Cypress Asset Management Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), Cypress Asset Management Inc. reported 107 stock positions worth $513.6 million. Its top holding was Nvidia (NVDA) at 6.1% of the portfolio, followed by Apple (AAPL, 6.0%) and Eli Lilly (LLY, 5.1%). Compared with Q1 2026, it opened 3 new positions, sold out of 1, added to 40 and reduced 23. The biggest buy was Applied Materials (AMAT, shares +0%) and the biggest sale Microsoft (MSFT, shares −3%).

Most Recent 13F
Q2 2026
Location
HOUSTON, TX
CIK
0001030618
Portfolio Value
$513.6M (Q2 2026)
SEC Filing
0001030618-26-000003 ↗ filed Aug 7, 2026

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $368.7M Q1 2024 Q2 2024: $388.4M Q2 2024 Q3 2024: $401.6M Q3 2024 Q4 2024: $402.8M Q4 2024 Q1 2025: $373.3M Q1 2025 Q2 2025: $415.3M Q2 2025 Q3 2025: $439.5M Q3 2025 Q4 2025: $455.0M Q4 2025 Q1 2026: $431.2M Q1 2026 Q2 2026: $513.6M $513.6M Q2 2026

Holdings 107 stocks · $513.6M
NVDA Nvidia Corp. 6.15% 157,815 $31.6M Reduce -5.6%
AAPL Apple Inc. 6.02% 106,911 $30.9M Reduce -1.5%
LLY Eli Lilly & Co. 5.10% 21,845 $26.2M Reduce -0.3%
AVGO Broadcom Inc. 4.92% 66,951 $25.3M Reduce -2.6%
JPM JPMorgan Chase & Co. 3.74% 58,703 $19.2M Add +0.7%
GOOG Alphabet Inc. Class C 3.68% 53,471 $18.9M Add +4.1%
MSFT Microsoft Corp. 3.61% 49,644 $18.5M Reduce -2.9%
AMD Advanced Micro Devices 3.49% 30,857 $17.9M Reduce -2.8%
AMAT Applied Materials Inc. 3.26% 23,172 $16.8M Add +0.3%
AMZN Amazon.com Inc. 3.23% 69,548 $16.6M Add +1.8%
GS Goldman Sachs Group Inc. 2.83% 14,371 $14.5M Add +0.3%
ADI Analog Devices Inc. 2.53% 32,748 $13.0M Add +0.3%
COST Costco Wholesale Corp. 2.42% 13,291 $12.4M Reduce -0.0%
BRK.B Berkshire Hathaway Inc. Class B 2.38% 24,405 $12.2M Add +0.1%
TSM Taiwan Semiconductor-SP ADR 2.11% 22,642 $10.8M Add +0.8%
MELI MercadoLibre Inc. 1.79% 5,413 $9.2M No change
MA Mastercard Inc. Class A 1.78% 17,796 $9.1M No change
V Visa Inc. Class A 1.77% 26,452 $9.1M No change
JNJ Johnson & Johnson 1.71% 34,542 $8.8M Add +5.7%
META Meta Platforms Inc. Class A 1.62% 14,760 $8.3M Add +2.9%
PANW Palo Alto Networks Inc. 1.61% 24,218 $8.3M No change
GEV GE Vernova Inc. 1.59% 6,967 $8.2M Add +10.0%
UNP Union Pacific Corp. 1.27% 23,901 $6.5M Add +0.5%
PEP Pepsico Inc. 1.23% 46,747 $6.3M Add +2.7%
RTX RTX Corp. 1.18% 31,895 $6.1M Add +3.4%
LIN Linde PLC 1.17% 11,554 $6.0M Add +2.9%
HD Home Depot Inc. 1.15% 16,779 $5.9M Reduce -0.3%
KLAC KLA Corp. 1.01% 17,250 $5.2M Reduce -1.7%
QCOM Qualcomm Inc. 0.88% 24,403 $4.5M Reduce -2.9%
EMR Emerson Electric Co. 0.88% 31,446 $4.5M Add +0.7%
POWL Powell Industries Inc. 0.85% 15,330 $4.4M No change
LMT Lockheed Martin Corp. 0.84% 8,495 $4.3M Reduce -0.2%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.82% 2,108 $4.2M No change
ETN Eaton Corp. PLC 0.80% 9,687 $4.1M Add +7.2%
TXN Texas Instruments Inc. 0.72% 12,389 $3.7M Add +0.4%
LOW Lowe's Cos Inc. 0.72% 16,662 $3.7M No change
PG The Procter & Gamble Co. 0.68% 23,662 $3.5M No change
DE Deere & Co. 0.68% 5,470 $3.5M No change
APH Amphenol Corp. Class A 0.64% 18,534 $3.3M Add +32.9%
MU Micron Technology Inc. 0.62% 2,770 $3.2M Add +52.6%
PWR Quanta Services Inc. 0.61% 4,317 $3.1M Add +5.9%
SNPS Synopsys Inc. 0.58% 6,627 $3.0M Reduce -3.2%
PH Parker Hannifin Corp. 0.56% 2,942 $2.9M No change
CAT Caterpillar Inc. 0.56% 2,683 $2.9M Add +0.7%
QQQ Invesco QQQ Trust Series 1 0.55% 3,864 $2.8M No change
GOOGL Alphabet Inc. Class A 0.54% 7,742 $2.8M Add +1.3%
GLW Corning Inc. 0.53% 10,729 $2.7M New
HON Honeywell International Inc. 0.53% 12,148 $2.7M Add +0.2%
HONA Honeywell Aerospace Inc. 0.52% 12,141 $2.7M Add +0.2%
ABT Abbott Laboratories 0.49% 27,536 $2.5M Add +5.1%
BLK BlackRock Inc. 0.46% 2,437 $2.3M No change
DHR Danaher Corp. 0.45% 12,167 $2.3M Reduce -12.8%
MRK Merck & Co. Inc. 0.43% 17,282 $2.2M Add +1.0%
SPGI S&P Global Inc. 0.41% 5,142 $2.1M Reduce -1.6%
CVX Chevron Corp. 0.41% 12,628 $2.1M Add +0.8%
CL Colgate-Palmolive Co. 0.39% 21,916 $2.0M No change
YUM Yum! Brands Inc. 0.39% 12,528 $2.0M No change
MCD McDonald's Corp. 0.36% 6,872 $1.9M No change
AMGN Amgen Inc. 0.34% 4,881 $1.8M Add +6.8%
ZTS Zoetis Inc. 0.34% 24,560 $1.8M Reduce -12.1%
MRVL Marvell Technology Inc. 0.34% 5,830 $1.7M No change
RSP Invesco S&P 500 Equal Weight 0.33% 7,968 $1.7M Reduce -0.6%
SPY SS SPDR S&P 500 ETF Trust-US 0.32% 2,227 $1.7M Reduce -0.6%
XLI SS Industrial Select Sector 0.32% 8,944 $1.7M Add +0.1%
CMI Cummins Inc. 0.29% 2,097 $1.5M No change
HUBB Hubbell Inc. 0.29% 2,821 $1.5M Add +6.7%
TMO Thermo Fisher Scientific Inc. 0.28% 2,920 $1.5M Add +1.0%
TT Trane Technologies PLC 0.25% 2,625 $1.3M No change
MDT Medtronic PLC 0.25% 16,160 $1.3M Reduce -0.1%
LRCX Lam Research Corp. 0.24% 2,890 $1.3M Add +0.7%
NVS Novartis AG-Sponsored ADR 0.21% 6,760 $1.1M No change
BAC Bank of America Corp. 0.20% 18,342 $1.0M No change
ABBV Abbvie Inc. 0.20% 4,113 $1.0M No change
UNH Unitedhealth Group Inc. 0.20% 2,459 $1.0M Reduce -18.1%
WM Waste Management Inc. 0.19% 4,288 $956K No change
ITA iShares U.S. Aerospace & Def 0.18% 3,888 $943K Add +5.6%
CNI Canadian Natl Railway Co. 0.18% 7,765 $926K Reduce -2.7%
IHI iShares U.S. Medical Devices 0.17% 17,710 $875K No change
XYL Xylem Inc. 0.17% 7,385 $873K Reduce -11.9%
CSCO Cisco Systems Inc. 0.16% 7,030 $826K No change
NFLX Netflix Inc. 0.15% 10,945 $781K Reduce -50.1%
BDX Becton Dickinson and Co. 0.15% 5,090 $770K Add +2.7%
MSCI MSCI Inc. 0.13% 1,232 $690K No change
VRT Vertiv Holdings Co. Class A 0.13% 1,980 $663K Add +39.0%
AEM Agnico Eagle Mines Ltd. 0.13% 4,210 $653K Add +68.4%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.12% 4,062 $615K Reduce -0.4%
GLD SPDR Gold Shares 0.11% 1,507 $555K No change
KEYS Keysight Technologies Inc. 0.11% 1,581 $553K No change
NEE Nextera Energy Inc. 0.10% 5,997 $526K No change
WMT Walmart Inc. 0.10% 4,641 $526K No change
A Agilent Technologies Inc. 0.10% 3,816 $507K No change
TER Teradyne Inc. 0.09% 940 $455K No change
NDAQ Nasdaq Inc. 0.09% 5,639 $444K No change
XLK SS Technology Select Sector 0.08% 2,288 $436K No change
XAR SS SPDR S&P Aerospace Def 0.08% 1,500 $426K No change
FANG Diamondback Energy Inc. 0.07% 2,042 $359K No change
EQIX Equinix Inc. 0.07% 324 $338K No change
SYK Stryker Corp. 0.07% 1,068 $336K Add +2.4%
IEO iShares U.S. Oil & Gas Explo 0.06% 2,953 $324K No change
MCO Moody's Corp. 0.06% 639 $289K No change

Show all 107 holdings

Portfolio Sells Q1 2026 → Q2 2026
MSFT Microsoft Corp. Reduce -2.9% 3.61% −0.78
COST Costco Wholesale Corp. Reduce -0.0% 2.42% −0.65
NVDA Nvidia Corp. Reduce -5.6% 6.15% −0.61
ZTS Zoetis Inc. Reduce -12.1% 0.34% −0.42
AAPL Apple Inc. Reduce -1.5% 6.02% −0.37
LMT Lockheed Martin Corp. Reduce -0.2% 0.84% −0.35
NFLX Netflix Inc. Reduce -50.1% 0.15% −0.34
DHR Danaher Corp. Reduce -12.8% 0.45% −0.16
HD Home Depot Inc. Reduce -0.3% 1.15% −0.13
SPGI S&P Global Inc. Reduce -1.6% 0.41% −0.11
MDT Medtronic PLC Reduce -0.1% 0.25% −0.08
XYL Xylem Inc. Reduce -11.9% 0.17% −0.06
SNPS Synopsys Inc. Reduce -3.2% 0.58% −0.05
CRM Salesforce Inc. Sold out 0.00% −0.05
TJX TJX Companies Inc. Reduce -0.4% 0.12% −0.03
RSP Invesco S&P 500 Equal Weight Reduce -0.6% 0.33% −0.03
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.6% 0.32% −0.01
AVGO Broadcom Inc. Reduce -2.6% 4.92% −0.01
CNI Canadian Natl Railway Co. Reduce -2.7% 0.18% −0.01
UNH Unitedhealth Group Inc. Reduce -18.1% 0.20% +0.01
QCOM Qualcomm Inc. Reduce -2.9% 0.88% +0.13
KLAC KLA Corp. Reduce -1.7% 1.01% +0.41
LLY Eli Lilly & Co. Reduce -0.3% 5.10% +0.43
AMD Advanced Micro Devices Reduce -2.8% 3.49% +1.99

Portfolio Buys Q1 2026 → Q2 2026
AMAT Applied Materials Inc. Add +0.3% 3.26% +1.43
GLW Corning Inc. New 0.53% +0.53
MU Micron Technology Inc. Add +52.6% 0.62% +0.48
TSM Taiwan Semiconductor-SP ADR Add +0.8% 2.11% +0.34
GEV GE Vernova Inc. Add +10.0% 1.59% +0.31
GOOG Alphabet Inc. Class C Add +4.1% 3.68% +0.26
APH Amphenol Corp. Class A Add +32.9% 0.64% +0.23
TXN Texas Instruments Inc. Add +0.4% 0.72% +0.16
ADI Analog Devices Inc. Add +0.3% 2.53% +0.12
CAT Caterpillar Inc. Add +0.7% 0.56% +0.12
LRCX Lam Research Corp. Add +0.7% 0.24% +0.10
PWR Quanta Services Inc. Add +5.9% 0.61% +0.09
ETN Eaton Corp. PLC Add +7.2% 0.80% +0.05
VRT Vertiv Holdings Co. Class A Add +39.0% 0.13% +0.05
VMI Valmont Industries New 0.04% +0.04
MS Morgan Stanley New 0.04% +0.04
GOOGL Alphabet Inc. Class A Add +1.3% 0.54% +0.03
GS Goldman Sachs Group Inc. Add +0.3% 2.83% +0.02
AEM Agnico Eagle Mines Ltd. Add +68.4% 0.13% +0.01
ITA iShares U.S. Aerospace & Def Add +5.6% 0.18% −0.00
KO The Coca-Cola Co. Add +1.6% 0.05% −0.00
DUK Duke Energy Corp. Add +8.2% 0.05% −0.01
XLI SS Industrial Select Sector Add +0.1% 0.32% −0.01
HUBB Hubbell Inc. Add +6.7% 0.29% −0.01
SYK Stryker Corp. Add +2.4% 0.07% −0.01
AMGN Amgen Inc. Add +6.8% 0.34% −0.03
BDX Becton Dickinson and Co. Add +2.7% 0.15% −0.03
TMO Thermo Fisher Scientific Inc. Add +1.0% 0.28% −0.04
MRK Merck & Co. Inc. Add +1.0% 0.43% −0.04
AMZN Amazon.com Inc. Add +1.8% 3.23% −0.07
UNP Union Pacific Corp. Add +0.5% 1.27% −0.07
EMR Emerson Electric Co. Add +0.7% 0.88% −0.07
HONA Honeywell Aerospace Inc. Add +0.2% 0.52% −0.10
LIN Linde PLC Add +2.9% 1.17% −0.12
ABT Abbott Laboratories Add +5.1% 0.49% −0.14
JNJ Johnson & Johnson Add +5.7% 1.71% −0.15
CVX Chevron Corp. Add +0.8% 0.41% −0.19
RTX RTX Corp. Add +3.4% 1.18% −0.20
JPM JPMorgan Chase & Co. Add +0.7% 3.74% −0.24
META Meta Platforms Inc. Class A Add +2.9% 1.62% −0.29
BRK.B Berkshire Hathaway Inc. Class B Add +0.1% 2.38% −0.33
PEP Pepsico Inc. Add +2.7% 1.23% −0.41
HON Honeywell International Inc. Add +0.2% 0.53% −0.74

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 107$513.6MNVDA, AAPL, LLY, AVGO, JPM
Q1 2026 104$431.2MNVDA, AAPL, AVGO, LLY, MSFT
Q4 2025 105$455.0MNVDA, AAPL, MSFT, LLY, AVGO
Q3 2025 105$439.5MNVDA, AAPL, MSFT, AVGO, JPM
Q2 2025 111$415.3MNVDA, MSFT, AAPL, AVGO, LLY
Q1 2025 108$373.3MAAPL, MSFT, NVDA, LLY, JPM
Q4 2024 105$402.8MAAPL, NVDA, MSFT, LLY, AVGO
Q3 2024 105$401.6MAAPL, NVDA, MSFT, LLY, JPM
Q2 2024 104$388.4MNVDA, AAPL, MSFT, LLY, AMZN
Q1 2024 110$368.7MMSFT, AAPL, NVDA, LLY, JPM