Cypress Asset Management
Latest statistics and disclosures from Cypress Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NVDA, MSFT, LLY, AVGO, and represent 27.69% of Cypress Asset Management's stock portfolio.
- Added to shares of these 10 stocks: AVGO (+$14M), GS, BLK, PANW, RSP, META, SNPS, NDAQ, MELI, GEV.
- Started 5 new stock positions in GEV, ETN, NFLX, BLK, NDAQ.
- Reduced shares in these 10 stocks: NVDA, IHI, ITA, INTC, KO, AAPL, NKE, MDLZ, SPY, STZ.
- Sold out of its positions in AZN, INTC, MU, PNC.
- Cypress Asset Management was a net buyer of stock by $17M.
- Cypress Asset Management has $403M in assets under management (AUM), dropping by 3.70%.
- Central Index Key (CIK): 0001030618
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Portfolio Holdings for Cypress Asset Management
Cypress Asset Management holds 105 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 7.3 | $30M | 115k | 256.75 |
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| NVIDIA Corporation (NVDA) | 6.4 | $26M | -15% | 187k | 136.81 |
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| Microsoft Corporation (MSFT) | 5.8 | $23M | 54k | 433.26 |
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| Eli Lilly & Co. (LLY) | 4.3 | $17M | +2% | 22k | 785.95 |
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| Broadcom (AVGO) | 4.0 | $16M | +954% | 68k | 236.24 |
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| Amazon (AMZN) | 3.7 | $15M | 68k | 222.51 |
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| JPMorgan Chase & Co. (JPM) | 3.6 | $15M | 60k | 245.37 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.9 | $12M | 25k | 464.01 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.7 | $11M | 57k | 191.19 |
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| Costco Wholesale Corporation (COST) | 2.7 | $11M | 12k | 933.50 |
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| Mastercard Incorporated Cl A (MA) | 2.6 | $10M | 19k | 532.26 |
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| Visa Com Cl A (V) | 2.3 | $9.2M | 29k | 320.74 |
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| Pepsi (PEP) | 2.1 | $8.6M | -3% | 56k | 154.74 |
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| MercadoLibre (MELI) | 1.9 | $7.5M | +8% | 4.4k | 1710.54 |
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| Analog Devices (ADI) | 1.8 | $7.2M | +3% | 33k | 215.42 |
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| Home Depot (HD) | 1.8 | $7.1M | 18k | 397.13 |
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| Goldman Sachs (GS) | 1.7 | $7.0M | +87% | 12k | 584.29 |
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| Meta Platforms Cl A (META) | 1.5 | $6.2M | +19% | 10k | 602.34 |
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| Honeywell International (HON) | 1.5 | $5.9M | 26k | 230.25 |
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| Union Pacific Corporation (UNP) | 1.4 | $5.7M | 24k | 234.25 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $5.4M | 28k | 193.47 |
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| Johnson & Johnson (JNJ) | 1.3 | $5.3M | 36k | 147.54 |
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| UnitedHealth (UNH) | 1.3 | $5.2M | 10k | 515.82 |
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| Lockheed Martin Corporation (LMT) | 1.2 | $5.0M | 10k | 499.82 |
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| Qualcomm (QCOM) | 1.2 | $4.8M | 31k | 154.01 |
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| Lowe's Companies (LOW) | 1.2 | $4.7M | 19k | 249.83 |
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| Zoetis Cl A (ZTS) | 1.1 | $4.6M | 28k | 166.73 |
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| Linde SHS (LIN) | 1.1 | $4.6M | 11k | 427.55 |
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| Advanced Micro Devices (AMD) | 1.1 | $4.5M | 37k | 121.75 |
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| Procter & Gamble Company (PG) | 1.1 | $4.4M | -2% | 26k | 170.08 |
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| Merck & Co (MRK) | 1.1 | $4.4M | +5% | 43k | 101.28 |
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| Palo Alto Networks (PANW) | 1.1 | $4.3M | +103% | 24k | 183.68 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.1 | $4.2M | 21k | 200.53 |
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| Applied Materials (AMAT) | 1.0 | $3.9M | 24k | 164.42 |
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| Emerson Electric (EMR) | 0.9 | $3.8M | +11% | 30k | 127.23 |
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| Raytheon Technologies Corp (RTX) | 0.9 | $3.8M | 32k | 117.13 |
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| Danaher Corporation (DHR) | 0.9 | $3.7M | 16k | 230.83 |
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| Adobe Systems Incorporated (ADBE) | 0.9 | $3.7M | 8.3k | 448.29 |
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| Abbott Laboratories (ABT) | 0.8 | $3.2M | 28k | 114.32 |
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| Colgate-Palmolive Company (CL) | 0.7 | $2.9M | -5% | 32k | 91.19 |
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| Constellation Brands Cl A (STZ) | 0.7 | $2.9M | -10% | 13k | 224.81 |
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| Blackrock (BLK) | 0.7 | $2.7M | NEW | 2.6k | 1035.95 |
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| S&p Global (SPGI) | 0.6 | $2.6M | 5.2k | 502.85 |
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| Deere & Company (DE) | 0.6 | $2.6M | 5.9k | 437.36 |
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| Texas Instruments Incorporated (TXN) | 0.6 | $2.4M | 12k | 191.08 |
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| Select Sector Spdr Tr Indl (XLI) | 0.6 | $2.3M | +17% | 16k | 141.55 |
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| McDonald's Corporation (MCD) | 0.5 | $2.2M | 7.4k | 293.79 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $2.2M | 3.7k | 582.02 |
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| Synopsys (SNPS) | 0.5 | $2.1M | +50% | 4.1k | 505.57 |
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| Parker-Hannifin Corporation (PH) | 0.5 | $2.0M | 3.2k | 637.03 |
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| Chevron Corporation (CVX) | 0.5 | $2.0M | 13k | 149.55 |
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| Yum! Brands (YUM) | 0.5 | $1.8M | 14k | 134.16 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $1.7M | +23% | 15k | 111.04 |
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| Coca-Cola Company (KO) | 0.4 | $1.6M | -25% | 25k | 64.31 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $1.6M | +221% | 8.5k | 191.71 |
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| Novo-nordisk A S Adr (NVO) | 0.4 | $1.6M | 18k | 89.62 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $1.6M | -2% | 2.2k | 718.71 |
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| Thermo Fisher Scientific (TMO) | 0.4 | $1.5M | 2.9k | 528.67 |
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| Medtronic SHS (MDT) | 0.3 | $1.4M | 18k | 80.36 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $1.3M | -24% | 2.0k | 679.08 |
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| Becton, Dickinson and (BDX) | 0.3 | $1.2M | -10% | 5.2k | 231.49 |
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| Workday Cl A (WDAY) | 0.3 | $1.2M | -2% | 4.4k | 268.23 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.3 | $1.2M | -48% | 20k | 58.35 |
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| Trane Technologies SHS (TT) | 0.3 | $1.2M | 3.2k | 369.35 |
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| Kla Corp Com New (KLAC) | 0.3 | $1.1M | +6% | 1.8k | 630.12 |
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| Xylem (XYL) | 0.3 | $1.1M | 9.1k | 119.87 |
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| Amgen (AMGN) | 0.3 | $1.0M | 3.8k | 268.13 |
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| Caterpillar (CAT) | 0.3 | $1.0M | +4% | 2.7k | 381.84 |
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| Canadian Natl Ry (CNI) | 0.2 | $875k | 8.6k | 101.51 |
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| Waste Management (WM) | 0.2 | $859k | 4.3k | 201.79 |
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| Msci (MSCI) | 0.2 | $842k | 1.4k | 600.01 |
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| Cummins (CMI) | 0.2 | $777k | +2% | 2.2k | 348.60 |
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| Bank of America Corporation (BAC) | 0.2 | $751k | +6% | 17k | 44.74 |
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| Ansys (ANSS) | 0.2 | $710k | -6% | 2.1k | 337.33 |
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| Novartis Sponsored Adr (NVS) | 0.2 | $704k | -9% | 7.1k | 99.37 |
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| Mondelez Intl Cl A (MDLZ) | 0.2 | $690k | -39% | 12k | 59.73 |
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| Abbvie (ABBV) | 0.2 | $666k | 3.7k | 177.70 |
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| Nasdaq Omx (NDAQ) | 0.2 | $665k | NEW | 8.2k | 80.83 |
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| Ishares Tr Us Oil Gs Ex Etf (IEO) | 0.2 | $624k | -21% | 6.8k | 91.87 |
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| Nextera Energy (NEE) | 0.2 | $616k | 8.1k | 76.12 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $601k | -52% | 4.0k | 148.95 |
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| Agilent Technologies Inc C ommon (A) | 0.1 | $563k | 4.2k | 134.34 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $530k | 479.00 | 1106.29 |
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| Diamondback Energy (FANG) | 0.1 | $487k | +115% | 2.9k | 169.83 |
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| Wal-Mart Stores (WMT) | 0.1 | $471k | 5.1k | 92.12 |
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| TJX Companies (TJX) | 0.1 | $465k | 3.9k | 120.81 |
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| Ge Vernova (GEV) | 0.1 | $457k | NEW | 1.4k | 328.93 |
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| Cisco Systems (CSCO) | 0.1 | $456k | +2% | 7.7k | 59.20 |
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| Eaton Corp SHS (ETN) | 0.1 | $440k | NEW | 1.3k | 350.38 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $403k | +3% | 1.7k | 242.13 |
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| Freeport-mcmoran CL B (FCX) | 0.1 | $351k | 9.1k | 38.60 |
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| Tractor Supply Company (TSCO) | 0.1 | $342k | +390% | 6.4k | 53.90 |
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| Nike CL B (NKE) | 0.1 | $309k | -59% | 4.1k | 75.67 |
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| Equinix (EQIX) | 0.1 | $306k | 324.00 | 942.89 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $295k | -7% | 11k | 26.34 |
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| Spdr Ser Tr Aerospace Def (XAR) | 0.1 | $289k | -28% | 1.7k | 173.79 |
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| T. Rowe Price (TROW) | 0.1 | $284k | 2.5k | 113.09 |
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| Norfolk Southern (NSC) | 0.1 | $282k | 1.2k | 234.70 |
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| Boston Scientific Corporation (BSX) | 0.1 | $281k | +5% | 3.2k | 89.32 |
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| Oracle Corporation (ORCL) | 0.1 | $276k | 1.3k | 207.36 |
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| Netflix (NFLX) | 0.1 | $263k | NEW | 295.00 | 891.32 |
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| Moody's Corporation (MCO) | 0.1 | $253k | 535.00 | 473.37 |
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| Keysight Technologies (KEYS) | 0.1 | $252k | -6% | 1.6k | 160.63 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $234k | 2.2k | 107.74 |
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| AutoZone (AZO) | 0.1 | $208k | -4% | 65.00 | 3202.00 |
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Past Filings by Cypress Asset Management
SEC 13F filings are viewable for Cypress Asset Management going back to 2010
- Cypress Asset Management 2024 Q2 filed Feb. 24, 2025
- Cypress Asset Management 2024 Q4 filed Feb. 24, 2025
- Cypress Asset Management 2024 Q1 filed June 11, 2024
- Cypress Asset Management 2023 Q3 filed Feb. 12, 2024
- Cypress Asset Management 2023 Q4 filed Feb. 9, 2024
- Cypress Asset Management 2023 Q2 filed Aug. 14, 2023
- Cypress Asset Management 2023 Q1 filed May 26, 2023
- Cypress Asset Management 2022 Q4 filed Feb. 28, 2023
- Cypress Asset Management 2022 Q3 filed Nov. 14, 2022
- Cypress Asset Management 2022 Q2 filed Aug. 12, 2022
- Cypress Asset Management 2022 Q1 filed June 6, 2022
- Cypress Asset Management 2021 Q4 filed Jan. 31, 2022
- Cypress Asset Management 2021 Q3 filed Oct. 18, 2021
- Cypress Asset Management 2021 Q2 filed Aug. 6, 2021
- Cypress Asset Management 2021 Q1 filed April 22, 2021
- Cypress Asset Management 2020 Q4 filed Feb. 10, 2021