C
Cypress Capital Group
RIA/Wealth
Cypress Capital Group is a RIA/Wealth based in Tallahassee, FL led by Dana S. Kilborne, managing $836.4M across 224 long positions as of Q3 2025 with AAPL as the largest holding (6% allocation).
CEODana S. Kilborne
- Portfolio Value
- $836.4M
- Positions
- 224
- Top Holding
- AAPL at 6.01%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Cypress Capital Group's portfolio (33.7% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $50.3M | 6.01% | -$404.4K Sold | 0.00% 197.4K shares | |
Drug Manufacturers - General Healthcare | $39.2M | 4.69% | -$513.5K Sold | 0.01% 51.4K shares | |
Software - Infrastructure Technology | $37.4M | 4.47% | -$81.3K Sold | 0.00% 72.2K shares | |
Drug Manufacturers - General Healthcare | $25.0M | 2.99% | -$119.7K Sold | 0.01% 108.0K shares | |
Financial - Credit Services Financial Services | $23.0M | 2.75% | -$960.6K Sold | 0.00% 67.4K shares | |
Banks - Diversified Financial Services | $22.9M | 2.74% | -$49.8K Sold | 0.00% 72.5K shares | |
Semiconductors Technology | $22.4M | 2.68% | -$248.3K Sold | 0.00% 120.2K shares | |
ETF ETF | $22.3M | 2.67% | -$34.0M Sold | — 33.3K shares | |
Insurance - Diversified Financial Services | $20.0M | 2.39% | +$117.1K Bought | 0.00% 39.8K shares | |
Unknown Unknown | $19.7M | 2.35% | +$615.4K Bought | — 270.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Cypress Capital Group's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+996.01% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Cypress Capital Group
GthenA