13F HOLDINGS REPORT
CYPRESS ASSET MANAGEMENT INC/TX
Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0001030618-25-000002
Total Value
$439.5M
Positions
105
Other Managers
0
Confidential Omitted
No
Holdings (105)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 176,126 | $32.9M | 7.48% |
| 2 | APPLE INC | AAPL | 109,003 | $27.8M | 6.31% |
| 3 | MICROSOFT CORP | MSFT | 52,811 | $27.4M | 6.22% |
| 4 | BROADCOM INC | AVGO | 69,623 | $23.0M | 5.23% |
| 5 | JPMORGAN CHASE & CO. | VYLD | 59,335 | $18.7M | 4.26% |
| 6 | ELI LILLY & CO | LLY | 22,701 | $17.3M | 3.94% |
| 7 | AMAZON COM INC | AMZN | 68,843 | $15.1M | 3.44% |
| 8 | MERCADOLIBRE INC | MELI | 5,475 | $12.8M | 2.91% |
| 9 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 25,136 | $12.6M | 2.87% |
| 10 | ALPHABET INC | GOOG | 46,980 | $11.4M | 2.60% |
| 11 | GOLDMAN SACHS GROUP INC | GSCE | 13,996 | $11.1M | 2.54% |
| 12 | COSTCO WHSL CORP NEW | 22160K105 | 12,037 | $11.1M | 2.53% |
| 13 | MASTERCARD INCORPORATED | MA | 18,314 | $10.4M | 2.37% |
| 14 | META PLATFORMS INC | META | 13,371 | $9.8M | 2.23% |
| 15 | VISA INC | V | 27,013 | $9.2M | 2.10% |
| 16 | ANALOG DEVICES INC | ADI | 32,945 | $8.1M | 1.84% |
| 17 | HOME DEPOT INC | HD | 17,545 | $7.1M | 1.62% |
| 18 | PEPSICO INC | PEP | 49,934 | $7.0M | 1.60% |
| 19 | JOHNSON & JOHNSON | JNJ | 33,538 | $6.2M | 1.41% |
| 20 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 21,402 | $6.0M | 1.36% |
| 21 | UNION PAC CORP | UNP | 24,166 | $5.7M | 1.30% |
| 22 | LINDE PLC | LIN | 11,331 | $5.4M | 1.22% |
| 23 | RTX CORPORATION | RTX | 31,469 | $5.3M | 1.20% |
| 24 | ADVANCED MICRO DEVICES INC | AMD | 32,485 | $5.3M | 1.20% |
| 25 | HONEYWELL INTL INC | 438516106 | 24,835 | $5.2M | 1.19% |
| 26 | PALO ALTO NETWORKS INC | PANW | 24,635 | $5.0M | 1.14% |
| 27 | QUALCOMM INC | QCOM | 29,266 | $4.9M | 1.11% |
| 28 | APPLIED MATLS INC | 038222105 | 23,629 | $4.8M | 1.10% |
| 29 | LOCKHEED MARTIN CORP | LMT | 8,800 | $4.4M | 1.00% |
| 30 | LOWES COS INC | 548661107 | 17,096 | $4.3M | 0.98% |
| 31 | ZOETIS INC | ZTS | 29,107 | $4.3M | 0.97% |
| 32 | EMERSON ELEC CO | EMR | 32,023 | $4.2M | 0.96% |
| 33 | PROCTER AND GAMBLE CO | 742718109 | 25,000 | $3.8M | 0.87% |
| 34 | ABBOTT LABS | ABLZF | 27,501 | $3.7M | 0.84% |
| 35 | EATON CORP PLC | ETN | 8,498 | $3.2M | 0.72% |
| 36 | SYNOPSYS INC | SNPS | 6,307 | $3.1M | 0.71% |
| 37 | UNITEDHEALTH GROUP INC | UNH | 8,783 | $3.0M | 0.69% |
| 38 | BLACKROCK INC | BLK | 2,538 | $3.0M | 0.67% |
| 39 | DANAHER CORPORATION | 235851102 | 14,687 | $2.9M | 0.66% |
| 40 | DEERE & CO | DE | 5,802 | $2.7M | 0.60% |
| 41 | S&P GLOBAL INC | SPGI | 5,276 | $2.6M | 0.58% |
| 42 | INVESCO QQQ TR | IVZ | 4,102 | $2.5M | 0.56% |
| 43 | ADOBE INC | ADBE | 6,872 | $2.4M | 0.55% |
| 44 | NETFLIX INC | NFLX | 1,955 | $2.3M | 0.53% |
| 45 | TEXAS INSTRS INC | 882508104 | 12,500 | $2.3M | 0.52% |
| 46 | GE VERNOVA INC | GEV | 3,657 | $2.2M | 0.51% |
| 47 | PARKER-HANNIFIN CORP | PH | 2,957 | $2.2M | 0.51% |
| 48 | MCDONALDS CORP | MCD | 7,150 | $2.2M | 0.49% |
| 49 | EXXON MOBIL CORP | XOM | 18,343 | $2.1M | 0.47% |
| 50 | CHEVRON CORP NEW | CVX | 13,011 | $2.0M | 0.46% |
| 51 | ASML HOLDING N V | ASMLF | 2,078 | $2.0M | 0.46% |
| 52 | YUM BRANDS INC | YUM | 13,006 | $2.0M | 0.45% |
| 53 | KLA CORP | KLAC | 1,823 | $2.0M | 0.45% |
| 54 | COLGATE PALMOLIVE CO | CL | 23,349 | $1.9M | 0.42% |
| 55 | QUANTA SVCS INC | 74762E102 | 4,000 | $1.7M | 0.38% |
| 56 | INVESCO EXCHANGE TRADED FD T | IVZ | 8,565 | $1.6M | 0.37% |
| 57 | MEDTRONIC PLC | MDT | 16,881 | $1.6M | 0.37% |
| 58 | POWELL INDS INC | 739128106 | 5,217 | $1.6M | 0.36% |
| 59 | SPDR S&P 500 ETF TR | SPY | 2,283 | $1.5M | 0.35% |
| 60 | ALPHABET INC | GOOG | 6,244 | $1.5M | 0.35% |
| 61 | MERCK & CO INC | MRK | 17,252 | $1.4M | 0.33% |
| 62 | SELECT SECTOR SPDR TR | 81369Y704 | 9,034 | $1.4M | 0.32% |
| 63 | THERMO FISHER SCIENTIFIC INC | TMO | 2,852 | $1.4M | 0.31% |
| 64 | XYLEM INC | XYL | 9,115 | $1.3M | 0.31% |
| 65 | CATERPILLAR INC | CAT | 2,632 | $1.3M | 0.29% |
| 66 | TRANE TECHNOLOGIES PLC | TT | 2,625 | $1.1M | 0.25% |
| 67 | AMGEN INC | AMGN | 3,916 | $1.1M | 0.25% |
| 68 | ISHARES TR | 464288810 | 17,710 | $1.1M | 0.24% |
| 69 | HUBBELL INC | HUBB | 2,353 | $1.0M | 0.23% |
| 70 | BECTON DICKINSON & CO | BDX | 5,237 | $980,209 | 0.22% |
| 71 | ABBVIE INC | ABBV | 4,165 | $964,364 | 0.22% |
| 72 | BANK AMERICA CORP | 060505104 | 18,492 | $954,002 | 0.22% |
| 73 | WASTE MGMT INC DEL | 94106L109 | 4,298 | $949,127 | 0.22% |
| 74 | AMPHENOL CORP NEW | 032095101 | 7,569 | $936,664 | 0.21% |
| 75 | CUMMINS INC | CMI | 2,097 | $885,710 | 0.20% |
| 76 | NOVARTIS AG | NVSEF | 6,875 | $881,650 | 0.20% |
| 77 | ISHARES TR | 464288760 | 3,933 | $823,020 | 0.19% |
| 78 | CANADIAN NATL RY CO | 136375102 | 8,013 | $755,626 | 0.17% |
| 79 | MSCI INC | MSCI | 1,282 | $727,420 | 0.17% |
| 80 | NASDAQ INC | NDAQ | 7,919 | $700,436 | 0.16% |
| 81 | TJX COS INC NEW | 872540109 | 4,105 | $593,337 | 0.13% |
| 82 | SELECT SECTOR SPDR TR | 81369Y803 | 2,044 | $576,122 | 0.13% |
| 83 | SPDR GOLD TR | GLD | 1,507 | $535,693 | 0.12% |
| 84 | AGILENT TECHNOLOGIES INC | A | 3,816 | $489,784 | 0.11% |
| 85 | NEXTERA ENERGY INC | NEE-PW | 6,447 | $486,684 | 0.11% |
| 86 | CISCO SYS INC | CSCO | 7,105 | $486,124 | 0.11% |
| 87 | WALMART INC | WMT | 4,641 | $478,301 | 0.11% |
| 88 | COCA COLA CO | KO | 7,209 | $478,101 | 0.11% |
| 89 | ISHARES TR | 464288851 | 5,078 | $470,223 | 0.11% |
| 90 | ORACLE CORP | ORCL-PD | 1,599 | $449,703 | 0.10% |
| 91 | MARVELL TECHNOLOGY INC | MRVL | 5,330 | $448,093 | 0.10% |
| 92 | DIAMONDBACK ENERGY INC | FANG | 2,680 | $383,508 | 0.09% |
| 93 | LAM RESEARCH CORP | LRCX | 2,850 | $381,615 | 0.09% |
| 94 | SPDR SERIES TRUST | 78464A631 | 1,500 | $352,440 | 0.08% |
| 95 | MOODYS CORP | MCO | 647 | $308,283 | 0.07% |
| 96 | BOSTON SCIENTIFIC CORP | BSX | 3,122 | $304,801 | 0.07% |
| 97 | MICRON TECHNOLOGY INC | MU | 1,815 | $303,686 | 0.07% |
| 98 | KEYSIGHT TECHNOLOGIES INC | KEYS | 1,581 | $276,549 | 0.06% |
| 99 | AUTOZONE INC | AZO | 63 | $270,285 | 0.06% |
| 100 | L3HARRIS TECHNOLOGIES INC | LHX | 866 | $264,485 | 0.06% |
| 101 | EQUINIX INC | EQIX | 324 | $253,770 | 0.06% |
| 102 | DUKE ENERGY CORP NEW | DUKB | 1,908 | $236,115 | 0.05% |
| 103 | TRACTOR SUPPLY CO | TSCO | 4,150 | $236,010 | 0.05% |
| 104 | NORFOLK SOUTHN CORP | 655844108 | 700 | $210,287 | 0.05% |
| 105 | NOVO-NORDISK A S | NONOF | 3,625 | $201,151 | 0.05% |