Filed: 8/15/2025ACC: 0001085146-25-005317
📋 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 $401.57M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
105
Positions
$401.57M
Total AUM (reported)
1.84M
Total Shares
Allocation by class
COM$308.97M76.9%
CL A$26.51M6.6%
CL B NEW$12.03M3.0%
CAP STK CL C$9.69M2.4%
SHS$8.30M2.1%
COM CL A$7.99M2.0%
CAP STK CL A$4.75M1.2%
Portfolio Concentration
Top 3$76.46M19.0%
4–10$88.95M22.2%
11–25$102.87M25.6%
Rest$133.29M33.2%
Top 3 weight
19.0%
Top 10 weight
41.2%
Voting Authority Distribution
Total shares with voting rights: 1.84M
Sole
Full voting authority
1.61M
shares
% of voting shares87.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
233.49K
shares
% of voting shares12.7%
Investment Discretion (by position count)
Sole105
Shared0
Other0
Dominant voting typeSole · 87.3% of voting shares
Institutional Holdings105
Rows:
APPLE INC
SOLEShares118.90K
TypeSH
Market value$27.70M
6.90%
Sole
109.86K
Shared
0.00
None
9.04K
NVIDIA CORPORATION
SOLEShares207.22K
TypeSH
Market value$25.16M
6.27%
Sole
170.67K
Shared
0.00
None
36.55K
MICROSOFT CORP
SOLEShares54.83K
TypeSH
Market value$23.59M
5.87%
Sole
48.54K
Shared
0.00
None
6.28K
ELI LILLY & CO
SOLEShares21.88K
TypeSH
Market value$19.38M
4.83%
Sole
20.41K
Shared
0.00
None
1.47K
JPMORGAN CHASE & CO.
SOLEShares60.90K
TypeSH
Market value$12.84M
3.20%
Sole
54.10K
Shared
0.00
None
6.80K
AMAZON COM INC
SOLEShares68.89K
TypeSH
Market value$12.84M
3.20%
Sole
60.80K
Shared
0.00
None
8.09K
BERKSHIRE HATHAWAY INC DEL
SOLEShares26.13K
TypeSH
Market value$12.03M
3.00%
Sole
23.11K
Shared
0.00
None
3.02K
BROADCOM INC
SOLEShares68.15K
TypeSH
Market value$11.76M
2.93%
Sole
58.60K
Shared
0.00
None
9.55K
COSTCO WHSL CORP NEW
SOLEShares11.65K
TypeSH
Market value$10.33M
2.57%
Sole
10.26K
Shared
0.00
None
1.40K
PEPSICO INC
SOLEShares57.50K
TypeSH
Market value$9.78M
2.43%
Sole
50.40K
Shared
0.00
None
7.09K
MASTERCARD INCORPORATED
SOLEShares19.70K
TypeSH
Market value$9.73M
2.42%
Sole
17.46K
Shared
0.00
None
2.24K
ALPHABET INC
SOLEShares57.96K
TypeSH
Market value$9.69M
2.41%
Sole
51.90K
Shared
0.00
None
6.06K
MERCADOLIBRE INC
SOLEShares4.14K
TypeSH
Market value$8.50M
2.12%
Sole
3.62K
Shared
0.00
None
520.00
VISA INC
SOLEShares29.04K
TypeSH
Market value$7.99M
1.99%
Sole
25.64K
Shared
0.00
None
3.40K
ANALOG DEVICES INC
SOLEShares33.62K
TypeSH
Market value$7.74M
1.93%
Sole
30.63K
Shared
0.00
None
2.99K
HOME DEPOT INC
SOLEShares18.18K
TypeSH
Market value$7.37M
1.83%
Sole
16.33K
Shared
0.00
None
1.85K
ADVANCED MICRO DEVICES INC
SOLEShares37.51K
TypeSH
Market value$6.15M
1.53%
Sole
34.33K
Shared
0.00
None
3.18K
UNITEDHEALTH GROUP INC
SOLEShares10.50K
TypeSH
Market value$6.14M
1.53%
Sole
9.29K
Shared
0.00
None
1.21K
UNION PAC CORP
SOLEShares24.81K
TypeSH
Market value$6.11M
1.52%
Sole
22.28K
Shared
0.00
None
2.53K
LOCKHEED MARTIN CORP
SOLEShares10.29K
TypeSH
Market value$6.01M
1.50%
Sole
9.28K
Shared
0.00
None
1.01K
JOHNSON & JOHNSON
SOLEShares36.76K
TypeSH
Market value$5.96M
1.48%
Sole
31.71K
Shared
0.00
None
5.05K
HONEYWELL INTL INC
SOLEShares26.18K
TypeSH
Market value$5.41M
1.35%
Sole
23.91K
Shared
0.00
None
2.27K
ZOETIS INC
SOLEShares27.67K
TypeSH
Market value$5.41M
1.35%
Sole
23.95K
Shared
0.00
None
3.73K
META PLATFORMS INC
SOLEShares9.38K
TypeSH
Market value$5.37M
1.34%
Sole
8.30K
Shared
0.00
None
1.08K
QUALCOMM INC
SOLEShares31.15K
TypeSH
Market value$5.30M
1.32%
Sole
25.05K
Shared
0.00
None
6.10K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 118.90K | SH | $27.70M 6.90% | 109.86K | 0.00 | 9.04K |
NVIDIA CORPORATIONSOLE | COM | 207.22K | SH | $25.16M 6.27% | 170.67K | 0.00 | 36.55K |
MICROSOFT CORPSOLE | COM | 54.83K | SH | $23.59M 5.87% | 48.54K | 0.00 | 6.28K |
ELI LILLY & COSOLE | COM | 21.88K | SH | $19.38M 4.83% | 20.41K | 0.00 | 1.47K |
JPMORGAN CHASE & CO.SOLE | COM | 60.90K | SH | $12.84M 3.20% | 54.10K | 0.00 | 6.80K |
AMAZON COM INCSOLE | COM | 68.89K | SH | $12.84M 3.20% | 60.80K | 0.00 | 8.09K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 26.13K | SH | $12.03M 3.00% | 23.11K | 0.00 | 3.02K |
BROADCOM INCSOLE | COM | 68.15K | SH | $11.76M 2.93% | 58.60K | 0.00 | 9.55K |
COSTCO WHSL CORP NEWSOLE | COM | 11.65K | SH | $10.33M 2.57% | 10.26K | 0.00 | 1.40K |
PEPSICO INCSOLE | COM | 57.50K | SH | $9.78M 2.43% | 50.40K | 0.00 | 7.09K |
MASTERCARD INCORPORATEDSOLE | CL A | 19.70K | SH | $9.73M 2.42% | 17.46K | 0.00 | 2.24K |
ALPHABET INCSOLE | CAP STK CL C | 57.96K | SH | $9.69M 2.41% | 51.90K | 0.00 | 6.06K |
MERCADOLIBRE INCSOLE | COM | 4.14K | SH | $8.50M 2.12% | 3.62K | 0.00 | 520.00 |
VISA INCSOLE | COM CL A | 29.04K | SH | $7.99M 1.99% | 25.64K | 0.00 | 3.40K |
ANALOG DEVICES INCSOLE | COM | 33.62K | SH | $7.74M 1.93% | 30.63K | 0.00 | 2.99K |
HOME DEPOT INCSOLE | COM | 18.18K | SH | $7.37M 1.83% | 16.33K | 0.00 | 1.85K |
ADVANCED MICRO DEVICES INCSOLE | COM | 37.51K | SH | $6.15M 1.53% | 34.33K | 0.00 | 3.18K |
UNITEDHEALTH GROUP INCSOLE | COM | 10.50K | SH | $6.14M 1.53% | 9.29K | 0.00 | 1.21K |
UNION PAC CORPSOLE | COM | 24.81K | SH | $6.11M 1.52% | 22.28K | 0.00 | 2.53K |
LOCKHEED MARTIN CORPSOLE | COM | 10.29K | SH | $6.01M 1.50% | 9.28K | 0.00 | 1.01K |
JOHNSON & JOHNSONSOLE | COM | 36.76K | SH | $5.96M 1.48% | 31.71K | 0.00 | 5.05K |
HONEYWELL INTL INCSOLE | COM | 26.18K | SH | $5.41M 1.35% | 23.91K | 0.00 | 2.27K |
ZOETIS INCSOLE | CL A | 27.67K | SH | $5.41M 1.35% | 23.95K | 0.00 | 3.73K |
META PLATFORMS INCSOLE | CL A | 9.38K | SH | $5.37M 1.34% | 8.30K | 0.00 | 1.08K |
QUALCOMM INCSOLE | COM | 31.15K | SH | $5.30M 1.32% | 25.05K | 0.00 | 6.10K |
Page 1 of 5
…