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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$426B
$28.7 Million 7.08% of portfolio
181,639
Q1 2025 Reduced 12.55%
$3.72T
$26.7 Million 6.57% of portfolio
53,599
Q1 2025 Reduced 2.35%
$3.77T
$23 Million 5.66% of portfolio
111,863
Q1 2025 Reduced 4.89%
$713B
$17.9 Million 4.41% of portfolio
22,944
Q1 2025 Added 2.56%
$874B
$17.4 Million 4.28% of portfolio
59,873
Q1 2025 Reduced 2.73%
$2.43T
$15.2 Million 3.74% of portfolio
69,196
Q1 2025 Reduced 1.03%
$641B
$12.3 Million 3.03% of portfolio
25,287
Q1 2025 Reduced 3.11%
$433B
$11.8 Million 2.9% of portfolio
11,870
Q1 2025 Reduced 2.27%
$557B
$10.5 Million 2.58% of portfolio
18,621
Q1 2025 Reduced 4.27%
$562B
$9.77 Million 2.41% of portfolio
27,531
Q1 2025 Reduced 4.03%
$1.72T
$9.66 Million 2.38% of portfolio
13,084
Q1 2025 Added 25.61%
$261B
$9.53 Million 2.35% of portfolio
13,467
Q1 2025 Added 53.84%
$1.46T
$8.41 Million 2.07% of portfolio
47,427
Q1 2025 Reduced 3.47%
$425B
$6.49 Million 1.6% of portfolio
17,700
Q1 2025 Reduced 2.93%
$463B
$5.18 Million 1.28% of portfolio
33,879
Q1 2025 Reduced 10.26%
$1.3T
$4.73 Million 1.17% of portfolio
20,890
Q1 2025 Reduced 2.11%
$223B
$4.64 Million 1.14% of portfolio
31,793
Q1 2025 Reduced 3.23%
$378B
$4.04 Million 1.0% of portfolio
25,351
Q1 2025 Reduced 4.18%
$231B
$3.78 Million 0.93% of portfolio
27,809
Q1 2025 Reduced 1.65%
$325B
$3.14 Million 0.77% of portfolio
10,054
Q1 2025 Reduced 3.86%
$230B
$2.09 Million 0.52% of portfolio
7,150
Q1 2025 Reduced 5.21%
$461B
$2 Million 0.49% of portfolio
18,520
Q1 2025 Added 36.6%
$303B
$1.88 Million 0.46% of portfolio
13,123
Q1 2025 Reduced 1.29%
$320B
$1.78 Million 0.44% of portfolio
2,225
Q1 2025 Reduced 3.76%
$214B
$1.37 Million 0.34% of portfolio
17,325
Q1 2025 Reduced 62.45%
$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%
$404B
$861,000 0.21% of portfolio
18,202
Q1 2025 Added 5.6%
$275B
$831,000 0.2% of portfolio
6,875
Q1 2025 Reduced 13.59%
$372B
$775,000 0.19% of portfolio
4,177
Q1 2025 Reduced 5.08%
$293B
$553,000 0.14% of portfolio
7,829
Q1 2025 Reduced 73.45%
$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%
$278B
$453,000 0.11% of portfolio
4,641
Q1 2025 Reduced 10.42%
$651B
$361,000 0.09% of portfolio
1,655
Q2 2025 Added 24.44%

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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