Cypress Asset Management

Cypress Asset Management as of Sept. 30, 2025

Portfolio Holdings for Cypress Asset Management

Cypress Asset Management holds 105 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 7.5 $33M 176k 186.58
Apple (AAPL) 6.3 $28M 109k 254.63
Microsoft Corporation (MSFT) 6.2 $27M 53k 517.95
Broadcom (AVGO) 5.2 $23M 70k 329.91
JPMorgan Chase & Co. (JPM) 4.3 $19M 59k 315.43
Eli Lilly & Co. (LLY) 3.9 $17M 23k 763.00
Amazon (AMZN) 3.4 $15M 69k 219.57
MercadoLibre (MELI) 2.9 $13M 5.5k 2336.94
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.9 $13M 25k 502.74
Alphabet Cap Stk Cl C (GOOG) 2.6 $11M 47k 243.55
Goldman Sachs (GS) 2.5 $11M 14k 796.35
Costco Wholesale Corporation (COST) 2.5 $11M 12k 925.63
Mastercard Incorporated Cl A (MA) 2.4 $10M 18k 568.81
Meta Platforms Cl A (META) 2.2 $9.8M 13k 734.38
Visa Com Cl A (V) 2.1 $9.2M 27k 341.38
Analog Devices (ADI) 1.8 $8.1M 33k 245.70
Home Depot (HD) 1.6 $7.1M 18k 405.19
Pepsi (PEP) 1.6 $7.0M 50k 140.44
Johnson & Johnson (JNJ) 1.4 $6.2M 34k 185.42
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.4 $6.0M 21k 279.29
Union Pacific Corporation (UNP) 1.3 $5.7M 24k 236.37
Linde SHS (LIN) 1.2 $5.4M 11k 475.00
Raytheon Technologies Corp (RTX) 1.2 $5.3M 32k 167.33
Advanced Micro Devices (AMD) 1.2 $5.3M 33k 161.79
Honeywell International (HON) 1.2 $5.2M 25k 210.50
Palo Alto Networks (PANW) 1.1 $5.0M 25k 203.62
Qualcomm (QCOM) 1.1 $4.9M 29k 166.36
Applied Materials (AMAT) 1.1 $4.8M 24k 204.74
Lockheed Martin Corporation (LMT) 1.0 $4.4M 8.8k 499.21
Lowe's Companies (LOW) 1.0 $4.3M 17k 251.31
Zoetis Cl A (ZTS) 1.0 $4.3M 29k 146.32
Emerson Electric (EMR) 1.0 $4.2M 32k 131.18
Procter & Gamble Company (PG) 0.9 $3.8M 25k 153.65
Abbott Laboratories (ABT) 0.8 $3.7M 28k 133.94
Eaton Corp SHS (ETN) 0.7 $3.2M 8.5k 374.25
Synopsys (SNPS) 0.7 $3.1M 6.3k 493.39
UnitedHealth (UNH) 0.7 $3.0M 8.8k 345.30
Blackrock (BLK) 0.7 $3.0M 2.5k 1165.87
Danaher Corporation (DHR) 0.7 $2.9M 15k 198.26
Deere & Company (DE) 0.6 $2.7M 5.8k 457.26
S&p Global (SPGI) 0.6 $2.6M 5.3k 486.71
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $2.5M 4.1k 600.37
Adobe Systems Incorporated (ADBE) 0.6 $2.4M 6.9k 352.75
Netflix (NFLX) 0.5 $2.3M 2.0k 1198.92
Texas Instruments Incorporated (TXN) 0.5 $2.3M 13k 183.73
Ge Vernova (GEV) 0.5 $2.2M 3.7k 614.90
Parker-Hannifin Corporation (PH) 0.5 $2.2M 3.0k 758.15
McDonald's Corporation (MCD) 0.5 $2.2M 7.2k 303.89
Exxon Mobil Corporation (XOM) 0.5 $2.1M 18k 112.75
Chevron Corporation (CVX) 0.5 $2.0M 13k 155.29
Asml Holding N V N Y Registry Shs (ASML) 0.5 $2.0M 2.1k 968.09
Yum! Brands (YUM) 0.4 $2.0M 13k 152.00
Kla Corp Com New (KLAC) 0.4 $2.0M 1.8k 1078.60
Colgate-Palmolive Company (CL) 0.4 $1.9M 23k 79.94
Quanta Services (PWR) 0.4 $1.7M 4.0k 414.42
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $1.6M 8.6k 189.70
Medtronic SHS (MDT) 0.4 $1.6M 17k 95.24
Powell Industries (POWL) 0.4 $1.6M 5.2k 304.81
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $1.5M 2.3k 666.18
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.5M 6.2k 243.10
Merck & Co (MRK) 0.3 $1.4M 17k 83.93
Select Sector Spdr Tr Indl (XLI) 0.3 $1.4M 9.0k 154.23
Thermo Fisher Scientific (TMO) 0.3 $1.4M 2.9k 485.02
Xylem (XYL) 0.3 $1.3M 9.1k 147.50
Caterpillar (CAT) 0.3 $1.3M 2.6k 477.15
Trane Technologies SHS (TT) 0.3 $1.1M 2.6k 421.96
Amgen (AMGN) 0.3 $1.1M 3.9k 282.20
Ishares Tr U.s. Med Dvc Etf (IHI) 0.2 $1.1M 18k 60.08
Hubbell (HUBB) 0.2 $1.0M 2.4k 430.31
Becton, Dickinson and (BDX) 0.2 $980k 5.2k 187.17
Abbvie (ABBV) 0.2 $964k 4.2k 231.54
Bank of America Corporation (BAC) 0.2 $954k 19k 51.59
Waste Management (WM) 0.2 $949k 4.3k 220.83
Amphenol Corp Cl A (APH) 0.2 $937k 7.6k 123.75
Cummins (CMI) 0.2 $886k 2.1k 422.37
Novartis Sponsored Adr (NVS) 0.2 $882k 6.9k 128.24
Ishares Tr Us Aer Def Etf (ITA) 0.2 $823k 3.9k 209.26
Canadian Natl Ry (CNI) 0.2 $756k 8.0k 94.30
Msci (MSCI) 0.2 $727k 1.3k 567.41
Nasdaq Omx (NDAQ) 0.2 $700k 7.9k 88.45
TJX Companies (TJX) 0.1 $593k 4.1k 144.54
Select Sector Spdr Tr Technology (XLK) 0.1 $576k 2.0k 281.86
Spdr Gold Tr Gold Shs (GLD) 0.1 $536k 1.5k 355.47
Agilent Technologies Inc C ommon (A) 0.1 $490k 3.8k 128.35
Nextera Energy (NEE) 0.1 $487k 6.4k 75.49
Cisco Systems (CSCO) 0.1 $486k 7.1k 68.42
Wal-Mart Stores (WMT) 0.1 $478k 4.6k 103.06
Coca-Cola Company (KO) 0.1 $478k 7.2k 66.32
Ishares Tr Us Oil Gs Ex Etf (IEO) 0.1 $470k 5.1k 92.60
Oracle Corporation (ORCL) 0.1 $450k 1.6k 281.24
Marvell Technology (MRVL) 0.1 $448k 5.3k 84.07
Diamondback Energy (FANG) 0.1 $384k 2.7k 143.10
Lam Research Corp Com New (LRCX) 0.1 $382k 2.9k 133.90
Spdr Series Trust Aerospace Def (XAR) 0.1 $352k 1.5k 234.96
Moody's Corporation (MCO) 0.1 $308k 647.00 476.48
Boston Scientific Corporation (BSX) 0.1 $305k 3.1k 97.63
Micron Technology (MU) 0.1 $304k 1.8k 167.32
Keysight Technologies (KEYS) 0.1 $277k 1.6k 174.92
AutoZone (AZO) 0.1 $270k 63.00 4290.24
L3harris Technologies (LHX) 0.1 $265k 866.00 305.41
Equinix (EQIX) 0.1 $254k 324.00 783.24
Duke Energy Corp Com New (DUK) 0.1 $236k 1.9k 123.75
Tractor Supply Company (TSCO) 0.1 $236k 4.2k 56.87
Norfolk Southern (NSC) 0.0 $210k 700.00 300.41
Novo-nordisk A S Adr (NVO) 0.0 $201k 3.6k 55.49