Cypress Capital Group
SEC Form 13F institutional filer · CIK 0001341748
13F-HR · 156 reported holdings · 2026-03-31
Asset manager.
Reported long-US-equity value
$0.77B
Top-10 concentration
36.4%
Cypress Capital Group — $767M AUM allocation strategy
Cypress Capital Group files SEC Form 13F and reports $767M of long US equity value across 156 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 15.2%, followed by Health Care 11.3% and Financials 9.6%.
The top 10 holdings account for 36% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Cypress Capital Group — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$767M
total across 156 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
36% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$BLK +54.8K sh · +$1.37M+$OKE +26.7K sh · +$2.48M+$KMI +16.5K sh · +$1.01M
Biggest trims (shares)
−$SCHW −16.5K sh · −$456K−$ABT −12.2K sh · −$3.01M−$AAPL −10.8K sh · −$6.38M
Exited to nil (held last quarter, gone now)
$SBAC ($774K last qtr)$ADBE ($520K last qtr)$WDAY ($346K last qtr)$GS ($227K last qtr)$PLTR ($225K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Pharmaceuticals8.2%—
- Technology Hardware, Storage & Peripherals6.3%—
- Semiconductors4.9%—
- Systems Software4.0%—
- Biotechnology3.1%—
- Integrated Oil & Gas2.8%—
- Diversified Banks2.8%—
- Transaction & Payment Processing Services2.5%—
- Other holdings65.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 191K | $48.5M | -10.8K | 6.3% |
| $LLY | Eli Lilly and Company | 46.8K | $43.1M | -1.96K | 5.6% |
| $MSFT | Microsoft Corporation | 82.8K | $30.7M | -2.03K | 4.0% |
| $ABBV | AbbVie Inc | 110K | $24M | -2.18K | 3.1% |
| $XOM | ExxonMobil Holdings Corporation | 127K | $21.6M | -798 | 2.8% |
| $JPM | JP Morgan Chase & Co | 71.9K | $21.2M | -1.14K | 2.8% |
| $NVDA | NVIDIA Corporation | 117K | $20.4M | -2.77K | 2.7% |
| $JNJ | Johnson & Johnson | 81K | $19.8M | -3K | 2.6% |
| $V | Visa Inc | 64.7K | $19.6M | -2.45K | 2.6% |
…and 147 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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