Cypress Asset Management Inc

13F filer · CIK 0001030618

Reported Aug 7, 2026

Net buyer this quarter

13F portfolio value$514MU.S. long equity reported on 13F

Positions1003 new · 1 closed

Net flow last quarter+$3.45MBuys minus sells

Top 10 positions weight43.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 7, 2026100 positions
NVDANvidia Corp	$31.6M	6.15%	0.00%	-5.6%	Q1 2019
AAPLApple Inc.	$30.9M	6.02%	0.00%	-1.5%	Q2 2013
LLYELI LILLY & Co	$26.2M	5.10%	0.00%	-0.3%	Q2 2013
AVGOBroadcom Inc.	$25.3M	4.92%	0.00%	-2.6%	Q3 2019
JPMJPMorgan Chase & Co	$19.2M	3.74%	0.00%	+0.7%	Q2 2013
GOOGAlphabet Inc.	$18.9M	3.68%	Not reported	+4.1%	Q3 2015
MSFTMicrosoft Corp	$18.5M	3.61%	0.00%	-2.9%	Q1 2016
AMDAdvanced Micro Devices Inc	$17.9M	3.49%	0.00%	-2.8%	Q1 2022
AMATApplied Materials Inc	$16.8M	3.26%	0.00%	+0.3%	Q2 2014
AMZNAmazon Com Inc	$16.6M	3.23%	0.00%	+1.8%	Q2 2013
GSGoldman Sachs Group Inc	$14.5M	2.83%	0.00%	+0.3%	Q4 2016
ADIAnalog Devices Inc	$13M	2.53%	0.01%	+0.3%	Q2 2013
COSTCostco Wholesale Corp	$12.4M	2.42%	0.00%	0.0%	Q2 2013
BRK.BBerkshire Hathaway Inc	$12.2M	2.38%	Not reported	+0.1%	Q2 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$10.8M	2.11%	0.00%	+0.8%	Q4 2017
MELIMercadolibre Inc	$9.19M	1.79%	0.01%	Not reported	Q2 2018
MAMastercard Inc	$9.14M	1.78%	0.00%	Not reported	Q3 2013
VVisa Inc.	$9.08M	1.77%	0.00%	Not reported	Q2 2013
JNJJohnson & Johnson	$8.77M	1.71%	0.00%	+5.7%	Q2 2013
METAMeta Platforms, Inc.	$8.31M	1.62%	Not reported	+2.9%	Q2 2016
PANWPalo Alto Networks Inc	$8.26M	1.61%	0.00%	Not reported	Q2 2019
GEVGE Vernova Inc.	$8.19M	1.59%	0.00%	+10.0%	Q4 2024
UNPUnion Pacific Corp	$6.5M	1.27%	0.00%	+0.5%	Q2 2013
PEPPepsico Inc	$6.33M	1.23%	0.00%	+2.7%	Q2 2013
RTXRTX Corp	$6.05M	1.18%	0.00%	+3.4%	Q2 2020
LINLinde PLC	$6M	1.17%	0.00%	+2.9%	Q4 2020
HDHome Depot, Inc.	$5.92M	1.15%	0.00%	-0.3%	Q2 2013
KLACKla Corp	$5.2M	1.01%	0.00%	-1.7%	Q4 2016
QCOMQualcomm Inc	$4.51M	0.88%	0.00%	-2.9%	Q2 2013
EMREmerson Electric Co	$4.5M	0.88%	0.01%	+0.7%	Q2 2013
POWLPowell Industries Inc	$4.39M	0.85%	0.04%	Not reported	Q1 2025
LMTLockheed Martin Corp	$4.33M	0.84%	0.00%	-0.2%	Q1 2014
ASMLAsml Holding NV	$4.19M	0.82%	0.00%	Not reported	Q4 2021
ETNEaton Corp plc	$4.13M	0.80%	0.00%	+7.2%	Q2 2013
TXNTexas Instruments Inc	$3.69M	0.72%	0.00%	+0.4%	Q1 2016
LOWLowes Companies Inc	$3.67M	0.72%	0.00%	Not reported	Q2 2013
PGPROCTER & GAMBLE Co	$3.47M	0.68%	0.00%	Not reported	Q2 2013
DEDeere & Co	$3.47M	0.68%	0.00%	Not reported	Q2 2013
APHAmphenol Corp	$3.27M	0.64%	0.00%	+32.9%	Q1 2025
MUMicron Technology Inc	$3.2M	0.62%	0.00%	+52.6%	Q4 2020
PWRQuanta Services, Inc.	$3.11M	0.61%	0.00%	+5.9%	Q1 2025
SNPSSynopsys Inc	$2.96M	0.58%	0.00%	-3.2%	Q2 2023
PHParker-Hannifin Corp	$2.88M	0.56%	0.00%	Not reported	Q2 2013
CATCaterpillar Inc	$2.86M	0.56%	0.00%	+0.7%	Q2 2013
QQQInvesco QQQ Trust, Series 1	$2.85M	0.55%	Not reported	Not reported	Q2 2018
GOOGLAlphabet Inc.	$2.77M	0.54%	0.00%	+1.3%	Q3 2015
GLWCorning Inc	$2.74M	0.53%	0.00%	New	Q2 2026
HONHoneywell International Inc	$2.72M	0.53%	0.00%	+0.2%	Q2 2013
HONAHoneywell Aerospace Inc.	$2.68M	0.52%	Not reported	+0.2%	Q2 2026
ABTAbbott Laboratories	$2.5M	0.49%	0.00%	+5.1%	Q2 2013

Q1 2026Reported Aug 7, 202697 positions
NVDANvidia Corp	$29.2M	6.76%	0.00%	-2.9%	Q1 2019
AAPLApple Inc.	$27.6M	6.39%	0.00%	-1.9%	Q2 2013
AVGOBroadcom Inc.	$21.3M	4.94%	0.00%	-0.1%	Q3 2019
LLYELI LILLY & Co	$20.2M	4.67%	0.00%	-1.9%	Q2 2013
MSFTMicrosoft Corp	$18.9M	4.39%	0.00%	-2.6%	Q1 2016
JPMJPMorgan Chase & Co	$17.2M	3.98%	0.00%	-1.6%	Q2 2013
GOOGAlphabet Inc.	$14.7M	3.42%	Not reported	+1.1%	Q3 2015
AMZNAmazon Com Inc	$14.2M	3.30%	0.00%	-1.0%	Q2 2013
COSTCostco Wholesale Corp	$13.2M	3.07%	0.00%	-1.2%	Q2 2013
GSGoldman Sachs Group Inc	$12.1M	2.81%	0.00%	-0.6%	Q4 2016
BRK.BBerkshire Hathaway Inc	$11.7M	2.71%	Not reported	-1.9%	Q2 2013
ADIAnalog Devices Inc	$10.4M	2.41%	0.01%	-0.6%	Q2 2013
MELIMercadolibre Inc	$9.36M	2.17%	0.01%	-1.6%	Q2 2018
MAMastercard Inc	$8.89M	2.06%	0.00%	-1.3%	Q3 2013
METAMeta Platforms, Inc.	$8.21M	1.90%	Not reported	-2.2%	Q2 2016
VVisa Inc.	$7.99M	1.85%	0.00%	-1.4%	Q2 2013
JNJJohnson & Johnson	$7.99M	1.85%	0.00%	-2.1%	Q2 2013
AMATApplied Materials Inc	$7.9M	1.83%	0.00%	-1.8%	Q2 2014
TSMTaiwan Semiconductor Manufacturing Co Ltd	$7.59M	1.76%	0.00%	-1.6%	Q4 2017
PEPPepsico Inc	$7.07M	1.64%	0.00%	-2.7%	Q2 2013
AMDAdvanced Micro Devices Inc	$6.46M	1.50%	0.00%	-1.7%	Q1 2022
RTXRTX Corp	$5.95M	1.38%	0.00%	-1.5%	Q2 2020
UNPUnion Pacific Corp	$5.77M	1.34%	0.00%	-1.3%	Q2 2013
LINLinde PLC	$5.56M	1.29%	0.00%	-1.2%	Q4 2020
HDHome Depot, Inc.	$5.54M	1.28%	0.00%	-2.1%	Q2 2013
GEVGE Vernova Inc.	$5.53M	1.28%	0.00%	+0.3%	Q4 2024
HONHoneywell International Inc	$5.48M	1.27%	0.00%	-2.3%	Q2 2013
LMTLockheed Martin Corp	$5.14M	1.19%	0.00%	-1.9%	Q1 2014
EMREmerson Electric Co	$4.09M	0.95%	0.01%	-2.3%	Q2 2013
LOWLowes Companies Inc	$3.94M	0.91%	0.00%	-2.2%	Q2 2013
PANWPalo Alto Networks Inc	$3.88M	0.90%	0.00%	-1.7%	Q2 2019
PGPROCTER & GAMBLE Co	$3.42M	0.79%	0.00%	-3.9%	Q2 2013
ZTSZoetis Inc.	$3.3M	0.77%	0.01%	-3.3%	Q2 2013
QCOMQualcomm Inc	$3.24M	0.75%	0.00%	-13.8%	Q2 2013
ETNEaton Corp plc	$3.23M	0.75%	0.00%	-1.0%	Q2 2013
DEDeere & Co	$3.08M	0.71%	0.00%	-2.5%	Q2 2013
ASMLAsml Holding NV	$2.78M	0.65%	0.00%	-0.2%	Q4 2021
POWLPowell Industries Inc	$2.76M	0.64%	0.01%	-2.1%	Q1 2025
SNPSSynopsys Inc	$2.71M	0.63%	0.00%	-0.9%	Q2 2023
ABTAbbott Laboratories	$2.69M	0.62%	0.00%	-4.2%	Q2 2013
DHRDanaher Corp	$2.64M	0.61%	0.00%	-3.7%	Q2 2013
PHParker-Hannifin Corp	$2.63M	0.61%	0.00%	Not reported	Q2 2013
CVXChevron Corp	$2.59M	0.60%	0.00%	-4.1%	Q2 2013
KLACKla Corp	$2.58M	0.60%	0.00%	-3.3%	Q4 2016
TXNTexas Instruments Inc	$2.4M	0.56%	0.00%	-1.1%	Q1 2016
BLKBlackRock, Inc.	$2.34M	0.54%	0.00%	-3.8%	Q2 2013
PWRQuanta Services, Inc.	$2.24M	0.52%	0.00%	+2.1%	Q1 2025
QQQInvesco QQQ Trust, Series 1	$2.23M	0.52%	Not reported	-5.8%	Q2 2018
SPGIS&P Global Inc.	$2.22M	0.52%	0.00%	-1.2%	Q2 2018
GOOGLAlphabet Inc.	$2.2M	0.51%	0.00%	+14.6%	Q3 2015

Q4 2025Reported Jan 29, 202698 positions
NVDANvidia Corp	$32.1M	7.06%	0.00%	-2.3%	Q1 2019
AAPLApple Inc.	$30.1M	6.62%	0.00%	+1.6%	Q2 2013
MSFTMicrosoft Corp	$25.4M	5.58%	0.00%	-0.7%	Q1 2016
LLYELI LILLY & Co	$24M	5.28%	0.00%	-1.6%	Q2 2013
AVGOBroadcom Inc.	$23.8M	5.23%	0.00%	-1.2%	Q3 2019
JPMJPMorgan Chase & Co	$19.1M	4.19%	0.00%	-0.2%	Q2 2013
GOOGAlphabet Inc.	$15.9M	3.50%	Not reported	+8.1%	Q3 2015
AMZNAmazon Com Inc	$15.9M	3.50%	0.00%	+0.2%	Q2 2013
GSGoldman Sachs Group Inc	$12.7M	2.78%	0.00%	+3.0%	Q4 2016
BRK.BBerkshire Hathaway Inc	$12.5M	2.75%	Not reported	-1.1%	Q2 2013
COSTCostco Wholesale Corp	$11.6M	2.55%	0.00%	+11.8%	Q2 2013
MELIMercadolibre Inc	$11.1M	2.44%	0.01%	+0.5%	Q2 2018
MAMastercard Inc	$10.3M	2.26%	0.00%	-1.6%	Q3 2013
METAMeta Platforms, Inc.	$9.69M	2.13%	Not reported	+9.8%	Q2 2016
VVisa Inc.	$9.4M	2.07%	0.00%	-0.7%	Q2 2013
ADIAnalog Devices Inc	$8.91M	1.96%	0.01%	-0.3%	Q2 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$6.94M	1.53%	0.00%	+6.7%	Q4 2017
AMDAdvanced Micro Devices Inc	$6.92M	1.52%	0.00%	-0.6%	Q1 2022
JNJJohnson & Johnson	$6.91M	1.52%	0.00%	-0.4%	Q2 2013
PEPPepsico Inc	$6.71M	1.48%	0.00%	-6.3%	Q2 2013
AMATApplied Materials Inc	$6.05M	1.33%	0.00%	-0.4%	Q2 2014
HDHome Depot, Inc.	$5.91M	1.30%	0.00%	-2.1%	Q2 2013
RTXRTX Corp	$5.74M	1.26%	0.00%	-0.5%	Q2 2020
UNPUnion Pacific Corp	$5.57M	1.23%	0.00%	-0.3%	Q2 2013
QCOMQualcomm Inc	$4.99M	1.10%	0.00%	-0.4%	Q2 2013
LINLinde PLC	$4.84M	1.06%	0.00%	+0.3%	Q4 2020
HONHoneywell International Inc	$4.84M	1.06%	0.00%	-0.1%	Q2 2013
PANWPalo Alto Networks Inc	$4.54M	1.00%	0.00%	0.0%	Q2 2019
EMREmerson Electric Co	$4.24M	0.93%	0.01%	-0.2%	Q2 2013
LMTLockheed Martin Corp	$4.19M	0.92%	0.00%	-1.4%	Q1 2014
GEVGE Vernova Inc.	$4.13M	0.91%	0.00%	+72.6%	Q4 2024
LOWLowes Companies Inc	$4.11M	0.90%	0.00%	-0.4%	Q2 2013
ZTSZoetis Inc.	$3.63M	0.80%	0.01%	-0.8%	Q2 2013
PGPROCTER & GAMBLE Co	$3.53M	0.78%	0.00%	-1.5%	Q2 2013
ABTAbbott Laboratories	$3.42M	0.75%	0.00%	-0.6%	Q2 2013
DHRDanaher Corp	$3.32M	0.73%	0.00%	-1.4%	Q2 2013
SNPSSynopsys Inc	$3.24M	0.71%	0.00%	+9.5%	Q2 2023
ETNEaton Corp plc	$2.91M	0.64%	0.00%	+7.5%	Q2 2013
SPGIS&P Global Inc.	$2.77M	0.61%	0.00%	+0.3%	Q2 2018
BLKBlackRock, Inc.	$2.71M	0.60%	0.00%	-0.2%	Q2 2013
DEDeere & Co	$2.61M	0.57%	0.00%	-3.3%	Q2 2013
PHParker-Hannifin Corp	$2.59M	0.57%	0.00%	-0.5%	Q2 2013
QQQInvesco QQQ Trust, Series 1	$2.52M	0.55%	Not reported	Not reported	Q2 2018
NFLXNetflix Inc	$2.49M	0.55%	0.00%	+35.7%	Q2 2020
ASMLAsml Holding NV	$2.26M	0.50%	0.00%	+1.6%	Q4 2021
KLACKla Corp	$2.21M	0.48%	0.00%	-0.4%	Q4 2016
XOMExxonMobil Holdings Corp	$2.2M	0.48%	0.00%	-0.3%	Q2 2013
TXNTexas Instruments Inc	$2.16M	0.48%	0.00%	-0.2%	Q1 2016
MCDMcdonalds Corp	$2.13M	0.47%	0.00%	-2.4%	Q2 2013
GOOGLAlphabet Inc.	$2.09M	0.46%	0.00%	+6.8%	Q3 2015

Q3 2025Reported Nov 12, 202598 positions
NVDANvidia Corp	$32.9M	7.48%	0.00%	-3.0%	Q1 2019
AAPLApple Inc.	$27.8M	6.31%	0.00%	-2.6%	Q2 2013
MSFTMicrosoft Corp	$27.4M	6.22%	0.00%	-1.5%	Q1 2016
AVGOBroadcom Inc.	$23M	5.23%	0.00%	-0.7%	Q3 2019
JPMJPMorgan Chase & Co	$18.7M	4.26%	0.00%	-0.9%	Q2 2013
LLYELI LILLY & Co	$17.3M	3.94%	0.00%	-1.1%	Q2 2013
AMZNAmazon Com Inc	$15.1M	3.44%	0.00%	-0.5%	Q2 2013
MELIMercadolibre Inc	$12.8M	2.91%	0.01%	+1.5%	Q2 2018
BRK.BBerkshire Hathaway Inc	$12.6M	2.87%	Not reported	-0.6%	Q2 2013
GOOGAlphabet Inc.	$11.4M	2.60%	Not reported	-0.9%	Q3 2015
GSGoldman Sachs Group Inc	$11.1M	2.54%	0.00%	+3.9%	Q4 2016
COSTCostco Wholesale Corp	$11.1M	2.53%	0.00%	+1.4%	Q2 2013
MAMastercard Inc	$10.4M	2.37%	0.00%	-1.7%	Q3 2013
METAMeta Platforms, Inc.	$9.82M	2.23%	Not reported	+2.2%	Q2 2016
VVisa Inc.	$9.22M	2.10%	0.00%	-1.9%	Q2 2013
ADIAnalog Devices Inc	$8.09M	1.84%	0.01%	-2.0%	Q2 2013
HDHome Depot, Inc.	$7.11M	1.62%	0.00%	-0.9%	Q2 2013
PEPPepsico Inc	$7.01M	1.60%	0.00%	-1.8%	Q2 2013
JNJJohnson & Johnson	$6.22M	1.41%	0.00%	-1.0%	Q2 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$5.98M	1.36%	0.00%	+2.5%	Q4 2017
UNPUnion Pacific Corp	$5.71M	1.30%	0.00%	-0.7%	Q2 2013
LINLinde PLC	$5.38M	1.22%	0.00%	+0.2%	Q4 2020
RTXRTX Corp	$5.27M	1.20%	0.00%	-1.0%	Q2 2020
AMDAdvanced Micro Devices Inc	$5.26M	1.20%	0.00%	-0.6%	Q1 2022
HONHoneywell International Inc	$5.23M	1.19%	0.00%	-1.0%	Q2 2013
PANWPalo Alto Networks Inc	$5.02M	1.14%	0.00%	+1.0%	Q2 2019
QCOMQualcomm Inc	$4.87M	1.11%	0.00%	-1.6%	Q2 2013
AMATApplied Materials Inc	$4.84M	1.10%	0.00%	-1.5%	Q2 2014
LMTLockheed Martin Corp	$4.39M	1.00%	0.00%	-1.4%	Q1 2014
LOWLowes Companies Inc	$4.3M	0.98%	0.00%	-1.9%	Q2 2013
ZTSZoetis Inc.	$4.26M	0.97%	0.01%	-1.7%	Q2 2013
EMREmerson Electric Co	$4.2M	0.96%	0.01%	+0.1%	Q2 2013
PGPROCTER & GAMBLE Co	$3.84M	0.87%	0.00%	-1.4%	Q2 2013
ABTAbbott Laboratories	$3.68M	0.84%	0.00%	-1.1%	Q2 2013
ETNEaton Corp plc	$3.18M	0.72%	0.00%	-1.1%	Q2 2013
SNPSSynopsys Inc	$3.11M	0.71%	0.00%	+29.9%	Q2 2023
UNHUnitedhealth Group Inc	$3.03M	0.69%	0.00%	-12.6%	Q4 2014
BLKBlackRock, Inc.	$2.96M	0.67%	0.00%	-1.6%	Q2 2013
DHRDanaher Corp	$2.91M	0.66%	0.00%	-3.1%	Q2 2013
DEDeere & Co	$2.65M	0.60%	0.00%	-1.1%	Q2 2013
SPGIS&P Global Inc.	$2.57M	0.58%	0.00%	+0.2%	Q2 2018
QQQInvesco QQQ Trust, Series 1	$2.46M	0.56%	Not reported	Not reported	Q2 2018
ADBEAdobe Inc.	$2.42M	0.55%	0.00%	-14.1%	Q1 2018
NFLXNetflix Inc	$2.34M	0.53%	0.00%	+452.3%	Q2 2020
TXNTexas Instruments Inc	$2.3M	0.52%	0.00%	-0.6%	Q1 2016
GEVGE Vernova Inc.	$2.25M	0.51%	0.00%	+41.6%	Q4 2024
PHParker-Hannifin Corp	$2.24M	0.51%	0.00%	-1.3%	Q2 2013
MCDMcdonalds Corp	$2.17M	0.49%	0.00%	Not reported	Q2 2013
XOMExxonMobil Holdings Corp	$2.07M	0.47%	0.00%	-1.0%	Q2 2013
CVXChevron Corp	$2.02M	0.46%	0.00%	-0.9%	Q2 2013

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