CYPRESS ASSET MANAGEMENT INC/TX — 13F Holdings & Portfolio

CIK 1030618 · latest 13F-HR filed 2026-08-07

CYPRESS ASSET MANAGEMENT INC/TX manages $513.6M in 13F-reported U.S. long-equity assets across 107 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (6.15%), AAPL (6.02%), LLY (5.10%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 5 new positions, exited 2, added to 62, and trimmed 22.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
4550 POST OAK PLACE DRIVE
SUITE 317
HOUSTON, TX 77027
Phone
(713) 512-2100
Filing Manager
CYPRESS ASSET MANAGEMENT INC/TX
HOUSTON, TX
Signatory
Will Garwood
President
Loading holdings…
AUM

$513.6M

Long-equity book

Holdings

107

Distinct positions

Period

2026-06-30

Filed 2026-08-07

Q/Q Activity

+5 / −2 / ↑62 / ↓22

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ADVANCED MICRO DEVICES INC$11.5M +177.5%
  • APPLIED MATLS INC$8.9M +112.1%
  • ELI LILLY & CO$6.0M +30.0%
  • PALO ALTO NETWORKS INC$4.4M +112.7%
  • ALPHABET INC$4.2M +28.3%
Show all 62 →

Top Trims

  • ZOETIS INC-$1.5M -46.5%
  • NETFLIX INC.-$1.3M -62.9%
  • LOCKHEED MARTIN CORP-$816.1K -15.9%
  • COSTCO WHOLESALE CORPORATION-$815.2K -6.2%
  • PEPSICO INC-$738.3K -10.4%
Show all 22 →

New Positions

  • CORNING INC$2.7M
  • HONEYWELL INTL INC$2.7M
  • HONEYWELL AEROSPACE INC$2.7M
  • VALMONT INDS INC$231.0K
  • MORGAN STANLEY$217.4K
Show all 5 →

Exited Positions

  • HONEYWELL INTL INC$5.5M
  • SALESFORCE INC$214.7K
Show all 2 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORPORATION NVDA 67066G104 $31.6M 6.15% 157,815 SH
2 APPLE INC AAPL 037833100 $30.9M 6.02% 106,911 SH
3 ELI LILLY & CO LLY 532457108 $26.2M 5.10% 21,845 SH
4 BROADCOM INC AVGO 11135F101 $25.3M 4.92% 66,951 SH
5 JPMORGAN CHASE & CO JPM 46625H100 $19.2M 3.74% 58,703 SH
6 ALPHABET INC GOOG 02079K107 $18.9M 3.68% 53,471 SH
7 MICROSOFT CORP MSFT 594918104 $18.5M 3.61% 49,644 SH
8 ADVANCED MICRO DEVICES INC AMD 007903107 $17.9M 3.49% 30,857 SH
9 APPLIED MATLS INC AMAT 038222105 $16.8M 3.26% 23,172 SH
10 AMAZON COM INC AMZN 023135106 $16.6M 3.23% 69,548 SH
11 GOLDMAN SACHS GROUP INC GS 38141G104 $14.5M 2.83% 14,371 SH
12 ANALOG DEVICES INC ADI 032654105 $13.0M 2.53% 32,748 SH
13 COSTCO WHOLESALE CORPORATION COST 22160K105 $12.4M 2.42% 13,291 SH
14 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $12.2M 2.38% 24,405 SH
15 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $10.8M 2.11% 22,642 SH
16 MERCADOLIBRE INC MELI 58733R102 $9.2M 1.79% 5,413 SH
17 MASTERCARD INCORPORATED MA 57636Q104 $9.1M 1.78% 17,796 SH
18 VISA INC V 92826C839 $9.1M 1.77% 26,452 SH
19 JOHNSON & JOHNSON JNJ 478160104 $8.8M 1.71% 34,542 SH
20 META PLATFORMS INC META 30303M102 $8.3M 1.62% 14,760 SH
21 PALO ALTO NETWORKS INC PANW 697435105 $8.3M 1.61% 24,218 SH
22 GE VERNOVA INC GEV 36828A101 $8.2M 1.59% 6,967 SH
23 UNION PAC CORP UNP 907818108 $6.5M 1.27% 23,901 SH
24 PEPSICO INC PEP 713448108 $6.3M 1.23% 46,747 SH
25 RTX CORPORATION RTX 75513E101 $6.1M 1.18% 31,895 SH
26 LINDE PLC LIN G54950103 $6.0M 1.17% 11,554 SH
27 HOME DEPOT INC HD 437076102 $5.9M 1.15% 16,779 SH
28 KLA CORP KLAC 482480100 $5.2M 1.01% 17,250 SH
29 QUALCOMM INC QCOM 747525103 $4.5M 0.88% 24,403 SH
30 EMERSON ELEC CO EMR 291011104 $4.5M 0.88% 31,446 SH
31 POWELL INDS INC POWL 739128106 $4.4M 0.85% 15,330 SH
32 LOCKHEED MARTIN CORP LMT 539830109 $4.3M 0.84% 8,495 SH
33 ASML HLDG NV ASML N07059210 $4.2M 0.82% 2,108 SH
34 EATON CORP PLC ETN G29183103 $4.1M 0.80% 9,687 SH
35 TEXAS INSTRS INC TXN 882508104 $3.7M 0.72% 12,389 SH
36 LOWES COS INC LOW 548661107 $3.7M 0.72% 16,662 SH
37 PROCTER & GAMBLE CO PG 742718109 $3.5M 0.68% 23,662 SH
38 DEERE & CO DE 244199105 $3.5M 0.68% 5,470 SH
39 AMPHENOL CORP APH 032095101 $3.3M 0.64% 18,534 SH
40 MICRON TECHNOLOGY INC MU 595112103 $3.2M 0.62% 2,770 SH
41 QUANTA SVCS INC PWR 74762E102 $3.1M 0.61% 4,317 SH
42 SYNOPSYS INC SNPS 871607107 $3.0M 0.58% 6,627 SH
43 PARKER-HANNIFIN CORP PH 701094104 $2.9M 0.56% 2,942 SH
44 CATERPILLAR INC CAT 149123101 $2.9M 0.56% 2,683 SH
45 INVESCO QQQ TR QQQ 46090E103 $2.8M 0.55% 3,864 SH
46 ALPHABET INC GOOGL 02079K305 $2.8M 0.54% 7,742 SH
47 CORNING INC GLW 219350105 $2.7M 0.53% 10,729 SH
48 HONEYWELL INTL INC HON 438516205 $2.7M 0.53% 12,148 SH
49 HONEYWELL AEROSPACE INC HONA 43849R105 $2.7M 0.52% 12,141 SH
50 ABBOTT LABORATORIES ABT 002824100 $2.5M 0.49% 27,536 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-07 $513.6M 107 0001030618-26-000003
2026-03-31 2026-08-07 $431.2M 104 0001030618-26-000002
2025-12-31 2026-01-29 $455.0M 105 0001030618-26-000001
2025-09-30 2025-11-12 $439.5M 105 0001030618-25-000002