Filed: 1/29/2026ACC: 0001030618-26-000001
📋 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 $454.99M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
105
Positions
$454.99M
Total AUM (reported)
1.64M
Total Shares
Allocation by class
COM$355.55M78.1%
CL A$24.76M5.4%
CAP STK CL C$15.94M3.5%
CL B NEW$12.50M2.7%
SHS$10.38M2.3%
COM CL A$9.63M2.1%
SPONSORED ADS$6.94M1.5%
Portfolio Concentration
Top 3$87.58M19.2%
4–10$123.93M27.2%
11–25$116.73M25.7%
Rest$126.74M27.9%
Top 3 weight
19.2%
Top 10 weight
46.5%
Voting Authority Distribution
Total shares with voting rights: 1.64M
Sole
Full voting authority
1.42M
shares
% of voting shares86.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
214.90K
shares
% of voting shares13.1%
Investment Discretion (by position count)
Sole105
Shared0
Other0
Dominant voting typeSole · 86.9% of voting shares
Institutional Holdings105
Rows:
NVIDIA CORPORATION
SOLEShares172.16K
TypeSH
Market value$32.11M
7.06%
Sole
145.81K
Shared
0.00
None
26.35K
APPLE INC
SOLEShares110.72K
TypeSH
Market value$30.10M
6.62%
Sole
101.79K
Shared
0.00
None
8.93K
MICROSOFT CORP
SOLEShares52.47K
TypeSH
Market value$25.37M
5.58%
Sole
46.18K
Shared
0.00
None
6.28K
ELI LILLY & CO
SOLEShares22.34K
TypeSH
Market value$24.00M
5.28%
Sole
20.35K
Shared
0.00
None
1.99K
BROADCOM INC
SOLEShares68.81K
TypeSH
Market value$23.82M
5.23%
Sole
59.36K
Shared
0.00
None
9.45K
JPMORGAN CHASE & CO.
SOLEShares59.22K
TypeSH
Market value$19.08M
4.19%
Sole
52.34K
Shared
0.00
None
6.88K
ALPHABET INC
SOLEShares50.79K
TypeSH
Market value$15.94M
3.50%
Sole
43.53K
Shared
0.00
None
7.25K
AMAZON COM INC
SOLEShares68.99K
TypeSH
Market value$15.92M
3.50%
Sole
60.45K
Shared
0.00
None
8.54K
GOLDMAN SACHS GROUP INC
SOLEShares14.41K
TypeSH
Market value$12.67M
2.78%
Sole
12.71K
Shared
0.00
None
1.70K
BERKSHIRE HATHAWAY INC DEL
SOLEShares24.87K
TypeSH
Market value$12.50M
2.75%
Sole
21.85K
Shared
0.00
None
3.02K
COSTCO WHSL CORP NEW
SOLEShares13.46K
TypeSH
Market value$11.60M
2.55%
Sole
11.84K
Shared
0.00
None
1.61K
MERCADOLIBRE INC
SOLEShares5.50K
TypeSH
Market value$11.08M
2.44%
Sole
4.78K
Shared
0.00
None
719.00
MASTERCARD INCORPORATED
SOLEShares18.02K
TypeSH
Market value$10.29M
2.26%
Sole
15.88K
Shared
0.00
None
2.14K
META PLATFORMS INC
SOLEShares14.68K
TypeSH
Market value$9.69M
2.13%
Sole
12.71K
Shared
0.00
None
1.96K
VISA INC
SOLEShares26.81K
TypeSH
Market value$9.40M
2.07%
Sole
23.55K
Shared
0.00
None
3.27K
ANALOG DEVICES INC
SOLEShares32.86K
TypeSH
Market value$8.91M
1.96%
Sole
29.66K
Shared
0.00
None
3.20K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares22.84K
TypeSH
Market value$6.94M
1.53%
Sole
20.08K
Shared
0.00
None
2.76K
ADVANCED MICRO DEVICES INC
SOLEShares32.31K
TypeSH
Market value$6.92M
1.52%
Sole
29.35K
Shared
0.00
None
2.95K
JOHNSON & JOHNSON
SOLEShares33.40K
TypeSH
Market value$6.91M
1.52%
Sole
29.22K
Shared
0.00
None
4.17K
PEPSICO INC
SOLEShares46.79K
TypeSH
Market value$6.71M
1.48%
Sole
40.82K
Shared
0.00
None
5.97K
APPLIED MATLS INC
SOLEShares23.54K
TypeSH
Market value$6.05M
1.33%
Sole
19.80K
Shared
0.00
None
3.75K
HOME DEPOT INC
SOLEShares17.18K
TypeSH
Market value$5.91M
1.30%
Sole
15.33K
Shared
0.00
None
1.85K
RTX CORPORATION
SOLEShares31.31K
TypeSH
Market value$5.74M
1.26%
Sole
27.13K
Shared
0.00
None
4.18K
UNION PAC CORP
SOLEShares24.10K
TypeSH
Market value$5.57M
1.23%
Sole
21.52K
Shared
0.00
None
2.58K
QUALCOMM INC
SOLEShares29.15K
TypeSH
Market value$4.99M
1.10%
Sole
23.52K
Shared
0.00
None
5.63K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 172.16K | SH | $32.11M 7.06% | 145.81K | 0.00 | 26.35K |
APPLE INCSOLE | COM | 110.72K | SH | $30.10M 6.62% | 101.79K | 0.00 | 8.93K |
MICROSOFT CORPSOLE | COM | 52.47K | SH | $25.37M 5.58% | 46.18K | 0.00 | 6.28K |
ELI LILLY & COSOLE | COM | 22.34K | SH | $24.00M 5.28% | 20.35K | 0.00 | 1.99K |
BROADCOM INCSOLE | COM | 68.81K | SH | $23.82M 5.23% | 59.36K | 0.00 | 9.45K |
JPMORGAN CHASE & CO.SOLE | COM | 59.22K | SH | $19.08M 4.19% | 52.34K | 0.00 | 6.88K |
ALPHABET INCSOLE | CAP STK CL C | 50.79K | SH | $15.94M 3.50% | 43.53K | 0.00 | 7.25K |
AMAZON COM INCSOLE | COM | 68.99K | SH | $15.92M 3.50% | 60.45K | 0.00 | 8.54K |
GOLDMAN SACHS GROUP INCSOLE | COM | 14.41K | SH | $12.67M 2.78% | 12.71K | 0.00 | 1.70K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 24.87K | SH | $12.50M 2.75% | 21.85K | 0.00 | 3.02K |
COSTCO WHSL CORP NEWSOLE | COM | 13.46K | SH | $11.60M 2.55% | 11.84K | 0.00 | 1.61K |
MERCADOLIBRE INCSOLE | COM | 5.50K | SH | $11.08M 2.44% | 4.78K | 0.00 | 719.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 18.02K | SH | $10.29M 2.26% | 15.88K | 0.00 | 2.14K |
META PLATFORMS INCSOLE | CL A | 14.68K | SH | $9.69M 2.13% | 12.71K | 0.00 | 1.96K |
VISA INCSOLE | COM CL A | 26.81K | SH | $9.40M 2.07% | 23.55K | 0.00 | 3.27K |
ANALOG DEVICES INCSOLE | COM | 32.86K | SH | $8.91M 1.96% | 29.66K | 0.00 | 3.20K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 22.84K | SH | $6.94M 1.53% | 20.08K | 0.00 | 2.76K |
ADVANCED MICRO DEVICES INCSOLE | COM | 32.31K | SH | $6.92M 1.52% | 29.35K | 0.00 | 2.95K |
JOHNSON & JOHNSONSOLE | COM | 33.40K | SH | $6.91M 1.52% | 29.22K | 0.00 | 4.17K |
PEPSICO INCSOLE | COM | 46.79K | SH | $6.71M 1.48% | 40.82K | 0.00 | 5.97K |
APPLIED MATLS INCSOLE | COM | 23.54K | SH | $6.05M 1.33% | 19.80K | 0.00 | 3.75K |
HOME DEPOT INCSOLE | COM | 17.18K | SH | $5.91M 1.30% | 15.33K | 0.00 | 1.85K |
RTX CORPORATIONSOLE | COM | 31.31K | SH | $5.74M 1.26% | 27.13K | 0.00 | 4.18K |
UNION PAC CORPSOLE | COM | 24.10K | SH | $5.57M 1.23% | 21.52K | 0.00 | 2.58K |
QUALCOMM INCSOLE | COM | 29.15K | SH | $4.99M 1.10% | 23.52K | 0.00 | 5.63K |
Page 1 of 5
…