CYPRESS ASSET MANAGEMENT INC/TX

HOUSTON, TX · CIK 1030618 · 13F filing filed 2026-08-07

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyHouston, TX

$513.6m reported value +19.1% vs Q1 2026

107positions

43.2%in top 10

5 new 38 added 23 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	157,815	$31.6m6.15%	6.15%	Reduced -9.4k	-9,367 -5.6%
2	APPLE INC COM AAPL	AAPL	106,911	$30.9m6.02%	6.02%	Reduced -1.7k	-1,666 -1.5%
3	ELI LILLY & CO COM LLY	LLY	21,845	$26.2m5.10%	5.10%	Reduced -68	-68 -0.3%
4	BROADCOM INC COM AVGO	AVGO	66,951	$25.3m4.92%	4.92%	Reduced -1.8k	-1,816 -2.6%
5	JPMORGAN CHASE & CO COM JPM	JPM	58,703	$19.2m3.74%	3.74%	Added +399	+399 0.7%
6	ALPHABET INC CAP STK CL C GOOG	GOOG	53,471	$18.9m3.68%	3.68%	Added +2.1k	+2,120 4.1%
7	MICROSOFT CORP COM MSFT	MSFT	49,644	$18.5m3.61%	3.61%	Reduced -1.5k	-1,485 -2.9%
8	ADVANCED MICRO DEVICES INC COM AMD	AMD	30,857	$17.9m3.49%	3.49%	Reduced -898	-898 -2.8%
9	APPLIED MATLS INC COM AMAT	AMAT	23,172	$16.8m3.26%	3.26%	Added +58	+58 0.2%
10	AMAZON COM INC COM AMZN	AMZN	69,548	$16.6m3.23%	3.23%	Added +1.3k	+1,256 1.8%
11	GOLDMAN SACHS GROUP INC COM GS	GS	14,371	$14.5m2.83%	2.83%	Added +45	+45 0.3%
12	ANALOG DEVICES INC COM ADI	ADI	32,748	$13.0m2.53%	2.53%	Added +83	+83 0.2%
13	COSTCO WHSL CORP NEW COM COST	COST	13,291	$12.4m2.42%	2.42%	Reduced -5	-5 -0.0%
14	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	24,405	$12.2m2.38%	2.38%	Added +20	+20 0.1%
15	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	22,642	$10.8m2.11%	2.11%	Added +170	+170 0.8%
16	MERCADOLIBRE INC COM MELI	MELI	5,413	$9.2m1.79%	1.79%	Unchanged
17	MASTERCARD INCORPORATED CL A MA	MA	17,796	$9.1m1.78%	1.78%	Unchanged
18	VISA INC COM CL A V	V	26,452	$9.1m1.77%	1.77%	Unchanged
19	JOHNSON & JOHNSON COM JNJ	JNJ	34,542	$8.8m1.71%	1.71%	Added +1.8k	+1,846 5.7%
20	META PLATFORMS INC CL A META	META	14,760	$8.3m1.62%	1.62%	Added +411	+411 2.9%
21	PALO ALTO NETWORKS INC COM PANW	PANW	24,218	$8.3m1.61%	1.61%	Unchanged
22	GE VERNOVA INC COM GEV	GEV	6,967	$8.2m1.59%	1.59%	Added +635	+635 10.0%
23	UNION PAC CORP COM UNP	UNP	23,901	$6.5m1.27%	1.27%	Added +124	+124 0.5%
24	PEPSICO INC COM PEP	PEP	46,747	$6.3m1.23%	1.23%	Added +1.2k	+1,233 2.7%
25	RTX CORPORATION COM RTX	RTX	31,895	$6.1m1.18%	1.18%	Added +1.1k	+1,060 3.4%
26	LINDE PLC SHS LIN	LIN	11,554	$6.0m1.17%	1.17%	Added +330	+330 2.9%
27	HOME DEPOT INC COM HD	HD	16,779	$5.9m1.15%	1.15%	Reduced -53	-53 -0.3%
28	KLA CORP COM NEW KLAC	KLAC	17,250	$5.2m1.01%	1.01%	Reduced -300	-300 -1.7%
29	QUALCOMM INC COM QCOM	QCOM	24,403	$4.5m0.88%	0.88%	Reduced -727	-727 -2.9%
30	EMERSON ELEC CO COM EMR	EMR	31,446	$4.5m0.88%	0.88%	Added +225	+225 0.7%
31	POWELL INDS INC COM POWL	POWL	15,330	$4.4m0.85%	0.85%	Unchanged
32	LOCKHEED MARTIN CORP COM LMT	LMT	8,495	$4.3m0.84%	0.84%	Reduced -16	-16 -0.2%
33	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	2,108	$4.2m0.82%	0.82%	Unchanged
34	EATON CORP PLC SHS ETN	ETN	9,687	$4.1m0.80%	0.80%	Added +646	+646 7.2%
35	TEXAS INSTRS INC COM TXN	TXN	12,389	$3.7m0.72%	0.72%	Added +50	+50 0.4%
36	LOWES COS INC COM LOW	LOW	16,662	$3.7m0.72%	0.72%	Unchanged
37	PROCTER AND GAMBLE CO COM PG	PG	23,662	$3.5m0.68%	0.68%	Unchanged
38	DEERE & CO COM DE	DE	5,470	$3.5m0.68%	0.68%	Unchanged
39	AMPHENOL CORP CL A APH	APH	18,534	$3.3m0.64%	0.64%	Added +4.6k	+4,585 32.9%
40	MICRON TECHNOLOGY INC COM MU	MU	2,770	$3.2m0.62%	0.62%	Added +955	+955 52.6%
41	QUANTA SVCS INC COM PWR	PWR	4,317	$3.1m0.61%	0.61%	Added +242	+242 5.9%
42	SYNOPSYS INC COM SNPS	SNPS	6,627	$3.0m0.58%	0.58%	Reduced -220	-220 -3.2%
43	PARKER-HANNIFIN CORP COM PH	PH	2,942	$2.9m0.56%	0.56%	Unchanged
44	CATERPILLAR INC COM CAT	CAT	2,683	$2.9m0.56%	0.56%	Added +19	+19 0.7%
45	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	3,864	$2.8m0.55%	0.55%	Unchanged
46	ALPHABET INC CAP STK CL A GOOGL	GOOGL	7,742	$2.8m0.54%	0.54%	Added +100	+100 1.3%
47	CORNING INC COM GLW	GLW	10,729	$2.7m0.53%	0.53%	New
48	HONEYWELL INTL INC COM HON	HON	12,148	$2.7m0.53%	0.53%	New
49	HONEYWELL AEROSPACE INC COM HONA	HONA	12,141	$2.7m0.52%	0.52%	New
50	ABBOTT LABS COM ABT	ABT	27,536	$2.5m0.49%	0.49%	Added +1.3k	+1,340 5.1%
51	BLACKROCK INC COM BLK	BLK	2,437	$2.3m0.46%	0.46%	Unchanged
52	DANAHER CORPORATION COM DHR	DHR	12,167	$2.3m0.45%	0.45%	Reduced -1.8k	-1,782 -12.8%
53	MERCK & CO INC COM MRK	MRK	17,282	$2.2m0.43%	0.43%	Added +177	+177 1.0%
54	S&P GLOBAL INC COM SPGI	SPGI	5,142	$2.1m0.41%	0.41%	Reduced -86	-86 -1.6%
55	CHEVRON CORP NEW COM CVX	CVX	12,628	$2.1m0.41%	0.41%	Added +100	+100 0.8%
56	COLGATE PALMOLIVE CO COM CL	CL	21,916	$2.0m0.39%	0.39%	Unchanged
57	YUM BRANDS INC COM YUM	YUM	12,528	$2.0m0.39%	0.39%	Unchanged
58	MCDONALDS CORP COM MCD	MCD	6,872	$1.9m0.36%	0.36%	Unchanged
59	AMGEN INC COM AMGN	AMGN	4,881	$1.8m0.34%	0.34%	Added +310	+310 6.8%
60	ZOETIS INC CL A ZTS	ZTS	24,560	$1.8m0.34%	0.34%	Reduced -3.4k	-3,367 -12.1%
61	MARVELL TECHNOLOGY INC COM MRVL	MRVL	5,830	$1.7m0.34%	0.34%	Unchanged
62	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	7,968	$1.7m0.33%	0.33%	Reduced -50	-50 -0.6%
63	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	2,227	$1.7m0.32%	0.32%	Reduced -13	-13 -0.6%
64	SELECT SECTOR SPDR TR INDL XLI	XLI	8,944	$1.7m0.32%	0.32%	Added +10	+10 0.1%
65	CUMMINS INC COM CMI	CMI	2,097	$1.5m0.29%	0.29%	Unchanged
66	HUBBELL INC COM HUBB	HUBB	2,821	$1.5m0.29%	0.29%	Added +176	+176 6.7%
67	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	2,920	$1.5m0.29%	0.29%	Added +30	+30 1.0%
68	TRANE TECHNOLOGIES PLC SHS TT	TT	2,625	$1.3m0.25%	0.25%	Unchanged
69	MEDTRONIC PLC SHS MDT	MDT	16,160	$1.3m0.25%	0.25%	Reduced -12	-12 -0.1%
70	LAM RESEARCH CORP COM NEW LRCX	LRCX	2,890	$1.3m0.24%	0.24%	Added +20	+20 0.7%
71	NOVARTIS AG SPONSORED ADR NVS	NVS	6,760	$1.1m0.21%	0.21%	Unchanged
72	BANK AMERICA CORP COM BAC	BAC	18,342	$1.0m0.20%	0.20%	Unchanged
73	ABBVIE INC COM ABBV	ABBV	4,113	$1.0m0.20%	0.20%	Unchanged
74	UNITEDHEALTH GROUP INC COM UNH	UNH	2,459	$1.0m0.20%	0.20%	Reduced -542	-542 -18.1%
75	WASTE MGMT INC DEL COM WM	WM	4,288	$955.7k0.19%	0.19%	Unchanged
76	ISHARES TR US AER DEF ETF ITA	ITA	3,888	$942.5k0.18%	0.18%	Added +205	+205 5.6%
77	CANADIAN NATL RY CO COM CNI	CNI	7,765	$925.9k0.18%	0.18%	Reduced -212	-212 -2.7%
78	ISHARES TR U.S. MED DVC ETF IHI	IHI	17,710	$875.1k0.17%	0.17%	Unchanged
79	XYLEM INC COM XYL	XYL	7,385	$873.0k0.17%	0.17%	Reduced -1.0k	-1,000 -11.9%
80	CISCO SYS INC COM CSCO	CSCO	7,030	$825.7k0.16%	0.16%	Unchanged
81	NETFLIX INC COM NFLX	NFLX	10,945	$781.5k0.15%	0.15%	Reduced -11.0k	-10,980 -50.1%
82	BECTON DICKINSON & CO COM BDX	BDX	5,090	$770.3k0.15%	0.15%	Added +135	+135 2.7%
83	MSCI INC COM MSCI	MSCI	1,232	$690.0k0.13%	0.13%	Unchanged
84	VERTIV HOLDINGS CO COM CL A VRT	VRT	1,980	$662.9k0.13%	0.13%	Added +555	+555 39.0%
85	AGNICO EAGLE MINES LTD COM AEM	AEM	4,210	$653.1k0.13%	0.13%	Added +1.7k	+1,710 68.4%
86	TJX COS INC NEW COM TJX	TJX	4,062	$615.4k0.12%	0.12%	Reduced -15	-15 -0.4%
87	SPDR GOLD TR GOLD SHS GLD	GLD	1,507	$555.1k0.11%	0.11%	Unchanged
88	KEYSIGHT TECHNOLOGIES INC COM KEYS	KEYS	1,581	$553.5k0.11%	0.11%	Unchanged
89	NEXTERA ENERGY INC COM NEE	NEE	5,997	$526.4k0.10%	0.10%	Unchanged
90	WALMART INC COM WMT	WMT	4,641	$525.6k0.10%	0.10%	Unchanged
91	AGILENT TECHNOLOGIES INC COM A	A	3,816	$506.9k0.10%	0.10%	Unchanged
92	TERADYNE INC COM TER	TER	940	$454.8k0.09%	0.09%	Unchanged
93	NASDAQ INC COM NDAQ	NDAQ	5,639	$444.5k0.09%	0.09%	Unchanged
94	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	2,288	$435.9k0.08%	0.08%	Unchanged
95	SPDR SERIES TRUST AEROSPACE DEF XAR	XAR	1,500	$425.7k0.08%	0.08%	Unchanged
96	DIAMONDBACK ENERGY INC COM FANG	FANG	2,042	$358.9k0.07%	0.07%	Unchanged
97	EQUINIX INC COM EQIX	EQIX	324	$337.7k0.07%	0.07%	Unchanged
98	STRYKER CORPORATION COM SYK	SYK	1,068	$336.2k0.07%	0.07%	Added +25	+25 2.4%
99	ISHARES TR US OIL GS EX ETF IEO	IEO	2,953	$324.3k0.06%	0.06%	Unchanged
100	MOODYS CORP COM MCO	MCO	639	$289.4k0.06%	0.06%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		12,122	$5.5m12.1k shares
SALESFORCE INC CRM	CRM	1,150	$214.7k1.1k shares