Cypress Asset Management
Latest statistics and disclosures from Cypress Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, LLY, AVGO, JPM, and represent 25.94% of Cypress Asset Management's stock portfolio.
- Added to shares of these 10 stocks: KLAC, POWL, GLW, HON, HONA, MU, APH, GOOG, GEV, JNJ.
- Started 5 new stock positions in MS, HON, VMI, HONA, GLW.
- Reduced shares in these 10 stocks: Honeywell International (-$5.5M), NVDA, NFLX, AVGO, MSFT, AMD, AAPL, DHR, ZTS, UNH.
- Sold out of its positions in Honeywell International, CRM.
- Cypress Asset Management was a net buyer of stock by $11M.
- Cypress Asset Management has $514M in assets under management (AUM), dropping by 19.12%.
- Central Index Key (CIK): 0001030618
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Portfolio Holdings for Cypress Asset Management
Cypress Asset Management holds 107 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 6.1 | $32M | -5% | 158k | 200.09 |
|
| Apple (AAPL) | 6.0 | $31M | 107k | 289.36 |
|
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| Eli Lilly & Co. (LLY) | 5.1 | $26M | 22k | 1199.43 |
|
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| Broadcom (AVGO) | 4.9 | $25M | -2% | 67k | 377.75 |
|
| JPMorgan Chase & Co. (JPM) | 3.7 | $19M | 59k | 327.33 |
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| Alphabet Cap Stk Cl C (GOOG) | 3.7 | $19M | +4% | 54k | 353.33 |
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| Microsoft Corporation (MSFT) | 3.6 | $19M | -2% | 50k | 373.02 |
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| Advanced Micro Devices (AMD) | 3.5 | $18M | -2% | 31k | 580.91 |
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| Applied Materials (AMAT) | 3.3 | $17M | 23k | 723.00 |
|
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| Amazon (AMZN) | 3.2 | $17M | 70k | 238.34 |
|
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| Goldman Sachs (GS) | 2.8 | $15M | 14k | 1011.37 |
|
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| Analog Devices (ADI) | 2.5 | $13M | 33k | 397.17 |
|
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| Costco Wholesale Corporation (COST) | 2.4 | $12M | 13k | 935.47 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.4 | $12M | 24k | 500.39 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 2.1 | $11M | 23k | 477.57 |
|
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| MercadoLibre (MELI) | 1.8 | $9.2M | 5.4k | 1697.39 |
|
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| Mastercard Incorporated Cl A (MA) | 1.8 | $9.1M | 18k | 513.60 |
|
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| Visa Com Cl A (V) | 1.8 | $9.1M | 27k | 343.09 |
|
|
| Johnson & Johnson (JNJ) | 1.7 | $8.8M | +5% | 35k | 253.97 |
|
| Meta Platforms Cl A (META) | 1.6 | $8.3M | +2% | 15k | 563.29 |
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| Palo Alto Networks (PANW) | 1.6 | $8.3M | 24k | 341.02 |
|
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| Ge Vernova (GEV) | 1.6 | $8.2M | +10% | 7.0k | 1174.86 |
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| Union Pacific Corporation (UNP) | 1.3 | $6.5M | 24k | 272.00 |
|
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| Pepsi (PEP) | 1.2 | $6.3M | +2% | 47k | 135.40 |
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| Raytheon Technologies Corp (RTX) | 1.2 | $6.1M | +3% | 32k | 189.73 |
|
| Linde SHS (LIN) | 1.2 | $6.0M | +2% | 12k | 518.94 |
|
| Home Depot (HD) | 1.2 | $5.9M | 17k | 352.68 |
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| Kla Corp Com New (KLAC) | 1.0 | $5.2M | +882% | 17k | 301.71 |
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| Qualcomm (QCOM) | 0.9 | $4.5M | -2% | 24k | 184.79 |
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| Emerson Electric (EMR) | 0.9 | $4.5M | 31k | 143.15 |
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| Powell Industries (POWL) | 0.9 | $4.4M | +200% | 15k | 286.36 |
|
| Lockheed Martin Corporation (LMT) | 0.8 | $4.3M | 8.5k | 509.46 |
|
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.8 | $4.2M | 2.1k | 1989.44 |
|
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| Eaton Corp SHS (ETN) | 0.8 | $4.1M | +7% | 9.7k | 426.12 |
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| Texas Instruments Incorporated (TXN) | 0.7 | $3.7M | 12k | 298.07 |
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| Lowe's Companies (LOW) | 0.7 | $3.7M | 17k | 220.49 |
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| Procter & Gamble Company (PG) | 0.7 | $3.5M | 24k | 146.64 |
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| Deere & Company (DE) | 0.7 | $3.5M | 5.5k | 634.33 |
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| Amphenol Corp Cl A (APH) | 0.6 | $3.3M | +32% | 19k | 176.32 |
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| Micron Technology (MU) | 0.6 | $3.2M | +52% | 2.8k | 1154.29 |
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| Quanta Services (PWR) | 0.6 | $3.1M | +5% | 4.3k | 720.04 |
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| Synopsys (SNPS) | 0.6 | $3.0M | -3% | 6.6k | 446.07 |
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| Parker-Hannifin Corporation (PH) | 0.6 | $2.9M | 2.9k | 978.12 |
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| Caterpillar (CAT) | 0.6 | $2.9M | 2.7k | 1064.90 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $2.8M | 3.9k | 736.40 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $2.8M | 7.7k | 357.37 |
|
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| Corning Incorporated (GLW) | 0.5 | $2.7M | NEW | 11k | 255.43 |
|
| Honeywell International (HON) | 0.5 | $2.7M | NEW | 12k | 223.91 |
|
| Honeywell Aerospace (HONA) | 0.5 | $2.7M | NEW | 12k | 221.09 |
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| Abbott Laboratories (ABT) | 0.5 | $2.5M | +5% | 28k | 90.74 |
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| Blackrock (BLK) | 0.5 | $2.3M | 2.4k | 961.56 |
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| Danaher Corporation (DHR) | 0.5 | $2.3M | -12% | 12k | 190.48 |
|
| Merck & Co (MRK) | 0.4 | $2.2M | 17k | 128.50 |
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| S&p Global (SPGI) | 0.4 | $2.1M | 5.1k | 407.26 |
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| Chevron Corporation (CVX) | 0.4 | $2.1M | 13k | 165.76 |
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| Colgate-Palmolive Company (CL) | 0.4 | $2.0M | 22k | 91.68 |
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| Yum! Brands (YUM) | 0.4 | $2.0M | 13k | 159.86 |
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| McDonald's Corporation (MCD) | 0.4 | $1.9M | 6.9k | 270.31 |
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| Amgen (AMGN) | 0.3 | $1.8M | +6% | 4.9k | 362.12 |
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| Zoetis Cl A (ZTS) | 0.3 | $1.8M | -12% | 25k | 71.86 |
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| Marvell Technology (MRVL) | 0.3 | $1.7M | 5.8k | 297.89 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $1.7M | 8.0k | 212.77 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $1.7M | 2.2k | 746.77 |
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| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.3 | $1.7M | 8.9k | 185.23 |
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| Cummins (CMI) | 0.3 | $1.5M | 2.1k | 713.21 |
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| Hubbell (HUBB) | 0.3 | $1.5M | +6% | 2.8k | 523.20 |
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| Thermo Fisher Scientific (TMO) | 0.3 | $1.5M | 2.9k | 501.36 |
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| Trane Technologies SHS (TT) | 0.3 | $1.3M | 2.6k | 491.16 |
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| Medtronic SHS (MDT) | 0.2 | $1.3M | 16k | 78.23 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $1.3M | 2.9k | 433.33 |
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| Novartis Sponsored Adr (NVS) | 0.2 | $1.1M | 6.8k | 156.72 |
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| Bank of America Corporation (BAC) | 0.2 | $1.0M | 18k | 56.98 |
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| Abbvie (ABBV) | 0.2 | $1.0M | 4.1k | 251.64 |
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| UnitedHealth (UNH) | 0.2 | $1.0M | -18% | 2.5k | 415.63 |
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| Waste Management (WM) | 0.2 | $956k | 4.3k | 222.88 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.2 | $943k | +5% | 3.9k | 242.42 |
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| Canadian Natl Ry (CNI) | 0.2 | $926k | -2% | 7.8k | 119.24 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.2 | $875k | 18k | 49.41 |
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| Xylem (XYL) | 0.2 | $873k | -11% | 7.4k | 118.21 |
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| Cisco Systems (CSCO) | 0.2 | $826k | 7.0k | 117.46 |
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| Netflix (NFLX) | 0.2 | $782k | -50% | 11k | 71.40 |
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| Becton, Dickinson and (BDX) | 0.1 | $770k | +2% | 5.1k | 151.33 |
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| Msci (MSCI) | 0.1 | $690k | 1.2k | 560.04 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $663k | +38% | 2.0k | 334.82 |
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| Agnico (AEM) | 0.1 | $653k | +68% | 4.2k | 155.13 |
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| TJX Companies (TJX) | 0.1 | $615k | 4.1k | 151.50 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $555k | 1.5k | 368.38 |
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| Keysight Technologies (KEYS) | 0.1 | $554k | 1.6k | 350.07 |
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| Nextera Energy (NEE) | 0.1 | $526k | 6.0k | 87.77 |
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| Wal-Mart Stores (WMT) | 0.1 | $526k | 4.6k | 113.26 |
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| Agilent Technologies Inc C ommon (A) | 0.1 | $507k | 3.8k | 132.83 |
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| Teradyne (TER) | 0.1 | $455k | 940.00 | 483.84 |
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| Nasdaq Omx (NDAQ) | 0.1 | $445k | 5.6k | 78.82 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $436k | 2.3k | 190.52 |
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| Spdr Series Trust St Str Sp Aero (XAR) | 0.1 | $426k | 1.5k | 283.79 |
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| Diamondback Energy (FANG) | 0.1 | $359k | 2.0k | 175.78 |
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| Equinix (EQIX) | 0.1 | $338k | 324.00 | 1042.39 |
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| Stryker Corporation (SYK) | 0.1 | $336k | +2% | 1.1k | 314.84 |
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| Ishares Tr Us Oil Gs Ex Etf (IEO) | 0.1 | $324k | 3.0k | 109.83 |
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| Moody's Corporation (MCO) | 0.1 | $289k | 639.00 | 452.92 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $268k | +8% | 2.1k | 126.58 |
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| Coca-Cola Company (KO) | 0.0 | $255k | 3.1k | 81.27 |
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| L3harris Technologies (LHX) | 0.0 | $247k | 849.00 | 290.59 |
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| Oracle Corporation (ORCL) | 0.0 | $234k | 1.6k | 146.55 |
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| Valmont Industries (VMI) | 0.0 | $231k | NEW | 400.00 | 577.60 |
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| Norfolk Southern (NSC) | 0.0 | $220k | 700.00 | 314.59 |
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| Morgan Stanley Com New (MS) | 0.0 | $217k | NEW | 1.0k | 209.04 |
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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 2026 Q1 filed Aug. 7, 2026
- Cypress Asset Management 2026 Q2 filed Aug. 7, 2026
- Cypress Asset Management 2025 Q4 filed Jan. 29, 2026
- Cypress Asset Management 2025 Q3 filed Nov. 12, 2025
- Cypress Asset Management 2024 Q3 filed Aug. 15, 2025
- Cypress Asset Management 2025 Q1 filed Aug. 15, 2025
- 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