13F HOLDINGS REPORT
CYPRESS ASSET MANAGEMENT INC/TX
Quarter ended Q2 2025 · Filed August 15, 2025 · Accession 0001085146-25-005317
Total Value
$401.6M
Positions
105
Other Managers
0
Confidential Omitted
No
Holdings (105)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 118,903 | $27.7M | 6.90% |
| 2 | NVIDIA CORPORATION | NVDA | 207,220 | $25.2M | 6.27% |
| 3 | MICROSOFT CORP | MSFT | 54,825 | $23.6M | 5.87% |
| 4 | ELI LILLY & CO | LLY | 21,878 | $19.4M | 4.83% |
| 5 | JPMORGAN CHASE & CO. | VYLD | 60,903 | $12.8M | 3.20% |
| 6 | AMAZON COM INC | AMZN | 68,887 | $12.8M | 3.20% |
| 7 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 26,132 | $12.0M | 3.00% |
| 8 | BROADCOM INC | AVGO | 68,151 | $11.8M | 2.93% |
| 9 | COSTCO WHSL CORP NEW | 22160K105 | 11,653 | $10.3M | 2.57% |
| 10 | PEPSICO INC | PEP | 57,498 | $9.8M | 2.43% |
| 11 | MASTERCARD INCORPORATED | MA | 19,704 | $9.7M | 2.42% |
| 12 | ALPHABET INC | GOOG | 57,958 | $9.7M | 2.41% |
| 13 | MERCADOLIBRE INC | MELI | 4,143 | $8.5M | 2.12% |
| 14 | VISA INC | V | 29,042 | $8.0M | 1.99% |
| 15 | ANALOG DEVICES INC | ADI | 33,622 | $7.7M | 1.93% |
| 16 | HOME DEPOT INC | HD | 18,178 | $7.4M | 1.83% |
| 17 | ADVANCED MICRO DEVICES INC | AMD | 37,509 | $6.2M | 1.53% |
| 18 | UNITEDHEALTH GROUP INC | UNH | 10,501 | $6.1M | 1.53% |
| 19 | UNION PAC CORP | UNP | 24,807 | $6.1M | 1.52% |
| 20 | LOCKHEED MARTIN CORP | LMT | 10,289 | $6.0M | 1.50% |
| 21 | JOHNSON & JOHNSON | JNJ | 36,761 | $6.0M | 1.48% |
| 22 | HONEYWELL INTL INC | 438516106 | 26,176 | $5.4M | 1.35% |
| 23 | ZOETIS INC | ZTS | 27,673 | $5.4M | 1.35% |
| 24 | META PLATFORMS INC | META | 9,378 | $5.4M | 1.34% |
| 25 | QUALCOMM INC | QCOM | 31,149 | $5.3M | 1.32% |
| 26 | LINDE PLC | LIN | 10,874 | $5.2M | 1.29% |
| 27 | LOWES COS INC | 548661107 | 18,989 | $5.1M | 1.28% |
| 28 | MERCK & CO INC | MRK | 43,878 | $5.0M | 1.24% |
| 29 | APPLIED MATLS INC | 038222105 | 24,044 | $4.9M | 1.21% |
| 30 | ALPHABET INC | GOOG | 28,620 | $4.7M | 1.18% |
| 31 | PROCTER AND GAMBLE CO | 742718109 | 26,566 | $4.6M | 1.15% |
| 32 | DANAHER CORPORATION | 235851102 | 16,394 | $4.6M | 1.14% |
| 33 | ADOBE INC | ADBE | 8,363 | $4.3M | 1.08% |
| 34 | GOLDMAN SACHS GROUP INC | GSCE | 8,555 | $4.2M | 1.05% |
| 35 | RTX CORPORATION | RTX | 32,760 | $4.0M | 0.99% |
| 36 | PALO ALTO NETWORKS INC | PANW | 11,474 | $3.9M | 0.98% |
| 37 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 21,320 | $3.7M | 0.92% |
| 38 | CONSTELLATION BRANDS INC | STZ | 13,875 | $3.6M | 0.89% |
| 39 | COLGATE PALMOLIVE CO | CL | 32,932 | $3.4M | 0.85% |
| 40 | ABBOTT LABS | ABLZF | 28,376 | $3.2M | 0.81% |
| 41 | EMERSON ELEC CO | EMR | 27,644 | $3.0M | 0.75% |
| 42 | S&P GLOBAL INC | SPGI | 5,236 | $2.7M | 0.67% |
| 43 | TEXAS INSTRS INC | 882508104 | 12,590 | $2.6M | 0.65% |
| 44 | DEERE & CO | DE | 6,096 | $2.5M | 0.63% |
| 45 | SELECT SECTOR SPDR TR | 81369Y704 | 17,373 | $2.4M | 0.59% |
| 46 | COCA COLA CO | KO | 32,496 | $2.3M | 0.58% |
| 47 | MCDONALDS CORP | MCD | 7,543 | $2.3M | 0.57% |
| 48 | NOVO-NORDISK A S | NONOF | 18,999 | $2.3M | 0.56% |
| 49 | INVESCO QQQ TR | IVZ | 4,214 | $2.1M | 0.51% |
| 50 | PARKER-HANNIFIN CORP | PH | 3,204 | $2.0M | 0.50% |
| 51 | CHEVRON CORP NEW | CVX | 13,294 | $2.0M | 0.49% |
| 52 | YUM BRANDS INC | YUM | 13,808 | $1.9M | 0.48% |
| 53 | ASML HOLDING N V | ASMLF | 2,312 | $1.9M | 0.48% |
| 54 | THERMO FISHER SCIENTIFIC INC | TMO | 2,944 | $1.8M | 0.45% |
| 55 | MEDTRONIC PLC | MDT | 17,673 | $1.6M | 0.40% |
| 56 | EXXON MOBIL CORP | XOM | 13,558 | $1.6M | 0.40% |
| 57 | SYNOPSYS INC | SNPS | 3,032 | $1.5M | 0.38% |
| 58 | ISHARES TR | 464288810 | 22,835 | $1.4M | 0.34% |
| 59 | SPDR S&P 500 ETF TR | SPY | 2,263 | $1.3M | 0.32% |
| 60 | XYLEM INC | XYL | 9,603 | $1.3M | 0.32% |
| 61 | MONDELEZ INTL INC | 609207105 | 17,500 | $1.3M | 0.32% |
| 62 | KLA CORP | KLAC | 1,664 | $1.3M | 0.32% |
| 63 | BECTON DICKINSON & CO | BDX | 5,344 | $1.3M | 0.32% |
| 64 | ISHARES TR | 464288760 | 8,488 | $1.3M | 0.32% |
| 65 | AMGEN INC | AMGN | 3,934 | $1.3M | 0.32% |
| 66 | TRANE TECHNOLOGIES PLC | TT | 3,165 | $1.2M | 0.31% |
| 67 | WORKDAY INC | WDAY | 4,657 | $1.1M | 0.28% |
| 68 | INVESCO EXCHANGE TRADED FD T | IVZ | 6,228 | $1.1M | 0.28% |
| 69 | CATERPILLAR INC | CAT | 2,757 | $1.1M | 0.27% |
| 70 | CANADIAN NATL RY CO | 136375102 | 8,533 | $999,641 | 0.25% |
| 71 | NOVARTIS AG | NVSEF | 7,956 | $915,099 | 0.23% |
| 72 | WASTE MGMT INC DEL | 94106L109 | 4,306 | $893,926 | 0.22% |
| 73 | MSCI INC | MSCI | 1,448 | $844,083 | 0.21% |
| 74 | ISHARES TR | 464288851 | 8,350 | $763,607 | 0.19% |
| 75 | ABBVIE INC | ABBV | 3,858 | $761,878 | 0.19% |
| 76 | NEXTERA ENERGY INC | NEE-PW | 8,718 | $736,933 | 0.18% |
| 77 | NIKE INC | NKE | 8,089 | $715,068 | 0.18% |
| 78 | CUMMINS INC | CMI | 2,160 | $699,386 | 0.17% |
| 79 | ANSYS INC | 03662Q105 | 2,142 | $682,505 | 0.17% |
| 80 | BANK AMERICA CORP | 060505104 | 17,142 | $680,195 | 0.17% |
| 81 | AGILENT TECHNOLOGIES INC | A | 4,194 | $622,725 | 0.16% |
| 82 | NASDAQ INC | NDAQ | 8,450 | $616,934 | 0.15% |
| 83 | SELECT SECTOR SPDR TR | 81369Y803 | 2,299 | $519,022 | 0.13% |
| 84 | TJX COS INC NEW | 872540109 | 4,100 | $481,914 | 0.12% |
| 85 | FREEPORT-MCMORAN INC | FCX | 9,005 | $449,530 | 0.11% |
| 86 | WALMART INC | WMT | 5,209 | $420,627 | 0.10% |
| 87 | CISCO SYS INC | CSCO | 7,705 | $410,060 | 0.10% |
| 88 | SPDR SER TR | 78464A631 | 2,395 | $376,829 | 0.09% |
| 89 | TRACTOR SUPPLY CO | TSCO | 1,290 | $375,300 | 0.09% |
| 90 | SPDR GOLD TR | GLD | 1,535 | $373,097 | 0.09% |
| 91 | ASTRAZENECA PLC | AZN | 4,645 | $361,892 | 0.09% |
| 92 | NORFOLK SOUTHN CORP | 655844108 | 1,200 | $298,200 | 0.07% |
| 93 | COTERRA ENERGY INC | CTRA | 12,440 | $297,938 | 0.07% |
| 94 | EATON CORP PLC | ETN | 885 | $293,324 | 0.07% |
| 95 | DIAMONDBACK ENERGY INC | FANG | 1,690 | $291,356 | 0.07% |
| 96 | EQUINIX INC | EQIX | 324 | $287,592 | 0.07% |
| 97 | ORACLE CORP | ORCL-PD | 1,655 | $282,012 | 0.07% |
| 98 | PRICE T ROWE GROUP INC | TROW | 2,509 | $273,305 | 0.07% |
| 99 | MOODYS CORP | MCO | 540 | $256,279 | 0.06% |
| 100 | BOSTON SCIENTIFIC CORP | BSX | 3,000 | $251,400 | 0.06% |
| 101 | KEYSIGHT TECHNOLOGIES INC | KEYS | 1,568 | $249,202 | 0.06% |
| 102 | DUKE ENERGY CORP NEW | DUKB | 2,100 | $242,130 | 0.06% |
| 103 | AUTOZONE INC | AZO | 68 | $214,203 | 0.05% |
| 104 | L3HARRIS TECHNOLOGIES INC | LHX | 884 | $210,277 | 0.05% |
| 105 | NETFLIX INC | NFLX | 295 | $209,235 | 0.05% |