Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CYPRESS ASSET MANAGEMENT INC/TX (CIK 1030618) reported $455.0M across 105 reported positions in its SEC 13F filing for 2025-12-31. Largest positions: NVDA ($32.1M, 7.06%), AAPL ($30.1M, 6.62%), MSFT ($25.4M, 5.58%), LLY ($24.0M, 5.28%), AVGO ($23.8M, 5.23%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $32.1M | 7.06% | 172,163 | Trimmed |
| 2 | AAPL | APPLE INC | $30.1M | 6.62% | 110,719 | Added |
| 3 | MSFT | MICROSOFT CORP | $25.4M | 5.58% | 52,467 | Trimmed |
| 4 | LLY | ELI LILLY & CO | $24.0M | 5.28% | 22,336 | Trimmed |
| 5 | AVGO | BROADCOM INC | $23.8M | 5.23% | 68,814 | Trimmed |
| 6 | JPM | JPMORGAN CHASE & CO. | $19.1M | 4.19% | 59,221 | Trimmed |
| 7 | GOOG | ALPHABET INC | $15.9M | 3.50% | 50,788 | Added |
| 8 | AMZN | AMAZON COM INC | $15.9M | 3.50% | 68,989 | Added |
| 9 | GS | GOLDMAN SACHS GROUP INC | $12.7M | 2.78% | 14,410 | Added |
| 10 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $12.5M | 2.75% | 24,868 | Trimmed |
| 11 | COST | COSTCO WHSL CORP NEW | $11.6M | 2.55% | 13,455 | Added |
| 12 | MELI | MERCADOLIBRE INC | $11.1M | 2.44% | 5,503 | Added |
| 13 | MA | MASTERCARD INCORPORATED | $10.3M | 2.26% | 18,021 | Trimmed |
| 14 | META | META PLATFORMS INC | $9.7M | 2.13% | 14,678 | Added |
| 15 | V | VISA INC | $9.4M | 2.07% | 26,814 | Trimmed |
| 16 | ADI | ANALOG DEVICES INC | $8.9M | 1.96% | 32,858 | Trimmed |
| 17 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $6.9M | 1.53% | 22,841 | Added |
| 18 | JNJ | JOHNSON & JOHNSON | $6.9M | 1.52% | 33,397 | Trimmed |
| 19 | AMD | ADVANCED MICRO DEVICES INC | $6.9M | 1.52% | 32,306 | Trimmed |
| 20 | PEP | PEPSICO INC | $6.7M | 1.48% | 46,787 | Trimmed |
| 21 | AMAT | APPLIED MATLS INC | $6.1M | 1.33% | 23,543 | Trimmed |
| 22 | HD | HOME DEPOT INC | $5.9M | 1.30% | 17,184 | Trimmed |
| 23 | RTX | RTX CORPORATION | $5.7M | 1.26% | 31,306 | Trimmed |
| 24 | UNP | UNION PAC CORP | $5.6M | 1.23% | 24,097 | Trimmed |
| 25 | QCOM | QUALCOMM INC | $5.0M | 1.10% | 29,147 | Trimmed |
Source: SEC Form 13F filings · as of 2025-12-31