Cypress Asset Management

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

  • Top 5 stock holdings are AAPL, MSFT, LLY, NVDA, JPM, and represent 23.40% of Cypress Asset Management's stock portfolio.
  • Added to shares of these 10 stocks: HUM, AVGO, LLY, ZTS, MSFT, PNC, LRCX, MCO, RMD, META.
  • Started 6 new stock positions in RMD, LRCX, PNC, MCO, AZO, META.
  • Reduced shares in these 10 stocks: BMY, PFE, DIS, RTX, , , MDT, DE, ITA, APD.
  • Sold out of its positions in BMY, DVN, XOM, PFE.
  • Cypress Asset Management was a net seller of stock by $-2.0M.
  • Cypress Asset Management has $332M in assets under management (AUM), dropping by 11.18%.
  • Central Index Key (CIK): 0001030618

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Portfolio Holdings for Cypress Asset Management

Cypress Asset Management holds 114 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 7.1 $24M 123k 192.53
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Microsoft Corporation (MSFT) 5.7 $19M 51k 376.04
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Eli Lilly & Co. (LLY) 3.9 $13M +2% 22k 582.92
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NVIDIA Corporation (NVDA) 3.5 $12M 23k 495.22
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JPMorgan Chase & Co. (JPM) 3.2 $11M 62k 170.10
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Pepsi (PEP) 3.1 $10M 60k 169.84
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Amazon (AMZN) 3.0 $10M 66k 151.94
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Alphabet Cap Stk Cl C (GOOG) 2.7 $9.1M 64k 140.93
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Mastercard Incorporated Cl A (MA) 2.6 $8.6M 20k 426.51
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.4 $8.1M 23k 356.66
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Visa Com Cl A (V) 2.3 $7.7M 30k 260.35
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Costco Wholesale Corporation (COST) 2.3 $7.5M 11k 660.08
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Home Depot (HD) 1.9 $6.4M 19k 346.55
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Analog Devices (ADI) 1.8 $6.1M 31k 198.56
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MercadoLibre (MELI) 1.8 $6.0M 3.8k 1571.54
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Johnson & Johnson (JNJ) 1.8 $5.9M 38k 156.74
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Union Pacific Corporation (UNP) 1.7 $5.8M 24k 245.62
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Advanced Micro Devices (AMD) 1.7 $5.7M 39k 147.41
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Broadcom (AVGO) 1.6 $5.5M +14% 4.9k 1116.25
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Honeywell International (HON) 1.6 $5.3M 25k 209.71
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UnitedHealth (UNH) 1.6 $5.3M 10k 526.47
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Zoetis Cl A (ZTS) 1.5 $4.9M +5% 25k 197.37
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Lockheed Martin Corporation (LMT) 1.4 $4.7M 10k 453.24
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Qualcomm (QCOM) 1.4 $4.6M 32k 144.63
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Merck & Co (MRK) 1.4 $4.5M 41k 109.02
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Adobe Systems Incorporated (ADBE) 1.3 $4.5M 7.5k 596.60
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Linde SHS (LIN) 1.3 $4.4M 11k 410.71
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Lowe's Companies (LOW) 1.3 $4.4M 20k 222.55
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Alphabet Cap Stk Cl A (GOOGL) 1.3 $4.2M 30k 139.69
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Procter & Gamble Company (PG) 1.2 $4.1M 28k 146.54
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Diageo Spon Adr New (DEO) 1.2 $3.9M -4% 27k 145.66
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Danaher Corporation (DHR) 1.2 $3.8M 17k 231.34
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Applied Materials (AMAT) 1.2 $3.8M 24k 162.07
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Constellation Brands Cl A (STZ) 1.1 $3.5M 15k 241.75
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Palo Alto Networks (PANW) 0.9 $3.0M 10k 294.88
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Colgate-Palmolive Company (CL) 0.9 $2.8M 36k 79.71
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Raytheon Technologies Corp (RTX) 0.8 $2.8M -9% 33k 84.14
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Abbott Laboratories (ABT) 0.8 $2.7M 24k 110.07
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Coca-Cola Company (KO) 0.7 $2.4M 41k 58.93
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Deere & Company (DE) 0.7 $2.4M -7% 6.0k 399.88
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United Parcel Service CL B (UPS) 0.7 $2.4M 15k 157.23
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McDonald's Corporation (MCD) 0.7 $2.3M 7.7k 296.51
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S&p Global (SPGI) 0.7 $2.2M 5.1k 440.52
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Goldman Sachs (GS) 0.7 $2.2M -5% 5.8k 385.77
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.7 $2.2M -2% 22k 104.00
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Ishares Tr U.s. Med Dvc Etf (IHI) 0.7 $2.2M -2% 41k 53.97
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Chevron Corporation (CVX) 0.6 $2.0M 13k 149.16
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Yum! Brands (YUM) 0.6 $1.9M 15k 130.66
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Nike CL B (NKE) 0.6 $1.9M 18k 108.57
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Novo-nordisk A S Adr (NVO) 0.6 $1.8M +5% 18k 103.45
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BlackRock (BLK) 0.5 $1.8M 2.2k 811.80
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Asml Holding N V N Y Registry Shs (ASML) 0.5 $1.7M 2.3k 756.92
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Texas Instruments Incorporated (TXN) 0.5 $1.7M 10k 170.46
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Mondelez Intl Cl A (MDLZ) 0.5 $1.7M 24k 72.43
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Medtronic SHS (MDT) 0.5 $1.7M -10% 21k 82.38
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $1.7M 4.2k 409.52
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Select Sector Spdr Tr Indl (XLI) 0.5 $1.6M 14k 113.99
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Humana (HUM) 0.5 $1.5M +88% 3.4k 457.81
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Workday Cl A (WDAY) 0.5 $1.5M 5.6k 276.06
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Thermo Fisher Scientific (TMO) 0.4 $1.4M 2.6k 530.79
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Emerson Electric (EMR) 0.4 $1.4M 14k 97.33
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Parker-Hannifin Corporation (PH) 0.4 $1.4M 2.9k 460.70
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Xylem (XYL) 0.4 $1.3M -4% 11k 114.36
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Synopsys (SNPS) 0.3 $1.2M 2.3k 514.91
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Intel Corporation (INTC) 0.3 $1.1M +2% 23k 50.25
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Nextera Energy (NEE) 0.3 $1.1M -7% 18k 60.74
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Canadian Natl Ry (CNI) 0.3 $1.1M 8.7k 125.63
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Becton, Dickinson and (BDX) 0.3 $1.1M 4.5k 243.83
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Abbvie (ABBV) 0.3 $1.1M -9% 7.0k 154.97
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Amgen (AMGN) 0.3 $1.1M 3.7k 288.02
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Ishares Tr Us Aer Def Etf (ITA) 0.3 $1.1M -14% 8.3k 126.60
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Crown Castle Intl (CCI) 0.3 $1.0M -5% 8.8k 115.19
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Kla Corp Com New (KLAC) 0.3 $988k -4% 1.7k 581.30
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Starbucks Corporation (SBUX) 0.3 $863k -6% 9.0k 96.01
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Novartis Sponsored Adr (NVS) 0.3 $833k -2% 8.2k 100.97
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Msci (MSCI) 0.2 $805k 1.4k 565.65
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Trane Technologies SHS (TT) 0.2 $772k 3.2k 243.90
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Ishares Tr Us Oil Gs Ex Etf (IEO) 0.2 $758k -3% 8.1k 93.19
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Waste Management (WM) 0.2 $753k -2% 4.2k 179.10
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Pioneer Natural Resources (PXD) 0.2 $723k +16% 3.2k 224.88
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $709k -7% 1.5k 475.31
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Air Products & Chemicals (APD) 0.2 $697k -20% 2.5k 273.80
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Caterpillar (CAT) 0.2 $659k 2.2k 295.67
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Cummins (CMI) 0.2 $639k -7% 2.7k 239.57
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Agilent Technologies Inc C ommon (A) 0.2 $583k 4.2k 139.03
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Bank of America Corporation (BAC) 0.2 $517k -25% 15k 33.67
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Sanofi Sponsored Adr (SNY) 0.2 $509k -3% 10k 49.73
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Freeport-mcmoran CL B (FCX) 0.1 $429k -6% 10k 42.57
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Select Sector Spdr Tr Technology (XLK) 0.1 $425k 2.2k 192.48
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TJX Companies (TJX) 0.1 $399k 4.3k 93.81
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Cisco Systems (CSCO) 0.1 $381k 7.6k 50.52
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Dollar General (DG) 0.1 $339k -11% 2.5k 135.95
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Tractor Supply Company (TSCO) 0.1 $323k 1.5k 215.03
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Cabot Oil & Gas Corporation (CTRA) 0.1 $321k -12% 13k 25.52
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Verizon Communications (VZ) 0.1 $318k -2% 8.4k 37.70
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Spdr Gold Tr Gold Shs (GLD) 0.1 $309k -2% 1.6k 191.17
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Duke Energy Corp Com New (DUK) 0.1 $308k 3.2k 97.04
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Spdr Ser Tr Aerospace Def (XAR) 0.1 $305k -6% 2.3k 135.42
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Norfolk Southern (NSC) 0.1 $284k 1.2k 236.38
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Keysight Technologies (KEYS) 0.1 $283k 1.8k 159.09
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Wal-Mart Stores (WMT) 0.1 $278k 1.8k 157.65
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T. Rowe Price (TROW) 0.1 $277k -3% 2.6k 107.69
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Hershey Company (HSY) 0.1 $261k -3% 1.4k 186.44
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Equinix (EQIX) 0.1 $261k 324.00 805.39
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Aptiv SHS (APTV) 0.1 $254k -25% 2.8k 89.72
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Comcast Corp Cl A (CMCSA) 0.1 $252k 5.7k 43.85
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Walt Disney Company (DIS) 0.1 $239k -61% 2.7k 90.29
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Skyworks Solutions (SWKS) 0.1 $229k 2.0k 112.42
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PNC Financial Services (PNC) 0.1 $217k NEW 1.4k 154.85
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Lam Research Corporation (LRCX) 0.1 $215k NEW 275.00 783.26
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Moody's Corporation (MCO) 0.1 $211k NEW 540.00 390.56
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ResMed (RMD) 0.1 $211k NEW 1.2k 172.02
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Meta Platforms Cl A (META) 0.1 $211k NEW 595.00 353.96
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AutoZone (AZO) 0.1 $202k NEW 78.00 2585.62
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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