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 $513.6M across 107 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($31.6M, 6.15%), AAPL ($30.9M, 6.02%), LLY ($26.2M, 5.10%), AVGO ($25.3M, 4.92%), JPM ($19.2M, 3.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $31.6M | 6.15% | 157,815 | Trimmed |
| 2 | AAPL | APPLE INC | $30.9M | 6.02% | 106,911 | Trimmed |
| 3 | LLY | ELI LILLY & CO | $26.2M | 5.10% | 21,845 | Trimmed |
| 4 | AVGO | BROADCOM INC | $25.3M | 4.92% | 66,951 | Trimmed |
| 5 | JPM | JPMORGAN CHASE & CO | $19.2M | 3.74% | 58,703 | Added |
| 6 | GOOG | ALPHABET INC | $18.9M | 3.68% | 53,471 | Added |
| 7 | MSFT | MICROSOFT CORP | $18.5M | 3.61% | 49,644 | Trimmed |
| 8 | AMD | ADVANCED MICRO DEVICES INC | $17.9M | 3.49% | 30,857 | Trimmed |
| 9 | AMAT | APPLIED MATLS INC | $16.8M | 3.26% | 23,172 | Added |
| 10 | AMZN | AMAZON COM INC | $16.6M | 3.23% | 69,548 | Added |
| 11 | GS | GOLDMAN SACHS GROUP INC | $14.5M | 2.83% | 14,371 | Added |
| 12 | ADI | ANALOG DEVICES INC | $13.0M | 2.53% | 32,748 | Added |
| 13 | COST | COSTCO WHOLESALE CORPORATION | $12.4M | 2.42% | 13,291 | Trimmed |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | $12.2M | 2.38% | 24,405 | Added |
| 15 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $10.8M | 2.11% | 22,642 | Added |
| 16 | MELI | MERCADOLIBRE INC | $9.2M | 1.79% | 5,413 | Hold |
| 17 | MA | MASTERCARD INCORPORATED | $9.1M | 1.78% | 17,796 | Hold |
| 18 | V | VISA INC | $9.1M | 1.77% | 26,452 | Hold |
| 19 | JNJ | JOHNSON & JOHNSON | $8.8M | 1.71% | 34,542 | Added |
| 20 | META | META PLATFORMS INC | $8.3M | 1.62% | 14,760 | Added |
| 21 | PANW | PALO ALTO NETWORKS INC | $8.3M | 1.61% | 24,218 | Hold |
| 22 | GEV | GE VERNOVA INC | $8.2M | 1.59% | 6,967 | Added |
| 23 | UNP | UNION PAC CORP | $6.5M | 1.27% | 23,901 | Added |
| 24 | PEP | PEPSICO INC | $6.3M | 1.23% | 46,747 | Added |
| 25 | RTX | RTX CORPORATION | $6.1M | 1.18% | 31,895 | Added |
Source: SEC Form 13F filings · as of 2026-06-30