Filed: 11/12/2025ACC: 0001030618-25-000002
📋 What this filing means
CYPRESS ASSET MANAGEMENT INC/TX filed this quarterly 13F‑HR report disclosing 105 equity positions with a total reported market value of $439.55M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
105
Positions
$439.55M
Total AUM (reported)
1.64M
Total Shares
Allocation by class
COM$345.54M78.6%
CL A$25.43M5.8%
CL B NEW$12.64M2.9%
CAP STK CL C$11.44M2.6%
SHS$11.28M2.6%
COM CL A$9.22M2.1%
SPONSORED ADS$5.98M1.4%
Portfolio Concentration
Top 3$87.97M20.0%
4–10$111.00M25.3%
11–25$113.00M25.7%
Rest$127.58M29.0%
Top 3 weight
20.0%
Top 10 weight
45.3%
Voting Authority Distribution
Total shares with voting rights: 1.64M
Sole
Full voting authority
1.43M
shares
% of voting shares87.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
210.41K
shares
% of voting shares12.9%
Investment Discretion (by position count)
Sole105
Shared0
Other0
Dominant voting typeSole · 87.1% of voting shares
Institutional Holdings105
Rows:
NVIDIA CORPORATION
SOLEShares176.13K
TypeSH
Market value$32.86M
7.48%
Sole
149K
Shared
0.00
None
27.13K
APPLE INC
SOLEShares109K
TypeSH
Market value$27.76M
6.31%
Sole
100.08K
Shared
0.00
None
8.93K
MICROSOFT CORP
SOLEShares52.81K
TypeSH
Market value$27.35M
6.22%
Sole
46.53K
Shared
0.00
None
6.28K
BROADCOM INC
SOLEShares69.62K
TypeSH
Market value$22.97M
5.23%
Sole
60.17K
Shared
0.00
None
9.45K
JPMORGAN CHASE & CO.
SOLEShares59.34K
TypeSH
Market value$18.72M
4.26%
Sole
52.45K
Shared
0.00
None
6.88K
ELI LILLY & CO
SOLEShares22.70K
TypeSH
Market value$17.32M
3.94%
Sole
20.71K
Shared
0.00
None
1.99K
AMAZON COM INC
SOLEShares68.84K
TypeSH
Market value$15.12M
3.44%
Sole
60.46K
Shared
0.00
None
8.38K
MERCADOLIBRE INC
SOLEShares5.47K
TypeSH
Market value$12.79M
2.91%
Sole
4.76K
Shared
0.00
None
719.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares25.14K
TypeSH
Market value$12.64M
2.87%
Sole
22.12K
Shared
0.00
None
3.02K
ALPHABET INC
SOLEShares46.98K
TypeSH
Market value$11.44M
2.60%
Sole
40.92K
Shared
0.00
None
6.06K
GOLDMAN SACHS GROUP INC
SOLEShares14K
TypeSH
Market value$11.15M
2.54%
Sole
12.41K
Shared
0.00
None
1.59K
COSTCO WHSL CORP NEW
SOLEShares12.04K
TypeSH
Market value$11.14M
2.53%
Sole
10.53K
Shared
0.00
None
1.51K
MASTERCARD INCORPORATED
SOLEShares18.31K
TypeSH
Market value$10.42M
2.37%
Sole
16.17K
Shared
0.00
None
2.14K
META PLATFORMS INC
SOLEShares13.37K
TypeSH
Market value$9.82M
2.23%
Sole
11.51K
Shared
0.00
None
1.86K
VISA INC
SOLEShares27.01K
TypeSH
Market value$9.22M
2.10%
Sole
23.75K
Shared
0.00
None
3.27K
ANALOG DEVICES INC
SOLEShares32.95K
TypeSH
Market value$8.09M
1.84%
Sole
29.75K
Shared
0.00
None
3.20K
HOME DEPOT INC
SOLEShares17.55K
TypeSH
Market value$7.11M
1.62%
Sole
15.70K
Shared
0.00
None
1.85K
PEPSICO INC
SOLEShares49.93K
TypeSH
Market value$7.01M
1.60%
Sole
43.81K
Shared
0.00
None
6.12K
JOHNSON & JOHNSON
SOLEShares33.54K
TypeSH
Market value$6.22M
1.41%
Sole
29.36K
Shared
0.00
None
4.17K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares21.40K
TypeSH
Market value$5.98M
1.36%
Sole
18.78K
Shared
0.00
None
2.62K
UNION PAC CORP
SOLEShares24.17K
TypeSH
Market value$5.71M
1.30%
Sole
21.59K
Shared
0.00
None
2.58K
LINDE PLC
SOLEShares11.33K
TypeSH
Market value$5.38M
1.22%
Sole
9.86K
Shared
0.00
None
1.47K
RTX CORPORATION
SOLEShares31.47K
TypeSH
Market value$5.27M
1.20%
Sole
27.29K
Shared
0.00
None
4.18K
ADVANCED MICRO DEVICES INC
SOLEShares32.48K
TypeSH
Market value$5.26M
1.20%
Sole
29.53K
Shared
0.00
None
2.95K
HONEYWELL INTL INC
SOLEShares24.84K
TypeSH
Market value$5.23M
1.19%
Sole
22.57K
Shared
0.00
None
2.27K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 176.13K | SH | $32.86M 7.48% | 149K | 0.00 | 27.13K |
APPLE INCSOLE | COM | 109K | SH | $27.76M 6.31% | 100.08K | 0.00 | 8.93K |
MICROSOFT CORPSOLE | COM | 52.81K | SH | $27.35M 6.22% | 46.53K | 0.00 | 6.28K |
BROADCOM INCSOLE | COM | 69.62K | SH | $22.97M 5.23% | 60.17K | 0.00 | 9.45K |
JPMORGAN CHASE & CO.SOLE | COM | 59.34K | SH | $18.72M 4.26% | 52.45K | 0.00 | 6.88K |
ELI LILLY & COSOLE | COM | 22.70K | SH | $17.32M 3.94% | 20.71K | 0.00 | 1.99K |
AMAZON COM INCSOLE | COM | 68.84K | SH | $15.12M 3.44% | 60.46K | 0.00 | 8.38K |
MERCADOLIBRE INCSOLE | COM | 5.47K | SH | $12.79M 2.91% | 4.76K | 0.00 | 719.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 25.14K | SH | $12.64M 2.87% | 22.12K | 0.00 | 3.02K |
ALPHABET INCSOLE | CAP STK CL C | 46.98K | SH | $11.44M 2.60% | 40.92K | 0.00 | 6.06K |
GOLDMAN SACHS GROUP INCSOLE | COM | 14K | SH | $11.15M 2.54% | 12.41K | 0.00 | 1.59K |
COSTCO WHSL CORP NEWSOLE | COM | 12.04K | SH | $11.14M 2.53% | 10.53K | 0.00 | 1.51K |
MASTERCARD INCORPORATEDSOLE | CL A | 18.31K | SH | $10.42M 2.37% | 16.17K | 0.00 | 2.14K |
META PLATFORMS INCSOLE | CL A | 13.37K | SH | $9.82M 2.23% | 11.51K | 0.00 | 1.86K |
VISA INCSOLE | COM CL A | 27.01K | SH | $9.22M 2.10% | 23.75K | 0.00 | 3.27K |
ANALOG DEVICES INCSOLE | COM | 32.95K | SH | $8.09M 1.84% | 29.75K | 0.00 | 3.20K |
HOME DEPOT INCSOLE | COM | 17.55K | SH | $7.11M 1.62% | 15.70K | 0.00 | 1.85K |
PEPSICO INCSOLE | COM | 49.93K | SH | $7.01M 1.60% | 43.81K | 0.00 | 6.12K |
JOHNSON & JOHNSONSOLE | COM | 33.54K | SH | $6.22M 1.41% | 29.36K | 0.00 | 4.17K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 21.40K | SH | $5.98M 1.36% | 18.78K | 0.00 | 2.62K |
UNION PAC CORPSOLE | COM | 24.17K | SH | $5.71M 1.30% | 21.59K | 0.00 | 2.58K |
LINDE PLCSOLE | SHS | 11.33K | SH | $5.38M 1.22% | 9.86K | 0.00 | 1.47K |
RTX CORPORATIONSOLE | COM | 31.47K | SH | $5.27M 1.20% | 27.29K | 0.00 | 4.18K |
ADVANCED MICRO DEVICES INCSOLE | COM | 32.48K | SH | $5.26M 1.20% | 29.53K | 0.00 | 2.95K |
HONEYWELL INTL INCSOLE | COM | 24.84K | SH | $5.23M 1.19% | 22.57K | 0.00 | 2.27K |
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