CYPRESS ASSET MANAGEMENT INC/TX
Holdings as of 2026-09-30, filed 2026-10-09
This is history, not a current position. These holdings describe 2026-09-30, and the report became public 9 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
107
Value reported by manager
$505.7M
Sum of our stored positions
$505.7M
should match the line above
Disclosure lag
9 d
quarter end to filing
Top 5 concentration
28.1%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
107 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | COM | $34.5M | 151,090 | — | 67066G104 |
| APPLE INC | COM | $34.2M | 102,707 | — | 037833100 |
| ELI LILLY & CO | COM | $25.2M | 21,743 | — | 532457108 |
| MICROSOFT CORP | COM | $25M | 48,657 | — | 594918104 |
| BROADCOM INC | COM | $23.1M | 65,670 | — | 11135F101 |
| JPMORGAN CHASE & CO | COM | $19.2M | 57,916 | — | 46625H100 |
| ALPHABET INC | CAP STK CL C | $18.5M | 54,429 | — | 02079K107 |
| ADVANCED MICRO DEVICES INC | COM | $17.6M | 28,723 | — | 007903107 |
| AMAZON COM INC | COM | $17.2M | 69,117 | — | 023135106 |
| GOLDMAN SACHS GROUP INC | COM | $12.9M | 14,327 | — | 38141G104 |
| ANALOG DEVICES INC | COM | $12.7M | 32,008 | — | 032654105 |
| APPLIED MATLS INC | COM | $12.2M | 23,950 | — | 038222105 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $11.9M | 23,985 | — | 084670702 |
| COSTCO WHOLESALE CORPORATION | COM | $11.9M | 13,073 | — | 22160K105 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $10.1M | 22,102 | — | 874039100 |
| MASTERCARD INCORPORATED | CL A | $9.6M | 17,321 | — | 57636Q104 |
| PALO ALTO NETWORKS INC | COM | $9.4M | 23,705 | — | 697435105 |
| VISA INC | COM CL A | $9.3M | 25,826 | — | 92826C839 |
| MERCADOLIBRE INC | COM | $9.1M | 5,253 | — | 58733R102 |
| JOHNSON & JOHNSON | COM | $9.1M | 34,248 | — | 478160104 |
| META PLATFORMS INC | CL A | $9M | 12,468 | — | 30303M102 |
| GE VERNOVA INC | COM | $6.7M | 7,002 | — | 36828A101 |
| UNION PAC CORP | COM | $6.4M | 23,438 | — | 907818108 |
| PEPSICO INC | COM | $5.8M | 45,822 | — | 713448108 |
| RTX CORPORATION | COM | $5.8M | 31,078 | — | 75513E101 |
| LINDE PLC | SHS | $5.7M | 12,024 | — | G54950103 |
| EMERSON ELEC CO | COM | $4.7M | 30,546 | — | 291011104 |
| HOME DEPOT INC | COM | $4.6M | 16,229 | — | 437076102 |
| QUALCOMM INC | COM | $4.4M | 23,786 | — | 747525103 |
| LOCKHEED MARTIN CORP | COM | $4.3M | 8,357 | — | 539830109 |
| EATON CORP PLC | SHS | $4.2M | 9,850 | — | G29183103 |
| AMPHENOL CORP | CL A | $4.1M | 49,198 | — | 032095101 |
| ASML HLDG NV | N Y REGISTRY SHS | $3.8M | 2,076 | — | N07059210 |
| MICRON TECHNOLOGY INC | COM | $3.7M | 3,453 | — | 595112103 |
| DEERE & CO | COM | $3.6M | 5,350 | — | 244199105 |
| TEXAS INSTRS INC | COM | $3.4M | 12,149 | — | 882508104 |
| PROCTER & GAMBLE CO | COM | $3.4M | 23,264 | — | 742718109 |
| KLA CORP | COM NEW | $3.4M | 17,200 | — | 482480100 |
| QUANTA SVCS INC | COM | $3M | 4,670 | — | 74762E102 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | $3M | 18,247 | — | 30233Q108 |
| LOWES COS INC | COM | $2.9M | 15,702 | — | 548661107 |
| POWELL INDS INC | COM | $2.8M | 15,180 | — | 739128106 |
| INVESCO QQQ TR | UNIT SER 1 | $2.8M | 3,760 | — | 46090E103 |
| ABBOTT LABORATORIES | COM | $2.7M | 27,382 | — | 002824100 |
| PARKER-HANNIFIN CORP | COM | $2.7M | 2,792 | — | 701094104 |
| ALPHABET INC | CAP STK CL A | $2.7M | 7,742 | — | 02079K305 |
| SYNOPSYS INC | COM | $2.7M | 6,099 | — | 871607107 |
| CHEVRON CORPORATION | COM | $2.6M | 12,493 | — | 166764100 |
| HONEYWELL INTL INC | COM | $2.5M | 11,692 | — | 438516205 |
| MERCK & CO INC | COM | $2.5M | 16,927 | — | 58933Y105 |
| BLACKROCK INC | COM | $2.4M | 2,307 | — | 09290D101 |
| CORNING INC | COM | $2.1M | 13,719 | — | 219350105 |
| CATERPILLAR INC | COM | $2.1M | 2,587 | — | 149123101 |
| AMGEN INC | COM | $2M | 4,752 | — | 031162100 |
| S&P GLOBAL INC | COM | $2M | 5,048 | — | 78409V104 |
| THERMO FISHER SCIENTIFIC INC | COM | $1.9M | 2,852 | — | 883556102 |
| COLGATE PALMOLIVE CO | COM | $1.8M | 21,356 | — | 194162103 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $1.7M | 2,217 | — | 78462F103 |
| YUM BRANDS INC | COM | $1.7M | 12,180 | — | 988498101 |
| ZOETIS INC | CL A | $1.6M | 23,085 | — | 98978V103 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $1.6M | 7,620 | — | 46137V357 |
| MARVELL TECHNOLOGY INC | COM | $1.5M | 5,830 | — | 573874104 |
| MCDONALDS CORP | COM | $1.5M | 6,629 | — | 580135101 |
| HONEYWELL AEROSPACE INC | COM | $1.5M | 9,681 | — | 43849R105 |
| SELECT SECTOR SPDR TR | ST STR INDL ETF | $1.4M | 8,358 | — | 81369Y704 |
| HUBBELL INC | COM | $1.3M | 2,921 | — | 443510607 |
| MEDTRONIC PLC | SHS | $1.2M | 13,943 | — | G5960L103 |
| TRANE TECHNOLOGIES PLC | SHS | $1.1M | 2,535 | — | G8994E103 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | $1.1M | 7,360 | — | 84615Q103 |
| ABBVIE INC | COM | $1M | 3,988 | — | 00287Y109 |
| CUMMINS INC | COM | $1M | 1,977 | — | 231021106 |
| DANAHER CORP DEL | COM | $1M | 4,530 | — | 235851102 |
| BANK OF AMER CORP | COM | $988.2K | 18,155 | — | 060505104 |
| LAM RESEARCH CORP | COM NEW | $949.4K | 2,890 | — | 512807306 |
| NOVARTIS AG | SPONSORED ADR | $941.4K | 6,603 | — | 66987V109 |
| BECTON DICKINSON & CO | COM | $913.8K | 5,105 | — | 075887109 |
| WASTE MGMT INC DEL | COM | $874.4K | 4,288 | — | 94106L109 |
| ISHARES TR | U.S. MED DVC ETF | $820.5K | 16,042 | — | 464288810 |
| ISHARES TR | US AER DEF ETF | $801K | 3,866 | — | 464288760 |
| UNITEDHEALTH GROUP INC | COM | $789.6K | 2,151 | — | 91324P102 |
| CANADIAN NATL RY CO | COM | $778.6K | 6,548 | — | 136375102 |
| AGNICO EAGLE MINES LTD | COM | $762.4K | 4,160 | — | 008474108 |
| CISCO SYS INC | COM | $756.6K | 7,030 | — | 17275R102 |
| VERTIV HOLDINGS CO | COM CL A | $695.2K | 2,881 | — | 92537N108 |
| AGILENT TECHNOLOGIES INC | COM | $657.5K | 3,816 | — | 00846U101 |
| KEYSIGHT TECHNOLOGIES INC | COM | $575.5K | 1,581 | — | 49338L103 |
| XYLEM INC | COM | $558.8K | 5,518 | — | 98419M100 |
| MSCI INC | COM | $537.6K | 998 | — | 55354G100 |
| TJX COS INC NEW | COM | $537.4K | 4,062 | — | 872540109 |
| SPDR GOLD TR | GOLD SHS | $534.3K | 1,403 | — | 78463V107 |
| NASDAQ INC | COM | $494.9K | 5,379 | — | 631103108 |
| WALMART INC | COM | $460.6K | 4,432 | — | 931142103 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $447.9K | 2,288 | — | 81369Y803 |
| TERADYNE INC | COM | $376.9K | 940 | — | 880770102 |
| DIAMONDBACK ENERGY INC | COM | $375.3K | 2,042 | — | 25278X109 |
| ISHARES TR | US OIL GS EX ETF | $369.1K | 2,796 | — | 464288851 |
| NETFLIX INC. | COM | $368.4K | 5,295 | — | 64110L106 |
| EQUINIX INC | COM | $327.8K | 324 | — | 29444U700 |
| SPDR SERIES TRUST | ST STR SP AERO | $322.8K | 1,396 | — | 78464A631 |
| MOODYS CORP | COM | $290.2K | 639 | — | 615369105 |
| COCA COLA CO | COM | $270.3K | 3,140 | — | 191216100 |
| DUKE ENERGY CORP NEW | COM NEW | $241.5K | 2,118 | — | 26441C204 |
| ORACLE CORP | COM | $219.5K | 1,599 | — | 68389X105 |
| NEXTERA ENERGY INC | COM | $219.4K | 2,897 | — | 65339F101 |
| STRYKER CORPORATION | COM | $217.6K | 790 | — | 863667101 |
| NORFOLK SOUTHN CORP | COM | $216.3K | 700 | — | 655844108 |
| CROWDSTRIKE HLDGS INC | CL A | $211.8K | 800 | — | 22788C105 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-10-09