Cypress Asset Management Inc Portfolio Holdings

Cypress Asset Management Inc

  • $429 Million
  • Q3 2025

Cypress Asset Management Inc has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $429 Million distributed in 105 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $32.9M, Apple Inc. with a value of $27.8M, Microsoft Corp with a value of $27.4M, Broadcom Inc. with a value of $23M, and Jpmorgan Chase & CO with a value of $18.7M.

Examining the 13F form we can see an increase of $23.2M in the current position value, from $405M to 429M.

Cypress Asset Management Inc is based out at Houston, TX

Below you can find more details about Cypress Asset Management Inc portfolio as well as his latest detailed transactions.

Portfolio value $429 Million
Technology: $160 Million
Financial Services: $67.4 Million
Healthcare: $46.8 Million
Consumer Cyclical: $44.6 Million
Industrials: $43.9 Million
Communication Services: $25.1 Million
Consumer Defensive: $24.8 Million
ETFs: $10.8 Million
Other: $5.45 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.46 Million 0.57% of portfolio
4,102
Q1 2025 Reduced 3.01%
$0
$1.62 Million 0.38% of portfolio
8,565
Q3 2025 Reduced 2.42%
$0
$1.52 Million 0.35% of portfolio
2,283
Q3 2025 Reduced 4.24%
$0
$1.39 Million 0.32% of portfolio
9,034
Q3 2025 Reduced 7.19%
$0
$1.06 Million 0.25% of portfolio
17,710
Q1 2025 Reduced 22.44%
$0
$823,000 0.19% of portfolio
3,933
Q3 2025 Added 6.21%
$0
$576,000 0.13% of portfolio
2,044
Q3 2025 Reduced 6.84%
$130B
$535,000 0.12% of portfolio
1,507
Q1 2025 Reduced 1.82%
$0
$470,000 0.11% of portfolio
5,078
Q3 2025 Reduced 2.12%
$0
$352,000 0.08% of portfolio
1,500
Q1 2025 Reduced 37.37%

Summary

  • Portfolio
  • No. of Stocks 105
  • Current Value $429 Million
  • Prior Value $405 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
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