13F HOLDINGS REPORT
CYPRESS ASSET MANAGEMENT INC/TX
Quarter ended Q2 2025 · Filed August 15, 2025 · Accession 0001085146-25-005318
Total Value
$373.3M
Positions
108
Other Managers
0
Confidential Omitted
No
Holdings (108)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 113,084 | $25.1M | 6.73% |
| 2 | MICROSOFT CORP | MSFT | 53,537 | $20.1M | 5.38% |
| 3 | NVIDIA CORPORATION | NVDA | 181,212 | $19.6M | 5.26% |
| 4 | ELI LILLY & CO | LLY | 22,438 | $18.5M | 4.96% |
| 5 | JPMORGAN CHASE & CO. | VYLD | 59,238 | $14.5M | 3.89% |
| 6 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 25,319 | $13.5M | 3.61% |
| 7 | AMAZON COM INC | AMZN | 68,179 | $13.0M | 3.47% |
| 8 | BROADCOM INC | AVGO | 67,970 | $11.4M | 3.05% |
| 9 | COSTCO WHSL CORP NEW | 22160K105 | 11,389 | $10.8M | 2.89% |
| 10 | MASTERCARD INCORPORATED | MA | 18,863 | $10.3M | 2.77% |
| 11 | VISA INC | V | 27,871 | $9.8M | 2.62% |
| 12 | ALPHABET INC | GOOG | 55,949 | $8.7M | 2.34% |
| 13 | MERCADOLIBRE INC | MELI | 4,464 | $8.7M | 2.33% |
| 14 | PEPSICO INC | PEP | 51,816 | $7.8M | 2.08% |
| 15 | GOLDMAN SACHS GROUP INC | GSCE | 13,161 | $7.2M | 1.93% |
| 16 | META PLATFORMS INC | META | 11,780 | $6.8M | 1.82% |
| 17 | ANALOG DEVICES INC | ADI | 33,299 | $6.7M | 1.80% |
| 18 | HOME DEPOT INC | HD | 17,645 | $6.5M | 1.73% |
| 19 | UNION PAC CORP | UNP | 24,216 | $5.7M | 1.53% |
| 20 | JOHNSON & JOHNSON | JNJ | 32,989 | $5.5M | 1.47% |
| 21 | HONEYWELL INTL INC | 438516106 | 25,044 | $5.3M | 1.42% |
| 22 | UNITEDHEALTH GROUP INC | UNH | 10,096 | $5.3M | 1.42% |
| 23 | LINDE PLC | LIN | 11,080 | $5.2M | 1.38% |
| 24 | ZOETIS INC | ZTS | 29,095 | $4.8M | 1.28% |
| 25 | QUALCOMM INC | QCOM | 29,742 | $4.6M | 1.22% |
| 26 | PROCTER AND GAMBLE CO | 742718109 | 25,456 | $4.3M | 1.16% |
| 27 | LOWES COS INC | 548661107 | 18,086 | $4.2M | 1.13% |
| 28 | ALPHABET INC | GOOG | 27,190 | $4.2M | 1.13% |
| 29 | RTX CORPORATION | RTX | 31,701 | $4.2M | 1.12% |
| 30 | LOCKHEED MARTIN CORP | LMT | 9,131 | $4.1M | 1.09% |
| 31 | PALO ALTO NETWORKS INC | PANW | 23,870 | $4.1M | 1.09% |
| 32 | ABBOTT LABS | ABLZF | 27,909 | $3.7M | 0.99% |
| 33 | EMERSON ELEC CO | EMR | 31,883 | $3.5M | 0.94% |
| 34 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 20,870 | $3.5M | 0.93% |
| 35 | APPLIED MATLS INC | 038222105 | 23,425 | $3.4M | 0.91% |
| 36 | ADVANCED MICRO DEVICES INC | AMD | 32,960 | $3.4M | 0.91% |
| 37 | DANAHER CORPORATION | 235851102 | 15,868 | $3.3M | 0.87% |
| 38 | ADOBE INC | ADBE | 8,096 | $3.1M | 0.83% |
| 39 | DEERE & CO | DE | 5,869 | $2.8M | 0.74% |
| 40 | S&P GLOBAL INC | SPGI | 5,194 | $2.6M | 0.71% |
| 41 | BLACKROCK INC | BLK | 2,578 | $2.4M | 0.65% |
| 42 | COLGATE PALMOLIVE CO | CL | 23,959 | $2.2M | 0.60% |
| 43 | MCDONALDS CORP | MCD | 7,150 | $2.2M | 0.60% |
| 44 | TEXAS INSTRS INC | 882508104 | 12,334 | $2.2M | 0.59% |
| 45 | EXXON MOBIL CORP | XOM | 18,520 | $2.2M | 0.59% |
| 46 | CHEVRON CORP NEW | CVX | 13,123 | $2.2M | 0.59% |
| 47 | YUM BRANDS INC | YUM | 13,202 | $2.1M | 0.56% |
| 48 | EATON CORP PLC | ETN | 7,571 | $2.1M | 0.55% |
| 49 | INVESCO QQQ TR | IVZ | 4,087 | $1.9M | 0.51% |
| 50 | SYNOPSYS INC | SNPS | 4,337 | $1.9M | 0.50% |
| 51 | PARKER-HANNIFIN CORP | PH | 2,996 | $1.8M | 0.49% |
| 52 | MEDTRONIC PLC | MDT | 17,026 | $1.5M | 0.41% |
| 53 | INVESCO EXCHANGE TRADED FD T | IVZ | 8,792 | $1.5M | 0.41% |
| 54 | MERCK & CO INC | MRK | 16,477 | $1.5M | 0.40% |
| 55 | ASML HOLDING N V | ASMLF | 2,225 | $1.5M | 0.39% |
| 56 | THERMO FISHER SCIENTIFIC INC | TMO | 2,903 | $1.4M | 0.39% |
| 57 | SPDR S&P 500 ETF TR | SPY | 2,397 | $1.3M | 0.36% |
| 58 | NOVO-NORDISK A S | NONOF | 18,395 | $1.3M | 0.34% |
| 59 | SELECT SECTOR SPDR TR | 81369Y704 | 9,734 | $1.3M | 0.34% |
| 60 | KLA CORP | KLAC | 1,848 | $1.3M | 0.34% |
| 61 | BECTON DICKINSON & CO | BDX | 5,362 | $1.2M | 0.33% |
| 62 | AMGEN INC | AMGN | 3,817 | $1.2M | 0.32% |
| 63 | XYLEM INC | XYL | 9,125 | $1.1M | 0.29% |
| 64 | ISHARES TR | 464288810 | 17,710 | $1.1M | 0.29% |
| 65 | WASTE MGMT INC DEL | 94106L109 | 4,306 | $996,882 | 0.27% |
| 66 | TRANE TECHNOLOGIES PLC | TT | 2,895 | $975,383 | 0.26% |
| 67 | QUANTA SVCS INC | 74762E102 | 3,830 | $973,509 | 0.26% |
| 68 | POWELL INDS INC | 739128106 | 5,180 | $882,309 | 0.24% |
| 69 | WORKDAY INC | WDAY | 3,744 | $874,336 | 0.23% |
| 70 | CATERPILLAR INC | CAT | 2,640 | $870,672 | 0.23% |
| 71 | CANADIAN NATL RY CO | 136375102 | 8,208 | $799,952 | 0.21% |
| 72 | HUBBELL INC | HUBB | 2,378 | $786,904 | 0.21% |
| 73 | ABBVIE INC | ABBV | 3,662 | $767,262 | 0.21% |
| 74 | NOVARTIS AG | NVSEF | 6,875 | $766,425 | 0.21% |
| 75 | BANK AMERICA CORP | 060505104 | 18,102 | $755,396 | 0.20% |
| 76 | MSCI INC | MSCI | 1,300 | $735,150 | 0.20% |
| 77 | CUMMINS INC | CMI | 2,117 | $663,552 | 0.18% |
| 78 | COCA COLA CO | KO | 8,629 | $618,009 | 0.17% |
| 79 | NASDAQ INC | NDAQ | 7,919 | $600,735 | 0.16% |
| 80 | ANSYS INC | 03662Q105 | 1,877 | $594,183 | 0.16% |
| 81 | ISHARES TR | 464288760 | 3,703 | $566,929 | 0.15% |
| 82 | NEXTERA ENERGY INC | NEE-PW | 7,847 | $556,274 | 0.15% |
| 83 | ISHARES TR | 464288851 | 5,788 | $547,429 | 0.15% |
| 84 | CONSTELLATION BRANDS INC | STZ | 2,942 | $539,916 | 0.14% |
| 85 | TJX COS INC NEW | 872540109 | 4,130 | $503,034 | 0.13% |
| 86 | AMPHENOL CORP NEW | 032095101 | 7,469 | $489,892 | 0.13% |
| 87 | DIAMONDBACK ENERGY INC | FANG | 3,020 | $482,838 | 0.13% |
| 88 | AGILENT TECHNOLOGIES INC | A | 4,094 | $478,916 | 0.13% |
| 89 | GE VERNOVA INC | GEV | 1,491 | $455,172 | 0.12% |
| 90 | SELECT SECTOR SPDR TR | 81369Y803 | 2,194 | $453,017 | 0.12% |
| 91 | CISCO SYS INC | CSCO | 7,305 | $450,792 | 0.12% |
| 92 | SPDR GOLD TR | GLD | 1,507 | $434,227 | 0.12% |
| 93 | WALMART INC | WMT | 4,666 | $409,628 | 0.11% |
| 94 | FREEPORT-MCMORAN INC | FCX | 9,378 | $355,051 | 0.10% |
| 95 | TRACTOR SUPPLY CO | TSCO | 6,350 | $349,885 | 0.09% |
| 96 | COTERRA ENERGY INC | CTRA | 11,540 | $333,506 | 0.09% |
| 97 | BOSTON SCIENTIFIC CORP | BSX | 3,150 | $317,772 | 0.09% |
| 98 | MONDELEZ INTL INC | 609207105 | 4,425 | $300,236 | 0.08% |
| 99 | NETFLIX INC | NFLX | 318 | $296,545 | 0.08% |
| 100 | MOODYS CORP | MCO | 626 | $291,522 | 0.08% |
| 101 | NORFOLK SOUTHN CORP | 655844108 | 1,200 | $284,220 | 0.08% |
| 102 | EQUINIX INC | EQIX | 324 | $264,173 | 0.07% |
| 103 | AUTOZONE INC | AZO | 65 | $247,831 | 0.07% |
| 104 | SPDR SER TR | 78464A631 | 1,500 | $241,035 | 0.06% |
| 105 | ALCON AG | ALC | 2,499 | $237,230 | 0.06% |
| 106 | DUKE ENERGY CORP NEW | DUKB | 1,908 | $232,719 | 0.06% |
| 107 | ORACLE CORP | ORCL-PD | 1,655 | $231,386 | 0.06% |
| 108 | KEYSIGHT TECHNOLOGIES INC | KEYS | 1,481 | $221,809 | 0.06% |