Filed: 2/24/2025ACC: 0001085146-25-001762
📋 What this filing means
CYPRESS ASSET MANAGEMENT INC/TX filed this quarterly 13F‑HR report disclosing 104 equity positions with a total reported market value of $388.38M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
104
Positions
$388.38M
Total AUM (reported)
1.80M
Total Shares
Allocation by class
COM$298.68M76.9%
CL A$24.11M6.2%
CAP STK CL C$10.69M2.8%
CL B NEW$10.67M2.7%
COM CL A$7.67M2.0%
SHS$7.24M1.9%
CAP STK CL A$5.25M1.4%
Portfolio Concentration
Top 3$77.76M20.0%
4–10$87.25M22.5%
11–25$97.10M25.0%
Rest$126.27M32.5%
Top 3 weight
20.0%
Top 10 weight
42.5%
Voting Authority Distribution
Total shares with voting rights: 1.80M
Sole
Full voting authority
1.57M
shares
% of voting shares87.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
227.13K
shares
% of voting shares12.6%
Investment Discretion (by position count)
Sole104
Shared0
Other0
Dominant voting typeSole · 87.4% of voting shares
Institutional Holdings104
Rows:
NVIDIA CORPORATION
SOLEShares222.99K
TypeSH
Market value$27.93M
7.19%
Sole
185.94K
Shared
0.00
None
37.05K
APPLE INC
SOLEShares116.99K
TypeSH
Market value$25.26M
6.50%
Sole
107.95K
Shared
0.00
None
9.04K
MICROSOFT CORP
SOLEShares53.56K
TypeSH
Market value$24.58M
6.33%
Sole
47.27K
Shared
0.00
None
6.28K
ELI LILLY & CO
SOLEShares21.48K
TypeSH
Market value$19.76M
5.09%
Sole
20.06K
Shared
0.00
None
1.42K
AMAZON COM INC
SOLEShares67.93K
TypeSH
Market value$13.32M
3.43%
Sole
59.84K
Shared
0.00
None
8.09K
JPMORGAN CHASE & CO.
SOLEShares59.81K
TypeSH
Market value$12.39M
3.19%
Sole
53.01K
Shared
0.00
None
6.80K
ALPHABET INC
SOLEShares58.15K
TypeSH
Market value$10.69M
2.75%
Sole
52.09K
Shared
0.00
None
6.06K
BERKSHIRE HATHAWAY INC DEL
SOLEShares25.62K
TypeSH
Market value$10.67M
2.75%
Sole
22.60K
Shared
0.00
None
3.02K
BROADCOM INC
SOLEShares6.40K
TypeSH
Market value$10.46M
2.69%
Sole
5.46K
Shared
0.00
None
945.00
COSTCO WHSL CORP NEW
SOLEShares11.50K
TypeSH
Market value$9.96M
2.56%
Sole
10.10K
Shared
0.00
None
1.40K
PEPSICO INC
SOLEShares57.74K
TypeSH
Market value$9.69M
2.50%
Sole
50.55K
Shared
0.00
None
7.20K
MASTERCARD INCORPORATED
SOLEShares19.57K
TypeSH
Market value$8.73M
2.25%
Sole
17.33K
Shared
0.00
None
2.24K
VISA INC
SOLEShares28.79K
TypeSH
Market value$7.67M
1.97%
Sole
25.39K
Shared
0.00
None
3.40K
ANALOG DEVICES INC
SOLEShares32.12K
TypeSH
Market value$7.43M
1.91%
Sole
29.30K
Shared
0.00
None
2.83K
MERCADOLIBRE INC
SOLEShares4.02K
TypeSH
Market value$6.64M
1.71%
Sole
3.50K
Shared
0.00
None
520.00
HOME DEPOT INC
SOLEShares18K
TypeSH
Market value$6.33M
1.63%
Sole
16.15K
Shared
0.00
None
1.85K
QUALCOMM INC
SOLEShares31.36K
TypeSH
Market value$6.26M
1.61%
Sole
25.26K
Shared
0.00
None
6.10K
ADVANCED MICRO DEVICES INC
SOLEShares37.54K
TypeSH
Market value$6.13M
1.58%
Sole
34.36K
Shared
0.00
None
3.18K
APPLIED MATLS INC
SOLEShares24.10K
TypeSH
Market value$5.74M
1.48%
Sole
20.38K
Shared
0.00
None
3.72K
UNION PAC CORP
SOLEShares24.28K
TypeSH
Market value$5.65M
1.45%
Sole
21.75K
Shared
0.00
None
2.53K
HONEYWELL INTL INC
SOLEShares25.93K
TypeSH
Market value$5.64M
1.45%
Sole
23.66K
Shared
0.00
None
2.27K
JOHNSON & JOHNSON
SOLEShares36.44K
TypeSH
Market value$5.44M
1.40%
Sole
31.39K
Shared
0.00
None
5.05K
UNITEDHEALTH GROUP INC
SOLEShares10.31K
TypeSH
Market value$5.36M
1.38%
Sole
9.11K
Shared
0.00
None
1.21K
ALPHABET INC
SOLEShares28.19K
TypeSH
Market value$5.25M
1.35%
Sole
23.14K
Shared
0.00
None
5.05K
MERCK & CO INC
SOLEShares41.01K
TypeSH
Market value$5.16M
1.33%
Sole
37.59K
Shared
0.00
None
3.42K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 222.99K | SH | $27.93M 7.19% | 185.94K | 0.00 | 37.05K |
APPLE INCSOLE | COM | 116.99K | SH | $25.26M 6.50% | 107.95K | 0.00 | 9.04K |
MICROSOFT CORPSOLE | COM | 53.56K | SH | $24.58M 6.33% | 47.27K | 0.00 | 6.28K |
ELI LILLY & COSOLE | COM | 21.48K | SH | $19.76M 5.09% | 20.06K | 0.00 | 1.42K |
AMAZON COM INCSOLE | COM | 67.93K | SH | $13.32M 3.43% | 59.84K | 0.00 | 8.09K |
JPMORGAN CHASE & CO.SOLE | COM | 59.81K | SH | $12.39M 3.19% | 53.01K | 0.00 | 6.80K |
ALPHABET INCSOLE | CAP STK CL C | 58.15K | SH | $10.69M 2.75% | 52.09K | 0.00 | 6.06K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 25.62K | SH | $10.67M 2.75% | 22.60K | 0.00 | 3.02K |
BROADCOM INCSOLE | COM | 6.40K | SH | $10.46M 2.69% | 5.46K | 0.00 | 945.00 |
COSTCO WHSL CORP NEWSOLE | COM | 11.50K | SH | $9.96M 2.56% | 10.10K | 0.00 | 1.40K |
PEPSICO INCSOLE | COM | 57.74K | SH | $9.69M 2.50% | 50.55K | 0.00 | 7.20K |
MASTERCARD INCORPORATEDSOLE | CL A | 19.57K | SH | $8.73M 2.25% | 17.33K | 0.00 | 2.24K |
VISA INCSOLE | COM CL A | 28.79K | SH | $7.67M 1.97% | 25.39K | 0.00 | 3.40K |
ANALOG DEVICES INCSOLE | COM | 32.12K | SH | $7.43M 1.91% | 29.30K | 0.00 | 2.83K |
MERCADOLIBRE INCSOLE | COM | 4.02K | SH | $6.64M 1.71% | 3.50K | 0.00 | 520.00 |
HOME DEPOT INCSOLE | COM | 18K | SH | $6.33M 1.63% | 16.15K | 0.00 | 1.85K |
QUALCOMM INCSOLE | COM | 31.36K | SH | $6.26M 1.61% | 25.26K | 0.00 | 6.10K |
ADVANCED MICRO DEVICES INCSOLE | COM | 37.54K | SH | $6.13M 1.58% | 34.36K | 0.00 | 3.18K |
APPLIED MATLS INCSOLE | COM | 24.10K | SH | $5.74M 1.48% | 20.38K | 0.00 | 3.72K |
UNION PAC CORPSOLE | COM | 24.28K | SH | $5.65M 1.45% | 21.75K | 0.00 | 2.53K |
HONEYWELL INTL INCSOLE | COM | 25.93K | SH | $5.64M 1.45% | 23.66K | 0.00 | 2.27K |
JOHNSON & JOHNSONSOLE | COM | 36.44K | SH | $5.44M 1.40% | 31.39K | 0.00 | 5.05K |
UNITEDHEALTH GROUP INCSOLE | COM | 10.31K | SH | $5.36M 1.38% | 9.11K | 0.00 | 1.21K |
ALPHABET INCSOLE | CAP STK CL A | 28.19K | SH | $5.25M 1.35% | 23.14K | 0.00 | 5.05K |
MERCK & CO INCSOLE | COM | 41.01K | SH | $5.16M 1.33% | 37.59K | 0.00 | 3.42K |
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