Cypress Asset Management Inc Portfolio Holdings

Cypress Asset Management Inc

  • $387 Million
  • Q4 2024

Cypress Asset Management Inc has filed its 13F form on February 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $387 Million distributed in 105 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $28.8M, Nvidia Corp with a value of $25.2M, Microsoft Corp with a value of $22.6M, Eli Lilly & CO with a value of $17M, and Broadcom Inc. with a value of $15.6M.

Examining the 13F form we can see an increase of $11M in the current position value, from $376M to 387M. Also it can be appreciated an additional of 5 stocks purchases and 4 closed positions.

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 $387 Million
Technology: $134 Million
Financial Services: $57.2 Million
Healthcare: $51.8 Million
Consumer Cyclical: $39.1 Million
Industrials: $34.6 Million
Consumer Defensive: $31.8 Million
Communication Services: $22.5 Million
ETFs: $9.83 Million
Other: $5.76 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.12B
$336,000 0.09% of portfolio
6,350
Q4 2024 Added 390.35%

Summary

  • Portfolio
  • No. of Stocks 105
  • Current Value $387 Million
  • Prior Value $376 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 30 stocks
  • Sold out of 4 stocks
  • Reduced holdings in 60 stocks
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