Cypress Asset Management

Cypress Asset Management as of June 30, 2026

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