Filed: 2/24/2025ACC: 0001085146-25-001763
📋 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 $402.77M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
105
Positions
$402.77M
Total AUM (reported)
1.79M
Total Shares
Allocation by class
COM$310.91M77.2%
CL A$25.90M6.4%
CL B NEW$11.76M2.9%
CAP STK CL C$10.94M2.7%
COM CL A$9.17M2.3%
SHS$7.57M1.9%
CAP STK CL A$5.36M1.3%
Portfolio Concentration
Top 3$78.30M19.4%
4–10$96.33M23.9%
11–25$100.43M24.9%
Rest$127.71M31.7%
Top 3 weight
19.4%
Top 10 weight
43.4%
Voting Authority Distribution
Total shares with voting rights: 1.79M
Sole
Full voting authority
1.56M
shares
% of voting shares87.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
230.80K
shares
% of voting shares12.9%
Investment Discretion (by position count)
Sole105
Shared0
Other0
Dominant voting typeSole · 87.1% of voting shares
Institutional Holdings105
Rows:
APPLE INC
SOLEShares114.87K
TypeSH
Market value$29.49M
7.32%
Sole
105.83K
Shared
0.00
None
9.04K
NVIDIA CORPORATION
SOLEShares187.32K
TypeSH
Market value$25.63M
6.36%
Sole
156.85K
Shared
0.00
None
30.48K
MICROSOFT CORP
SOLEShares53.51K
TypeSH
Market value$23.18M
5.76%
Sole
47.22K
Shared
0.00
None
6.28K
ELI LILLY & CO
SOLEShares21.97K
TypeSH
Market value$17.27M
4.29%
Sole
20.41K
Shared
0.00
None
1.57K
BROADCOM INC
SOLEShares67.50K
TypeSH
Market value$15.95M
3.96%
Sole
57.95K
Shared
0.00
None
9.55K
AMAZON COM INC
SOLEShares67.57K
TypeSH
Market value$15.03M
3.73%
Sole
59.48K
Shared
0.00
None
8.09K
JPMORGAN CHASE & CO.
SOLEShares59.53K
TypeSH
Market value$14.61M
3.63%
Sole
52.73K
Shared
0.00
None
6.80K
BERKSHIRE HATHAWAY INC DEL
SOLEShares25.34K
TypeSH
Market value$11.76M
2.92%
Sole
22.32K
Shared
0.00
None
3.02K
ALPHABET INC
SOLEShares57.22K
TypeSH
Market value$10.94M
2.72%
Sole
51.16K
Shared
0.00
None
6.06K
COSTCO WHSL CORP NEW
SOLEShares11.54K
TypeSH
Market value$10.77M
2.67%
Sole
10.13K
Shared
0.00
None
1.41K
MASTERCARD INCORPORATED
SOLEShares19.42K
TypeSH
Market value$10.34M
2.57%
Sole
17.18K
Shared
0.00
None
2.24K
VISA INC
SOLEShares28.59K
TypeSH
Market value$9.17M
2.28%
Sole
25.19K
Shared
0.00
None
3.40K
PEPSICO INC
SOLEShares55.63K
TypeSH
Market value$8.61M
2.14%
Sole
48.54K
Shared
0.00
None
7.09K
MERCADOLIBRE INC
SOLEShares4.38K
TypeSH
Market value$7.49M
1.86%
Sole
3.78K
Shared
0.00
None
600.00
ANALOG DEVICES INC
SOLEShares33.33K
TypeSH
Market value$7.18M
1.78%
Sole
30.25K
Shared
0.00
None
3.08K
HOME DEPOT INC
SOLEShares17.78K
TypeSH
Market value$7.06M
1.75%
Sole
15.93K
Shared
0.00
None
1.85K
GOLDMAN SACHS GROUP INC
SOLEShares12.02K
TypeSH
Market value$7.02M
1.74%
Sole
10.87K
Shared
0.00
None
1.16K
META PLATFORMS INC
SOLEShares10.33K
TypeSH
Market value$6.22M
1.54%
Sole
9.05K
Shared
0.00
None
1.28K
HONEYWELL INTL INC
SOLEShares25.62K
TypeSH
Market value$5.90M
1.46%
Sole
23.36K
Shared
0.00
None
2.27K
UNION PAC CORP
SOLEShares24.38K
TypeSH
Market value$5.71M
1.42%
Sole
21.86K
Shared
0.00
None
2.53K
ALPHABET INC
SOLEShares27.71K
TypeSH
Market value$5.36M
1.33%
Sole
22.66K
Shared
0.00
None
5.05K
JOHNSON & JOHNSON
SOLEShares36.13K
TypeSH
Market value$5.33M
1.32%
Sole
31.08K
Shared
0.00
None
5.05K
UNITEDHEALTH GROUP INC
SOLEShares10.16K
TypeSH
Market value$5.24M
1.30%
Sole
8.95K
Shared
0.00
None
1.21K
LOCKHEED MARTIN CORP
SOLEShares9.98K
TypeSH
Market value$4.99M
1.24%
Sole
8.97K
Shared
0.00
None
1.01K
QUALCOMM INC
SOLEShares31.19K
TypeSH
Market value$4.80M
1.19%
Sole
25.09K
Shared
0.00
None
6.10K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 114.87K | SH | $29.49M 7.32% | 105.83K | 0.00 | 9.04K |
NVIDIA CORPORATIONSOLE | COM | 187.32K | SH | $25.63M 6.36% | 156.85K | 0.00 | 30.48K |
MICROSOFT CORPSOLE | COM | 53.51K | SH | $23.18M 5.76% | 47.22K | 0.00 | 6.28K |
ELI LILLY & COSOLE | COM | 21.97K | SH | $17.27M 4.29% | 20.41K | 0.00 | 1.57K |
BROADCOM INCSOLE | COM | 67.50K | SH | $15.95M 3.96% | 57.95K | 0.00 | 9.55K |
AMAZON COM INCSOLE | COM | 67.57K | SH | $15.03M 3.73% | 59.48K | 0.00 | 8.09K |
JPMORGAN CHASE & CO.SOLE | COM | 59.53K | SH | $14.61M 3.63% | 52.73K | 0.00 | 6.80K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 25.34K | SH | $11.76M 2.92% | 22.32K | 0.00 | 3.02K |
ALPHABET INCSOLE | CAP STK CL C | 57.22K | SH | $10.94M 2.72% | 51.16K | 0.00 | 6.06K |
COSTCO WHSL CORP NEWSOLE | COM | 11.54K | SH | $10.77M 2.67% | 10.13K | 0.00 | 1.41K |
MASTERCARD INCORPORATEDSOLE | CL A | 19.42K | SH | $10.34M 2.57% | 17.18K | 0.00 | 2.24K |
VISA INCSOLE | COM CL A | 28.59K | SH | $9.17M 2.28% | 25.19K | 0.00 | 3.40K |
PEPSICO INCSOLE | COM | 55.63K | SH | $8.61M 2.14% | 48.54K | 0.00 | 7.09K |
MERCADOLIBRE INCSOLE | COM | 4.38K | SH | $7.49M 1.86% | 3.78K | 0.00 | 600.00 |
ANALOG DEVICES INCSOLE | COM | 33.33K | SH | $7.18M 1.78% | 30.25K | 0.00 | 3.08K |
HOME DEPOT INCSOLE | COM | 17.78K | SH | $7.06M 1.75% | 15.93K | 0.00 | 1.85K |
GOLDMAN SACHS GROUP INCSOLE | COM | 12.02K | SH | $7.02M 1.74% | 10.87K | 0.00 | 1.16K |
META PLATFORMS INCSOLE | CL A | 10.33K | SH | $6.22M 1.54% | 9.05K | 0.00 | 1.28K |
HONEYWELL INTL INCSOLE | COM | 25.62K | SH | $5.90M 1.46% | 23.36K | 0.00 | 2.27K |
UNION PAC CORPSOLE | COM | 24.38K | SH | $5.71M 1.42% | 21.86K | 0.00 | 2.53K |
ALPHABET INCSOLE | CAP STK CL A | 27.71K | SH | $5.36M 1.33% | 22.66K | 0.00 | 5.05K |
JOHNSON & JOHNSONSOLE | COM | 36.13K | SH | $5.33M 1.32% | 31.08K | 0.00 | 5.05K |
UNITEDHEALTH GROUP INCSOLE | COM | 10.16K | SH | $5.24M 1.30% | 8.95K | 0.00 | 1.21K |
LOCKHEED MARTIN CORPSOLE | COM | 9.98K | SH | $4.99M 1.24% | 8.97K | 0.00 | 1.01K |
QUALCOMM INCSOLE | COM | 31.19K | SH | $4.80M 1.19% | 25.09K | 0.00 | 6.10K |
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