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Cypress Asset Management INC/TX

All holdings · as of Jun 30, 2026

107 positions

CompanyClassValueShares% of portfolio
NVIDIA Corp—$31.58M157,8156.1%
Apple Inc.—$30.94M106,9116.0%
ELI LILLY & Co—$26.20M21,8455.1%
Broadcom Inc.—$25.29M66,9514.9%
JPMORGAN CHASE & CO—$19.22M58,7033.7%
Alphabet Inc.—$18.89M53,4713.7%
MICROSOFT CORP—$18.52M49,6443.6%
ADVANCED MICRO DEVICES INC—$17.93M30,8573.5%
APPLIED MATERIALS INC /DE—$16.75M23,1723.3%
Amazon.com Inc—$16.58M69,5483.2%
THE GOLDMAN SACHS GROUP, INC.—$14.53M14,3712.8%
ANALOG DEVICES INC—$13.01M32,7482.5%
COSTCO WHOLESALE CORP /NEW—$12.43M13,2912.4%
Warren E. Buffett—$12.21M24,4052.4%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$10.81M22,6422.1%
MercadoLibre, Inc.—$9.19M5,4131.8%
Mastercard Inc—$9.14M17,7961.8%
Visa Inc—$9.08M26,4521.8%
JOHNSON & JOHNSON—$8.77M34,5421.7%
Meta Platforms Inc—$8.31M14,7601.6%
Palo Alto Networks Inc—$8.26M24,2181.6%
GE Vernova Inc.—$8.19M6,9671.6%
Union Pacific Corp—$6.50M23,9011.3%
PEPSICO INC—$6.33M46,7471.2%
RTX Corp—$6.05M31,8951.2%
LINDE PLC—$6.00M11,5541.2%
HOME DEPOT, INC.—$5.92M16,7791.2%
KLA CORP—$5.20M17,2501.0%
QUALCOMM INC/DE—$4.51M24,4030.9%
EMERSON ELECTRIC CO—$4.50M31,4460.9%
POWELL INDUSTRIES INC—$4.39M15,3300.9%
LOCKHEED MARTIN CORP—$4.33M8,4950.8%
ASML HLDG NV—$4.19M2,1080.8%
Eaton Corp plc—$4.13M9,6870.8%
TEXAS INSTRUMENTS INC—$3.69M12,3890.7%
LOWES COMPANIES INC—$3.67M16,6620.7%
PROCTER & GAMBLE Co—$3.47M23,6620.7%
DEERE & CO—$3.47M5,4700.7%
AMPHENOL CORP /DE—$3.27M18,5340.6%
MICRON TECHNOLOGY INC—$3.20M2,7700.6%
Quanta Services Inc—$3.11M4,3170.6%
SYNOPSYS INC—$2.96M6,6270.6%
Parker-Hannifin Corp—$2.88M2,9420.6%
CATERPILLAR INC—$2.86M2,6830.6%
INVESCO QQQ TR—$2.85M3,8640.6%
Alphabet Inc.—$2.77M7,7420.5%
CORNING INC /NY—$2.74M10,7290.5%
HONEYWELL INTERNATIONAL INC—$2.72M12,1480.5%
Honeywell Aerospace Inc.HONACommon Stock$2.68M12,1410.5%
ABBOTT LABORATORIES—$2.50M27,5360.5%
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