Cypress Capital Group
Annual return '25
+30.3%
SPY '25
+17.7%
Alpha
+12.6ptsvs SPY
Invested
$888.9M
Holdings
245
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: Sold 85.6% (381.3k → 55.0k shares)
5.5%
02
$LLY
ELI LILLY & CO
Q1 2026: Sold 69.1% (88.9k → 27.5k shares)
4.8%
03
$MSFT
MICROSOFT CORP
Q1 2026: Exited (was 159.3k shares)
3.4%
04
$ABBV
ABBVIE INC
Q1 2026: Exited (was 14.8k shares)
2.7%
05
$IAU
ISHARES GOLD TR
Q1 2026: Exited (was 274.5k shares)
2.7%
06
$XOM
EXXON MOBIL CORP
Q1 2026: Exited (was 249.4k shares)
2.4%
07
$IVV
ISHARES TR
Q1 2026: Exited (was 64.2k shares)
2.4%
08
$JPM
JPMORGAN CHASE & CO
Q1 2026: Sold 67.3% (140.9k → 46.0k shares)
2.4%
09
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +3325.0% (11.0k → 376.0k shares)
2.3%
10
$JNJ
JOHNSON & JOHNSON
Q1 2026: Exited (was 5.1k shares)
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 06:32 UTC.