$812 Million is the total value of Cypress Capital Group's 439 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWR | ISHARESrus mid cap etf | $2,454,000 | -6.0% | 31,452 | 0.0% | 0.30% | -7.6% | |
| BRKA | BERKSHIRE HATHAWAY INCcl a | $1,587,000 | +17.4% | 3 | 0.0% | 0.20% | +15.4% | |
| XEL | XCEL ENERGY INC | $1,312,000 | +6.6% | 18,185 | 0.0% | 0.16% | +5.2% | |
| CCK | CROWN HLDGS INC | $608,000 | +13.0% | 4,859 | 0.0% | 0.08% | +11.9% | |
| SYY | SYSCO CORP | $471,000 | +4.0% | 5,772 | 0.0% | 0.06% | +1.8% | |
| FDX | FEDEX CORP | $324,000 | -10.7% | 1,400 | 0.0% | 0.04% | -11.1% | |
| RILY | B RILEY FINANCIAL INC | $291,000 | -21.4% | 4,160 | 0.0% | 0.04% | -21.7% | |
| OKE | ONEOK INC | $290,000 | +20.3% | 4,100 | 0.0% | 0.04% | +20.0% | |
| PWV | INVESCOdynmc lrg valu | $202,000 | 0.0% | 4,140 | 0.0% | 0.02% | 0.0% | |
| TTSH | TILE SHOP HOLDINGS INC | $119,000 | -8.5% | 18,163 | 0.0% | 0.02% | -6.2% | |
| INNOVATE CORP | $52,000 | 0.0% | 14,000 | 0.0% | 0.01% | -14.3% |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- Cypress Bank & Trust #1
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 42 | Q3 2023 | 6.4% |
| LOCKHEED MARTIN CORP | 42 | Q3 2023 | 3.5% |
| VISA INC CLASS A | 42 | Q3 2023 | 3.7% |
| ABBVIE INC | 42 | Q3 2023 | 3.2% |
| ISHARES TR | 42 | Q3 2023 | 4.3% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 2.8% |
| LILLY ELI & CO | 42 | Q3 2023 | 4.7% |
| MICROSOFT CORP | 42 | Q3 2023 | 4.1% |
| TJX COS INC NEW | 42 | Q3 2023 | 2.5% |
| PAYCHEX INC | 42 | Q3 2023 | 2.2% |
View Cypress Capital Group's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-07-26 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-15 |
View Cypress Capital Group's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.