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 6 months ago

Filed Jan 29, 2026 · 5mo

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

+76.3%

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
ALC	Alcon Inc Healthcare	NEW	2,543	NEW	$200,413	NEW	0.05%
NSC	Norfolk Southern Corp Industrials	Held	700	0	$202,104	−3.9%	0.05%
AZO	Autozone Inc Consumer Cyclical	Reduced	60	-3	$203,490	−24.7%	0.05%
DUK	Duke Energy CORP Utilities	Reduced	1,858	-50	$217,776	−7.8%	0.05%
VRT	Vertiv Holdings Co Industrials	NEW	1,425	NEW	$230,864	NEW	0.05%
EQIX	Equinix Inc Real Estate	Held	324	0	$248,235	−2.2%	0.06%
LHX	L3harris Technologies, Inc. /De/ Industrials	Reduced	849	-17	$249,240	−5.8%	0.06%
SYK	Stryker Corp Healthcare	NEW	828	NEW	$291,017	NEW	0.07%
BSX	Boston Scientific Corp Healthcare	Held	3,122	0	$297,682	−2.3%	0.07%
ORCL	Oracle Corp Technology	Held	1,599	0	$311,661	−30.7%	0.07%
KEYS	Keysight Technologies, Inc. Technology	Held	1,581	0	$321,243	+16.2%	0.07%
MCO	Moodys Corp /De/ Financial Services	Reduced	639	-8	$326,433	+5.9%	0.08%
FANG	Diamondback Energy, Inc. Energy	Reduced	2,242	-438	$337,039	−12.1%	0.08%
ADBE	Adobe Inc. Technology	Reduced	1,171	-5,701	$409,838	−83.1%	0.09%
LRCX	Lam Research Corp Technology	Held	2,850	0	$487,863	+27.8%	0.11%
NEE	Nextera Energy Inc Utilities	Reduced	6,197	-250	$497,495	+2.2%	0.11%
MRVL	Marvell Technology, Inc. Technology	Added	5,880	+550	$499,682	+11.5%	0.12%
WMT	Walmart Inc. Consumer Defensive	Held	4,641	0	$517,053	+8.1%	0.12%
MU	Micron Technology Inc Technology	Held	1,815	0	$518,019	+70.6%	0.12%
A	Agilent Technologies, Inc. Healthcare	Held	3,816	0	$519,243	+6.0%	0.12%
CSCO	Cisco Systems, Inc. Technology	Reduced	7,030	-75	$541,520	+11.4%	0.13%
NDAQ	Nasdaq, Inc. Financial Services	Reduced	5,789	-2,130	$562,285	−19.7%	0.13%
GLD	Spdr Gold Trust	Held	1,507	0	$597,239	+11.5%	0.14%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Held	4,105	0	$630,569	+6.3%	0.15%
MSCI	MSCI Inc. Financial Services	Reduced	1,232	-50	$706,835	−2.8%	0.16%
BDX	Becton Dickinson & Co Healthcare	Reduced	5,155	-82	$786,502	+2.1%	0.18%
CNI	Canadian National Railway Co Industrials	Reduced	7,981	-32	$788,921	+4.4%	0.18%
WM	Waste Management Inc Industrials	Reduced	4,288	-10	$942,116	−0.7%	0.22%
NVS	Novartis AG Healthcare	Reduced	6,835	-40	$942,341	+6.9%	0.22%
ABBV	AbbVie Inc. Healthcare	Reduced	4,160	-5	$950,518	−1.4%	0.22%
BAC	Bank Of America Corp /De/ Financial Services	Held	18,492	0	$1,017,060	+6.6%	0.24%
TT	Trane Technologies plc Industrials	Held	2,625	0	$1,021,650	−7.8%	0.24%
CMI	Cummins Inc Industrials	Held	2,097	0	$1,070,413	+20.9%	0.25%
HUBB	Hubbell Inc Industrials	Added	2,560	+207	$1,136,921	+12.3%	0.26%
APH	Amphenol Corp /De/ Technology	Added	8,489	+920	$1,147,203	+22.5%	0.27%
UNH	Unitedhealth Group Inc Healthcare	Reduced	3,654	-5,129	$1,206,221	−60.2%	0.28%
XYL	Xylem Inc. Industrials	Reduced	9,025	-90	$1,229,024	−8.6%	0.28%
AMGN	Amgen Inc Healthcare	Added	4,016	+100	$1,314,476	+18.9%	0.30%
CAT	Caterpillar Inc Industrials	Reduced	2,622	-10	$1,502,065	+19.6%	0.35%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,264	-19	$1,543,866	+1.5%	0.36%
MDT	Medtronic plc Healthcare	Reduced	16,657	-224	$1,600,071	−0.5%	0.37%
TMO	Thermo Fisher Scientific Inc. Healthcare	Held	2,852	0	$1,652,591	+19.5%	0.38%
POWL	Powell Industries Inc Industrials	Added	5,220	+3	$1,664,031	+4.6%	0.38%
PWR	Quanta Services, Inc. Industrials	Reduced	3,990	-10	$1,684,019	+1.6%	0.39%
CL	Colgate Palmolive Co Consumer Defensive	Reduced	22,226	-1,123	$1,756,298	−5.9%	0.41%
MRK	Merck & Co., Inc. Healthcare	Reduced	17,210	-42	$1,811,524	+25.1%	0.42%
YUM	Yum Brands Inc Consumer Cyclical	Reduced	12,838	-168	$1,942,132	−1.8%	0.45%
CVX	Chevron Corp Energy	Added	13,068	+57	$1,991,693	−1.4%	0.46%
GOOGL	Alphabet Inc. Communication Services	Added	6,671	+427	$2,088,023	+37.6%	0.48%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	6,980	-170	$2,133,297	−1.8%	0.49%