Cypress Asset Management

Latest statistics and disclosures from Cypress Asset Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are NVDA, AAPL, MSFT, LLY, AVGO, and represent 29.76% of Cypress Asset Management's stock portfolio.
  • Added to shares of these 10 stocks: NFLX, GEV, COST, GOOG, META, AAPL, TSM, GS, XLK, SYK.
  • Started 3 new stock positions in VRT, SYK, ALC.
  • Reduced shares in these 10 stocks: ADBE, UNH, NVDA, KO, PEP, LLY, AVGO, TSCO, NDAQ, NVO.
  • Sold out of its positions in KO, NVO, TSCO.
  • Cypress Asset Management was a net buyer of stock by $2.2M.
  • Cypress Asset Management has $455M in assets under management (AUM), dropping by 3.51%.
  • 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 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 7.1 $32M -2% 172k 186.50
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Apple (AAPL) 6.6 $30M 111k 271.86
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Microsoft Corporation (MSFT) 5.6 $25M 53k 483.62
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Eli Lilly & Co. (LLY) 5.3 $24M 22k 1074.68
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Broadcom (AVGO) 5.2 $24M 69k 346.10
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JPMorgan Chase & Co. (JPM) 4.2 $19M 59k 322.22
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Alphabet Cap Stk Cl C (GOOG) 3.5 $16M +8% 51k 313.80
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Amazon (AMZN) 3.5 $16M 69k 230.82
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Goldman Sachs (GS) 2.8 $13M +2% 14k 879.00
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.7 $13M 25k 502.65
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Costco Wholesale Corporation (COST) 2.6 $12M +11% 14k 862.34
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MercadoLibre (MELI) 2.4 $11M 5.5k 2014.26
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Mastercard Incorporated Cl A (MA) 2.3 $10M 18k 570.88
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Meta Platforms Cl A (META) 2.1 $9.7M +9% 15k 660.09
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Visa Com Cl A (V) 2.1 $9.4M 27k 350.71
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Analog Devices (ADI) 2.0 $8.9M 33k 271.20
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.5 $6.9M +6% 23k 303.89
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Advanced Micro Devices (AMD) 1.5 $6.9M 32k 214.16
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Johnson & Johnson (JNJ) 1.5 $6.9M 33k 206.95
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Pepsi (PEP) 1.5 $6.7M -6% 47k 143.52
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Applied Materials (AMAT) 1.3 $6.1M 24k 256.99
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Home Depot (HD) 1.3 $5.9M -2% 17k 344.10
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Raytheon Technologies Corp (RTX) 1.3 $5.7M 31k 183.40
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Union Pacific Corporation (UNP) 1.2 $5.6M 24k 231.32
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Qualcomm (QCOM) 1.1 $5.0M 29k 171.05
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Linde SHS (LIN) 1.1 $4.8M 11k 426.39
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Honeywell International (HON) 1.1 $4.8M 25k 195.09
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Palo Alto Networks (PANW) 1.0 $4.5M 25k 184.20
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Emerson Electric (EMR) 0.9 $4.2M 32k 132.72
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Lockheed Martin Corporation (LMT) 0.9 $4.2M 8.7k 483.67
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Ge Vernova (GEV) 0.9 $4.1M +72% 6.3k 653.57
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Lowe's Companies (LOW) 0.9 $4.1M 17k 241.16
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Zoetis Cl A (ZTS) 0.8 $3.6M 29k 125.82
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Procter & Gamble Company (PG) 0.8 $3.5M 25k 143.31
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Abbott Laboratories (ABT) 0.8 $3.4M 27k 125.29
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Danaher Corporation (DHR) 0.7 $3.3M 15k 228.92
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Synopsys (SNPS) 0.7 $3.2M +9% 6.9k 469.72
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Eaton Corp SHS (ETN) 0.6 $2.9M +7% 9.1k 318.51
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S&p Global (SPGI) 0.6 $2.8M 5.3k 522.59
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Blackrock (BLK) 0.6 $2.7M 2.5k 1070.34
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Deere & Company (DE) 0.6 $2.6M -3% 5.6k 465.57
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Parker-Hannifin Corporation (PH) 0.6 $2.6M 2.9k 878.96
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $2.5M 4.1k 614.31
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Netflix (NFLX) 0.5 $2.5M +1256% 27k 93.76
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Asml Holding N V N Y Registry Shs (ASML) 0.5 $2.3M 2.1k 1069.86
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Kla Corp Com New (KLAC) 0.5 $2.2M 1.8k 1215.08
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Exxon Mobil Corporation (XOM) 0.5 $2.2M 18k 120.34
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Texas Instruments Incorporated (TXN) 0.5 $2.2M 13k 173.49
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McDonald's Corporation (MCD) 0.5 $2.1M -2% 7.0k 305.63
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Alphabet Cap Stk Cl A (GOOGL) 0.5 $2.1M +6% 6.7k 313.00
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Chevron Corporation (CVX) 0.4 $2.0M 13k 152.41
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Yum! Brands (YUM) 0.4 $1.9M 13k 151.28
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Merck & Co (MRK) 0.4 $1.8M 17k 105.26
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Colgate-Palmolive Company (CL) 0.4 $1.8M -4% 22k 79.02
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Quanta Services (PWR) 0.4 $1.7M 4.0k 422.06
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Powell Industries (POWL) 0.4 $1.7M 5.2k 318.78
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Thermo Fisher Scientific (TMO) 0.4 $1.7M 2.9k 579.45
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $1.6M 8.5k 191.56
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Medtronic SHS (MDT) 0.4 $1.6M 17k 96.06
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $1.5M 2.3k 681.92
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Caterpillar (CAT) 0.3 $1.5M 2.6k 572.87
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Select Sector Spdr Tr State Street Ind (XLI) 0.3 $1.4M 9.0k 155.12
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Amgen (AMGN) 0.3 $1.3M +2% 4.0k 327.31
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Xylem (XYL) 0.3 $1.2M 9.0k 136.18
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UnitedHealth (UNH) 0.3 $1.2M -58% 3.7k 330.11
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Amphenol Corp Cl A (APH) 0.3 $1.1M +12% 8.5k 135.14
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Hubbell (HUBB) 0.2 $1.1M +8% 2.6k 444.11
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Ishares Tr U.s. Med Dvc Etf (IHI) 0.2 $1.1M 18k 62.15
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Cummins (CMI) 0.2 $1.1M 2.1k 510.45
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Trane Technologies SHS (TT) 0.2 $1.0M 2.6k 389.20
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Bank of America Corporation (BAC) 0.2 $1.0M 19k 55.00
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Becton, Dickinson and (BDX) 0.2 $1.0M 5.2k 194.07
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Abbvie (ABBV) 0.2 $951k 4.2k 228.49
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Novartis Sponsored Adr (NVS) 0.2 $942k 6.8k 137.87
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Waste Management (WM) 0.2 $942k 4.3k 219.71
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Ishares Tr Us Aer Def Etf (ITA) 0.2 $844k 3.9k 214.69
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Canadian Natl Ry (CNI) 0.2 $789k 8.0k 98.85
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Msci (MSCI) 0.2 $707k -3% 1.2k 573.73
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TJX Companies (TJX) 0.1 $631k 4.1k 153.61
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Spdr Gold Tr Gold Shs (GLD) 0.1 $597k 1.5k 396.31
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Select Sector Spdr Tr State Street Tec (XLK) 0.1 $589k +100% 4.1k 143.97
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Nasdaq Omx (NDAQ) 0.1 $562k -26% 5.8k 97.13
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Cisco Systems (CSCO) 0.1 $542k 7.0k 77.03
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Agilent Technologies Inc C ommon (A) 0.1 $519k 3.8k 136.07
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Micron Technology (MU) 0.1 $518k 1.8k 285.41
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Wal-Mart Stores (WMT) 0.1 $517k 4.6k 111.41
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Marvell Technology (MRVL) 0.1 $500k +10% 5.9k 84.98
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Nextera Energy (NEE) 0.1 $498k -3% 6.2k 80.28
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Lam Research Corp Com New (LRCX) 0.1 $488k 2.9k 171.18
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Adobe Systems Incorporated (ADBE) 0.1 $410k -82% 1.2k 349.99
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Spdr Series Trust State Street Spd (XAR) 0.1 $362k 1.5k 241.24
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Diamondback Energy (FANG) 0.1 $337k -16% 2.2k 150.33
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Moody's Corporation (MCO) 0.1 $326k 639.00 510.85
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Keysight Technologies (KEYS) 0.1 $321k 1.6k 203.19
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Oracle Corporation (ORCL) 0.1 $312k 1.6k 194.91
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Boston Scientific Corporation (BSX) 0.1 $298k 3.1k 95.35
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Ishares Tr Us Oil Gs Ex Etf (IEO) 0.1 $294k -35% 3.3k 89.26
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Stryker Corporation (SYK) 0.1 $291k NEW 828.00 351.47
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L3harris Technologies (LHX) 0.1 $249k 849.00 293.57
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Equinix (EQIX) 0.1 $248k 324.00 766.16
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Vertiv Holdings Com Cl A (VRT) 0.1 $231k NEW 1.4k 162.01
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Duke Energy Corp Com New (DUK) 0.0 $218k -2% 1.9k 117.21
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AutoZone (AZO) 0.0 $204k -4% 60.00 3391.50
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Norfolk Southern (NSC) 0.0 $202k 700.00 288.72
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Alcon Ord Shs (ALC) 0.0 $200k NEW 2.5k 78.81
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Past Filings by Cypress Asset Management

SEC 13F filings are viewable for Cypress Asset Management going back to 2010

View all past filings