Institutions / Cypress Asset Management INC/TX
Cypress Asset Management INC/TX
CIK 1030618 · Institution · as of Jun 30, 2026
Portfolio value
$513.64M
Positions
107
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$513.64M+19.1%Positions
107+2.9%Top holdings
Jun 30, 2026View all 107 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $31.58M | 6.1% |
| Apple Inc. | $30.94M | 6.0% |
| ELI LILLY & Co | $26.20M | 5.1% |
| Broadcom Inc. | $25.29M | 4.9% |
| JPMORGAN CHASE & CO | $19.22M | 3.7% |
| Alphabet Inc. | $18.89M | 3.7% |
| Microsoft Corp | $18.52M | 3.6% |
| Advanced Micro Devices Inc | $17.93M | 3.5% |
| Applied Materials Inc /De | $16.75M | 3.3% |
| Amazon.com Inc | $16.58M | 3.2% |
| The Goldman Sachs Group, Inc. | $14.53M | 2.8% |
| Analog Devices Inc | $13.01M | 2.5% |
| Costco Wholesale Corp /New | $12.43M | 2.4% |
| Warren E. Buffett | $12.21M | 2.4% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $10.81M | 2.1% |
| MercadoLibre, Inc. | $9.19M | 1.8% |
| Mastercard Inc | $9.14M | 1.8% |
| Visa Inc | $9.08M | 1.8% |
| Johnson & Johnson | $8.77M | 1.7% |
| Meta Platforms Inc | $8.31M | 1.6% |
| Palo Alto Networks Inc | $8.26M | 1.6% |
| GE Vernova Inc. | $8.19M | 1.6% |
| Union Pacific Corp | $6.50M | 1.3% |
| Pepsico Inc | $6.33M | 1.2% |
| RTX Corp | $6.05M | 1.2% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Exit | Honeywell International Inc | $-5.48M | -24K -100.00% | — | medium |
| Q2 2026 as of | Add | Kla Corp | $4.67M | +15K +882.91% | 17,250 1.01% of portfolio | low |
| Q2 2026 as of | Add | Powell Industries Inc | $2.93M | +10K +200.00% | 15,330 0.85% of portfolio | low |
| Q2 2026 as of | New | Corning Inc /Ny | $2.74M | +11K | 10,729 0.53% of portfolio | low |
| Q2 2026 as of | New | Honeywell International Inc | $2.72M | +12K | 12,148 0.53% of portfolio | low |
| Q2 2026 as of | New | HONA Honeywell Aerospace Inc. Common Stock | $2.68M | +12K | 12,141 0.52% of portfolio | low |
| Q1 2026 as of | Exit | Exxon Mobil Corp | $-2.20M | -18K -100.00% | — | low |
| Q2 2026 as of | Trim | NVIDIA Corp | $-1.87M | -9K -5.60% | 157,815 6.15% of portfolio | low |
| Q2 2026 as of | Add | Micron Technology Inc | $1.10M | +955 +52.62% | 2,770 0.62% of portfolio | low |
| Q1 2026 as of | Trim | NVIDIA Corp | $-868.7K | -5K -2.89% | 167,182 5.68% of portfolio | low |