Back to CYPRESS ASSET MANAGEMENT INC/TX

Cypress Asset Management INC/TX

Quarter-over-quarter position changes

159 changes

ActionCompanyQuarterΔ sharesΔ %Held afterFlowImpact
ExitedHONEYWELL INTERNATIONAL INCJun 30, 2026-24,244-100%0$5.48Mmedium
AddedKLA CORPJun 30, 2026+15,495+883%17,250$4.67Mlow
AddedPOWELL INDUSTRIES INCJun 30, 2026+10,220+200%15,330$2.93Mlow
NewCORNING INC /NYJun 30, 2026+10,729New10,729$2.74Mlow
NewHONEYWELL INTERNATIONAL INCJun 30, 2026+12,148New12,148$2.72Mlow
NewHoneywell Aerospace Inc.HONAJun 30, 2026+12,141New12,141$2.68Mlow
TrimmedNVIDIA CorpJun 30, 2026-9,367-5.6%157,815$1.87Mlow
AddedMICRON TECHNOLOGY INCJun 30, 2026+955+53%2,770$1.10Mlow
AddedAMPHENOL CORP /DEJun 30, 2026+4,585+33%18,534$808.4Klow
TrimmedNetflix IncJun 30, 2026-10,980-50%10,945$784.0Klow
AddedAlphabet Inc.Jun 30, 2026+2,120+4.1%53,471$749.1Klow
AddedGE Vernova Inc.Jun 30, 2026+635+10%6,967$746.0Klow
TrimmedBroadcom Inc.Jun 30, 2026-1,816-2.6%66,951$686.0Klow
TrimmedMICROSOFT CORPJun 30, 2026-1,485-2.9%49,644$553.9Klow
TrimmedADVANCED MICRO DEVICES INCJun 30, 2026-898-2.8%30,857$521.7Klow
TrimmedApple Inc.Jun 30, 2026-1,666-1.5%106,911$482.1Klow
AddedJOHNSON & JOHNSONJun 30, 2026+1,846+5.6%34,542$468.8Klow
TrimmedDANAHER CORP /DEJun 30, 2026-1,782-13%12,167$339.4Klow
AddedAmazon.com IncJun 30, 2026+1,256+1.8%69,548$299.4Klow
AddedEaton Corp plcJun 30, 2026+646+7.1%9,687$275.3Klow
Added008474108Jun 30, 2026+1,710+68%4,210$265.3Klow
TrimmedZoetis Inc.Jun 30, 2026-3,367-12%24,560$242.0Klow
AddedMeta Platforms IncJun 30, 2026+411+2.9%14,760$231.5Klow
NewValmont Industries IncJun 30, 2026+400New400$231.0Klow
TrimmedUNITEDHEALTH GROUP INCJun 30, 2026-542-18%2,459$225.3Klow
NewMorgan StanleyJun 30, 2026+1,040New1,040$217.4Klow
ExitedSalesforce IncJun 30, 2026-1,150-100%0$214.7Klow
AddedRTX CorpJun 30, 2026+1,060+3.4%31,895$201.1Klow
AddedVertiv Holdings CoJun 30, 2026+555+39%1,980$185.8Klow
AddedQuanta Services IncJun 30, 2026+242+5.9%4,317$174.2Klow
AddedLINDE PLCJun 30, 2026+330+2.9%11,554$171.3Klow
AddedPEPSICO INCJun 30, 2026+1,233+2.7%46,747$166.9Klow
TrimmedQUALCOMM INC/DEJun 30, 2026-727-2.9%24,403$134.3Klow
AddedJPMORGAN CHASE & COJun 30, 2026+399+0.7%58,703$130.6Klow
AddedABBOTT LABORATORIESJun 30, 2026+1,340+5.1%27,536$121.6Klow
TrimmedXylem Inc.Jun 30, 2026-1,000-12%7,385$118.2Klow
AddedAMGEN INCJun 30, 2026+310+6.8%4,881$112.3Klow
TrimmedSYNOPSYS INCJun 30, 2026-220-3.2%6,627$98.1Klow
AddedHUBBELL INCJun 30, 2026+176+6.7%2,821$92.1Klow
TrimmedELI LILLY & CoJun 30, 2026-68-0.3%21,845$81.6Klow
AddedTAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMJun 30, 2026+170+0.8%22,642$81.2Klow
Added464288760Jun 30, 2026+205+5.6%3,888$49.7Klow
AddedTHE GOLDMAN SACHS GROUP, INC.Jun 30, 2026+45+0.3%14,371$45.5Klow
AddedAPPLIED MATERIALS INC /DEJun 30, 2026+58+0.3%23,172$41.9Klow
AddedAlphabet Inc.Jun 30, 2026+100+1.3%7,742$35.7Klow
TrimmedS&P Global Inc.Jun 30, 2026-86-1.6%5,142$35.0Klow
AddedUnion Pacific CorpJun 30, 2026+124+0.5%23,901$33.7Klow
AddedANALOG DEVICES INCJun 30, 2026+83+0.3%32,748$33.0Klow
AddedEMERSON ELECTRIC COJun 30, 2026+225+0.7%31,446$32.2Klow
Trimmed136375102Jun 30, 2026-212-2.7%7,765$25.3Klow
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