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Disclosery

13F-HR filed by CYPRESS ASSET MANAGEMENT INC/TX

CYPRESS ASSET MANAGEMENT INC/TX filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-07, with 107 holding rows worth $513,641,219.

Accession
0001030618-26-000003
Filer
CIK 1030618
Filed
2026-08-07
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 107 entries on the cover page, a total value of $513,641,219 stated on the cover page (in dollars after the unit check, H1), rows summing to $513,641,219 with VALUE read as dollars as filed, 13F file number 028-05956. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
NVIDIA Corp67066G104COM157,815$31,577,203dollars as filed
Apple Inc037833100COM106,911$30,935,767dollars as filed
Eli Lilly and Company532457108COM21,845$26,201,548dollars as filed
Broadcom Inc.11135F101COM66,951$25,290,740dollars as filed
JPMorgan Chase & Co46625H100COM58,703$19,215,253dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM53,471$18,892,908dollars as filed
Microsoft Corp594918104COM49,644$18,518,205dollars as filed
Advanced Micro Devices,Inc.007903107COM30,857$17,925,140dollars as filed
Applied Materials,Inc.038222105COM23,172$16,753,356dollars as filed
Amazon.com, Inc023135106COM69,548$16,576,070dollars as filed
Goldman Sachs Group,Inc.38141G104COM14,371$14,534,398dollars as filed
Analog Devices,Inc.032654105COM32,748$13,006,523dollars as filed
Costco Wholesale Corporation22160K105COM13,291$12,433,332dollars as filed
Berkshire Hathaway Inc084670702COM24,405$12,212,018dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS22,642$10,813,140dollars as filed
MERCADOLIBREINC58733R102STOK5,413$9,187,972dollars as filed
MasterCard, Inc57636Q104COM17,796$9,140,026dollars as filed
Visa Inc92826C839COM26,452$9,075,417dollars as filed
Johnson & Johnson478160104COM34,542$8,772,632dollars as filed
META PLATFORMS INC CL A30303M102COM14,760$8,314,160dollars as filed
PALO ALTO NETWORKS INC697435105COM24,218$8,258,822dollars as filed
GE Vernova Inc.36828A101COM6,967$8,185,250dollars as filed
Union Pacific Corporation907818108COM23,901$6,501,072dollars as filed
PepsiCo,Inc.713448108COM46,747$6,329,544dollars as filed
Raytheon Technologies Corporation75513E101COM31,895$6,051,438dollars as filed
Linde plcG54950103COM11,554$5,995,833dollars as filed
Home Depot, Inc437076102COM16,779$5,917,618dollars as filed
KLA CORP482480100COM17,250$5,204,497dollars as filed
Qualcomm Incorporated747525103COM24,403$4,509,430dollars as filed
EMERSON ELEC CO COM291011104Stock31,446$4,501,495dollars as filed
POWELL INDS INC739128106COM15,330$4,389,899dollars as filed
Lockheed Martin Corporation539830109COM8,495$4,327,863dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK2,108$4,193,740dollars as filed
Eaton Corp. PlcG29183103COM9,687$4,127,824dollars as filed
Texas Instruments Incorporated882508104COM12,389$3,692,789dollars as filed
Lowes Companies,Inc.548661107COM16,662$3,673,804dollars as filed
Procter & Gamble Co742718109COM23,662$3,469,796dollars as filed
Deere & Company244199105COM5,470$3,469,785dollars as filed
AMPHENOL CORP NEW032095101COM18,534$3,267,915dollars as filed
Micron Technology,Inc.595112103COM2,770$3,197,383dollars as filed
QUANTA SVCS INC74762E102COM4,317$3,108,413dollars as filed
SYNOPSYS INC COM871607107Stock6,627$2,956,106dollars as filed
PARKER-HANNIFIN CORP COM701094104Stock2,942$2,877,629dollars as filed
Caterpillar Inc.149123101COM2,683$2,857,127dollars as filed
INVESCO QQQ TR46090E103COM3,864$2,845,450dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM7,742$2,766,759dollars as filed
CORNING INC219350105COM10,729$2,740,508dollars as filed
HONEYWELL INTL INC COM438516205Stock12,148$2,720,049dollars as filed
HONEYWELL AEROSPACE INC COM43849R105Stock12,141$2,684,243dollars as filed
Abbott Laboratories002824100COM27,536$2,498,617dollars as filed
BlackRock,Inc.09290D101COM2,437$2,343,322dollars as filed
Danaher Corporation235851102COM12,167$2,317,570dollars as filed
Merck & Co.,Inc.58933Y105COM17,282$2,220,737dollars as filed
S&P Global,Inc.78409V104COM5,142$2,094,131dollars as filed
Chevron Corporation166764100COM12,628$2,093,217dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock21,916$2,009,259dollars as filed
YUM BRANDS INC COM988498101Stock12,528$2,002,726dollars as filed
McDonalds Corporation580135101COM6,872$1,857,570dollars as filed
Amgen Inc.031162100COM4,881$1,767,508dollars as filed
ZOETIS INC CL A98978V103Stock24,560$1,764,882dollars as filed
MARVELL TECHNOLOGY INC573874104COM5,830$1,736,699dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM7,968$1,695,351dollars as filed
SPY78462F103SHS2,227$1,663,057dollars as filed
SELECT SECTOR SPDR TR81369Y704INDL8,944$1,656,697dollars as filed
CUMMINS INC COM231021106Stock2,097$1,495,601dollars as filed
HUBBELL INC COM443510607Stock2,821$1,475,947dollars as filed
Thermo Fisher Scientific Inc.883556102COM2,920$1,463,971dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock2,625$1,289,295dollars as filed
Medtronic PlcG5960L103COM16,160$1,264,197dollars as filed
Lam Research Corporation512807306COM2,890$1,252,324dollars as filed
NOVARTIS AG SPONSORED ADR66987V109ADR6,760$1,059,427dollars as filed
Bank of America Corp060505104COM18,342$1,045,127dollars as filed
AbbVie,Inc.00287Y109COM4,113$1,034,995dollars as filed
UnitedHealth Group Inc91324P102COM2,459$1,022,034dollars as filed
Waste Management, Inc.94106L109COM4,288$955,709dollars as filed
iShares U.S. Aerospace & Defense ETF464288760SHS3,888$942,529dollars as filed
CANADIANNATLRYCOF136375102STOK7,765$925,899dollars as filed
iShares U.S. Medical Devices ETF464288810SHS17,710$875,051dollars as filed
XYLEM INC COM98419M100Stock7,385$872,981dollars as filed
Cisco Systems,Inc.17275R102COM7,030$825,744dollars as filed
Netflix, Inc64110L106COM10,945$781,473dollars as filed
BECTON DICKINSON & CO075887109COM5,090$770,270dollars as filed
MSCI INC COM55354G100Stock1,232$689,969dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock1,980$662,944dollars as filed
AGNICO EAGLE MINES LTD COM008474108Stock4,210$653,097dollars as filed
TJX Companies Inc872540109COM4,062$615,393dollars as filed
SPDR GOLD TR78463V107GOLD SHS1,507$555,149dollars as filed
KEYSIGHT TECHNOLOGIES INC COM49338L103Stock1,581$553,461dollars as filed
NextEra Energy,Inc.65339F101COM5,997$526,357dollars as filed
Walmart Inc.931142103COM4,641$525,640dollars as filed
AGILENT TECHNOLOGIES INC COM00846U101Stock3,816$506,879dollars as filed
TERADYNE INC COM880770102Stock940$454,810dollars as filed
NASDAQ INC COM631103108Stock5,639$444,466dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS2,288$435,910dollars as filed
SPDR S&P Aerospace & Defense ETF78464A631SHS1,500$425,685dollars as filed
DIAMONDBACK ENERGY INC COM25278X109Stock2,042$358,943dollars as filed
EQUINIX INC COM29444U700REIT324$337,734dollars as filed
Stryker Corporation863667101COM1,068$336,249dollars as filed
iShares U.S. Oil & Gas Exploration & Production ETF464288851SHS2,953$324,328dollars as filed
MOODYS CORP COM615369105Stock639$289,416dollars as filed
Duke Energy Corporation26441C204COM2,118$268,096dollars as filed
Coca-Cola Company191216100COM3,140$255,188dollars as filed
L3HARRIS TECHNOLOGIES INC COM502431109Stock849$246,711dollars as filed
Oracle Corporation68389X105COM1,599$234,333dollars as filed
VALMONT INDS INC COM920253101Stock400$231,040dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock700$220,213dollars as filed
Morgan Stanley617446448COM1,040$217,402dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001030618-26-000003this filing2026-08-07acceptance time not in the bulk data set