Cypress Asset Management Inc has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $405 Million distributed in 111 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $28.7M, Microsoft Corp with a value of $26.7M, Apple Inc. with a value of $23M, Broadcom Inc. with a value of $19.3M, and Eli Lilly & CO with a value of $17.9M.

Examining the 13F form we can see an increase of $18.6M in the current position value, from $387M to 405M.

Cypress Asset Management Inc is based out at Houston, TX

Below you can find more details about Cypress Asset Management Inc portfolio as well as his latest detailed transactions.

Portfolio value $405 Million
Technology: $144 Million
Financial Services: $64.8 Million
Healthcare: $47.4 Million
Consumer Cyclical: $44.8 Million
Industrials: $42.7 Million
Consumer Defensive: $25.9 Million
Communication Services: $19.6 Million
ETFs: $10.4 Million
Other: $6 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 111
  • Current Value $405 Million
  • Prior Value $387 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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