Institutional Manager · CIK 0001030618
CYPRESS ASSET MANAGEMENT INC/TX
HOUSTON, TX · File #028-05956
Latest AUM
$455.0M
Positions
105
Top-10 Concentration
51.9%
Filings
8
Portfolio Value Over Time
2024-06
2024-12
2024-12
2025-06
2025-06
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | NETFLIX INC | NFLX | +24,565 | +$2.3M | -$2.2M |
| REDUCE | ADOBE INC | ADBE | -5,701 | -$2.0M | -$18,968 |
| ADD | GE VERNOVA INC | GEV | +2,656 | +$1.7M | +$141,416 |
| REDUCE | UNITEDHEALTH GROUP INC | UNH | -5,129 | -$1.7M | -$133,414 |
| ADD | COSTCO WHSL CORP NEW | 22160K105 | +1,418 | +$1.2M | -$761,821 |
| ADD | ALPHABET INC | GOOG | +3,808 | +$1.2M | +$3.3M |
| ADD | META PLATFORMS INC | META | +1,307 | +$862,738 | -$993,332 |
| REDUCE | NVIDIA CORPORATION | NVDA | -3,963 | -$739,099 | -$14,091 |
| EXITED | COCA COLA CO | 191216100 | -7,209 | -$478,101 | $0 |
| ADD | APPLE INC | AAPL | +1,716 | +$466,512 | +$1.9M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 2025105 pos · $455.0M
- 13F HOLDINGS REPORTQ/E Sep 2025105 pos · $439.5M
- 13F HOLDINGS REPORTQ/E Jun 2025105 pos · $401.6M
- 13F HOLDINGS REPORTQ/E Jun 2025108 pos · $373.3M
- 13F HOLDINGS REPORTQ/E Jun 2025111 pos · $415.3M
- 13F HOLDINGS REPORTQ/E Dec 2024104 pos · $388.4M
- 13F HOLDINGS REPORTQ/E Dec 2024105 pos · $402.8M
- 13F HOLDINGS REPORTQ/E Jun 2024110 pos · $368.7M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 172,163 | $32.1M | 7.87% |
| 2 | APPLE INC | AAPL | 110,719 | $30.1M | 7.38% |
| 3 | MICROSOFT CORP | MSFT | 52,467 | $25.4M | 6.22% |
| 4 | ELI LILLY & CO | LLY | 22,336 | $24.0M | 5.88% |
| 5 | BROADCOM INC | AVGO | 68,814 | $23.8M | 5.84% |
| 6 | JPMORGAN CHASE & CO. | VYLD | 59,221 | $19.1M | 4.68% |
| 7 | ALPHABET INC | GOOG | 50,788 | $15.9M | 3.91% |
| 8 | AMAZON COM INC | AMZN | 68,989 | $15.9M | 3.90% |
| 9 | GOLDMAN SACHS GROUP INC | GSCE | 14,410 | $12.7M | 3.11% |
| 10 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 24,868 | $12.5M | 3.06% |
| 11 | COSTCO WHSL CORP NEW | 22160K105 | 13,455 | $11.6M | 2.84% |
| 12 | MERCADOLIBRE INC | MELI | 5,503 | $11.1M | 2.72% |
| 13 | MASTERCARD INCORPORATED | MA | 18,021 | $10.3M | 2.52% |
| 14 | META PLATFORMS INC | META | 14,678 | $9.7M | 2.38% |
| 15 | VISA INC | V | 26,814 | $9.4M | 2.31% |
| 16 | ANALOG DEVICES INC | ADI | 32,858 | $8.9M | 2.18% |
| 17 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 22,841 | $6.9M | 1.70% |
| 18 | ADVANCED MICRO DEVICES INC | AMD | 32,306 | $6.9M | 1.70% |
| 19 | JOHNSON & JOHNSON | JNJ | 33,397 | $6.9M | 1.69% |
| 20 | PEPSICO INC | PEP | 46,787 | $6.7M | 1.65% |