Filed: 8/15/2025ACC: 0001085146-25-005318
📋 What this filing means
CYPRESS ASSET MANAGEMENT INC/TX filed this quarterly 13F‑HR report disclosing 108 equity positions with a total reported market value of $373.30M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
108
Positions
$373.30M
Total AUM (reported)
1.72M
Total Shares
Allocation by class
COM$284.83M76.3%
CL A$24.12M6.5%
CL B NEW$13.48M3.6%
COM CL A$9.77M2.6%
SHS$9.72M2.6%
CAP STK CL C$8.74M2.3%
CAP STK CL A$4.20M1.1%
Portfolio Concentration
Top 3$64.86M17.4%
4–10$92.01M24.6%
11–25$98.45M26.4%
Rest$117.99M31.6%
Top 3 weight
17.4%
Top 10 weight
42.0%
Voting Authority Distribution
Total shares with voting rights: 1.72M
Sole
Full voting authority
1.50M
shares
% of voting shares87.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
222.15K
shares
% of voting shares12.9%
Investment Discretion (by position count)
Sole108
Shared0
Other0
Dominant voting typeSole · 87.1% of voting shares
Institutional Holdings108
Rows:
APPLE INC
SOLEShares113.08K
TypeSH
Market value$25.12M
6.73%
Sole
104.04K
Shared
0.00
None
9.04K
MICROSOFT CORP
SOLEShares53.54K
TypeSH
Market value$20.10M
5.38%
Sole
47.25K
Shared
0.00
None
6.28K
NVIDIA CORPORATION
SOLEShares181.21K
TypeSH
Market value$19.64M
5.26%
Sole
151.99K
Shared
0.00
None
29.23K
ELI LILLY & CO
SOLEShares22.44K
TypeSH
Market value$18.53M
4.96%
Sole
20.59K
Shared
0.00
None
1.85K
JPMORGAN CHASE & CO.
SOLEShares59.24K
TypeSH
Market value$14.53M
3.89%
Sole
52.44K
Shared
0.00
None
6.80K
BERKSHIRE HATHAWAY INC DEL
SOLEShares25.32K
TypeSH
Market value$13.48M
3.61%
Sole
22.30K
Shared
0.00
None
3.02K
AMAZON COM INC
SOLEShares68.18K
TypeSH
Market value$12.97M
3.47%
Sole
59.84K
Shared
0.00
None
8.34K
BROADCOM INC
SOLEShares67.97K
TypeSH
Market value$11.38M
3.05%
Sole
58.42K
Shared
0.00
None
9.55K
COSTCO WHSL CORP NEW
SOLEShares11.39K
TypeSH
Market value$10.77M
2.89%
Sole
9.98K
Shared
0.00
None
1.41K
MASTERCARD INCORPORATED
SOLEShares18.86K
TypeSH
Market value$10.34M
2.77%
Sole
16.62K
Shared
0.00
None
2.24K
VISA INC
SOLEShares27.87K
TypeSH
Market value$9.77M
2.62%
Sole
24.47K
Shared
0.00
None
3.40K
ALPHABET INC
SOLEShares55.95K
TypeSH
Market value$8.74M
2.34%
Sole
49.89K
Shared
0.00
None
6.06K
MERCADOLIBRE INC
SOLEShares4.46K
TypeSH
Market value$8.71M
2.33%
Sole
3.86K
Shared
0.00
None
605.00
PEPSICO INC
SOLEShares51.82K
TypeSH
Market value$7.77M
2.08%
Sole
45.78K
Shared
0.00
None
6.04K
GOLDMAN SACHS GROUP INC
SOLEShares13.16K
TypeSH
Market value$7.19M
1.93%
Sole
11.74K
Shared
0.00
None
1.43K
META PLATFORMS INC
SOLEShares11.78K
TypeSH
Market value$6.79M
1.82%
Sole
10.07K
Shared
0.00
None
1.71K
ANALOG DEVICES INC
SOLEShares33.30K
TypeSH
Market value$6.72M
1.80%
Sole
30.10K
Shared
0.00
None
3.20K
HOME DEPOT INC
SOLEShares17.64K
TypeSH
Market value$6.47M
1.73%
Sole
15.79K
Shared
0.00
None
1.85K
UNION PAC CORP
SOLEShares24.22K
TypeSH
Market value$5.72M
1.53%
Sole
21.69K
Shared
0.00
None
2.53K
JOHNSON & JOHNSON
SOLEShares32.99K
TypeSH
Market value$5.47M
1.47%
Sole
28.81K
Shared
0.00
None
4.17K
HONEYWELL INTL INC
SOLEShares25.04K
TypeSH
Market value$5.30M
1.42%
Sole
22.78K
Shared
0.00
None
2.27K
UNITEDHEALTH GROUP INC
SOLEShares10.10K
TypeSH
Market value$5.29M
1.42%
Sole
8.89K
Shared
0.00
None
1.21K
LINDE PLC
SOLEShares11.08K
TypeSH
Market value$5.16M
1.38%
Sole
9.61K
Shared
0.00
None
1.47K
ZOETIS INC
SOLEShares29.09K
TypeSH
Market value$4.79M
1.28%
Sole
24.93K
Shared
0.00
None
4.17K
QUALCOMM INC
SOLEShares29.74K
TypeSH
Market value$4.57M
1.22%
Sole
24.12K
Shared
0.00
None
5.63K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 113.08K | SH | $25.12M 6.73% | 104.04K | 0.00 | 9.04K |
MICROSOFT CORPSOLE | COM | 53.54K | SH | $20.10M 5.38% | 47.25K | 0.00 | 6.28K |
NVIDIA CORPORATIONSOLE | COM | 181.21K | SH | $19.64M 5.26% | 151.99K | 0.00 | 29.23K |
ELI LILLY & COSOLE | COM | 22.44K | SH | $18.53M 4.96% | 20.59K | 0.00 | 1.85K |
JPMORGAN CHASE & CO.SOLE | COM | 59.24K | SH | $14.53M 3.89% | 52.44K | 0.00 | 6.80K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 25.32K | SH | $13.48M 3.61% | 22.30K | 0.00 | 3.02K |
AMAZON COM INCSOLE | COM | 68.18K | SH | $12.97M 3.47% | 59.84K | 0.00 | 8.34K |
BROADCOM INCSOLE | COM | 67.97K | SH | $11.38M 3.05% | 58.42K | 0.00 | 9.55K |
COSTCO WHSL CORP NEWSOLE | COM | 11.39K | SH | $10.77M 2.89% | 9.98K | 0.00 | 1.41K |
MASTERCARD INCORPORATEDSOLE | CL A | 18.86K | SH | $10.34M 2.77% | 16.62K | 0.00 | 2.24K |
VISA INCSOLE | COM CL A | 27.87K | SH | $9.77M 2.62% | 24.47K | 0.00 | 3.40K |
ALPHABET INCSOLE | CAP STK CL C | 55.95K | SH | $8.74M 2.34% | 49.89K | 0.00 | 6.06K |
MERCADOLIBRE INCSOLE | COM | 4.46K | SH | $8.71M 2.33% | 3.86K | 0.00 | 605.00 |
PEPSICO INCSOLE | COM | 51.82K | SH | $7.77M 2.08% | 45.78K | 0.00 | 6.04K |
GOLDMAN SACHS GROUP INCSOLE | COM | 13.16K | SH | $7.19M 1.93% | 11.74K | 0.00 | 1.43K |
META PLATFORMS INCSOLE | CL A | 11.78K | SH | $6.79M 1.82% | 10.07K | 0.00 | 1.71K |
ANALOG DEVICES INCSOLE | COM | 33.30K | SH | $6.72M 1.80% | 30.10K | 0.00 | 3.20K |
HOME DEPOT INCSOLE | COM | 17.64K | SH | $6.47M 1.73% | 15.79K | 0.00 | 1.85K |
UNION PAC CORPSOLE | COM | 24.22K | SH | $5.72M 1.53% | 21.69K | 0.00 | 2.53K |
JOHNSON & JOHNSONSOLE | COM | 32.99K | SH | $5.47M 1.47% | 28.81K | 0.00 | 4.17K |
HONEYWELL INTL INCSOLE | COM | 25.04K | SH | $5.30M 1.42% | 22.78K | 0.00 | 2.27K |
UNITEDHEALTH GROUP INCSOLE | COM | 10.10K | SH | $5.29M 1.42% | 8.89K | 0.00 | 1.21K |
LINDE PLCSOLE | SHS | 11.08K | SH | $5.16M 1.38% | 9.61K | 0.00 | 1.47K |
ZOETIS INCSOLE | CL A | 29.09K | SH | $4.79M 1.28% | 24.93K | 0.00 | 4.17K |
QUALCOMM INCSOLE | COM | 29.74K | SH | $4.57M 1.22% | 24.12K | 0.00 | 5.63K |
Page 1 of 5
…