CYPRESS ASSET MANAGEMENT INC/TX

CIK

1030618

Location

HOUSTON, TX

Portfolio Value

Small $432,607,226

Diversification

Diversified

Filing Date

Global Rank

#2,692 / 8,420 ▲ 143

Top Industry

Semiconductors 20.3%

3Y Alpha vs SPY

-2.7%

Period ended 5 months ago

Filed Jan 29, 2026 · 4mo

24 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+64.8%

SPY

+76.5%

Annualised alpha

-2.7%

Max drawdown

−18.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

97 positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025

Top Position

7.4%

−0.4 pts

Top 5

31.3%

+0.4 pts

Top 10

47.9%

+0.5 pts

HHI

318

Diversified+1

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2025

Sector	% Portfolio	Value	Positions
Technology	37.9%	$163,853,823	22
Financial Services	16.6%	$72,027,981	11
Healthcare	12.2%	$52,861,774	17
Industrials	11.2%	$48,545,806	21
Consumer Cyclical	9.7%	$41,938,933	8
Consumer Defensive	5.6%	$24,118,723	5
Communication Services	3.3%	$14,263,339	3
Basic Materials	1.1%	$4,843,790	1
Unclassified	1.1%	$4,661,004	3
Energy	1.0%	$4,528,547	3
Utilities	0.2%	$715,271	2
Real Estate	0.1%	$248,235	1

Last Quarter's Activity

Export CSV

Dec 31, 2025 vs Sep 30, 2025

Added To

Positions the filer increased

21 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	+24,565	26,520	$2,486,515
GEV	GE Vernova Inc.	+2,656	6,313	$4,125,987
AAPL	Apple Inc.	+1,716	110,719	$30,100,067
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+1,439	22,841	$6,941,151
COST	Costco Wholesale Corp /New	+1,418	13,455	$11,602,784
META	Meta Platforms, Inc.	+1,307	14,678	$9,688,801
APH	Amphenol Corp /De/	+920	8,489	$1,147,203
ETN	Eaton Corp plc	+638	9,136	$2,909,907
SNPS	Synopsys Inc	+600	6,907	$3,244,356
MRVL	Marvell Technology, Inc.	+550	5,880	$499,682
GOOGL	Alphabet Inc.	+427	6,671	$2,088,023
GS	Goldman Sachs Group Inc	+414	14,410	$12,666,390
HUBB	Hubbell Inc	+207	2,560	$1,136,921
AMZN	Amazon Com Inc	+146	68,989	$15,924,040
AMGN	Amgen Inc	+100	4,016	$1,314,476
CVX	Chevron Corp	+57	13,068	$1,991,693
ASML	Asml Holding NV	+34	2,112	$2,259,544
LIN	Linde PLC	+29	11,360	$4,843,790
MELI	Mercadolibre Inc	+28	5,503	$11,084,472
SPGI	S&P Global Inc.	+15	5,291	$2,765,023
POWL	Powell Industries Inc	+3	5,220	$1,664,031
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ADBE	Adobe Inc.	−5,701	1,171	$409,838
UNH	Unitedhealth Group Inc	−5,129	3,654	$1,206,221
NVDA	Nvidia Corp	−3,963	172,163	$32,108,399
PEP	Pepsico Inc	−3,147	46,787	$6,714,870
NDAQ	Nasdaq, Inc.	−2,130	5,789	$562,285
CL	Colgate Palmolive Co	−1,123	22,226	$1,756,298
AVGO	Broadcom Inc.	−809	68,814	$23,816,525
FANG	Diamondback Energy, Inc.	−438	2,242	$337,039
PG	PROCTER & GAMBLE Co	−384	24,616	$3,527,718
LLY	ELI LILLY & Co	−365	22,336	$24,004,054
HD	Home Depot, Inc.	−361	17,184	$5,913,014
MSFT	Microsoft Corp	−344	52,467	$25,374,090
MA	Mastercard Inc	−293	18,021	$10,287,828
BRK-B	Berkshire Hathaway Inc	−268	24,868	$12,499,900
NEE	Nextera Energy Inc	−250	6,197	$497,495
ZTS	Zoetis Inc.	−233	28,874	$3,632,926
MDT	Medtronic plc	−224	16,657	$1,600,071
DHR	Danaher Corp /De/	−201	14,486	$3,316,135
V	Visa Inc.	−199	26,814	$9,403,937
DE	Deere & Co	−192	5,610	$2,611,847
AMD	Advanced Micro Devices Inc	−179	32,306	$6,918,652
MCD	Mcdonalds Corp	−170	6,980	$2,133,297
YUM	Yum Brands Inc	−168	12,838	$1,942,132
ABT	Abbott Laboratories	−168	27,333	$3,424,551
RTX	RTX Corp	−163	31,306	$5,741,520
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
SYK	Stryker Corp	828	$291,017
VRT	Vertiv Holdings Co	1,425	$230,864
ALC	Alcon Inc	2,543	$200,413
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
KO	Coca Cola Co	7,209	$478,100
TSCO	Tractor Supply Co /De/	4,150	$236,010
NVO	Novo Nordisk A S	3,625	$201,151
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

97 positions · $432,607,226 total · as of Dec 31, 2025

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 97 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	172,163	-3,963	$32,108,399	−2.3%	7.42%
AAPL	Apple Inc. Technology	Added	110,719	+1,716	$30,100,067	+8.4%	6.96%
MSFT	Microsoft Corp Technology	Reduced	52,467	-344	$25,374,090	−7.2%	5.87%
LLY	ELI LILLY & Co Healthcare	Reduced	22,336	-365	$24,004,054	+38.6%	5.55%
AVGO	Broadcom Inc. Technology	Reduced	68,814	-809	$23,816,525	+3.7%	5.51%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	59,221	-114	$19,082,190	+2.0%	4.41%
AMZN	Amazon Com Inc Consumer Cyclical	Added	68,989	+146	$15,924,040	+5.3%	3.68%
GS	Goldman Sachs Group Inc Financial Services	Added	14,410	+414	$12,666,390	+13.6%	2.93%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	24,868	-268	$12,499,900	−1.1%	2.89%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	13,455	+1,418	$11,602,784	+4.1%	2.68%
MELI	Mercadolibre Inc Consumer Cyclical	Added	5,503	+28	$11,084,472	−13.4%	2.56%
MA	Mastercard Inc Financial Services	Reduced	18,021	-293	$10,287,828	−1.2%	2.38%
META	Meta Platforms, Inc. Communication Services	Added	14,678	+1,307	$9,688,801	−1.3%	2.24%
V	Visa Inc. Financial Services	Reduced	26,814	-199	$9,403,937	+2.0%	2.17%
ADI	Analog Devices Inc Technology	Reduced	32,858	-87	$8,911,089	+10.1%	2.06%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	22,841	+1,439	$6,941,151	+16.1%	1.60%
AMD	Advanced Micro Devices Inc Technology	Reduced	32,306	-179	$6,918,652	+31.6%	1.60%
JNJ	Johnson & Johnson Healthcare	Reduced	33,397	-141	$6,911,509	+11.1%	1.60%
PEP	Pepsico Inc Consumer Defensive	Reduced	46,787	-3,147	$6,714,870	−4.2%	1.55%
AMAT	Applied Materials Inc /De Technology	Reduced	23,543	-86	$6,050,315	+25.1%	1.40%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	17,184	-361	$5,913,014	−16.8%	1.37%
RTX	RTX Corp Industrials	Reduced	31,306	-163	$5,741,520	+9.0%	1.33%
UNP	Union Pacific Corp Industrials	Reduced	24,097	-69	$5,574,118	−2.4%	1.29%
QCOM	Qualcomm Inc/De Technology	Reduced	29,147	-119	$4,985,594	+2.4%	1.15%
LIN	Linde PLC Basic Materials	Added	11,360	+29	$4,843,790	−10.0%	1.12%
HON	Honeywell International Inc Industrials	Reduced	24,801	-34	$4,838,427	−1.8%	1.12%
PANW	Palo Alto Networks Inc Technology	Reduced	24,629	-6	$4,536,661	−9.6%	1.05%
EMR	Emerson Electric Co Industrials	Reduced	31,961	-62	$4,241,863	+1.0%	0.98%
LMT	Lockheed Martin Corp Industrials	Reduced	8,673	-127	$4,194,869	−4.5%	0.97%
GEV	GE Vernova Inc. Industrials	Added	6,313	+2,656	$4,125,987	+83.5%	0.95%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	17,034	-62	$4,107,919	−4.4%	0.95%
ZTS	Zoetis Inc. Healthcare	Reduced	28,874	-233	$3,632,926	−14.7%	0.84%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	24,616	-384	$3,527,718	−8.2%	0.82%
ABT	Abbott Laboratories Healthcare	Reduced	27,333	-168	$3,424,551	−7.0%	0.79%
DHR	Danaher Corp /De/ Healthcare	Reduced	14,486	-201	$3,316,135	+13.9%	0.77%
SNPS	Synopsys Inc Technology	Added	6,907	+600	$3,244,356	+4.3%	0.75%
ETN	Eaton Corp plc Industrials	Added	9,136	+638	$2,909,907	−8.5%	0.67%
SPGI	S&P Global Inc. Financial Services	Added	5,291	+15	$2,765,023	+7.7%	0.64%
BLK	BlackRock, Inc. Financial Services	Reduced	2,532	-6	$2,710,100	−8.4%	0.63%
DE	Deere & Co Industrials	Reduced	5,610	-192	$2,611,847	−1.6%	0.60%
PH	Parker-Hannifin Corp Industrials	Reduced	2,942	-15	$2,585,900	+15.3%	0.60%
QQQ	Invesco Qqq Trust, Series 1	Held	4,102	0	$2,519,899	+2.3%	0.58%
NFLX	Netflix Inc Communication Services	Added	26,520	+24,565	$2,486,515	+960.9%	0.57%
ASML	Asml Holding NV Technology	Added	2,112	+34	$2,259,544	+12.3%	0.52%
KLAC	Kla Corp Technology	Reduced	1,815	-8	$2,205,370	+12.2%	0.51%
XOM	Exxon Mobil Corp Energy	Reduced	18,280	-63	$2,199,815	+6.4%	0.51%
TXN	Texas Instruments Inc Technology	Reduced	12,479	-21	$2,164,981	−5.7%	0.50%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	6,980	-170	$2,133,297	−1.8%	0.49%
GOOGL	Alphabet Inc. Communication Services	Added	6,671	+427	$2,088,023	+37.6%	0.48%
CVX	Chevron Corp Energy	Added	13,068	+57	$1,991,693	−1.4%	0.46%