Cypress Asset Management Inc Portfolio Holdings

Cypress Asset Management Inc

  • $405 Million
  • Q2 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.6 Million 0.39% of portfolio
8,777
Q1 2025 Added 41.17%
$125B
$1.48 Million 0.36% of portfolio
16,948
Q1 2025 Reduced 3.66%
$0
$1.47 Million 0.36% of portfolio
2,384
Q1 2025 Added 5.92%
$53.4B
$1.46 Million 0.36% of portfolio
3,855
Q1 2025 Reduced 0.65%
$0
$1.44 Million 0.35% of portfolio
9,734
Q1 2025 Reduced 43.97%
$214B
$1.37 Million 0.34% of portfolio
17,325
Q1 2025 Reduced 62.45%
$94.9B
$1.27 Million 0.31% of portfolio
2,895
Q1 2025 Reduced 8.53%
$189B
$1.17 Million 0.29% of portfolio
2,893
Q1 2025 Reduced 1.39%
$123B
$1.19 Million 0.29% of portfolio
17,253
Q1 2025 Reduced 3.18%
$24.8B
$1.18 Million 0.29% of portfolio
9,125
Q1 2025 Reduced 4.98%
$0
$1.11 Million 0.27% of portfolio
17,710
Q1 2025 Reduced 22.44%
$3.21B
$1.11 Million 0.27% of portfolio
5,292
Q1 2025 Reduced 2.12%
$150B
$1.07 Million 0.26% of portfolio
3,837
Q1 2025 Reduced 2.97%
$1.43T
$1.04 Million 0.26% of portfolio
5,879
Q1 2025 Reduced 5.0%
$221B
$1.02 Million 0.25% of portfolio
2,640
Q1 2025 Reduced 4.24%
$23.5B
$971,000 0.24% of portfolio
2,378
Q2 2025 New
$54.3B
$930,000 0.23% of portfolio
5,402
Q1 2025 Added 0.34%
$404B
$861,000 0.21% of portfolio
18,202
Q1 2025 Added 5.6%
$63.2B
$853,000 0.21% of portfolio
8,208
Q1 2025 Reduced 3.81%
$275B
$831,000 0.2% of portfolio
6,875
Q1 2025 Reduced 13.59%
$45.5B
$768,000 0.19% of portfolio
1,332
Q1 2025 Reduced 10.22%
$372B
$775,000 0.19% of portfolio
4,177
Q1 2025 Reduced 5.08%
$69.5B
$747,000 0.18% of portfolio
7,569
Q1 2025 Reduced 1.32%
$55.7B
$693,000 0.17% of portfolio
2,117
Q1 2025 Reduced 1.99%
$46.6B
$708,000 0.17% of portfolio
7,919
Q1 2025 Reduced 6.28%
$0
$698,000 0.17% of portfolio
3,703
Q1 2025 Reduced 56.37%
$32.6B
$659,000 0.16% of portfolio
1,877
Q1 2025 Reduced 12.37%
$0
$555,000 0.14% of portfolio
2,194
Q1 2025 Reduced 4.57%
$293B
$553,000 0.14% of portfolio
7,829
Q1 2025 Reduced 73.45%
$138B
$544,000 0.13% of portfolio
7,847
Q1 2025 Reduced 9.99%
$163B
$510,000 0.13% of portfolio
4,130
Q1 2025 Added 0.73%
$562B
$474,000 0.12% of portfolio
354
Q1 2025 Added 7.8%
$276B
$506,000 0.12% of portfolio
7,305
Q1 2025 Reduced 5.19%
$115B
$459,000 0.11% of portfolio
1,507
Q1 2025 Reduced 1.82%
$0
$459,000 0.11% of portfolio
5,188
Q1 2025 Reduced 30.68%
$278B
$453,000 0.11% of portfolio
4,641
Q1 2025 Reduced 10.42%
$37.4B
$450,000 0.11% of portfolio
3,816
Q1 2025 Reduced 2.38%
$24.2B
$399,000 0.1% of portfolio
2,905
Q1 2025 Added 78.7%
$62.7B
$406,000 0.1% of portfolio
9,378
Q1 2025 Added 4.14%
$651B
$361,000 0.09% of portfolio
1,655
Q2 2025 Added 24.44%
$6.56B
$335,000 0.08% of portfolio
6,350
Q1 2025 Added 392.25%
$0
$316,000 0.08% of portfolio
1,500
Q1 2025 Reduced 37.37%
$63.3B
$307,000 0.08% of portfolio
1,200
Q2 2020 New
$93.1B
$326,000 0.08% of portfolio
651
Q1 2025 Added 15.93%
$155B
$338,000 0.08% of portfolio
3,150
Q1 2025 Added 5.0%
$85.8B
$283,000 0.07% of portfolio
4,210
Q1 2025 Reduced 74.71%
$19B
$289,000 0.07% of portfolio
11,390
Q1 2025 Reduced 7.23%
$46.4B
$299,000 0.07% of portfolio
1,247
Q1 2025 Reduced 19.6%
$92.7B
$225,000 0.06% of portfolio
1,908
Q1 2025 Reduced 9.14%

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
Track This Portfolio

Track Cypress Asset Management Inc Portfolio

Follow Cypress Asset Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cypress Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Cypress Asset Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email