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Patrick Dillon

Cypress Capital Group

Assets Managed
$888.907M
Holdings
246
Last Quarter
2026 - Q1
Filed Date
11d ago
Growth Rate
-0.4%(2Q avg: 3.16%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Cypress Capital Group's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 246 positions.

Assets under management

The assets under management (AUM) of Cypress Capital Group over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 888.907M in assets, with a quarterly growth rate of -0.4% and a 2-quarter average growth rate of 3.16%. The portfolio is managed by Patrick Dillon, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -5.34%
5.46%
$48.468M
190,977 shares@ $253.8 avg price
LLY
Eli Lilly & Co
Recent Activity
Decreased -4.02%
4.85%
$43.078M
46,836 shares@ $919.77 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -2.38%
3.45%
$30.665M
82,840 shares@ $370.17 avg price
ABBV
Abbvie Inc
Recent Activity
Decreased -1.93%
2.71%
$24.019M
110,435 shares@ $217.49 avg price
IAU
Ishares Gold Trust
Recent Activity
Decreased -0.88%
2.7%
$23.985M
272,064 shares@ $88.17 avg price
XOM
Exxon Mobil Corp
Recent Activity
Decreased -0.62%
2.43%
$21.564M
127,104 shares@ $169.67 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -1.63%
2.42%
$21.466M
32,862 shares@ $653.21 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -1.55%
2.38%
$21.152M
71,907 shares@ $294.16 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -2.31%
2.3%
$20.404M
116,993 shares@ $174.4 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -3.57%
2.23%
$19.788M
80,951 shares@ $244.44 avg price

1-10 of 246