CYPRESS ASSET MANAGEMENT INC/TX
Sector Allocation
- Technology48.7%$246.1M
- Financials14.2%$71.7M
- Healthcare10.2%$51.7M
- Industrials9.9%$49.9M
- Consumer Discretionary7.4%$37.5M
- Consumer Staples4.7%$23.6M
- Other1.7%$8.6M
- Materials1.7%$8.6M
- Energy1.2%$5.9M
- Utilities0.3%$1.3M
AUM History
13fpro.ai/research/fund/cypress-asset-management-inc-tx-1030618
Conviction and streaks
Concentrating · top 10 = 44.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
NVDA
$34.5MAAPL
$34.2MLLY
$25.2MMSFT
$25.0MAVGO
$23.1MJPM
$19.2MGOOG
$18.5MAMD
$17.6MAMZN
$17.2MGS
$12.9MADI
$12.7MAMAT
$12.2MBRK.B
$11.9MCOST
$11.9MTSM
$10.1MMA
$9.6MPANW
$9.4MV
$9.3MMELI
$9.1MJNJ
$9.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/cypress-asset-management-inc-tx-1030618
CYPRESS ASSET MANAGEMENT INC/TX 13F holdings — Q3 2026
$505.7M portfolio (-1.5% QoQ) · 107 holdings · Q3 2026 13F · top 10 are 45% of the stock portfolio
$34.5M
6.8% of stocks
-4%This quarter-5.8%Since filed6+ qtrsHeld$34.2M
6.8% of stocks
-4%This quarter+2.2%Since filed6+ qtrsHeld$25.2M
5.0% of stocks
-0.5%This quarter+8.5%Since filed6+ qtrsHeld$25.0M
4.9% of stocks
-2%This quarter-0.5%Since filed6+ qtrsHeld$23.1M
4.6% of stocks
-2%This quarter-8.9%Since filed6+ qtrsHeld$19.2M
3.8% of stocks
-1%This quarter+0.3%Since filed6+ qtrsHeld$18.5M
3.7% of stocks
+2%This quarter-9.7%Since filed6+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 4 qtrs in a row$17.6M
3.5% of stocks
-7%This quarter-12.6%Since filed6+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$17.2M
3.4% of stocks
-0.6%This quarter-5.1%Since filed6+ qtrsHeld$12.9M
2.5% of stocks
-0.3%This quarter-0.2%Since filed6+ qtrsHeld
All holdings — CYPRESS ASSET MANAGEMENT INC/TX (Q3 2026)
107 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | ANALOG DEVICES INC | Technology | $12.7M | 2.5% | 32K | -2% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | APPLIED MATERIALS INC /DE | Technology | $12.2M | 2.4% | 24K | +3% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | BERKSHIRE HATHAWAY INC | Financials | $11.9M | 2.4% | 24K | -2% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $11.9M | 2.4% | 13K | -2% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $10.1M | 2.0% | 22K | -2% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Mastercard Inc | Financials | $9.6M | 1.9% | 17K | -3% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Palo Alto Networks Inc | Technology | $9.4M | 1.9% | 24K | -2% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | VISA INC. | Financials | $9.3M | 1.8% | 26K | -2% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | MERCADOLIBRE INC | Consumer Discretionary | $9.1M | 1.8% | 5,253 | -3% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | JOHNSON & JOHNSON | Healthcare | $9.1M | 1.8% | 34K | -0.9% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Meta Platforms, Inc. | Technology | $9.0M | 1.8% | 12K | -16% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | GE Vernova Inc. | Industrials | $6.7M | 1.3% | 7,002 | +0.5% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | UNION PACIFIC CORP | Industrials | $6.4M | 1.3% | 23K | -2% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | PEPSICO INC | Consumer Staples | $5.8M | 1.1% | 46K | -2% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | RTX Corp | Industrials | $5.8M | 1.1% | 31K | -3% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $LIN | LINDE PLC | Materials | $5.7M | 1.1% | 12K | +4% | |||
| 27 | $EMR | EMERSON ELECTRIC CO | Industrials | $4.7M | 0.9% | 31K | -3% | |||
| 28 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $4.6M | 0.9% | 16K | -3% | |||
| 29 | $QCOM | QUALCOMM INC/DE | Technology | $4.4M | 0.9% | 24K | -3% | |||
| 30 | $LMT | LOCKHEED MARTIN CORP | Industrials | $4.3M | 0.8% | 8,357 | -2% | |||
| 31 | $ETN | Eaton Corp plc | Industrials | $4.2M | 0.8% | 9,850 | +2% | |||
| 32 | $APH | AMPHENOL CORP /DE/ | Technology | $4.1M | 0.8% | 49K | +165% | |||
| 33 | $ASML | ASML HOLDING NV | Technology | $3.8M | 0.7% | 2,076 | -2% | |||
| 34 | $MU | MICRON TECHNOLOGY INC | Technology | $3.7M | 0.7% | 3,453 | +25% | |||
| 35 | $DE | DEERE & CO | Industrials | $3.6M | 0.7% | 5,350 | -2% | |||
| 36 | $TXN | TEXAS INSTRUMENTS INC | Technology | $3.4M | 0.7% | 12K | -2% | |||
| 37 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $3.4M | 0.7% | 23K | -2% | |||
| 38 | $KLAC | KLA CORP | Technology | $3.4M | 0.7% | 17K | -0.3% | |||
| 39 | $PWR | QUANTA SERVICES, INC. | Industrials | $3.0M | 0.6% | 4,670 | +8% | |||
| 40 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $3.0M | 0.6% | 18K | New | |||
| 41 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $2.9M | 0.6% | 16K | -6% | |||
| 42 | $POWL | POWELL INDUSTRIES INC | Technology | $2.8M | 0.6% | 15K | -1.0% | |||
| 43 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $2.8M | 0.6% | 3,760 | -3% | |||
| 44 | $ABT | ABBOTT LABORATORIES | Healthcare | $2.7M | 0.5% | 27K | -0.6% | |||
| 45 | $PH | Parker-Hannifin Corp | Industrials | $2.7M | 0.5% | 2,792 | -5% | |||
| 46 | $GOOGL | Alphabet Inc. | Technology | $2.7M | 0.5% | 7,742 | — | |||
| 47 | $SNPS | SYNOPSYS INC | Technology | $2.7M | 0.5% | 6,099 | -8% | |||
| 48 | $CVX | CHEVRON CORP | Energy | $2.6M | 0.5% | 12K | -1% | |||
| 49 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $2.5M | 0.5% | 12K | -4% | |||
| 50 | $MRK | Merck & Co., Inc. | Healthcare | $2.5M | 0.5% | 17K | -2% | |||
| 51 | $BLK | BlackRock, Inc. | Financials | $2.4M | 0.5% | 2,307 | -5% | |||
| 52 | $GLW | CORNING INC /NY | Materials | $2.1M | 0.4% | 14K | +28% | |||
| 53 | $CAT | CATERPILLAR INC | Industrials | $2.1M | 0.4% | 2,587 | -4% | |||
| 54 | $AMGN | AMGEN INC | Healthcare | $2.0M | 0.4% | 4,752 | -3% | |||
| 55 | $SPGI | S&P Global Inc. | Financials | $2.0M | 0.4% | 5,048 | -2% | |||
| 56 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $1.9M | 0.4% | 2,852 | -2% | |||
| 57 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $1.8M | 0.4% | 21K | -3% | |||
| 58 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.7M | 0.3% | 2,217 | -0.4% | |||
| 59 | $YUM | YUM BRANDS INC | Consumer Discretionary | $1.7M | 0.3% | 12K | -3% | |||
| 60 | $ZTS | Zoetis Inc. | Healthcare | $1.6M | 0.3% | 23K | -6% | |||
| 61 | $IVZ | Invesco Ltd. | Financials | $1.6M | 0.3% | 7,620 | -4% | |||
| 62 | $MRVL | Marvell Technology, Inc. | Technology | $1.5M | 0.3% | 5,830 | — | |||
| 63 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.5M | 0.3% | 6,629 | -4% | |||
| 64 | $HONA | Honeywell Aerospace Inc. | Industrials | $1.5M | 0.3% | 9,681 | -20% | |||
| 65 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $1.4M | 0.3% | 8,358 | -7% | |||
| 66 | $HUBB | HUBBELL INC | Technology | $1.3M | 0.3% | 2,921 | +4% | |||
| 67 | $MDT | Medtronic plc | Healthcare | $1.2M | 0.2% | 14K | -14% | |||
| 68 | $TT | Trane Technologies plc | Technology | $1.1M | 0.2% | 2,535 | -3% | |||
| 69 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $1.1M | 0.2% | 7,360 | New | |||
| 70 | $ABBV | AbbVie Inc. | Healthcare | $1.0M | 0.2% | 3,988 | -3% | |||
| 71 | $CMI | CUMMINS INC | Industrials | $1.0M | 0.2% | 1,977 | -6% | |||
| 72 | $DHR | DANAHER CORP /DE/ | Healthcare | $1.0M | 0.2% | 4,530 | -63% | |||
| 73 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $988K | 0.2% | 18K | -1% | |||
| 74 | $LRCX | LAM RESEARCH CORP | Technology | $949K | 0.2% | 2,890 | — | |||
| 75 | $NVS | NOVARTIS AG | Healthcare | $941K | 0.2% | 6,603 | -2% | |||
| 76 | $BDX | BECTON DICKINSON & CO | Healthcare | $914K | 0.2% | 5,105 | +0.3% | |||
| 77 | $WM | WASTE MANAGEMENT INC | Utilities | $874K | 0.2% | 4,288 | — | |||
| 78 | — | ISHARES TR - U.S. MED DVC ETF | — | $821K | 0.2% | 16K | -9% | |||
| 79 | — | ISHARES TR - US AER DEF ETF | — | $801K | 0.2% | 3,866 | -0.6% | |||
| 80 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $790K | 0.2% | 2,151 | -13% | |||
| 81 | $CNI | CANADIAN NATIONAL RAILWAY CO | Industrials | $779K | 0.1% | 6,548 | -16% | |||
| 82 | $AEM | AGNICO EAGLE MINES LTD | Materials | $762K | 0.1% | 4,160 | -1% | |||
| 83 | $CSCO | CISCO SYSTEMS, INC. | Technology | $757K | 0.1% | 7,030 | — | |||
| 84 | $VRT | Vertiv Holdings Co | Technology | $695K | 0.1% | 2,881 | +46% | |||
| 85 | $A | AGILENT TECHNOLOGIES, INC. | Healthcare | $658K | 0.1% | 3,816 | — | |||
| 86 | $KEYS | Keysight Technologies, Inc. | Technology | $576K | 0.1% | 1,581 | — | |||
| 87 | $XYL | Xylem Inc. | Industrials | $559K | 0.1% | 5,518 | -25% | |||
| 88 | $MSCI | MSCI Inc. | Financials | $538K | 0.1% | 998 | -19% | |||
| 89 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $537K | 0.1% | 4,062 | — | |||
| 90 | $GLD | SPDR GOLD TRUST | Financials | $534K | 0.1% | 1,403 | -7% | |||
| 91 | $NDAQ | NASDAQ, INC. | Financials | $495K | 0.1% | 5,379 | -5% | |||
| 92 | $WMT | Walmart Inc. | Consumer Staples | $461K | 0.1% | 4,432 | -5% | |||
| 93 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $448K | 0.1% | 2,288 | — | |||
| 94 | $TER | TERADYNE, INC | Technology | $377K | 0.1% | 940 | — | |||
| 95 | $FANG | Diamondback Energy, Inc. | Energy | $375K | 0.1% | 2,042 | — | |||
| 96 | — | ISHARES TR - US OIL GS EX ETF | — | $369K | 0.1% | 2,796 | -5% | |||
| 97 | $NFLX | NETFLIX INC | Communication Services | $368K | 0.1% | 5,295 | -52% | |||
| 98 | $EQIX | EQUINIX INC | Real Estate | $328K | 0.1% | 324 | — | |||
| 99 | — | SPDR SERIES TRUST - ST STR SP AERO | — | $323K | 0.1% | 1,396 | -7% | |||
| 100 | $MCO | MOODYS CORP /DE/ | Financials | $290K | 0.1% | 639 | — | |||
| 101 | $KO | COCA COLA CO | Consumer Staples | $270K | 0.1% | 3,140 | — | |||
| 102 | $DUK | Duke Energy CORP | Utilities | $241K | 0.1% | 2,118 | — | |||
| 103 | $ORCL | ORACLE CORP | Technology | $220K | 0.0% | 1,599 | — | |||
| 104 | $NEE | NEXTERA ENERGY INC | Utilities | $219K | 0.0% | 2,897 | -52% | |||
| 105 | $SYK | STRYKER CORP | Healthcare | $218K | 0.0% | 790 | -26% | |||
| 106 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $216K | 0.0% | 700 | — | |||
| 107 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $212K | 0.0% | 800 | New |
What changed in Q3 2026
Against the previous quarter's 13F: 3 new, 12 added to, 75 trimmed, 3 sold out. Share-count changes; largest moves by dollar size first.
New positions (3)
$XOM.R34088EXXON MOBIL CORP$3.0M
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$1.1Mfirst bought this quarter
$CRWDCrowdStrike Holdings, Inc.$212K
first bought this quarter
Added to (12)
$APHAMPHENOL CORP /DE/+165%
now $4.1M · held 6+ qtrs, 4 adds in a row
$MUMICRON TECHNOLOGY INC+25%
now $3.7M · held 6+ qtrs, 2 adds in a row
$GLWCORNING INC /NY+28%
now $2.1M · held 2 qtrs, 2 adds in a row
now $12.2M · held 6+ qtrs
now $18.5M · held 6+ qtrs, 4 adds in a row
$PWRQUANTA SERVICES, INC.+8%
now $3.0M · held 6+ qtrs, 3 adds in a row
+6 more in the Excel export
Trimmed (75)
$DHRDANAHER CORP /DE/-63%
now $1.0M · held 6+ qtrs, 5 trims in a row
$METAMeta Platforms, Inc.-16%
now $9.0M · held 6+ qtrs
now $34.5M · held 6+ qtrs, 5 trims in a row
now $34.2M · held 6+ qtrs, 3 trims in a row
now $17.6M · held 6+ qtrs, 3 trims in a row
now $25.0M · held 6+ qtrs, 3 trims in a row
+69 more in the Excel export
Holdings by quarter
Every 13F CYPRESS ASSET MANAGEMENT INC/TX has filed, 42 earlier quarters. Pick one to see what it held then.
Is it too late to follow CYPRESS ASSET MANAGEMENT?
Q3 2026 13F filed with the SEC on Oct 9, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of CYPRESS ASSET MANAGEMENT's top 20 holdings: 78/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-2.7%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 6% over the last 4
Top 10 weight
45%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
CYPRESS ASSET MANAGEMENT INC/TX disclosed 107 positions worth $505.7M in its Form 13F-HR for Q3 2026, led by $NVDA (NVIDIA CORP) at 6.8% of the equity portfolio, followed by $AAPL and $LLY. During the quarter the fund opened 3 new positions and exited 3 — including a new stake in $XOM.R34088 and a full exit from $LHX. The portfolio is most concentrated in Technology (48.7% of disclosed assets). All figures are sourced directly from CYPRESS ASSET MANAGEMENT INC/TX’s Form 13F-HR filing with the SEC under CIK 1030618.
Funds like this
managers whose biggest positions overlap CYPRESS ASSET MANAGEMENT'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: CYPRESS ASSET MANAGEMENT INC/TX
13F Pro is an AI hedge fund tracker and stock research platform. For CYPRESS ASSET MANAGEMENT INC/TX (SEC CIK: 1030618), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in CYPRESS ASSET MANAGEMENT INC/TX's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.