CYPRESS CAPITAL GROUP

Filed: 7/25/2025ACC: 0001172661-25-002744

📋 What this filing means

CYPRESS CAPITAL GROUP filed this quarterly 13F‑HR report disclosing 225 equity positions with a total reported market value of $803.55M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

225

Positions

$803.55M

Total AUM (reported)

5.36M

Total Shares

Allocation by class

COM$518.65M64.5%

CORE S&P500 ETF$52.23M6.5%

COM CL A$24.92M3.1%

CL A$20.71M2.6%

CL B NEW$19.21M2.4%

ISHARES NEW$16.34M2.0%

TR UNIT$13.32M1.7%

Portfolio Concentration

Top 3$133.65M16.6%

4–10$156.89M19.5%

11–25$179.16M22.3%

Rest$333.85M41.5%

Top 3 weight

16.6%

Top 10 weight

36.2%

Voting Authority Distribution

Total shares with voting rights: 5.36M

Sole

Full voting authority

5.26M

% of voting shares98.2%

Shared

Joint voting authority

18.71K

% of voting shares0.3%

None

No voting authority

77.61K

% of voting shares1.4%

Investment Discretion (by position count)

Sole28

Shared0

Other197

Dominant voting typeSole · 98.2% of voting shares

Institutional Holdings225

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares84.12K

TypeSH

Market value$52.23M

6.50%

Sole

83.96K

Shared

0.00

None

161.00

APPLE INC

SOLE

COM

Shares198.97K

TypeSH

Market value$40.82M

5.08%

Sole

197.06K

Shared

0.00

None

1.91K

ELI LILLY & CO

DFND

COM

Shares52.09K

TypeSH

Market value$40.60M

5.05%

Sole

51.31K

Shared

0.00

None

775.00

MICROSOFT CORP

DFND

COM

Shares72.39K

TypeSH

Market value$36.01M

4.48%

Sole

71.11K

Shared

0.00

None

1.28K

VISA INC

SOLE

COM CL A

Shares70.18K

TypeSH

Market value$24.92M

3.10%

Sole

68.54K

Shared

0.00

None

1.64K

JPMORGAN CHASE & CO.

SOLE

COM

Shares72.69K

TypeSH

Market value$21.07M

2.62%

Sole

71.89K

Shared

0.00

None

795.00

ABBVIE INC

SOLE

COM

Shares108.47K

TypeSH

Market value$20.13M

2.51%

Sole

105.58K

Shared

225.00

None

2.67K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares39.55K

TypeSH

Market value$19.21M

2.39%

Sole

39.25K

Shared

0.00

None

300.00

NVIDIA CORPORATION

SOLE

COM

Shares121.55K

TypeSH

Market value$19.20M

2.39%

Sole

118.68K

Shared

0.00

None

2.87K

ISHARES GOLD TR

DFND

ISHARES NEW

Shares262.05K

TypeSH

Market value$16.34M

2.03%

Sole

260.45K

Shared

0.00

None

1.60K

AMAZON COM INC

DFND

COM

Shares72.36K

TypeSH

Market value$15.88M

1.98%

Sole

71.75K

Shared

0.00

None

613.00

LOCKHEED MARTIN CORP

SOLE

COM

Shares32.80K

TypeSH

Market value$15.19M

1.89%

Sole

32.49K

Shared

0.00

None

310.00

BROADCOM INC

DFND

COM

Shares54.87K

TypeSH

Market value$15.12M

1.88%

Sole

54.63K

Shared

0.00

None

230.00

EXXON MOBIL CORP

DFND

COM

Shares132.14K

TypeSH

Market value$14.24M

1.77%

Sole

131.44K

Shared

0.00

None

697.00

WALMART INC

SOLE

COM

Shares141.46K

TypeSH

Market value$13.83M

1.72%

Sole

138.04K

Shared

0.00

None

3.42K

SPDR S&P 500 ETF TR

DFND

TR UNIT

Shares21.56K

TypeSH

Market value$13.32M

1.66%

Sole

20.89K

Shared

0.00

None

675.00

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares22.51K

TypeSH

Market value$12.42M

1.55%

Sole

21.13K

Shared

0.00

None

1.38K

TJX COS INC NEW

DFND

COM

Shares95.19K

TypeSH

Market value$11.75M

1.46%

Sole

93.53K

Shared

0.00

None

1.66K

JOHNSON & JOHNSON

DFND

COM

Shares73.89K

TypeSH

Market value$11.29M

1.40%

Sole

72.90K

Shared

250.00

None

740.00

ABBOTT LABS

DFND

COM

Shares75.82K

TypeSH

Market value$10.31M

1.28%

Sole

73.20K

Shared

0.00

None

2.62K

MASTERCARD INCORPORATED

DFND

CL A

Shares18.23K

TypeSH

Market value$10.24M

1.27%

Sole

18.09K

Shared

0.00

None

140.00

CME GROUP INC

DFND

COM

Shares34.86K

TypeSH

Market value$9.61M

1.20%

Sole

34.33K

Shared

0.00

None

530.00

PHILIP MORRIS INTL INC

DFND

COM

Shares50.20K

TypeSH

Market value$9.14M

1.14%

Sole

48.40K

Shared

0.00

None

1.80K

HOME DEPOT INC

DFND

COM

Shares23.39K

TypeSH

Market value$8.58M

1.07%

Sole

22.97K

Shared

0.00

None

420.00

COSTCO WHSL CORP NEW

SOLE

COM

Shares8.31K

TypeSH

Market value$8.23M

1.02%

Sole

Shared

0.00

None

313.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
ISHARES TRSOLE	CORE S&P500 ETF	84.12K	SH	$52.23M 6.50%	83.96K	0.00	161.00
APPLE INCSOLE	COM	198.97K	SH	$40.82M 5.08%	197.06K	0.00	1.91K
ELI LILLY & CODFND	COM	52.09K	SH	$40.60M 5.05%	51.31K	0.00	775.00
MICROSOFT CORPDFND	COM	72.39K	SH	$36.01M 4.48%	71.11K	0.00	1.28K
VISA INCSOLE	COM CL A	70.18K	SH	$24.92M 3.10%	68.54K	0.00	1.64K
JPMORGAN CHASE & CO.SOLE	COM	72.69K	SH	$21.07M 2.62%	71.89K	0.00	795.00
ABBVIE INCSOLE	COM	108.47K	SH	$20.13M 2.51%	105.58K	225.00	2.67K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	39.55K	SH	$19.21M 2.39%	39.25K	0.00	300.00
NVIDIA CORPORATIONSOLE	COM	121.55K	SH	$19.20M 2.39%	118.68K	0.00	2.87K
ISHARES GOLD TRDFND	ISHARES NEW	262.05K	SH	$16.34M 2.03%	260.45K	0.00	1.60K
AMAZON COM INCDFND	COM	72.36K	SH	$15.88M 1.98%	71.75K	0.00	613.00
LOCKHEED MARTIN CORPSOLE	COM	32.80K	SH	$15.19M 1.89%	32.49K	0.00	310.00
BROADCOM INCDFND	COM	54.87K	SH	$15.12M 1.88%	54.63K	0.00	230.00
EXXON MOBIL CORPDFND	COM	132.14K	SH	$14.24M 1.77%	131.44K	0.00	697.00
WALMART INCSOLE	COM	141.46K	SH	$13.83M 1.72%	138.04K	0.00	3.42K
SPDR S&P 500 ETF TRDFND	TR UNIT	21.56K	SH	$13.32M 1.66%	20.89K	0.00	675.00
INVESCO QQQ TRSOLE	UNIT SER 1	22.51K	SH	$12.42M 1.55%	21.13K	0.00	1.38K
TJX COS INC NEWDFND	COM	95.19K	SH	$11.75M 1.46%	93.53K	0.00	1.66K
JOHNSON & JOHNSONDFND	COM	73.89K	SH	$11.29M 1.40%	72.90K	250.00	740.00
ABBOTT LABSDFND	COM	75.82K	SH	$10.31M 1.28%	73.20K	0.00	2.62K
MASTERCARD INCORPORATEDDFND	CL A	18.23K	SH	$10.24M 1.27%	18.09K	0.00	140.00
CME GROUP INCDFND	COM	34.86K	SH	$9.61M 1.20%	34.33K	0.00	530.00
PHILIP MORRIS INTL INCDFND	COM	50.20K	SH	$9.14M 1.14%	48.40K	0.00	1.80K
HOME DEPOT INCDFND	COM	23.39K	SH	$8.58M 1.07%	22.97K	0.00	420.00
COSTCO WHSL CORP NEWSOLE	COM	8.31K	SH	$8.23M 1.02%	8K	0.00	313.00

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