13F HOLDINGS REPORT
CYPRESS ASSET MANAGEMENT INC/TX
Quarter ended Q4 2025 · Filed January 29, 2026 · Accession 0001030618-26-000001
Total Value
$455.0M
Positions
105
Other Managers
0
Confidential Omitted
No
Holdings (105)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 172,163 | $32.1M | 7.06% |
| 2 | APPLE INC | AAPL | 110,719 | $30.1M | 6.62% |
| 3 | MICROSOFT CORP | MSFT | 52,467 | $25.4M | 5.58% |
| 4 | ELI LILLY & CO | LLY | 22,336 | $24.0M | 5.28% |
| 5 | BROADCOM INC | AVGO | 68,814 | $23.8M | 5.23% |
| 6 | JPMORGAN CHASE & CO. | VYLD | 59,221 | $19.1M | 4.19% |
| 7 | ALPHABET INC | GOOG | 50,788 | $15.9M | 3.50% |
| 8 | AMAZON COM INC | AMZN | 68,989 | $15.9M | 3.50% |
| 9 | GOLDMAN SACHS GROUP INC | GSCE | 14,410 | $12.7M | 2.78% |
| 10 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 24,868 | $12.5M | 2.75% |
| 11 | COSTCO WHSL CORP NEW | 22160K105 | 13,455 | $11.6M | 2.55% |
| 12 | MERCADOLIBRE INC | MELI | 5,503 | $11.1M | 2.44% |
| 13 | MASTERCARD INCORPORATED | MA | 18,021 | $10.3M | 2.26% |
| 14 | META PLATFORMS INC | META | 14,678 | $9.7M | 2.13% |
| 15 | VISA INC | V | 26,814 | $9.4M | 2.07% |
| 16 | ANALOG DEVICES INC | ADI | 32,858 | $8.9M | 1.96% |
| 17 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 22,841 | $6.9M | 1.53% |
| 18 | ADVANCED MICRO DEVICES INC | AMD | 32,306 | $6.9M | 1.52% |
| 19 | JOHNSON & JOHNSON | JNJ | 33,397 | $6.9M | 1.52% |
| 20 | PEPSICO INC | PEP | 46,787 | $6.7M | 1.48% |
| 21 | APPLIED MATLS INC | 038222105 | 23,543 | $6.1M | 1.33% |
| 22 | HOME DEPOT INC | HD | 17,184 | $5.9M | 1.30% |
| 23 | RTX CORPORATION | RTX | 31,306 | $5.7M | 1.26% |
| 24 | UNION PAC CORP | UNP | 24,097 | $5.6M | 1.23% |
| 25 | QUALCOMM INC | QCOM | 29,147 | $5.0M | 1.10% |
| 26 | LINDE PLC | LIN | 11,360 | $4.8M | 1.06% |
| 27 | HONEYWELL INTL INC | 438516106 | 24,801 | $4.8M | 1.06% |
| 28 | PALO ALTO NETWORKS INC | PANW | 24,629 | $4.5M | 1.00% |
| 29 | EMERSON ELEC CO | EMR | 31,961 | $4.2M | 0.93% |
| 30 | LOCKHEED MARTIN CORP | LMT | 8,673 | $4.2M | 0.92% |
| 31 | GE VERNOVA INC | GEV | 6,313 | $4.1M | 0.91% |
| 32 | LOWES COS INC | 548661107 | 17,034 | $4.1M | 0.90% |
| 33 | ZOETIS INC | ZTS | 28,874 | $3.6M | 0.80% |
| 34 | PROCTER AND GAMBLE CO | 742718109 | 24,616 | $3.5M | 0.78% |
| 35 | ABBOTT LABS | ABLZF | 27,333 | $3.4M | 0.75% |
| 36 | DANAHER CORPORATION | 235851102 | 14,486 | $3.3M | 0.73% |
| 37 | SYNOPSYS INC | SNPS | 6,907 | $3.2M | 0.71% |
| 38 | EATON CORP PLC | ETN | 9,136 | $2.9M | 0.64% |
| 39 | S&P GLOBAL INC | SPGI | 5,291 | $2.8M | 0.61% |
| 40 | BLACKROCK INC | BLK | 2,532 | $2.7M | 0.60% |
| 41 | DEERE & CO | DE | 5,610 | $2.6M | 0.57% |
| 42 | PARKER-HANNIFIN CORP | PH | 2,942 | $2.6M | 0.57% |
| 43 | INVESCO QQQ TR | IVZ | 4,102 | $2.5M | 0.55% |
| 44 | NETFLIX INC | NFLX | 26,520 | $2.5M | 0.55% |
| 45 | ASML HOLDING N V | ASMLF | 2,112 | $2.3M | 0.50% |
| 46 | KLA CORP | KLAC | 1,815 | $2.2M | 0.48% |
| 47 | EXXON MOBIL CORP | XOM | 18,280 | $2.2M | 0.48% |
| 48 | TEXAS INSTRS INC | 882508104 | 12,479 | $2.2M | 0.48% |
| 49 | MCDONALDS CORP | MCD | 6,980 | $2.1M | 0.47% |
| 50 | ALPHABET INC | GOOG | 6,671 | $2.1M | 0.46% |
| 51 | CHEVRON CORP NEW | CVX | 13,068 | $2.0M | 0.44% |
| 52 | YUM BRANDS INC | YUM | 12,838 | $1.9M | 0.43% |
| 53 | MERCK & CO INC | MRK | 17,210 | $1.8M | 0.40% |
| 54 | COLGATE PALMOLIVE CO | CL | 22,226 | $1.8M | 0.39% |
| 55 | QUANTA SVCS INC | 74762E102 | 3,990 | $1.7M | 0.37% |
| 56 | POWELL INDS INC | 739128106 | 5,220 | $1.7M | 0.37% |
| 57 | THERMO FISHER SCIENTIFIC INC | TMO | 2,852 | $1.7M | 0.36% |
| 58 | INVESCO EXCHANGE TRADED FD T | IVZ | 8,540 | $1.6M | 0.36% |
| 59 | MEDTRONIC PLC | MDT | 16,657 | $1.6M | 0.35% |
| 60 | SPDR S&P 500 ETF TR | SPY | 2,264 | $1.5M | 0.34% |
| 61 | CATERPILLAR INC | CAT | 2,622 | $1.5M | 0.33% |
| 62 | SELECT SECTOR SPDR TR | 81369Y704 | 9,034 | $1.4M | 0.31% |
| 63 | AMGEN INC | AMGN | 4,016 | $1.3M | 0.29% |
| 64 | XYLEM INC | XYL | 9,025 | $1.2M | 0.27% |
| 65 | UNITEDHEALTH GROUP INC | UNH | 3,654 | $1.2M | 0.27% |
| 66 | AMPHENOL CORP NEW | 032095101 | 8,489 | $1.1M | 0.25% |
| 67 | HUBBELL INC | HUBB | 2,560 | $1.1M | 0.25% |
| 68 | ISHARES TR | 464288810 | 17,710 | $1.1M | 0.24% |
| 69 | CUMMINS INC | CMI | 2,097 | $1.1M | 0.24% |
| 70 | TRANE TECHNOLOGIES PLC | TT | 2,625 | $1.0M | 0.22% |
| 71 | BANK AMERICA CORP | 060505104 | 18,492 | $1.0M | 0.22% |
| 72 | BECTON DICKINSON & CO | BDX | 5,155 | $1.0M | 0.22% |
| 73 | ABBVIE INC | ABBV | 4,160 | $950,518 | 0.21% |
| 74 | NOVARTIS AG | NVSEF | 6,835 | $942,341 | 0.21% |
| 75 | WASTE MGMT INC DEL | 94106L109 | 4,288 | $942,116 | 0.21% |
| 76 | ISHARES TR | 464288760 | 3,933 | $844,376 | 0.19% |
| 77 | CANADIAN NATL RY CO | 136375102 | 7,981 | $788,922 | 0.17% |
| 78 | MSCI INC | MSCI | 1,232 | $706,835 | 0.16% |
| 79 | TJX COS INC NEW | 872540109 | 4,105 | $630,569 | 0.14% |
| 80 | SPDR GOLD TR | GLD | 1,507 | $597,239 | 0.13% |
| 81 | SELECT SECTOR SPDR TR | 81369Y803 | 4,088 | $588,549 | 0.13% |
| 82 | NASDAQ INC | NDAQ | 5,789 | $562,286 | 0.12% |
| 83 | CISCO SYS INC | CSCO | 7,030 | $541,521 | 0.12% |
| 84 | AGILENT TECHNOLOGIES INC | A | 3,816 | $519,243 | 0.11% |
| 85 | MICRON TECHNOLOGY INC | MU | 1,815 | $518,019 | 0.11% |
| 86 | WALMART INC | WMT | 4,641 | $517,054 | 0.11% |
| 87 | MARVELL TECHNOLOGY INC | MRVL | 5,880 | $499,682 | 0.11% |
| 88 | NEXTERA ENERGY INC | NEE-PW | 6,197 | $497,495 | 0.11% |
| 89 | LAM RESEARCH CORP | LRCX | 2,850 | $487,863 | 0.11% |
| 90 | ADOBE INC | ADBE | 1,171 | $409,838 | 0.09% |
| 91 | SPDR SERIES TRUST | 78464A631 | 1,500 | $361,860 | 0.08% |
| 92 | DIAMONDBACK ENERGY INC | FANG | 2,242 | $337,040 | 0.07% |
| 93 | MOODYS CORP | MCO | 639 | $326,433 | 0.07% |
| 94 | KEYSIGHT TECHNOLOGIES INC | KEYS | 1,581 | $321,243 | 0.07% |
| 95 | ORACLE CORP | ORCL-PD | 1,599 | $311,661 | 0.07% |
| 96 | BOSTON SCIENTIFIC CORP | BSX | 3,122 | $297,683 | 0.07% |
| 97 | ISHARES TR | 464288851 | 3,293 | $293,933 | 0.06% |
| 98 | STRYKER CORPORATION | SYK | 828 | $291,017 | 0.06% |
| 99 | L3HARRIS TECHNOLOGIES INC | LHX | 849 | $249,241 | 0.05% |
| 100 | EQUINIX INC | EQIX | 324 | $248,236 | 0.05% |
| 101 | VERTIV HOLDINGS CO | VRT | 1,425 | $230,864 | 0.05% |
| 102 | DUKE ENERGY CORP NEW | DUKB | 1,858 | $217,776 | 0.05% |
| 103 | AUTOZONE INC | AZO | 60 | $203,490 | 0.04% |
| 104 | NORFOLK SOUTHN CORP | 655844108 | 700 | $202,104 | 0.04% |
| 105 | ALCON AG | ALC | 2,543 | $200,414 | 0.04% |