CYPRESS ASSET MANAGEMENT INC/TX
Reported holdings as of Q2 2026, from 31 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | $31.6M | 157,815 | -0.61pp | 30q | -5.6%-$1.9M | |
| APPLE INC | AAPL | $30.9M | 106,911 | -0.37pp | 31q | -1.5%-$482.1K | |
| ELI LILLY & CO | LLY | $26.2M | 21,845 | +0.43pp | 31q | HELD | |
| BROADCOM INC | AVGO | $25.3M | 66,951 | -0.01pp | 28q | -2.6%-$686.0K | |
| JPMORGAN CHASE & CO | JPM | $19.2M | 58,703 | -0.24pp | 31q | +0.7%+$130.6K | |
| ALPHABET INC | GOOG | $18.9M | 53,471 | +0.26pp | 31q | +4.1%+$749.1K | |
| MICROSOFT CORP | MSFT | $18.5M | 49,644 | -0.78pp | 31q | -2.9%-$553.9K | |
| ADVANCED MICRO DEVICES INC | AMD | $17.9M | 30,857 | +1.99pp | 18q | -2.8%-$521.7K | |
| APPLIED MATLS INC | AMAT | $16.8M | 23,172 | +1.43pp | 31q | HELD | |
| AMAZON COM INC | AMZN | $16.6M | 69,548 | -0.07pp | 31q | +1.8%+$299.4K | |
| GOLDMAN SACHS GROUP INC | GS | $14.5M | 14,371 | +0.02pp | 31q | HELD | |
| ANALOG DEVICES INC | ADI | $13.0M | 32,748 | +0.12pp | 31q | HELD | |
| COSTCO WHOLESALE CORPORATION | COST | $12.4M | 13,291 | -0.65pp | 31q | HELD | |
| BERKSHIRE HATHAWAY INC DEL | BRKB | $12.2M | 24,405 | -0.33pp | 31q | HELD | |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | $10.8M | 22,642 | +0.34pp | 31q | +0.8%+$81.2K | |
| MERCADOLIBRE INC | MELI | $9.2M | 5,413 | -0.38pp | 31q | HELD | |
| MASTERCARD INCORPORATED | MA | $9.1M | 17,796 | -0.28pp | 31q | HELD | |
| VISA INC | V | $9.1M | 26,452 | -0.09pp | 31q | HELD | |
| JOHNSON & JOHNSON | JNJ | $8.8M | 34,542 | -0.15pp | 31q | +5.6%+$468.8K | |
| META PLATFORMS INC | META | $8.3M | 14,760 | -0.29pp | 11q | +2.9%+$231.5K | |
| PALO ALTO NETWORKS INC | PANW | $8.3M | 24,218 | +0.71pp | 29q | HELD | |
| GE VERNOVA INC | GEV | $8.2M | 6,967 | +0.31pp | 7q | +10.0%+$746.0K | |
| UNION PAC CORP | UNP | $6.5M | 23,901 | -0.07pp | 31q | +0.5%+$33.7K | |
| PEPSICO INC | PEP | $6.3M | 46,747 | -0.41pp | 31q | +2.7%+$166.9K | |
| RTX CORPORATION | RTX | $6.1M | 31,895 | -0.20pp | 25q | +3.4%+$201.1K | |
| LINDE PLC | LIN | $6.0M | 11,554 | -0.12pp | 14q | +2.9%+$171.3K | |
| HOME DEPOT INC | HD | $5.9M | 16,779 | -0.13pp | 31q | HELD | |
| KLA CORP | KLAC | $5.2M | 17,250 | +0.41pp | 31q | +882.9%+$4.7M | |
| QUALCOMM INC | QCOM | $4.5M | 24,403 | +0.13pp | 31q | -2.9%-$134.3K | |
| EMERSON ELEC CO | EMR | $4.5M | 31,446 | -0.07pp | 18q | +0.7%+$32.2K | |
| POWELL INDS INC | POWL | $4.4M | 15,330 | +0.21pp | 6q | +200.0%+$2.9M | |
| LOCKHEED MARTIN CORP | LMT | $4.3M | 8,495 | -0.35pp | 31q | HELD | |
| ASML HLDG NV | ASML | $4.2M | 2,108 | +0.17pp | 19q | HELD | |
| EATON CORP PLC | ETN | $4.1M | 9,687 | +0.05pp | 8q | +7.1%+$275.3K | |
| TEXAS INSTRS INC | TXN | $3.7M | 12,389 | +0.16pp | 31q | HELD | |
| LOWES COS INC | LOW | $3.7M | 16,662 | -0.20pp | 31q | HELD | |
| PROCTER & GAMBLE CO | PG | $3.5M | 23,662 | -0.12pp | 31q | HELD | |
| DEERE & CO | DE | $3.5M | 5,470 | -0.04pp | 31q | HELD | |
| AMPHENOL CORP | APH | $3.3M | 18,534 | +0.23pp | 6q | +32.9%+$808.4K | |
| MICRON TECHNOLOGY INC | MU | $3.2M | 2,770 | +0.48pp | 5q | +52.6%+$1.1M | |
| QUANTA SVCS INC | PWR | $3.1M | 4,317 | +0.09pp | 6q | +5.9%+$174.2K | |
| SYNOPSYS INC | SNPS | $3.0M | 6,627 | -0.05pp | 13q | -3.2%-$98.1K | |
| PARKER-HANNIFIN CORP | PH | $2.9M | 2,942 | -0.05pp | 23q | HELD | |
| CATERPILLAR INC | CAT | $2.9M | 2,683 | +0.12pp | 14q | +0.7%+$20.2K | |
| INVESCO QQQ TR | QQQ | $2.8M | 3,864 | +0.04pp | 31q | HELD | |
| ALPHABET INC | GOOGL | $2.8M | 7,742 | +0.03pp | 31q | +1.3%+$35.7K | |
| CORNING INC | GLW | $2.7M | 10,729 | - | new | NEW | |
| HONEYWELL INTL INC | HON | $2.7M | 12,148 | - | new | NEW | |
| HONEYWELL AEROSPACE INC | HONA | $2.7M | 12,141 | - | new | NEW | |
| ABBOTT LABORATORIES | ABT | $2.5M | 27,536 | -0.14pp | 31q | +5.1%+$121.6K | |
| BLACKROCK INC | BLK | $2.3M | 2,437 | -0.09pp | 7q | HELD | |
| DANAHER CORP DEL | DHR | $2.3M | 12,167 | -0.16pp | 31q | -12.8%-$339.4K | |
| MERCK & CO INC | MRK | $2.2M | 17,282 | -0.04pp | 31q | +1.0%+$22.7K | |
| S&P GLOBAL INC | SPGI | $2.1M | 5,142 | -0.11pp | 25q | -1.6%-$35.0K | |
| CHEVRON CORPORATION | CVX | $2.1M | 12,628 | -0.19pp | 31q | +0.8%+$16.6K | |
| COLGATE PALMOLIVE CO | CL | $2.0M | 21,916 | -0.04pp | 31q | HELD | |
| YUM BRANDS INC | YUM | $2.0M | 12,528 | -0.06pp | 31q | HELD | |
| MCDONALDS CORP | MCD | $1.9M | 6,872 | -0.13pp | 31q | HELD | |
| AMGEN INC | AMGN | $1.8M | 4,881 | -0.03pp | 31q | +6.8%+$112.3K | |
| ZOETIS INC | ZTS | $1.8M | 24,560 | -0.42pp | 31q | -12.1%-$242.0K | |
| MARVELL TECHNOLOGY INC | MRVL | $1.7M | 5,830 | +0.20pp | 5q | HELD | |
| INVESCO EXCHANGE TRADED FD T | RSP | $1.7M | 7,968 | -0.03pp | 10q | -0.6%-$10.6K | |
| STATE STR SPDR S&P 500 ETF T | SPY | $1.7M | 2,227 | -0.01pp | 31q | -0.6%-$9.7K | |
| SELECT SECTOR SPDR TR | XLI | $1.7M | 8,944 | -0.01pp | 24q | HELD | |
| CUMMINS INC | CMI | $1.5M | 2,097 | +0.03pp | 23q | HELD | |
| HUBBELL INC | HUBB | $1.5M | 2,821 | -0.01pp | 6q | +6.7%+$92.1K | |
| THERMO FISHER SCIENTIFIC INC | TMO | $1.5M | 2,920 | -0.04pp | 31q | +1.0%+$15.0K | |
| TRANE TECHNOLOGIES PLC | TT | $1.3M | 2,625 | flat | 24q | HELD | |
| MEDTRONIC PLC | MDT | $1.3M | 16,160 | -0.08pp | 31q | HELD | |
| LAM RESEARCH CORP | LRCX | $1.3M | 2,890 | +0.10pp | 5q | +0.7%+$8.7K | |
| NOVARTIS AG | NVS | $1.1M | 6,760 | -0.03pp | 31q | HELD | |
| BANK OF AMER CORP | BAC | $1.0M | 18,342 | flat | 25q | HELD | |
| ABBVIE INC | ABBV | $1.0M | 4,113 | -0.01pp | 31q | HELD | |
| UNITEDHEALTH GROUP INC | UNH | $1.0M | 2,459 | +0.01pp | 31q | -18.1%-$225.3K | |
| WASTE MGMT INC DEL | WM | $955.7K | 4,288 | -0.04pp | 31q | HELD | |
| ISHARES TR | ITA | $942.5K | 3,888 | flat | 17q | +5.6%+$49.7K | |
| CANADIAN NATL RY CO | CNI | $925.9K | 7,765 | -0.01pp | 31q | -2.7%-$25.3K | |
| ISHARES TR | IHI | $875.1K | 17,710 | -0.05pp | 27q | HELD | |
| XYLEM INC | XYL | $873.0K | 7,385 | -0.06pp | 31q | -11.9%-$118.2K | |
| CISCO SYS INC | CSCO | $825.7K | 7,030 | +0.03pp | 31q | HELD | |
| NETFLIX INC | NFLX | $781.5K | 10,945 | -0.34pp | 8q | -50.1%-$784.0K | |
| BECTON DICKINSON & CO | BDX | $770.3K | 5,090 | -0.03pp | 31q | +2.7%+$20.4K | |
| MSCI INC | MSCI | $690.0K | 1,232 | -0.02pp | 26q | HELD | |
| VERTIV HOLDINGS CO | VRT | $662.9K | 1,980 | +0.05pp | 3q | +38.9%+$185.8K | |
| AGNICO EAGLE MINES LTD | AEM | $653.1K | 4,210 | +0.01pp | 2q | +68.4%+$265.3K | |
| TJX COS INC NEW | TJX | $615.4K | 4,062 | -0.03pp | 31q | HELD | |
| SPDR GOLD TR | GLD | $555.1K | 1,507 | -0.04pp | 24q | HELD | |
| KEYSIGHT TECHNOLOGIES INC | KEYS | $553.5K | 1,581 | flat | 13q | HELD | |
| NEXTERA ENERGY INC | NEE | $526.4K | 5,997 | -0.03pp | 31q | HELD | |
| WALMART INC | WMT | $525.6K | 4,641 | -0.03pp | 23q | HELD | |
| AGILENT TECHNOLOGIES INC | A | $506.9K | 3,816 | flat | 31q | HELD | |
| TERADYNE INC | TER | $454.8K | 940 | +0.02pp | 2q | HELD | |
| NASDAQ INC | NDAQ | $444.5K | 5,639 | -0.02pp | 8q | HELD | |
| SELECT SECTOR SPDR TR | XLK | $435.9K | 2,288 | +0.01pp | 12q | HELD | |
| SPDR SERIES TRUST | XAR | $425.7K | 1,500 | -0.01pp | 14q | HELD | |
| DIAMONDBACK ENERGY INC | FANG | $358.9K | 2,042 | -0.02pp | 9q | HELD | |
| EQUINIX INC | EQIX | $337.7K | 324 | -0.01pp | 15q | HELD | |
| STRYKER CORPORATION | SYK | $336.2K | 1,068 | -0.01pp | 3q | +2.4%+$7.9K | |
| ISHARES TR | IEO | $324.3K | 2,953 | -0.02pp | 18q | HELD | |
| MOODYS CORP | MCO | $289.4K | 639 | -0.01pp | 11q | HELD | |
| DUKE ENERGY CORP NEW | DUK | $268.1K | 2,118 | -0.01pp | 23q | +8.2%+$20.3K | |
| COCA COLA CO | KO | $255.2K | 3,140 | flat | 2q | +1.6%+$4.1K | |
| L3HARRIS TECHNOLOGIES INC | LHX | $246.7K | 849 | -0.02pp | 5q | HELD | |
| ORACLE CORP | ORCL | $234.3K | 1,599 | -0.01pp | 10q | HELD | |
| VALMONT INDS INC | VMI | $231.0K | 400 | - | new | NEW | |
| NORFOLK SOUTHN CORP | NSC | $220.2K | 700 | flat | 25q | HELD | |
| MORGAN STANLEY | MS | $217.4K | 1,040 | - | new | NEW |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Semiconductors & Electronics | $151.0M | 29.4% |
| Software & IT Services | $51.7M | 10.1% |
| Biotech & Pharma | $45.8M | 8.9% |
| Retail & Consumer | $43.6M | 8.5% |
| Computer Hardware | $40.0M | 7.8% |
| Business Services | $30.5M | 5.9% |
| Industrials | $21.4M | 4.2% |
| Banks & Lending | $20.3M | 3.9% |
| Capital Markets | $18.1M | 3.5% |
| Insurance | $13.2M | 2.6% |
| Chemicals | $11.5M | 2.2% |
| Instruments & Controls | $11.3M | 2.2% |
| Other sectors | $43.6M | 8.5% |
| Not classified | $11.8M | 2.3% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $513.6M | 107 | 5 | 34 | 16 | 2 | 43.2% | 38 |
| Q1 2026 | $431.2M | 104 | 4 | 11 | 66 | 5 | 43.7% | 129 |
| Q4 2025 | $455.0M | 105 | 3 | 18 | 38 | 3 | 46.5% | 29 |
| Q3 2025 | $439.5M | 105 | 0 | 16 | 65 | 6 | 45.3% | 43 |
| Q2 2025 | $415.3M | 111 | 4 | 32 | 22 | 1 | 44.8% | 45 |
| Q1 2025 | $373.3M | 108 | 5 | 32 | 55 | 2 | 42.0% | 137 |
| Q4 2024 | $402.8M | 105 | 2 | 18 | 73 | 2 | 43.4% | 55 |
| Q3 2024 | $401.6M | 105 | 4 | 63 | 19 | 3 | 41.2% | 319 |
| Q2 2024 | $388.4M | 104 | 3 | 23 | 36 | 9 | 42.5% | 239 |
| Q1 2024 | $368.7M | 110 | 5 | 32 | 54 | 9 | 39.8% | 72 |
| Q4 2023 | $332.4M | 114 | 6 | 13 | 57 | 4 | 37.2% | 40 |
| Q3 2023 | $299.0M | 112 | 2 | 53 | 30 | 11 | 36.9% | 135 |
| Q2 2023 | $310.7M | 121 | 4 | 26 | 64 | 2 | 34.7% | 45 |
| Q1 2023 | $289.2M | 119 | 4 | 24 | 65 | 5 | 32.1% | 56 |
| Q4 2022 | $275.5M | 120 | 4 | 12 | 82 | 2 | 31.7% | 59 |
| Q3 2022 | $261.3M | 118 | 2 | 19 | 55 | 5 | 33.2% | 45 |
| Q2 2022 | $279.9M | 121 | 4 | 13 | 74 | 13 | 32.5% | 43 |
| Q1 2022 | $341.0M | 130 | 4 | 5 | 104 | 11 | 32.4% | 67 |
| Q4 2021 | $420.1M | 137 | 5 | 11 | 84 | 2 | 31.5% | 31 |
| Q3 2021 | $385.7M | 134 | 0 | 10 | 33 | 0 | 31.6% | 18 |
| Q2 2021 | $390.2M | 134 | 1 | 30 | 51 | 4 | 31.4% | 37 |
| Q1 2021 | $360.9M | 137 | 3 | 28 | 69 | 10 | 30.6% | 22 |
| Q4 2020 | $358.8M | 144 | 18 | 33 | 55 | 6 | 30.5% | 41 |
| Q3 2020 | $320.4M | 132 | 11 | 43 | 42 | 8 | 30.7% | 26 |
| Q2 2020 | $300.1M | 129 | 15 | 42 | 55 | 2 | 30.6% | 28 |
| Q1 2020 | $231.7M | 116 | 3 | 60 | 37 | 18 | 31.5% | 37 |
| Q4 2019 | $293.7M | 131 | 5 | 14 | 100 | 12 | 29.7% | 37 |
| Q3 2019 | $288.6M | 138 | 6 | 16 | 87 | 6 | 28.8% | 21 |
| Q2 2019 | $292.3M | 138 | 8 | 25 | 80 | 14 | 28.4% | 44 |
| Q1 2019 | $294.1M | 144 | 6 | 22 | 93 | 14 | 26.9% | 29 |
| Q4 2018 | $267.9M | 152 | 0 | 0 | 0 | 0 | 26.5% | 43 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.