CYPRESS ASSET MANAGEMENT INC/TX

CIK 0001030618 · HOUSTON, TX · Quarter end: 2026-03-31 · Filed on: 2026-08-07 · Open the SEC source

CYPRESS ASSET MANAGEMENT INC/TX reported 104 positions worth $431.2M as of March 31, 2026 (13F filed August 7, 2026). Largest holding: NVDA (6.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$431.2M
2026 Q1
Positions
104
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
43.7%
Est. Net Flow (Q)
2026 Q1
10 / 104 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANVIDIA CORPORATIONSH$29.2M6.76%167,182
2AAPLAPPLE INCSH$27.6M6.39%108,577
3AVGOBROADCOM INCSH$21.3M4.94%68,767
4LLYELI LILLY & COSH$20.2M4.67%21,913
5MSFTMICROSOFT CORPSH$18.9M4.39%51,129
6JPMJPMORGAN CHASE & COSH$17.2M3.98%58,304
7GOOGALPHABET INCSH$14.7M3.42%51,351
8AMZNAMAZON COM INCSH$14.2M3.30%68,292
9COSTCOSTCO WHOLESALE CORPORATIONSH$13.2M3.07%13,296
10GSGOLDMAN SACHS GROUP INCSH$12.1M2.81%14,326

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does CYPRESS ASSET MANAGEMENT INC/TX hold as of Q1 2026?

CYPRESS ASSET MANAGEMENT INC/TX reported 104 positions worth $431.2M in its Q1 2026 13F filing. Largest positions: NVDA (6.8%), AAPL (6.4%), AVGO (4.9%), LLY (4.7%) and MSFT (4.4%).

What did CYPRESS ASSET MANAGEMENT INC/TX buy in Q1 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did CYPRESS ASSET MANAGEMENT INC/TX sell in Q1 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.