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Cypress Asset Management Inc/Tx Portfolio
$505.7M across 107 positions as of 2026-09-30, with 45% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+18.6%
+4.1% a year vs the S&P 500
3 years
+22.5%
+1.3% a year vs the S&P 500
5 years
+12.0%
-0.2% a year vs the S&P 500
Quarters ahead
10 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +0.6% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +18.4% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -4.2% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +3.9% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +7.2% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +11.1% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -4.5% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -0.4% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| NVDANVIDIA Corp | $34.5M | 6.8% | 151,090 |
| AAPLApple Inc | $34.2M | 6.8% | 102,707 |
| LLYEli Lilly and Co | $25.2M | 5.0% | 21,743 |
| MSFTMicrosoft Corp | $25M | 4.9% | 48,657 |
| AVGOBroadcom Inc | $23.1M | 4.6% | 65,670 |
| JPMJPMorgan Chase & Co | $19.2M | 3.8% | 57,916 |
| GOOGAlphabet Inc | $18.5M | 3.7% | 54,429 |
| AMDAdvanced Micro Devices Inc | $17.6M | 3.5% | 28,723 |
| AMZNAmazon.com Inc | $17.2M | 3.4% | 69,117 |
| GSGoldman Sachs Group Inc | $12.9M | 2.6% | 14,327 |
| ADIAnalog Devices Inc | $12.7M | 2.5% | 32,008 |
| AMATApplied Materials Inc | $12.2M | 2.4% | 23,950 |
| BRK.BBerkshire Hathaway Inc | $11.9M | 2.4% | 23,985 |
| COSTCostco Wholesale Corp | $11.9M | 2.4% | 13,073 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $10.1M | 2.0% | 22,102 |
| MAMastercard Inc | $9.6M | 1.9% | 17,321 |
| PANWPalo Alto Networks Inc | $9.4M | 1.9% | 23,705 |
| VVisa Inc | $9.3M | 1.8% | 25,826 |
| MELIMercadoLibre Inc | $9.1M | 1.8% | 5,253 |
| JNJJohnson & Johnson | $9.1M | 1.8% | 34,248 |
| METAMeta Platforms Inc | $9M | 1.8% | 12,468 |
| GEVGE Vernova Inc | $6.7M | 1.3% | 7,002 |
| UNPUnion Pacific Corp | $6.4M | 1.3% | 23,438 |
| PEPPepsiCo Inc | $5.8M | 1.1% | 45,822 |
| RTXRTX Corp | $5.8M | 1.1% | 31,078 |
| LINDE PLC | $5.7M | 1.1% | 12,024 |
| EMREmerson Electric Co | $4.7M | 0.9% | 30,546 |
| HDHome Depot Inc | $4.6M | 0.9% | 16,229 |
| QCOMQualcomm Inc | $4.4M | 0.9% | 23,786 |
| LMTLockheed Martin Corp | $4.3M | 0.8% | 8,357 |
| EATON CORP PLC | $4.2M | 0.8% | 9,850 |
| APHAmphenol Corp | $4.1M | 0.8% | 49,198 |
| ASML HLDG NV | $3.8M | 0.7% | 2,076 |
| MUMicron Technology Inc | $3.7M | 0.7% | 3,453 |
| DEDeere & Co | $3.6M | 0.7% | 5,350 |
| TXNTexas Instruments Inc | $3.4M | 0.7% | 12,149 |
| PGProcter & Gamble Co | $3.4M | 0.7% | 23,264 |
| KLACKLA Corp | $3.4M | 0.7% | 17,200 |
| PWRQuanta Services Inc | $3M | 0.6% | 4,670 |
| XOMExxonmobil Holdings Corp | $3M | 0.6% | 18,247 |
| LOWLowe's Companies Inc | $2.9M | 0.6% | 15,702 |
| POWELL INDS INC | $2.8M | 0.6% | 15,180 |
| QQQInvesco QQQ Trust, Series 1 | $2.8M | 0.6% | 3,760 |
| ABTAbbott Laboratories | $2.7M | 0.5% | 27,382 |
| PHParker-Hannifin Corp | $2.7M | 0.5% | 2,792 |
| GOOGLAlphabet Inc | $2.7M | 0.5% | 7,742 |
| SNPSSynopsys Inc | $2.7M | 0.5% | 6,099 |
| CVXChevron Corp | $2.6M | 0.5% | 12,493 |
| HONHoneywell International Inc | $2.5M | 0.5% | 11,692 |
| MRKMerck & Co Inc | $2.5M | 0.5% | 16,927 |
| BLKBlackRock Inc | $2.4M | 0.5% | 2,307 |
| GLWCorning Inc | $2.1M | 0.4% | 13,719 |
| CATCaterpillar Inc | $2.1M | 0.4% | 2,587 |
| AMGNAmgen Inc | $2M | 0.4% | 4,752 |
| SPGIS&P Global Inc | $2M | 0.4% | 5,048 |
| TMOThermo Fisher Scientific Inc | $1.9M | 0.4% | 2,852 |
| CLColgate-Palmolive Co | $1.8M | 0.4% | 21,356 |
| SPYState Street SPDR S&P 500 ETF Trust | $1.7M | 0.3% | 2,217 |
| YUMYum! Brands Inc | $1.7M | 0.3% | 12,180 |
| ZTSZoetis Inc | $1.6M | 0.3% | 23,085 |
| RSPInvesco S&P 500 Equal Weight ETF | $1.6M | 0.3% | 7,620 |
| MRVLMarvell Technology Inc | $1.5M | 0.3% | 5,830 |
| MCDMcDonald's Corp | $1.5M | 0.3% | 6,629 |
| HONAHoneywell Aerospace Inc | $1.5M | 0.3% | 9,681 |
| XLIState Street Industrial Select Sector SPDR ETF | $1.4M | 0.3% | 8,358 |
| HUBBHubbell Inc | $1.3M | 0.3% | 2,921 |
| MEDTRONIC PLC | $1.2M | 0.2% | 13,943 |
| TRANE TECHNOLOGIES PLC | $1.1M | 0.2% | 2,535 |
| SPCXSpace Exploration Technologies Corp | $1.1M | 0.2% | 7,360 |
| ABBVAbbVie Inc | $1M | 0.2% | 3,988 |
| CMICummins Inc | $1M | 0.2% | 1,977 |
| DHRDanaher Corp | $1M | 0.2% | 4,530 |
| BACBank of America Corp | $988.2K | 0.2% | 18,155 |
| LRCXLam Research Corp | $949.4K | 0.2% | 2,890 |
| NVSNovartis AG | $941.4K | 0.2% | 6,603 |
| BDXBecton Dickinson and Co | $913.8K | 0.2% | 5,105 |
| WMWaste Management Inc | $874.4K | 0.2% | 4,288 |
| IHIiShares U.S. Medical Devices ETF | $820.5K | 0.2% | 16,042 |
| ITAiShares U.S. Aerospace & Defense ETF | $801K | 0.2% | 3,866 |
| UNHUnitedHealth Group Inc | $789.6K | 0.2% | 2,151 |
| CNICanadian National Railway Co | $778.6K | 0.2% | 6,548 |
| AGNICO EAGLE MINES LTD | $762.4K | 0.2% | 4,160 |
| CSCOCisco Systems Inc | $756.6K | 0.1% | 7,030 |
| VRTVertiv Holdings Co | $695.2K | 0.1% | 2,881 |
| AAgilent Technologies Inc | $657.5K | 0.1% | 3,816 |
| KEYSKeysight Technologies Inc | $575.5K | 0.1% | 1,581 |
| XYLXylem Inc | $558.8K | 0.1% | 5,518 |
| MSCIMSCI Inc | $537.6K | 0.1% | 998 |
| TJXTJX Companies Inc | $537.4K | 0.1% | 4,062 |
| GLDSPDR Gold Shares | $534.3K | 0.1% | 1,403 |
| NDAQNasdaq Inc | $494.9K | 0.1% | 5,379 |
| WMTWalmart Inc | $460.6K | 0.1% | 4,432 |
| XLKState Street Technology Select Sector SPDR ETF | $447.9K | 0.1% | 2,288 |
| TERTeradyne Inc | $376.9K | 0.1% | 940 |
| FANGDiamondback Energy Inc | $375.3K | 0.1% | 2,042 |
| ISHARES TR | $369.1K | 0.1% | 2,796 |
| NFLXNetflix Inc | $368.4K | 0.1% | 5,295 |
| EQIXEquinix Inc | $327.8K | 0.1% | 324 |
| XARSPDR S&P Aerospace & Defense ETF | $322.8K | 0.1% | 1,396 |
| MCOMoody's Corp | $290.2K | 0.1% | 639 |
| KOCoca-Cola Co | $270.3K | 0.1% | 3,140 |
| DUKDuke Energy Corp | $241.5K | 0.0% | 2,118 |
| ORCLOracle Corp | $219.5K | 0.0% | 1,599 |
| NEENextera Energy Inc | $219.4K | 0.0% | 2,897 |
| SYKStryker Corp | $217.6K | 0.0% | 790 |
| NSCNorfolk Southern Corp | $216.3K | 0.0% | 700 |
| CRWDCrowdStrike Holdings Inc | $211.8K | 0.0% | 800 |
Quarter ending 2026-09-30.
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