypeSH

Market value$26.76M

3.50%

Sole

69.98K

Shared

0.00

None

1.31K

VISA INC

SOLE

COM CL A

Shares70.77K

TypeSH

Market value$24.80M

3.25%

Sole

69.06K

Shared

0.00

None

1.71K

ABBVIE INC

SOLE

COM

Shares107.59K

TypeSH

Market value$22.54M

2.95%

Sole

104.62K

Shared

300.00

None

2.67K

BERKSHIRE HATHAWAY INC DEL

DFND

CL B NEW

Shares35.94K

TypeSH

Market value$19.14M

2.51%

Sole

35.64K

Shared

0.00

None

300.00

JPMORGAN CHASE & CO.

DFND

COM

Shares68.72K

TypeSH

Market value$16.86M

2.21%

Sole

67.88K

Shared

0.00

None

843.00

EXXON MOBIL CORP

DFND

COM

Shares135.04K

TypeSH

Market value$16.06M

2.10%

Sole

134.34K

Shared

0.00

None

697.00

LOCKHEED MARTIN CORP

DFND

COM

Shares32.79K

TypeSH

Market value$14.65M

1.92%

Sole

32.48K

Shared

0.00

None

310.00

AMAZON COM INC

DFND

COM

Shares69.27K

TypeSH

Market value$13.18M

1.73%

Sole

68.68K

Shared

0.00

None

587.00

NVIDIA CORPORATION

DFND

COM

Shares119.02K

TypeSH

Market value$12.90M

1.69%

Sole

116.34K

Shared

0.00

None

2.68K

WALMART INC

DFND

COM

Shares138.82K

TypeSH

Market value$12.19M

1.60%

Sole

135.40K

Shared

0.00

None

3.42K

JOHNSON & JOHNSON

DFND

COM

Shares72.52K

TypeSH

Market value$12.03M

1.58%

Sole

71.14K

Shared

400.00

None

981.00

TJX COS INC NEW

SOLE

COM

Shares95.57K

TypeSH

Market value$11.64M

1.52%

Sole

93.91K

Shared

0.00

None

1.66K

SPDR S&P 500 ETF TR

DFND

TR UNIT

Shares20.35K

TypeSH

Market value$11.38M

1.49%

Sole

19.67K

Shared

0.00

None

675.00

ISHARES GOLD TR

DFND

ISHARES NEW

Shares186.13K

TypeSH

Market value$10.97M

1.44%

Sole

185.31K

Shared

0.00

None

825.00

INVESCO QQQ TR

DFND

UNIT SER 1

Shares21.44K

TypeSH

Market value$10.05M

1.32%

Sole

20.13K

Shared

0.00

None

1.31K

MASTERCARD INCORPORATED

SOLE

CL A

Shares18.23K

TypeSH

Market value$9.99M

1.31%

Sole

18.09K

Shared

0.00

None

140.00

ABBOTT LABS

DFND

COM

Shares74.17K

TypeSH

Market value$9.84M

1.29%

Sole

71.56K

Shared

0.00

None

2.62K

SELECT SECTOR SPDR TR

DFND

TECHNOLOGY

Shares47.41K

TypeSH

Market value$9.79M

1.28%

Sole

45.94K

Shared

0.00

None

1.48K

CME GROUP INC

DFND

COM

Shares34.14K

TypeSH

Market value$9.06M

1.19%

Sole

33.61K

Shared

0.00

None

530.00

BROADCOM INC

DFND

COM

Shares53.80K

TypeSH

Market value$9.01M

1.18%

Sole

53.57K

Shared

0.00

None

230.00

HOME DEPOT INC

DFND

COM

Shares24.20K

TypeSH

Market value$8.87M

1.16%

Sole

23.79K

Shared

0.00

None

420.00

INVESCO EXCHANGE TRADED FD T

DFND

S&P MDCP QUALITY

Shares90.41K

TypeSH

Market value$8.28M

1.08%

Sole

90.16K

Shared

0.00

None

250.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
ISHARES TRSOLE	CORE S&P500 ETF	88.26K	SH	$49.59M 6.49%	88.09K	0.00	165.00
APPLE INCSOLE	COM	200.22K	SH	$44.48M 5.82%	198.25K	0.00	1.97K
ELI LILLY & CODFND	COM	52.37K	SH	$43.25M 5.66%	51.56K	0.00	807.00
MICROSOFT CORPDFND	COM	71.29K	SH	$26.76M 3.50%	69.98K	0.00	1.31K
VISA INCSOLE	COM CL A	70.77K	SH	$24.80M 3.25%	69.06K	0.00	1.71K
ABBVIE INCSOLE	COM	107.59K	SH	$22.54M 2.95%	104.62K	300.00	2.67K
BERKSHIRE HATHAWAY INC DELDFND	CL B NEW	35.94K	SH	$19.14M 2.51%	35.64K	0.00	300.00
JPMORGAN CHASE & CO.DFND	COM	68.72K	SH	$16.86M 2.21%	67.88K	0.00	843.00
EXXON MOBIL CORPDFND	COM	135.04K	SH	$16.06M 2.10%	134.34K	0.00	697.00
LOCKHEED MARTIN CORPDFND	COM	32.79K	SH	$14.65M 1.92%	32.48K	0.00	310.00
AMAZON COM INCDFND	COM	69.27K	SH	$13.18M 1.73%	68.68K	0.00	587.00
NVIDIA CORPORATIONDFND	COM	119.02K	SH	$12.90M 1.69%	116.34K	0.00	2.68K
WALMART INCDFND	COM	138.82K	SH	$12.19M 1.60%	135.40K	0.00	3.42K
JOHNSON & JOHNSONDFND	COM	72.52K	SH	$12.03M 1.58%	71.14K	400.00	981.00
TJX COS INC NEWSOLE	COM	95.57K	SH	$11.64M 1.52%	93.91K	0.00	1.66K
SPDR S&P 500 ETF TRDFND	TR UNIT	20.35K	SH	$11.38M 1.49%	19.67K	0.00	675.00
ISHARES GOLD TRDFND	ISHARES NEW	186.13K	SH	$10.97M 1.44%	185.31K	0.00	825.00
INVESCO QQQ TRDFND	UNIT SER 1	21.44K	SH	$10.05M 1.32%	20.13K	0.00	1.31K
MASTERCARD INCORPORATEDSOLE	CL A	18.23K	SH	$9.99M 1.31%	18.09K	0.00	140.00
ABBOTT LABSDFND	COM	74.17K	SH	$9.84M 1.29%	71.56K	0.00	2.62K
SELECT SECTOR SPDR TRDFND	TECHNOLOGY	47.41K	SH	$9.79M 1.28%	45.94K	0.00	1.48K
CME GROUP INCDFND	COM	34.14K	SH	$9.06M 1.19%	33.61K	0.00	530.00
BROADCOM INCDFND	COM	53.80K	SH	$9.01M 1.18%	53.57K	0.00	230.00
HOME DEPOT INCDFND	COM	24.20K	SH	$8.87M 1.16%	23.79K	0.00	420.00
INVESCO EXCHANGE TRADED FD TDFND	S&P MDCP QUALITY	90.41K	SH	$8.28M 1.08%	90.16K	0.00	250.00

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