# CYPRESS ASSET MANAGEMENT INC/TX

> Institutional holdings reported to the SEC as of Q3 2026 on Form 13F. CIK 1030618. Source: https://holderbook.com/funds/1030618-cypress-asset-management-inc-tx/

- Reported value: $505.7M
- Positions: 107
- Weight of the ten largest: 44.9%
- Filed: 2026-10-09

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $34.5M | 151,090 | 6.8% | 31 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $34.2M | 102,707 | 6.8% | 32 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $25.2M | 21,743 | 5.0% | 32 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $25.0M | 48,657 | 4.9% | 32 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $23.1M | 65,670 | 4.6% | 29 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $19.2M | 57,916 | 3.8% | 32 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $18.5M | 54,429 | 3.7% | 32 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $17.6M | 28,723 | 3.5% | 19 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $17.2M | 69,117 | 3.4% | 32 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $12.9M | 14,327 | 2.6% | 32 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $12.7M | 32,008 | 2.5% | 32 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $12.2M | 23,950 | 2.4% | 32 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $11.9M | 23,985 | 2.4% | 32 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $11.9M | 13,073 | 2.4% | 32 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $10.1M | 22,102 | 2.0% | 32 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $9.6M | 17,321 | 1.9% | 32 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $9.4M | 23,705 | 1.9% | 30 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $9.3M | 25,826 | 1.8% | 32 |
| MERCADOLIBRE INC | [MELI](https://holderbook.com/stocks/MELI/) | $9.1M | 5,253 | 1.8% | 32 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $9.1M | 34,248 | 1.8% | 32 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $9.0M | 12,468 | 1.8% | 12 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $6.7M | 7,002 | 1.3% | 8 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $6.4M | 23,438 | 1.3% | 32 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $5.8M | 45,822 | 1.1% | 32 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $5.8M | 31,078 | 1.1% | 26 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $5.7M | 12,024 | 1.1% | 15 |
| EMERSON ELEC CO | [EMR](https://holderbook.com/stocks/EMR/) | $4.7M | 30,546 | 0.9% | 19 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $4.6M | 16,229 | 0.9% | 32 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $4.4M | 23,786 | 0.9% | 32 |
| LOCKHEED MARTIN CORP | [LMT](https://holderbook.com/stocks/LMT/) | $4.3M | 8,357 | 0.8% | 32 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $4.2M | 9,850 | 0.8% | 9 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $4.1M | 49,198 | 0.8% | 7 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $3.8M | 2,076 | 0.7% | 20 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $3.7M | 3,453 | 0.7% | 6 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $3.6M | 5,350 | 0.7% | 32 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $3.4M | 12,149 | 0.7% | 32 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $3.4M | 23,264 | 0.7% | 32 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $3.4M | 17,200 | 0.7% | 32 |
| QUANTA SVCS INC | [PWR](https://holderbook.com/stocks/PWR/) | $3.0M | 4,670 | 0.6% | 7 |
| EXXONMOBIL HOLDINGS CORP COM SHS | [XOM](https://holderbook.com/stocks/XOM/) | $3.0M | 18,247 | 0.6% | 1 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $2.9M | 15,702 | 0.6% | 32 |
| POWELL INDS INC | [POWL](https://holderbook.com/stocks/POWL/) | $2.8M | 15,180 | 0.6% | 7 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $2.8M | 3,760 | 0.6% | 32 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $2.7M | 27,382 | 0.5% | 32 |
| PARKER-HANNIFIN CORP | [PH](https://holderbook.com/stocks/PH/) | $2.7M | 2,792 | 0.5% | 24 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $2.7M | 7,742 | 0.5% | 32 |
| SYNOPSYS INC | [SNPS](https://holderbook.com/stocks/SNPS/) | $2.7M | 6,099 | 0.5% | 14 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $2.6M | 12,493 | 0.5% | 32 |
| HONEYWELL INTL INC | [HON](https://holderbook.com/stocks/HON/) | $2.5M | 11,692 | 0.5% | 2 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $2.5M | 16,927 | 0.5% | 32 |
| BLACKROCK INC | [BLK](https://holderbook.com/stocks/BLK/) | $2.4M | 2,307 | 0.5% | 8 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $2.1M | 13,719 | 0.4% | 2 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $2.1M | 2,587 | 0.4% | 15 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $2.0M | 4,752 | 0.4% | 32 |
| S&P GLOBAL INC | [SPGI](https://holderbook.com/stocks/SPGI/) | $2.0M | 5,048 | 0.4% | 26 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $1.9M | 2,852 | 0.4% | 32 |
| COLGATE PALMOLIVE CO | [CL](https://holderbook.com/stocks/CL/) | $1.8M | 21,356 | 0.4% | 32 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $1.7M | 2,217 | 0.3% | 32 |
| YUM BRANDS INC | [YUM](https://holderbook.com/stocks/YUM/) | $1.7M | 12,180 | 0.3% | 32 |
| ZOETIS INC | [ZTS](https://holderbook.com/stocks/ZTS/) | $1.6M | 23,085 | 0.3% | 32 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $1.6M | 7,620 | 0.3% | 11 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $1.5M | 5,830 | 0.3% | 6 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $1.5M | 6,629 | 0.3% | 32 |
| HONEYWELL AEROSPACE INC | [HONA](https://holderbook.com/stocks/HONA/) | $1.5M | 9,681 | 0.3% | 2 |
| SELECT SECTOR SPDR TR | [XLI](https://holderbook.com/stocks/XLI/) | $1.4M | 8,358 | 0.3% | 25 |
| HUBBELL INC | [HUBB](https://holderbook.com/stocks/HUBB/) | $1.3M | 2,921 | 0.3% | 7 |
| MEDTRONIC PLC | [MDT](https://holderbook.com/stocks/MDT/) | $1.2M | 13,943 | 0.2% | 32 |
| TRANE TECHNOLOGIES PLC | [TT](https://holderbook.com/stocks/TT/) | $1.1M | 2,535 | 0.2% | 25 |
| SPACE EXPLORATION TECHN CORP | [SPCX](https://holderbook.com/stocks/SPCX/) | $1.1M | 7,360 | 0.2% | 1 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $1.0M | 3,988 | 0.2% | 32 |
| CUMMINS INC | [CMI](https://holderbook.com/stocks/CMI/) | $1.0M | 1,977 | 0.2% | 24 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $1.0M | 4,530 | 0.2% | 32 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $988.2K | 18,155 | 0.2% | 26 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $949.4K | 2,890 | 0.2% | 6 |
| NOVARTIS AG | [NVS](https://holderbook.com/stocks/NVS/) | $941.4K | 6,603 | 0.2% | 32 |
| BECTON DICKINSON & CO | [BDX](https://holderbook.com/stocks/BDX/) | $913.8K | 5,105 | 0.2% | 32 |
| WASTE MGMT INC DEL | [WM](https://holderbook.com/stocks/WM/) | $874.4K | 4,288 | 0.2% | 32 |
| ISHARES TR | [IHI](https://holderbook.com/stocks/IHI/) | $820.5K | 16,042 | 0.2% | 28 |
| ISHARES TR | [ITA](https://holderbook.com/stocks/ITA/) | $801.0K | 3,866 | 0.2% | 18 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $789.6K | 2,151 | 0.2% | 32 |
| CANADIAN NATL RY CO | [CNI](https://holderbook.com/stocks/CNI/) | $778.6K | 6,548 | 0.2% | 32 |
| AGNICO EAGLE MINES LTD | [AEM](https://holderbook.com/stocks/AEM/) | $762.4K | 4,160 | 0.2% | 3 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $756.6K | 7,030 | 0.1% | 32 |
| VERTIV HOLDINGS CO | [VRT](https://holderbook.com/stocks/VRT/) | $695.2K | 2,881 | 0.1% | 4 |
| AGILENT TECHNOLOGIES INC | [A](https://holderbook.com/stocks/A/) | $657.5K | 3,816 | 0.1% | 32 |
| KEYSIGHT TECHNOLOGIES INC | [KEYS](https://holderbook.com/stocks/KEYS/) | $575.5K | 1,581 | 0.1% | 14 |
| XYLEM INC | [XYL](https://holderbook.com/stocks/XYL/) | $558.8K | 5,518 | 0.1% | 32 |
| MSCI INC | [MSCI](https://holderbook.com/stocks/MSCI/) | $537.6K | 998 | 0.1% | 27 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $537.4K | 4,062 | 0.1% | 32 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $534.3K | 1,403 | 0.1% | 25 |
| NASDAQ INC | [NDAQ](https://holderbook.com/stocks/NDAQ/) | $494.9K | 5,379 | 0.1% | 9 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $460.6K | 4,432 | 0.1% | 24 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $447.9K | 2,288 | 0.1% | 13 |
| TERADYNE INC | [TER](https://holderbook.com/stocks/TER/) | $376.9K | 940 | 0.1% | 3 |
| DIAMONDBACK ENERGY INC | [FANG](https://holderbook.com/stocks/FANG/) | $375.3K | 2,042 | 0.1% | 10 |
| ISHARES TR | [IEO](https://holderbook.com/stocks/IEO/) | $369.1K | 2,796 | 0.1% | 19 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $368.4K | 5,295 | 0.1% | 9 |
| EQUINIX INC | [EQIX](https://holderbook.com/stocks/EQIX/) | $327.8K | 324 | 0.1% | 16 |
| SPDR SERIES TRUST | [XAR](https://holderbook.com/stocks/XAR/) | $322.8K | 1,396 | 0.1% | 15 |
| MOODYS CORP | [MCO](https://holderbook.com/stocks/MCO/) | $290.2K | 639 | 0.1% | 12 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +18.3% | +14.8% | +3.5% | 100% |
| Q1 2026 | -3.1% | -4.6% | +1.5% | 100% |
| Q4 2025 | +3.5% | +2.4% | +1.1% | 100% |
| Q3 2025 | +6.9% | +7.8% | -0.9% | 100% |
| Q2 2025 | +11.0% | +10.5% | +0.5% | 100% |
| Q1 2025 | -4.2% | -4.6% | +0.4% | 98% |
| Q4 2024 | -0.6% | +2.1% | -2.7% | 100% |
| Q3 2024 | +3.9% | +5.4% | -1.5% | 98% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q3 2026 | $505.7M | 107 |
| Q2 2026 | $513.6M | 107 |
| Q1 2026 | $431.2M | 104 |
| Q4 2025 | $455.0M | 105 |
| Q3 2025 | $439.5M | 105 |
| Q2 2025 | $415.3M | 111 |
| Q1 2025 | $373.3M | 108 |
| Q4 2024 | $402.8M | 105 |
| Q3 2024 | $401.6M | 105 |
| Q2 2024 | $388.4M | 104 |
| Q1 2024 | $368.7M | 110 |
| Q4 2023 | $332.4M | 114 |