CYPRESS ASSET MANAGEMENT INC/TX

CIK

1030618

Location

HOUSTON, TX

Portfolio Value

Small $502,145,636

Diversification

Diversified

Filing Date

Global Rank

#3,640 / 8,814 ▼ 100 · as of Jun 2026

Top Industry

Semiconductors 22.4%

Period ended 22 days ago

Filed Oct 9, 2026 · 13d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 43.5%, 36.8 effective positions, active share 47.5% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

5.2% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 22.6 quarters (12+), a floor since 71.5% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 47.5%; sector active share 17.3% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

107 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

6.9%

+0.8 pts

Top 5

28.3%

+2.0 pts

Top 10

45.8%

+2.3 pts

HHI

296

Diversified+25

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	42.0%	$210,857,887	24
Financial Services	13.9%	$69,578,831	11
Industrials	11.5%	$57,880,064	22
Healthcare	10.3%	$51,701,159	15
Consumer Cyclical	7.5%	$37,540,142	7
Communication Services	6.1%	$30,619,974	4
Consumer Defensive	4.7%	$23,640,187	6
Unclassified	1.4%	$7,172,922	10
Basic Materials	1.3%	$6,469,594	2
Energy	1.2%	$5,896,234	3
Utilities	0.1%	$460,891	2
Real Estate	0.1%	$327,751	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
APH	Amphenol Corp	+30,664	49,198	$4,147,391
GLW	Corning Inc	+2,990	13,719	$2,109,433
GOOG	Alphabet Inc.	+958	54,429	$18,546,137
VRT	Vertiv Holdings Co	+901	2,881	$695,214
AMAT	Applied Materials Inc	+778	23,950	$12,247,551
MU	Micron Technology Inc	+683	3,453	$3,677,824
LIN	Linde PLC	+470	12,024	$5,707,191
PWR	Quanta Services, Inc.	+353	4,670	$3,000,521
ETN	Eaton Corp plc	+163	9,850	$4,232,643
HUBB	Hubbell Inc	+100	2,921	$1,324,965
GEV	GE Vernova Inc.	+35	7,002	$6,655,330
BDX	Becton Dickinson & Co	+15	5,105	$913,795
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DHR	Danaher Corp	−7,637	4,530	$1,003,621
NVDA	Nvidia Corp	−6,725	151,090	$34,505,934
NFLX	Netflix Inc	−5,650	5,295	$368,426
AAPL	Apple Inc.	−4,204	102,707	$34,203,485
NEE	Nextera Energy Inc	−3,100	2,897	$219,418
HONA	Honeywell Aerospace Inc.	−2,460	9,681	$1,500,264
META	Meta Platforms, Inc.	−2,292	12,468	$9,041,544
MDT	Medtronic plc	−2,217	13,943	$1,203,141
AMD	Advanced Micro Devices Inc	−2,134	28,723	$17,571,582
XYL	Xylem Inc.	−1,867	5,518	$558,807
IHI	iShares U.S. Medical Devices ETF	−1,668	16,042	$0
ZTS	Zoetis Inc.	−1,475	23,085	$1,612,025
AVGO	Broadcom Inc.	−1,281	65,670	$23,062,647
CNI	Canadian National Railway Co	−1,217	6,548	$778,557
MSFT	Microsoft Corp	−987	48,657	$24,956,175
LOW	Lowes Companies Inc	−960	15,702	$2,893,721
PEP	Pepsico Inc	−925	45,822	$5,806,563
EMR	Emerson Electric Co	−900	30,546	$4,737,684
RTX	RTX Corp	−817	31,078	$5,769,630
JPM	Jpmorgan Chase & Co	−787	57,916	$19,160,350
ADI	Analog Devices Inc	−740	32,008	$12,697,893
V	Visa Inc.	−626	25,826	$9,280,056
QCOM	Qualcomm Inc	−617	23,786	$4,377,575
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	−586	8,358	$1,395,618
CL	Colgate Palmolive Co	−560	21,356	$1,822,093
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	18,247	$2,969,699
SPCX	Space Exploration Technologies Corp	7,360	$1,110,329
CRWD	CrowdStrike Holdings, Inc.	800	$211,800
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
LHX	L3harris Technologies, Inc.	849	$246,710
VMI	Valmont Industries Inc	400	$231,040
MS	Morgan Stanley	1,040	$217,401
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

107 tracked positions · $502,145,636 total · filing declares 107 positions · $505,721,375 · as of Sep 30, 2026

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

Showing 1–50 of 107 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	151,090	-6,725	$34,505,934	+9.3%	6.87%
AAPL	Apple Inc. Technology	Reduced	102,707	-4,204	$34,203,485	+10.6%	6.81%
LLY	ELI LILLY & Co Healthcare	Reduced	21,743	-102	$25,158,390	−4.0%	5.01%
MSFT	Microsoft Corp Technology	Reduced	48,657	-987	$24,956,175	+34.8%	4.97%
AVGO	Broadcom Inc. Technology	Reduced	65,670	-1,281	$23,062,647	−8.8%	4.59%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	57,916	-787	$19,160,350	−0.3%	3.82%
GOOG	Alphabet Inc. Communication Services	Added	54,429	+958	$18,546,137	−1.8%	3.69%
AMD	Advanced Micro Devices Inc Technology	Reduced	28,723	-2,134	$17,571,582	−2.0%	3.50%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	69,117	-431	$17,220,500	+3.9%	3.43%
GS	Goldman Sachs Group Inc Financial Services	Reduced	14,327	-44	$12,899,457	−11.2%	2.57%
ADI	Analog Devices Inc Technology	Reduced	32,008	-740	$12,697,893	−2.4%	2.53%
AMAT	Applied Materials Inc Technology	Added	23,950	+778	$12,247,551	−26.9%	2.44%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	23,985	-420	$11,943,330	−2.2%	2.38%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	13,073	-218	$11,900,874	−4.3%	2.37%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	22,102	-540	$10,082,711	−6.8%	2.01%
MA	Mastercard Inc Financial Services	Reduced	17,321	-475	$9,552,011	+4.5%	1.90%
PANW	Palo Alto Networks Inc Technology	Reduced	23,705	-513	$9,418,233	+14.0%	1.88%
V	Visa Inc. Financial Services	Reduced	25,826	-626	$9,280,056	+2.3%	1.85%
MELI	Mercadolibre Inc Consumer Cyclical	Reduced	5,253	-160	$9,079,968	−1.2%	1.81%
JNJ	Johnson & Johnson Healthcare	Reduced	34,248	-294	$9,066,815	+3.4%	1.81%
META	Meta Platforms, Inc. Communication Services	Reduced	12,468	-2,292	$9,041,544	+8.7%	1.80%
GEV	GE Vernova Inc. Industrials	Added	7,002	+35	$6,655,330	−18.7%	1.33%
UNP	Union Pacific Corp Industrials	Reduced	23,438	-463	$6,378,182	−1.9%	1.27%
PEP	Pepsico Inc Consumer Defensive	Reduced	45,822	-925	$5,806,563	−8.3%	1.16%
RTX	RTX Corp Industrials	Reduced	31,078	-817	$5,769,630	−4.7%	1.15%
LIN	Linde PLC Basic Materials	Added	12,024	+470	$5,707,191	−4.8%	1.14%
EMR	Emerson Electric Co Industrials	Reduced	30,546	-900	$4,737,684	+5.2%	0.94%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	16,229	-550	$4,616,988	−22.0%	0.92%
QCOM	Qualcomm Inc Technology	Reduced	23,786	-617	$4,377,575	−2.9%	0.87%
LMT	Lockheed Martin Corp Industrials	Reduced	8,357	-138	$4,255,802	−1.7%	0.85%
ETN	Eaton Corp plc Industrials	Added	9,850	+163	$4,232,643	+2.5%	0.84%
APH	Amphenol Corp Technology	Added	49,198	+30,664	$4,147,391	−36.5%	0.83%
ASML	Asml Holding NV Technology	Reduced	2,076	-32	$3,761,026	−10.3%	0.75%
MU	Micron Technology Inc Technology	Added	3,453	+683	$3,677,824	+15.0%	0.73%
DE	Deere & Co Industrials	Reduced	5,350	-120	$3,592,792	+3.5%	0.72%
TXN	Texas Instruments Inc Technology	Reduced	12,149	-240	$3,402,813	−7.9%	0.68%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	23,264	-398	$3,379,793	−2.6%	0.67%
KLAC	Kla Corp Technology	Reduced	17,200	-50	$3,352,796	−35.6%	0.67%
PWR	Quanta Services, Inc. Industrials	Added	4,670	+353	$3,000,521	−3.5%	0.60%
XOM	ExxonMobil Holdings Corp Energy	NEW	18,247	NEW	$2,969,699	NEW	0.59%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	15,702	-960	$2,893,721	−21.2%	0.58%
POWL	Powell Industries Inc Industrials	Reduced	15,180	-150	$2,800,254	−36.2%	0.56%
QQQ	Invesco Qqq Trust, Series 1	Reduced	3,760	-104	$2,781,535	−2.2%	0.55%
ABT	Abbott Laboratories Healthcare	Reduced	27,382	-154	$2,706,163	+8.3%	0.54%
PH	Parker-Hannifin Corp Industrials	Reduced	2,792	-150	$2,667,532	−7.3%	0.53%
GOOGL	Alphabet Inc. Communication Services	Held	7,742	0	$2,663,867	−3.7%	0.53%
SNPS	Synopsys Inc Technology	Reduced	6,099	-528	$2,652,699	−10.3%	0.53%
CVX	Chevron Corp Energy	Reduced	12,493	-135	$2,551,195	+21.9%	0.51%
HON	Honeywell International Inc Industrials	Reduced	11,692	-456	$2,466,310	−9.3%	0.49%
MRK	Merck & Co., Inc. Healthcare	Reduced	16,927	-355	$2,459,662	+10.8%	0.49%

Showing the top 50 of 107 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.