13F HOLDINGS REPORT
CYPRESS ASSET MANAGEMENT INC/TX
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001085146-25-005198
Total Value
$415.3M
Positions
111
Other Managers
0
Confidential Omitted
No
Holdings (111)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 181,639 | $28.7M | 6.91% |
| 2 | MICROSOFT CORP | MSFT | 53,599 | $26.7M | 6.42% |
| 3 | APPLE INC | AAPL | 111,863 | $23.0M | 5.53% |
| 4 | BROADCOM INC | AVGO | 70,138 | $19.3M | 4.65% |
| 5 | ELI LILLY & CO | LLY | 22,944 | $17.9M | 4.31% |
| 6 | JPMORGAN CHASE & CO. | VYLD | 59,873 | $17.4M | 4.18% |
| 7 | AMAZON COM INC | AMZN | 69,196 | $15.2M | 3.66% |
| 8 | MERCADOLIBRE INC | MELI | 5,395 | $14.1M | 3.39% |
| 9 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 25,287 | $12.3M | 2.96% |
| 10 | COSTCO WHSL CORP NEW | 22160K105 | 11,870 | $11.8M | 2.83% |
| 11 | MASTERCARD INCORPORATED | MA | 18,621 | $10.5M | 2.52% |
| 12 | VISA INC | V | 27,531 | $9.8M | 2.35% |
| 13 | META PLATFORMS INC | META | 13,084 | $9.7M | 2.33% |
| 14 | GOLDMAN SACHS GROUP INC | GSCE | 13,467 | $9.5M | 2.29% |
| 15 | ALPHABET INC | GOOG | 47,427 | $8.4M | 2.03% |
| 16 | ANALOG DEVICES INC | ADI | 33,615 | $8.0M | 1.93% |
| 17 | PEPSICO INC | PEP | 50,866 | $6.7M | 1.62% |
| 18 | HOME DEPOT INC | HD | 17,700 | $6.5M | 1.56% |
| 19 | HONEYWELL INTL INC | 438516106 | 25,094 | $5.8M | 1.41% |
| 20 | UNION PAC CORP | UNP | 24,336 | $5.6M | 1.35% |
| 21 | LINDE PLC | LIN | 11,305 | $5.3M | 1.28% |
| 22 | JOHNSON & JOHNSON | JNJ | 33,879 | $5.2M | 1.25% |
| 23 | PALO ALTO NETWORKS INC | PANW | 24,387 | $5.0M | 1.20% |
| 24 | QUALCOMM INC | QCOM | 29,742 | $4.7M | 1.14% |
| 25 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 20,890 | $4.7M | 1.14% |
| 26 | RTX CORPORATION | RTX | 31,793 | $4.6M | 1.12% |
| 27 | ADVANCED MICRO DEVICES INC | AMD | 32,679 | $4.6M | 1.12% |
| 28 | ZOETIS INC | ZTS | 29,610 | $4.6M | 1.11% |
| 29 | APPLIED MATLS INC | 038222105 | 23,976 | $4.4M | 1.06% |
| 30 | EMERSON ELEC CO | EMR | 31,983 | $4.3M | 1.03% |
| 31 | LOCKHEED MARTIN CORP | LMT | 8,927 | $4.1M | 1.00% |
| 32 | PROCTER AND GAMBLE CO | 742718109 | 25,351 | $4.0M | 0.97% |
| 33 | LOWES COS INC | 548661107 | 17,431 | $3.9M | 0.93% |
| 34 | ABBOTT LABS | ABLZF | 27,809 | $3.8M | 0.91% |
| 35 | UNITEDHEALTH GROUP INC | UNH | 10,054 | $3.1M | 0.76% |
| 36 | ADOBE INC | ADBE | 7,995 | $3.1M | 0.74% |
| 37 | EATON CORP PLC | ETN | 8,593 | $3.1M | 0.74% |
| 38 | DANAHER CORPORATION | 235851102 | 15,152 | $3.0M | 0.72% |
| 39 | DEERE & CO | DE | 5,869 | $3.0M | 0.72% |
| 40 | S&P GLOBAL INC | SPGI | 5,267 | $2.8M | 0.67% |
| 41 | BLACKROCK INC | BLK | 2,578 | $2.7M | 0.65% |
| 42 | TEXAS INSTRS INC | 882508104 | 12,575 | $2.6M | 0.63% |
| 43 | SYNOPSYS INC | SNPS | 4,856 | $2.5M | 0.60% |
| 44 | INVESCO QQQ TR | IVZ | 4,102 | $2.3M | 0.54% |
| 45 | COLGATE PALMOLIVE CO | CL | 23,609 | $2.1M | 0.52% |
| 46 | PARKER-HANNIFIN CORP | PH | 2,996 | $2.1M | 0.50% |
| 47 | MCDONALDS CORP | MCD | 7,150 | $2.1M | 0.50% |
| 48 | EXXON MOBIL CORP | XOM | 18,520 | $2.0M | 0.48% |
| 49 | YUM BRANDS INC | YUM | 13,202 | $2.0M | 0.47% |
| 50 | CHEVRON CORP NEW | CVX | 13,123 | $1.9M | 0.45% |
| 51 | ASML HOLDING N V | ASMLF | 2,225 | $1.8M | 0.43% |
| 52 | KLA CORP | KLAC | 1,848 | $1.7M | 0.40% |
| 53 | INVESCO EXCHANGE TRADED FD T | IVZ | 8,777 | $1.6M | 0.38% |
| 54 | MEDTRONIC PLC | MDT | 16,948 | $1.5M | 0.36% |
| 55 | SPDR S&P 500 ETF TR | SPY | 2,384 | $1.5M | 0.35% |
| 56 | QUANTA SVCS INC | 74762E102 | 3,855 | $1.5M | 0.35% |
| 57 | SELECT SECTOR SPDR TR | 81369Y704 | 9,734 | $1.4M | 0.35% |
| 58 | MERCK & CO INC | MRK | 17,325 | $1.4M | 0.33% |
| 59 | GE VERNOVA INC | GEV | 2,582 | $1.4M | 0.33% |
| 60 | TRANE TECHNOLOGIES PLC | TT | 2,895 | $1.3M | 0.30% |
| 61 | NOVO-NORDISK A S | NONOF | 17,253 | $1.2M | 0.29% |
| 62 | XYLEM INC | XYL | 9,125 | $1.2M | 0.28% |
| 63 | THERMO FISHER SCIENTIFIC INC | TMO | 2,893 | $1.2M | 0.28% |
| 64 | POWELL INDS INC | 739128106 | 5,292 | $1.1M | 0.27% |
| 65 | ISHARES TR | 464288810 | 17,710 | $1.1M | 0.27% |
| 66 | AMGEN INC | AMGN | 3,837 | $1.1M | 0.26% |
| 67 | ALPHABET INC | GOOG | 5,879 | $1.0M | 0.25% |
| 68 | CATERPILLAR INC | CAT | 2,640 | $1.0M | 0.25% |
| 69 | WASTE MGMT INC DEL | 94106L109 | 4,306 | $985,299 | 0.24% |
| 70 | HUBBELL INC | HUBB | 2,378 | $971,199 | 0.23% |
| 71 | BECTON DICKINSON & CO | BDX | 5,402 | $930,494 | 0.22% |
| 72 | BANK AMERICA CORP | 060505104 | 18,202 | $861,319 | 0.21% |
| 73 | CANADIAN NATL RY CO | 136375102 | 8,208 | $853,960 | 0.21% |
| 74 | NOVARTIS AG | NVSEF | 6,875 | $831,944 | 0.20% |
| 75 | ABBVIE INC | ABBV | 4,177 | $775,335 | 0.19% |
| 76 | MSCI INC | MSCI | 1,332 | $768,218 | 0.18% |
| 77 | AMPHENOL CORP NEW | 032095101 | 7,569 | $747,439 | 0.18% |
| 78 | NASDAQ INC | NDAQ | 7,919 | $708,117 | 0.17% |
| 79 | ISHARES TR | 464288760 | 3,703 | $698,534 | 0.17% |
| 80 | CUMMINS INC | CMI | 2,117 | $693,317 | 0.17% |
| 81 | ANSYS INC | 03662Q105 | 1,877 | $659,240 | 0.16% |
| 82 | SELECT SECTOR SPDR TR | 81369Y803 | 2,194 | $555,587 | 0.13% |
| 83 | COCA COLA CO | KO | 7,829 | $553,902 | 0.13% |
| 84 | NEXTERA ENERGY INC | NEE-PW | 7,847 | $544,739 | 0.13% |
| 85 | TJX COS INC NEW | 872540109 | 4,130 | $510,014 | 0.12% |
| 86 | CISCO SYS INC | CSCO | 7,305 | $506,821 | 0.12% |
| 87 | NETFLIX INC | NFLX | 354 | $474,052 | 0.11% |
| 88 | ISHARES TR | 464288851 | 5,188 | $459,657 | 0.11% |
| 89 | SPDR GOLD TR | GLD | 1,507 | $459,379 | 0.11% |
| 90 | WALMART INC | WMT | 4,641 | $453,797 | 0.11% |
| 91 | AGILENT TECHNOLOGIES INC | A | 3,816 | $450,326 | 0.11% |
| 92 | FREEPORT-MCMORAN INC | FCX | 9,378 | $406,536 | 0.10% |
| 93 | DIAMONDBACK ENERGY INC | FANG | 2,905 | $399,147 | 0.10% |
| 94 | ORACLE CORP | ORCL-PD | 1,655 | $361,833 | 0.09% |
| 95 | BOSTON SCIENTIFIC CORP | BSX | 3,150 | $338,341 | 0.08% |
| 96 | TRACTOR SUPPLY CO | TSCO | 6,350 | $335,089 | 0.08% |
| 97 | MOODYS CORP | MCO | 651 | $326,535 | 0.08% |
| 98 | SPDR SERIES TRUST | 78464A631 | 1,500 | $316,410 | 0.08% |
| 99 | NORFOLK SOUTHN CORP | 655844108 | 1,200 | $307,164 | 0.07% |
| 100 | WORKDAY INC | WDAY | 1,247 | $299,280 | 0.07% |
| 101 | COTERRA ENERGY INC | CTRA | 11,390 | $289,078 | 0.07% |
| 102 | MONDELEZ INTL INC | 609207105 | 4,210 | $283,922 | 0.07% |
| 103 | LAM RESEARCH CORP | LRCX | 2,750 | $267,685 | 0.06% |
| 104 | KEYSIGHT TECHNOLOGIES INC | KEYS | 1,581 | $259,063 | 0.06% |
| 105 | EQUINIX INC | EQIX | 324 | $257,732 | 0.06% |
| 106 | MARVELL TECHNOLOGY INC | MRVL | 3,205 | $248,067 | 0.06% |
| 107 | AUTOZONE INC | AZO | 65 | $241,295 | 0.06% |
| 108 | DUKE ENERGY CORP NEW | DUKB | 1,908 | $225,144 | 0.05% |
| 109 | ALCON AG | ALC | 2,549 | $225,026 | 0.05% |
| 110 | MICRON TECHNOLOGY INC | MU | 1,815 | $223,699 | 0.05% |
| 111 | L3HARRIS TECHNOLOGIES INC | LHX | 866 | $217,227 | 0.05% |