CYPRESS ASSET MANAGEMENT INC/TX
Q3 2026 13F filing
Updated 27 days ago107 disclosed positions worth $505.7M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVIDIA CORPORATION | $34.5M | 151.1K | 6.82% | Trimmed(-4.3%) |
| 2 | A APPLE INC | $34.2M | 102.7K | 6.76% | Trimmed(-3.9%) |
| 3 | L ELI LILLY & CO | $25.2M | 21.7K | 4.97% | Trimmed(-0.5%) |
| 4 | M MICROSOFT CORP | $25M | 48.7K | 4.93% | Trimmed(-2.0%) |
| 5 | A BROADCOM INC | $23.1M | 65.7K | 4.56% | Trimmed(-1.9%) |
| 6 | J JPMORGAN CHASE & CO | $19.2M | 57.9K | 3.79% | Trimmed(-1.3%) |
| 7 | G ALPHABET INC | $18.5M | 54.4K | 3.67% | Added(+1.8%) |
| 8 | A ADVANCED MICRO DEVICES INC | $17.6M | 28.7K | 3.47% | Trimmed(-6.9%) |
| 9 | A AMAZON COM INC | $17.2M | 69.1K | 3.41% | Trimmed(-0.6%) |
| 10 | G GOLDMAN SACHS GROUP INC | $12.9M | 14.3K | 2.55% | Trimmed(-0.3%) |
| 11 | A ANALOG DEVICES INC | $12.7M | 32.0K | 2.51% | Trimmed(-2.3%) |
| 12 | A APPLIED MATLS INC | $12.2M | 23.9K | 2.42% | Added(+3.4%) |
| 13 | B BERKSHIRE HATHAWAY INC DEL | $11.9M | 24.0K | 2.36% | Trimmed(-1.7%) |
| 14 | C COSTCO WHOLESALE CORPORATION | $11.9M | 13.1K | 2.35% | Trimmed(-1.6%) |
| 15 | T TAIWAN SEMICONDUCTOR MANUFAC | $10.1M | 22.1K | 1.99% | Trimmed(-2.4%) |
| 16 | M MASTERCARD INCORPORATED | $9.6M | 17.3K | 1.89% | Trimmed(-2.7%) |
| 17 | P PALO ALTO NETWORKS INC | $9.4M | 23.7K | 1.86% | Trimmed(-2.1%) |
| 18 | V VISA INC | $9.3M | 25.8K | 1.83% | Trimmed(-2.4%) |
| 19 | M MERCADOLIBRE INC | $9.1M | 5.3K | 1.80% | Trimmed(-3.0%) |
| 20 | J JOHNSON & JOHNSON | $9.1M | 34.2K | 1.79% | Trimmed(-0.8%) |
| 21 | M META PLATFORMS INC | $9M | 12.5K | 1.79% | Trimmed(-15.5%) |
| 22 | G GE VERNOVA INC | $6.7M | 7.0K | 1.32% | Added(+0.5%) |
| 23 | U UNION PAC CORP | $6.4M | 23.4K | 1.26% | Trimmed(-1.9%) |
| 24 | P PEPSICO INC | $5.8M | 45.8K | 1.15% | Trimmed(-2.0%) |
| 25 | R RTX CORPORATION | $5.8M | 31.1K | 1.14% | Trimmed(-2.6%) |
| 26 | L LINDE PLC | $5.7M | 12.0K | 1.13% | Added(+4.1%) |
| 27 | E EMERSON ELEC CO | $4.7M | 30.5K | 0.94% | Trimmed(-2.9%) |
| 28 | H HOME DEPOT INC | $4.6M | 16.2K | 0.91% | Trimmed(-3.3%) |
| 29 | Q QUALCOMM INC | $4.4M | 23.8K | 0.87% | Trimmed(-2.5%) |
| 30 | L LOCKHEED MARTIN CORP | $4.3M | 8.4K | 0.84% | Trimmed(-1.6%) |
| 31 | E EATON CORP PLC | $4.2M | 9.8K | 0.84% | Added(+1.7%) |
| 32 | A AMPHENOL CORP | $4.1M | 49.2K | 0.82% | Added(+165.4%) |
| 33 | A ASML HLDG NV | $3.8M | 2.1K | 0.74% | Trimmed(-1.5%) |
| 34 | M MICRON TECHNOLOGY INC | $3.7M | 3.5K | 0.73% | Added(+24.7%) |
| 35 | D DEERE & CO | $3.6M | 5.3K | 0.71% | Trimmed(-2.2%) |
| 36 | T TEXAS INSTRS INC | $3.4M | 12.1K | 0.67% | Trimmed(-1.9%) |
| 37 | P PROCTER & GAMBLE CO | $3.4M | 23.3K | 0.67% | Trimmed(-1.7%) |
| 38 | K KLA CORP | $3.4M | 17.2K | 0.66% | Trimmed(-0.3%) |
| 39 | P QUANTA SVCS INC | $3M | 4.7K | 0.59% | Added(+8.2%) |
| 40 | X EXXONMOBIL HOLDINGS CORP | $3M | 18.2K | 0.59% | — |
| 41 | L LOWES COS INC | $2.9M | 15.7K | 0.57% | Trimmed(-5.8%) |
| 42 | P POWELL INDS INC | $2.8M | 15.2K | 0.55% | Trimmed(-1.0%) |
| 43 | Q INVESCO QQQ TR | $2.8M | 3.8K | 0.55% | Trimmed(-2.7%) |
| 44 | A ABBOTT LABORATORIES | $2.7M | 27.4K | 0.54% | Trimmed(-0.6%) |
| 45 | P PARKER-HANNIFIN CORP | $2.7M | 2.8K | 0.53% | Trimmed(-5.1%) |
| 46 | G ALPHABET INC | $2.7M | 7.7K | 0.53% | Unchanged |
| 47 | S SYNOPSYS INC | $2.7M | 6.1K | 0.52% | Trimmed(-8.0%) |
| 48 | C CHEVRON CORPORATION | $2.6M | 12.5K | 0.50% | Trimmed(-1.1%) |
| 49 | H HONEYWELL INTL INC | $2.5M | 11.7K | 0.49% | Trimmed(-3.8%) |
| 50 | M MERCK & CO INC | $2.5M | 16.9K | 0.49% | Trimmed(-2.0%) |