Filed: 8/14/2025ACC: 0001085146-25-005198
📋 What this filing means
CYPRESS ASSET MANAGEMENT INC/TX filed this quarterly 13F‑HR report disclosing 111 equity positions with a total reported market value of $415.34M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
111
Positions
$415.34M
Total AUM (reported)
1.70M
Total Shares
Allocation by class
COM$324.97M78.2%
CL A$26.07M6.3%
CL B NEW$12.28M3.0%
SHS$11.12M2.7%
COM CL A$9.77M2.4%
CAP STK CL C$8.41M2.0%
SPONSORED ADS$4.73M1.1%
Portfolio Concentration
Top 3$78.31M18.9%
4–10$107.89M26.0%
11–25$105.43M25.4%
Rest$123.72M29.8%
Top 3 weight
18.9%
Top 10 weight
44.8%
Voting Authority Distribution
Total shares with voting rights: 1.70M
Sole
Full voting authority
1.48M
shares
% of voting shares86.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
222.58K
shares
% of voting shares13.1%
Investment Discretion (by position count)
Sole111
Shared0
Other0
Dominant voting typeSole · 86.9% of voting shares
Institutional Holdings111
Rows:
NVIDIA CORPORATION
SOLEShares181.64K
TypeSH
Market value$28.70M
6.91%
Sole
152.41K
Shared
0.00
None
29.23K
MICROSOFT CORP
SOLEShares53.60K
TypeSH
Market value$26.66M
6.42%
Sole
47.31K
Shared
0.00
None
6.28K
APPLE INC
SOLEShares111.86K
TypeSH
Market value$22.95M
5.53%
Sole
102.82K
Shared
0.00
None
9.04K
BROADCOM INC
SOLEShares70.14K
TypeSH
Market value$19.33M
4.65%
Sole
60.59K
Shared
0.00
None
9.55K
ELI LILLY & CO
SOLEShares22.94K
TypeSH
Market value$17.89M
4.31%
Sole
21.02K
Shared
0.00
None
1.93K
JPMORGAN CHASE & CO.
SOLEShares59.87K
TypeSH
Market value$17.36M
4.18%
Sole
52.99K
Shared
0.00
None
6.88K
AMAZON COM INC
SOLEShares69.20K
TypeSH
Market value$15.18M
3.66%
Sole
60.81K
Shared
0.00
None
8.38K
MERCADOLIBRE INC
SOLEShares5.39K
TypeSH
Market value$14.10M
3.39%
Sole
4.68K
Shared
0.00
None
714.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares25.29K
TypeSH
Market value$12.28M
2.96%
Sole
22.27K
Shared
0.00
None
3.02K
COSTCO WHSL CORP NEW
SOLEShares11.87K
TypeSH
Market value$11.75M
2.83%
Sole
10.38K
Shared
0.00
None
1.49K
MASTERCARD INCORPORATED
SOLEShares18.62K
TypeSH
Market value$10.46M
2.52%
Sole
16.45K
Shared
0.00
None
2.18K
VISA INC
SOLEShares27.53K
TypeSH
Market value$9.77M
2.35%
Sole
24.26K
Shared
0.00
None
3.27K
META PLATFORMS INC
SOLEShares13.08K
TypeSH
Market value$9.66M
2.33%
Sole
11.27K
Shared
0.00
None
1.82K
GOLDMAN SACHS GROUP INC
SOLEShares13.47K
TypeSH
Market value$9.53M
2.29%
Sole
11.98K
Shared
0.00
None
1.49K
ALPHABET INC
SOLEShares47.43K
TypeSH
Market value$8.41M
2.03%
Sole
41.37K
Shared
0.00
None
6.06K
ANALOG DEVICES INC
SOLEShares33.62K
TypeSH
Market value$8.00M
1.93%
Sole
30.42K
Shared
0.00
None
3.20K
PEPSICO INC
SOLEShares50.87K
TypeSH
Market value$6.72M
1.62%
Sole
44.83K
Shared
0.00
None
6.04K
HOME DEPOT INC
SOLEShares17.70K
TypeSH
Market value$6.49M
1.56%
Sole
15.85K
Shared
0.00
None
1.85K
HONEYWELL INTL INC
SOLEShares25.09K
TypeSH
Market value$5.84M
1.41%
Sole
22.83K
Shared
0.00
None
2.27K
UNION PAC CORP
SOLEShares24.34K
TypeSH
Market value$5.60M
1.35%
Sole
21.76K
Shared
0.00
None
2.58K
LINDE PLC
SOLEShares11.30K
TypeSH
Market value$5.30M
1.28%
Sole
9.84K
Shared
0.00
None
1.47K
JOHNSON & JOHNSON
SOLEShares33.88K
TypeSH
Market value$5.18M
1.25%
Sole
29.70K
Shared
0.00
None
4.17K
PALO ALTO NETWORKS INC
SOLEShares24.39K
TypeSH
Market value$4.99M
1.20%
Sole
21.15K
Shared
0.00
None
3.24K
QUALCOMM INC
SOLEShares29.74K
TypeSH
Market value$4.74M
1.14%
Sole
24.12K
Shared
0.00
None
5.63K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares20.89K
TypeSH
Market value$4.73M
1.14%
Sole
18.39K
Shared
0.00
None
2.50K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 181.64K | SH | $28.70M 6.91% | 152.41K | 0.00 | 29.23K |
MICROSOFT CORPSOLE | COM | 53.60K | SH | $26.66M 6.42% | 47.31K | 0.00 | 6.28K |
APPLE INCSOLE | COM | 111.86K | SH | $22.95M 5.53% | 102.82K | 0.00 | 9.04K |
BROADCOM INCSOLE | COM | 70.14K | SH | $19.33M 4.65% | 60.59K | 0.00 | 9.55K |
ELI LILLY & COSOLE | COM | 22.94K | SH | $17.89M 4.31% | 21.02K | 0.00 | 1.93K |
JPMORGAN CHASE & CO.SOLE | COM | 59.87K | SH | $17.36M 4.18% | 52.99K | 0.00 | 6.88K |
AMAZON COM INCSOLE | COM | 69.20K | SH | $15.18M 3.66% | 60.81K | 0.00 | 8.38K |
MERCADOLIBRE INCSOLE | COM | 5.39K | SH | $14.10M 3.39% | 4.68K | 0.00 | 714.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 25.29K | SH | $12.28M 2.96% | 22.27K | 0.00 | 3.02K |
COSTCO WHSL CORP NEWSOLE | COM | 11.87K | SH | $11.75M 2.83% | 10.38K | 0.00 | 1.49K |
MASTERCARD INCORPORATEDSOLE | CL A | 18.62K | SH | $10.46M 2.52% | 16.45K | 0.00 | 2.18K |
VISA INCSOLE | COM CL A | 27.53K | SH | $9.77M 2.35% | 24.26K | 0.00 | 3.27K |
META PLATFORMS INCSOLE | CL A | 13.08K | SH | $9.66M 2.33% | 11.27K | 0.00 | 1.82K |
GOLDMAN SACHS GROUP INCSOLE | COM | 13.47K | SH | $9.53M 2.29% | 11.98K | 0.00 | 1.49K |
ALPHABET INCSOLE | CAP STK CL C | 47.43K | SH | $8.41M 2.03% | 41.37K | 0.00 | 6.06K |
ANALOG DEVICES INCSOLE | COM | 33.62K | SH | $8.00M 1.93% | 30.42K | 0.00 | 3.20K |
PEPSICO INCSOLE | COM | 50.87K | SH | $6.72M 1.62% | 44.83K | 0.00 | 6.04K |
HOME DEPOT INCSOLE | COM | 17.70K | SH | $6.49M 1.56% | 15.85K | 0.00 | 1.85K |
HONEYWELL INTL INCSOLE | COM | 25.09K | SH | $5.84M 1.41% | 22.83K | 0.00 | 2.27K |
UNION PAC CORPSOLE | COM | 24.34K | SH | $5.60M 1.35% | 21.76K | 0.00 | 2.58K |
LINDE PLCSOLE | SHS | 11.30K | SH | $5.30M 1.28% | 9.84K | 0.00 | 1.47K |
JOHNSON & JOHNSONSOLE | COM | 33.88K | SH | $5.18M 1.25% | 29.70K | 0.00 | 4.17K |
PALO ALTO NETWORKS INCSOLE | COM | 24.39K | SH | $4.99M 1.20% | 21.15K | 0.00 | 3.24K |
QUALCOMM INCSOLE | COM | 29.74K | SH | $4.74M 1.14% | 24.12K | 0.00 | 5.63K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 20.89K | SH | $4.73M 1.14% | 18.39K | 0.00 | 2.50K |
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