Institutions / Cypress Asset Management INC/TX / Activity
Activity — Cypress Asset Management INC/TX
159 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Exit | Honeywell International Inc Common stock | $-5.48M | -24K -100.00% | 0 | medium |
| Q2 2026 as of | Add | Kla Corp Common stock | $4.67M | +15K +882.91% | 17,250 1.01% of portfolio | low |
| Q2 2026 as of | Add | Powell Industries Inc Common stock | $2.93M | +10K +200.00% | 15,330 0.85% of portfolio | low |
| Q2 2026 as of | New | Corning Inc /Ny Common stock | $2.74M | +11K | 10,729 0.53% of portfolio | low |
| Q2 2026 as of | New | Honeywell International Inc Common stock | $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 Common stock | $-2.20M | -18K -100.00% | 0 | low |
| Q2 2026 as of | Trim | NVIDIA Corp Common stock | $-1.87M | -9K -5.60% | 157,815 6.15% of portfolio | low |
| Q2 2026 as of | Add | Micron Technology Inc Common stock | $1.10M | +955 +52.62% | 2,770 0.62% of portfolio | low |
| Q1 2026 as of | Trim | NVIDIA Corp Common stock | $-868.7K | -5K -2.89% | 167,182 5.68% of portfolio | low |
| Q2 2026 as of | Add | Amphenol Corp /De Common stock | $808.4K | +5K +32.87% | 18,534 0.64% of portfolio | low |
| Q2 2026 as of | Trim | Netflix Inc Common stock | $-784.0K | -11K -50.08% | 10,945 0.15% of portfolio | low |
| Q2 2026 as of | Add | Alphabet Inc. Common stock | $749.1K | +2K +4.13% | 53,471 3.68% of portfolio | low |
| Q2 2026 as of | Add | GE Vernova Inc. Common stock | $746.0K | +635 +10.03% | 6,967 1.59% of portfolio | low |
| Q1 2026 as of | Add | Amphenol Corp /De Common stock | $689.9K | +5K +64.32% | 13,949 0.34% of portfolio | low |
| Q2 2026 as of | Trim | Broadcom Inc. Common stock | $-686.0K | -2K -2.64% | 66,951 4.92% of portfolio | low |
| Q2 2026 as of | Trim | Microsoft Corp Common stock | $-553.9K | -1K -2.90% | 49,644 3.61% of portfolio | low |
| Q1 2026 as of | Trim | Apple Inc. Common stock | $-543.6K | -2K -1.93% | 108,577 5.36% of portfolio | low |
| Q2 2026 as of | Trim | Advanced Micro Devices Inc Common stock | $-521.7K | -898 -2.83% | 30,857 3.49% of portfolio | low |
| Q1 2026 as of | Trim | Qualcomm INC/DE Common stock | $-517.3K | -4K -13.78% | 25,130 0.63% of portfolio | low |
| Q1 2026 as of | New | 008474108 Common stock | $507.4K | +3K | 2,500 0.10% of portfolio | low |
| Q1 2026 as of | Trim | Microsoft Corp Common stock | $-495.3K | -1K -2.55% | 51,129 3.68% of portfolio | low |
| Q2 2026 as of | Trim | Apple Inc. Common stock | $-482.1K | -2K -1.53% | 106,911 6.02% of portfolio | low |
| Q2 2026 as of | Add | Johnson & Johnson Common stock | $468.8K | +2K +5.65% | 34,542 1.71% of portfolio | low |
| Q1 2026 as of | Trim | Netflix Inc Common stock | $-441.8K | -5K -17.33% | 21,925 0.41% of portfolio | low |
| Q1 2026 as of | Exit | Adobe Inc. Common stock | $-409.8K | -1K -100.00% | 0 | low |
| Q1 2026 as of | Trim | ELI LILLY & Co Common stock | $-389.1K | -423 -1.89% | 21,913 3.92% of portfolio | low |
| Q2 2026 as of | Trim | Danaher Corp /De Common stock | $-339.4K | -2K -12.78% | 12,167 0.45% of portfolio | low |
| Q2 2026 as of | Add | Amazon.com Inc Common stock | $299.4K | +1K +1.84% | 69,548 3.23% of portfolio | low |
| Q1 2026 as of | Exit | Boston Scientific Corp Common stock | $-297.7K | -3K -100.00% | 0 | low |
| Q1 2026 as of | Add | Alphabet Inc. Common stock | $279.2K | +971 +14.56% | 7,642 0.43% of portfolio | low |
| Q1 2026 as of | New | Teradyne, Inc Common stock | $278.7K | +940 | 940 0.05% of portfolio | low |
| Q2 2026 as of | Add | Eaton Corp plc Common stock | $275.3K | +646 +7.15% | 9,687 0.80% of portfolio | low |
| Q1 2026 as of | Trim | JPMorgan Chase & Co Common stock | $-269.7K | -917 -1.55% | 58,304 3.34% of portfolio | low |
| Q2 2026 as of | Add | 008474108 Common stock | $265.3K | +2K +68.40% | 4,210 0.13% of portfolio | low |
| Q2 2026 as of | Trim | Zoetis Inc. Common stock | $-242.0K | -3K -12.06% | 24,560 0.34% of portfolio | low |
| Q1 2026 as of | Trim | 81369Y803 Common stock | $-239.2K | -2K -44.03% | 2,288 0.06% of portfolio | low |
| Q1 2026 as of | New | Coca Cola Co Common stock | $235.0K | +3K | 3,090 0.05% of portfolio | low |
| Q2 2026 as of | Add | Meta Platforms Inc Common stock | $231.5K | +411 +2.86% | 14,760 1.62% of portfolio | low |
| Q1 2026 as of | Trim | Warren E. Buffett Common stock | $-231.5K | -483 -1.94% | 24,385 2.27% of portfolio | low |
| Q2 2026 as of | New | Valmont Industries Inc Common stock | $231.0K | +400 | 400 0.04% of portfolio | low |
| Q2 2026 as of | Trim | Unitedhealth Group Inc Common stock | $-225.3K | -542 -18.06% | 2,459 0.20% of portfolio | low |
| Q2 2026 as of | New | Morgan Stanley Common stock | $217.4K | +1K | 1,040 0.04% of portfolio | low |
| Q2 2026 as of | Exit | Salesforce Inc Common stock | $-214.7K | -1K -100.00% | 0 | low |
| Q1 2026 as of | New | Salesforce Inc Common stock | $214.7K | +1K | 1,150 0.04% of portfolio | low |
| Q1 2026 as of | Exit | Autozone Inc Common stock | $-203.5K | -60 -100.00% | 0 | low |
| Q2 2026 as of | Add | RTX Corp Common stock | $201.1K | +1K +3.44% | 31,895 1.18% of portfolio | low |
| Q1 2026 as of | Exit | H01301128 Common stock | $-200.4K | -3K -100.00% | 0 | low |
| Q1 2026 as of | Trim | Pepsico Inc Common stock | $-197.7K | -1K -2.72% | 45,514 1.38% of portfolio | low |
| Q1 2026 as of | Add | Amgen Inc Common stock | $195.3K | +555 +13.82% | 4,571 0.31% of portfolio | low |