Portfolio (Quarterly)
Guide ↗
Cypress Capital Group
· CIK 0001341748| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | BAC | BANK OF AMER CORP | Financial Services | 26,405.0 | $1.5M | 0.14% | NEW | — | $56.98 | +8.3% |
| 122 | MCO | MOODYS CORP | Financial Services | 3,298.0 | $1.5M | 0.14% | NEW | — | $452.92 | +11.1% |
| 123 | IWB | ISHARES TR | — | 3,620.0 | $1.5M | 0.14% | NEW | — | $409.50 | +2.5% |
| 124 | IWR | ISHARES TR | — | 13,351.0 | $1.5M | 0.14% | NEW | — | $110.32 | +2.8% |
| 125 | APD | AIR PRODUCTS AND CHEMICALS I | Basic Materials | 4,947.0 | $1.5M | 0.14% | NEW | — | $293.18 | +4.1% |
| 126 | — | TECHNIPFMC PLC | — | 21,327.0 | $1.4M | 0.13% | NEW | — | $66.30 | — |
| 127 | VIG | VANGUARD SPECIALIZED FUNDS | — | 5,894.0 | $1.4M | 0.13% | NEW | — | $236.62 | +3.1% |
| 128 | — | J P MORGAN EXCHANGE TRADED F | — | 26,950.0 | $1.4M | 0.13% | NEW | — | $50.57 | — |
| 129 | EMR | EMERSON ELEC CO | Industrials | 9,513.0 | $1.4M | 0.13% | NEW | — | $143.16 | +9.9% |
| 130 | SHW | SHERWIN WILLIAMS CO | Basic Materials | 3,850.0 | $1.3M | 0.12% | NEW | — | $344.32 | +0.7% |
| 131 | SBUX | STARBUCKS CORP | Consumer Cyclical | 12,656.0 | $1.3M | 0.12% | NEW | — | $102.19 | +4.8% |
| 132 | AXP | AMERICAN EXPRESS CO | Financial Services | 3,814.0 | $1.3M | 0.12% | NEW | — | $338.25 | -0.7% |
| 133 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 2,522.0 | $1.3M | 0.12% | NEW | — | $501.36 | +25.5% |
| 134 | SPGI | S&P GLOBAL INC | Financial Services | 3,089.0 | $1.3M | 0.12% | NEW | — | $407.26 | +5.9% |
| 135 | XLU | SELECT SECTOR SPDR TR | — | 27,410.0 | $1.2M | 0.12% | NEW | — | $45.34 | -5.7% |
| 136 | ADI | ANALOG DEVICES INC | Technology | 2,981.0 | $1.2M | 0.11% | NEW | — | $397.17 | -6.1% |
| 137 | T | AT&T INC | Communication Services | 57,157.0 | $1.2M | 0.11% | NEW | — | $20.70 | +22.2% |
| 138 | SOLV | SOLVENTUM CORP | Healthcare | 15,175.0 | $1.2M | 0.11% | NEW | — | $77.15 | +16.1% |
| 139 | INTU | INTUIT | Technology | 4,434.0 | $1.2M | 0.11% | NEW | — | $261.00 | +40.6% |
| 140 | MRVL | MARVELL TECHNOLOGY INC | Technology | 3,820.0 | $1.1M | 0.11% | NEW | — | $297.89 | -20.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
28.6%
Financial Services
18.4%
Healthcare
16.7%
Consumer Cyclical
8.2%
Industrials
7.8%
Consumer Defensive
6.8%
Energy
6.5%
Communication Services
3.9%
Utilities
1.5%
Basic Materials
1.2%