Cypress Asset Management Inc

Cypress Asset Management Inc reported 107 holdings worth US$514M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 7, 2026

Cypress Asset Management Inc reported 107 holdings worth US$514M as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Eli Lilly And Company. Filed Aug 7, 2026 (Form 13F).

Holdings
107
Value as reported
US$514M

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation158KUS$31.6M6.1%
Apple Inc107KUS$30.9M6.0%
Eli Lilly And Company21,845US$26.2M5.1%
Broadcom Inc.66,951US$25.3M4.9%
Alphabet Inc (google) Class C60,609US$21.7M4.2%
Jp Morgan Chase & Co.58,703US$19.2M3.7%
Microsoft Corp.49,644US$18.5M3.6%
Advanced Micro Devices Inc30,857US$17.9M3.5%
Applied Materials, Inc.23,172US$16.8M3.3%
Amazon.com, Inc.69,548US$16.6M3.2%
Goldman Sachs Group, Inc. (the)14,371US$14.5M2.8%
Analog Devices, Inc.32,748US$13M2.5%
Costco Wholesale Corporation13,291US$12.4M2.4%
Berkshire Hathaway Inc.24,405US$12.2M2.4%
Taiwan Semiconductor Manufacturing Co., Ltd.22,642US$10.8M2.1%
Mercadolibre, Inc.5,413US$9.19M1.8%
Mastercard Incorporated17,796US$9.14M1.8%
Visa Inc.26,452US$9.08M1.8%
Johnson & Johnson34,542US$8.77M1.7%
Meta Platforms, Inc.14,760US$8.31M1.6%
Palo Alto Networks, Inc.24,218US$8.26M1.6%
Ge Vernova Inc.6,967US$8.19M1.6%
Union Pacific Corporation23,901US$6.5M1.3%
Pepsico, Inc.46,747US$6.33M1.2%
Rtx Corporation31,895US$6.05M1.2%
Home Depot, Inc. (the)16,779US$5.92M1.2%
Kla Corporation17,250US$5.2M1.0%
Qualcomm Incorporated24,403US$4.51M0.88%
Emerson Electric Company31,446US$4.5M0.88%
Powell Industries, Inc.15,330US$4.39M0.85%
Lockheed Martin Corporation8,495US$4.33M0.84%
Asml Holding Nv2,108US$4.19M0.82%
Texas Instruments Incorporated12,389US$3.69M0.72%
Lowe's Companies, Inc.16,662US$3.67M0.72%
Procter & Gamble Company (the)23,662US$3.47M0.68%
Deere & Company5,470US$3.47M0.68%
Amphenol Corporation18,534US$3.27M0.64%
Micron Technology, Inc.2,770US$3.2M0.62%
Quanta Services, Inc.4,317US$3.11M0.61%
Synopsys, Inc.6,627US$2.96M0.58%
Parker-hannifin Corporation2,942US$2.88M0.56%
Caterpillar, Inc.2,683US$2.86M0.56%
Corning Incorporated10,729US$2.74M0.53%
Abbott Laboratories27,536US$2.5M0.49%
Blackrock, Inc.2,437US$2.34M0.46%
Danaher Corporation12,167US$2.32M0.45%
Merck & Company, Inc.17,282US$2.22M0.43%
S&p Global Inc.5,142US$2.09M0.41%
Chevron Corporation12,628US$2.09M0.41%
Colgate-palmolive Company21,916US$2.01M0.39%
Yum! Brands, Inc.12,528US$2M0.39%
Mcdonald's Corporation6,872US$1.86M0.36%
Amgen Inc.4,881US$1.77M0.34%
Zoetis Inc.24,560US$1.76M0.34%
Marvell Technology, Inc.5,830US$1.74M0.34%
Cummins Inc.2,097US$1.5M0.29%
Hubbell Inc2,821US$1.48M0.29%
Thermo Fisher Scientific Inc2,920US$1.46M0.29%
Lam Research Corporation2,890US$1.25M0.24%
Novartis Ag6,760US$1.06M0.21%
Bank Of America Corporation18,342US$1.05M0.20%
Abbvie Inc.4,113US$1.03M0.20%
Unitedhealth Group Incorporated2,459US$1.02M0.20%
Waste Management, Inc.4,288US$956K0.19%
Canadian National Railway Company7,765US$926K0.18%
Xylem Inc.7,385US$873K0.17%
Cisco Systems, Inc.7,030US$826K0.16%
Netflix, Inc.10,945US$781K0.15%
Becton, Dickinson And Company5,090US$770K0.15%
Msci Inc.1,232US$690K0.13%
Vertiv Holdings, Llc1,980US$663K0.13%
Agnico Eagle Mines Limited4,210US$653K0.13%
Tjx Companies, Inc. (the)4,062US$615K0.12%
Keysight Technologies Inc.1,581US$553K0.11%
Nextera Energy, Inc.5,997US$526K0.10%
Walmart Inc.4,641US$526K0.10%
Agilent Technologies, Inc.3,816US$507K0.10%
Teradyne, Inc.940US$455K0.09%
Nasdaq, Inc.5,639US$444K0.09%
Diamondback Energy, Inc.2,042US$359K0.07%
Equinix, Inc.324US$338K0.07%
Stryker Corporation1,068US$336K0.07%
Moody's Corporation639US$289K0.06%
Duke Energy Corporation (holding Company)2,118US$268K0.05%
Coca-cola Company (the)3,140US$255K0.05%
L3harris Technologies, Inc.849US$247K0.05%
Oracle Corporation1,599US$234K0.05%
Valmont Industries, Inc.400US$231K0.04%
Norfolk Southern Corporation700US$220K0.04%
Morgan Stanley1,040US$217K0.04%

Source

View original at SEC

Related