Cypress Capital Group Q4 2022 vs. Q1 2023: Latest Insights into Top Holdings

When it comes to analyzing the changes in investment holdings of top funds, Cypress Capital Group's Q4 2022 vs. Q1 2023 13F holdings comparison is an excellent place to start. In the latest 13F filing, Cypress Capital Group has reported some significant changes in its holdings across several sectors. So, let's take a closer look at the new data and understand what it tells us about Cypress Capital Group's investment strategy and the market.

Firstly, it's worth noting that the fund's top holdings in Q4 2022 remained unchanged in Q1 2023. Apple Inc (AAPL) continued to hold the top spot with 225,529 shares in Q4 2022, which decreased marginally to 223,522 shares in Q1 2023, but still accounted for the most significant share in the portfolio. Similarly, Microsoft Corp (MSFT) continued to hold the second spot in Q1 2023, with 85,630 shares, down from 87,332 shares in Q4 2022.

Moving on to the changes in holdings, ABBVIE INC (ABBV) and Eli Lilly & Co (LLY) witnessed the most considerable percentage change in holdings with a decrease of 8.3% and 17.7%, respectively, from Q4 2022 to Q1 2023. While ABBVIE INC's share decreased from 125,220 to 116,481, Eli Lilly & Co's shares decreased from 70,172 to 61,518.

On the other hand, several holdings increased considerably during the same period. For instance, Raytheon Technologies Corp (RTX) saw a decrease of 9.9% in shareholdings from 73,360 to 68,130, with a value of $7,403. However, the percentage increase in the overall value of the stock is not wholly negative, with a value of $6,672, representing a 21.9% increase.

Amazon.com Inc (AMZN) witnessed a similar increase in value, with a change percentage of 34.8% between Q4 2022 and Q1 2023, taking the stock value from $4,169 to $5,620. At the same time, Nvidia Corporation (NVDA) saw a massive rise of 106.5% in shares, from 13,712 in Q4 2022 to 14,894 in Q1 2023. This increase in shares corresponded with a rise in stock value from $2,003 in Q4 2022 to $4,137 in Q1 2023.

Moreover, the Q1 2023 holdings showed that several stocks appeared on the Cypress Capital Group's portfolio that were not present on the fund's Q4 2022 holdings list. Valero Energy Corp (VLO) is an example of this, with 18,695 shares held valued at $2,512. At the same time, Duke Energy Corp (DUK) appeared on the list with 39,859 shares, with a value of $3,845.

It's worth noting that some top holdings saw only a minimal change in their percentages values in Q1 2023 compared to their values in Q4 2022. For example, Visa Inc (V) witnessed an increase of 6.1%, and The Home Depot Inc (HD) saw a decrease of 9.8%. It indicates that the fund is keeping its holdings steady and making only modest changes to its investment portfolio.

Finally, despite the overall changes, the fund still has a high proportion of holdings in the Information Technology sector, with a total of 331,472 shares valued at $83,505. The fund's total assets under management are currently valued at $10,204,672, with a hypothetical yield of 4.88%.

In conclusion, the Q4 2022 vs. Q1 2023 13F holdings comparison of Cypress Capital Group provides us with the latest insights into the fund's investment strategies and overall market trends. These changes can help investors understand the market dynamics and make informed decisions when investing in top-performing stocks.