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The Analysis of CYPRESS ASSET MANAGEMENT INC/TX's Holdings & P&L

Currently, CYPRESS ASSET MANAGEMENT INC/TX holds 105 types of securities in its portfolio with a total value $455.0M. In the most recent quarter, they have increased their positions in NFLX (+24.6K shares, valued at $2.3M), GEV (+2.7K shares, valued at $1.7M), COST (+1.4K shares, valued at $1.2M); decreased their positions in ADBE (-5.7K shares, valued at $2.0M), UNH (-5.1K shares, valued at $1.7M), NVDA (-4.0K shares, valued at $739.1K); initiated new positions in SYK (+828 shares, valued at $291.0K), VRT (+1.4K shares, valued at $230.9K), ALC (+2.5K shares, valued at $200.4K).

1M P&L

+21.9M+5.08%

3M P&L

+35.2M+8.42%

HY P&L

+65.6M+16.94%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors62.5M

16.4%

2Drug Manufacturers - General34.1M

9.0%

3Software - Infrastructure33.5M

8.8%

Top Industries by Stock Count

1N/A8 stocks

8.9%

2Semiconductors7 stocks

7.8%

3Drug Manufacturers - General5 stocks

5.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION172.2K shares-2.25%2025-12-312026-01-29

AAPL APPLE INC110.7K shares1.57%2025-12-312026-01-29

MSFT MICROSOFT CORP52.5K shares-0.65%2025-12-312026-01-29

LLY ELI LILLY & CO22.3K shares-1.61%2025-12-312026-01-29

BROADCOM INC BROADCOM INC68.8K shares-1.16%2025-12-312026-01-29

JPM JPMORGAN CHASE & CO.59.2K shares-0.19%2025-12-312026-01-29

ALPHABET INC ALPHABET INC50.8K shares8.11%2025-12-312026-01-29

AMZN AMAZON COM INC69.0K shares0.21%2025-12-312026-01-29

Sponsored

GS GOLDMAN SACHS GROUP INC14.4K shares2.96%2025-12-312026-01-29

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL24.9K shares-1.07%2025-12-312026-01-29

COST COSTCO WHSL CORP NEW13.5K shares11.78%2025-12-312026-01-29

MELI MERCADOLIBRE INC5.5K shares0.51%2025-12-312026-01-29

MA MASTERCARD INCORPORATED18.0K shares-1.60%2025-12-312026-01-29

META META PLATFORMS INC14.7K shares9.77%2025-12-312026-01-29

V VISA INC26.8K shares-0.74%2025-12-312026-01-29

ADI ANALOG DEVICES INC32.9K shares-0.26%2025-12-312026-01-29

Sponsored

TSM TAIWAN SEMICONDUCTOR MFG LTD22.8K shares6.72%2025-12-312026-01-29

AMD ADVANCED MICRO DEVICES INC32.3K shares-0.55%2025-12-312026-01-29

JNJ JOHNSON & JOHNSON33.4K shares-0.42%2025-12-312026-01-29

PEP PEPSICO INC46.8K shares-6.30%2025-12-312026-01-29

AMAT APPLIED MATLS INC23.5K shares-0.36%2025-12-312026-01-29

HD HOME DEPOT INC17.2K shares-2.06%2025-12-312026-01-29

RTX RTX CORPORATION31.3K shares-0.52%2025-12-312026-01-29

UNP UNION PAC CORP24.1K shares-0.29%2025-12-312026-01-29

Sponsored

QCOM QUALCOMM INC29.1K shares-0.41%2025-12-312026-01-29

LINDE PLC LINDE PLC11.4K shares0.26%2025-12-312026-01-29

HON HONEYWELL INTL INC24.8K shares-0.14%2025-12-312026-01-29

PANW PALO ALTO NETWORKS INC24.6K shares-0.02%2025-12-312026-01-29

EMR EMERSON ELEC CO32.0K shares-0.19%2025-12-312026-01-29

LMT LOCKHEED MARTIN CORP8.7K shares-1.44%2025-12-312026-01-29

GEV GE VERNOVA INC6.3K shares72.63%2025-12-312026-01-29

LOW LOWES COS INC17.0K shares-0.36%2025-12-312026-01-29

Sponsored

ZTS ZOETIS INC28.9K shares-0.80%2025-12-312026-01-29

PG PROCTER AND GAMBLE CO24.6K shares-1.54%2025-12-312026-01-29

ABT ABBOTT LABS27.3K shares-0.61%2025-12-312026-01-29

DHR DANAHER CORPORATION14.5K shares-1.37%2025-12-312026-01-29

SNPS SYNOPSYS INC6.9K shares9.51%2025-12-312026-01-29

EATON CORP PLC EATON CORP PLC9.1K shares7.51%2025-12-312026-01-29

SPGI S&P GLOBAL INC5.3K shares0.28%2025-12-312026-01-29

BLACKROCK INC BLACKROCK INC2.5K shares-0.24%2025-12-312026-01-29

Sponsored

DE DEERE & CO5.6K shares-3.31%2025-12-312026-01-29

PH PARKER-HANNIFIN CORP2.9K shares-0.51%2025-12-312026-01-29

INVESCO QQQ TR INVESCO QQQ TR4.1K shares0.00%2025-12-312026-01-29

NFLX NETFLIX INC26.5K shares1256.52%2025-12-312026-01-29

ASML ASML HOLDING N V2.1K shares1.64%2025-12-312026-01-29

KLAC KLA CORP1.8K shares-0.44%2025-12-312026-01-29

XOM EXXON MOBIL CORP18.3K shares-0.34%2025-12-312026-01-29

TXN TEXAS INSTRS INC12.5K shares-0.17%2025-12-312026-01-29

Sponsored

MCD MCDONALDS CORP7.0K shares-2.38%2025-12-312026-01-29

ALPHABET INC ALPHABET INC6.7K shares6.84%2025-12-312026-01-29

CVX CHEVRON CORP NEW13.1K shares0.44%2025-12-312026-01-29

YUM YUM BRANDS INC12.8K shares-1.29%2025-12-312026-01-29

MERCK & CO INC MERCK & CO INC17.2K shares-0.24%2025-12-312026-01-29

CL COLGATE PALMOLIVE CO22.2K shares-4.81%2025-12-312026-01-29

PWR QUANTA SVCS INC4.0K shares-0.25%2025-12-312026-01-29

POWL POWELL INDS INC5.2K shares0.06%2025-12-312026-01-29

Sponsored

TMO THERMO FISHER SCIENTIFIC INC2.9K shares0.00%2025-12-312026-01-29

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T8.5K shares-0.29%2025-12-312026-01-29

MEDTRONIC PLC MEDTRONIC PLC16.7K shares-1.33%2025-12-312026-01-29

SPY SPDR S&P 500 ETF TR2.3K shares-0.83%2025-12-312026-01-29

CAT CATERPILLAR INC2.6K shares-0.38%2025-12-312026-01-29

XLI SELECT SECTOR SPDR TR9.0K shares0.00%2025-12-312026-01-29

AMGN AMGEN INC4.0K shares2.55%2025-12-312026-01-29

XYL XYLEM INC9.0K shares-0.99%2025-12-312026-01-29

Sponsored

UNH UNITEDHEALTH GROUP INC3.7K shares-58.40%2025-12-312026-01-29

APH AMPHENOL CORP NEW8.5K shares12.15%2025-12-312026-01-29

HUBBELL INC HUBBELL INC2.6K shares8.80%2025-12-312026-01-29

IHI ISHARES TR17.7K shares0.00%2025-12-312026-01-29

CMI CUMMINS INC2.1K shares0.00%2025-12-312026-01-29

TT TRANE TECHNOLOGIES PLC2.6K shares0.00%2025-12-312026-01-29

BAC BANK AMERICA CORP18.5K shares0.00%2025-12-312026-01-29

BDX BECTON DICKINSON & CO5.2K shares-1.57%2025-12-312026-01-29

Sponsored

ABBV ABBVIE INC4.2K shares-0.12%2025-12-312026-01-29

NVS NOVARTIS AG6.8K shares-0.58%2025-12-312026-01-29

WM WASTE MGMT INC DEL4.3K shares-0.23%2025-12-312026-01-29

ITA ISHARES TR3.9K shares0.00%2025-12-312026-01-29

CNI CANADIAN NATL RY CO8.0K shares-0.40%2025-12-312026-01-29

MSCI MSCI INC1.2K shares-3.90%2025-12-312026-01-29

TJX TJX COS INC NEW4.1K shares0.00%2025-12-312026-01-29

GLD SPDR GOLD TR1.5K shares0.00%2025-12-312026-01-29

Sponsored

XLK SELECT SECTOR SPDR TR4.1K shares100.00%2025-12-312026-01-29

NDAQ NASDAQ INC5.8K shares-26.90%2025-12-312026-01-29

CSCO CISCO SYS INC7.0K shares-1.06%2025-12-312026-01-29

A AGILENT TECHNOLOGIES INC3.8K shares0.00%2025-12-312026-01-29

MU MICRON TECHNOLOGY INC1.8K shares0.00%2025-12-312026-01-29

WMT WALMART INC4.6K shares0.00%2025-12-312026-01-29

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC5.9K shares10.32%2025-12-312026-01-29

NEE NEXTERA ENERGY INC6.2K shares-3.88%2025-12-312026-01-29

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP2.9K shares0.00%2025-12-312026-01-29

ADBE ADOBE INC1.2K shares-82.96%2025-12-312026-01-29

XAR SPDR SERIES TRUST1.5K shares0.00%2025-12-312026-01-29

FANG DIAMONDBACK ENERGY INC2.2K shares-16.34%2025-12-312026-01-29

MCO MOODYS CORP639 shares-1.24%2025-12-312026-01-29

KEYS KEYSIGHT TECHNOLOGIES INC1.6K shares0.00%2025-12-312026-01-29

ORCL ORACLE CORP1.6K shares0.00%2025-12-312026-01-29

BSX BOSTON SCIENTIFIC CORP3.1K shares0.00%2025-12-312026-01-29

Sponsored

IEO ISHARES TR3.3K shares-35.15%2025-12-312026-01-29

SYK STRYKER CORPORATION828 sharesnew addition2025-12-312026-01-29

LHX L3HARRIS TECHNOLOGIES INC849 shares-1.96%2025-12-312026-01-29

EQIX EQUINIX INC324 shares0.00%2025-12-312026-01-29

VRT VERTIV HOLDINGS CO1.4K sharesnew addition2025-12-312026-01-29

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.9K shares-2.62%2025-12-312026-01-29

AZO AUTOZONE INC60 shares-4.76%2025-12-312026-01-29

NSC NORFOLK SOUTHN CORP700 shares0.00%2025-12-312026-01-29

Sponsored

ALC ALCON AG2.5K sharesnew addition2025-12-312026-01-29

NVDA

NVIDIA CORPORATION

-2.25%

Shares172.2K

Event2025-12-31

Filed2026-01-29

AAPL

APPLE INC

1.57%

Shares110.7K

Event2025-12-31

Filed2026-01-29

MSFT

MICROSOFT CORP

-0.65%

Shares52.5K

Event2025-12-31

Filed2026-01-29

LLY

ELI LILLY & CO

-1.61%

Shares22.3K

Event2025-12-31

Filed2026-01-29

BROADCOM INC

-1.16%

Shares68.8K

Event2025-12-31

Filed2026-01-29

JPM

JPMORGAN CHASE & CO.

-0.19%

Shares59.2K

Event2025-12-31

Filed2026-01-29

ALPHABET INC

8.11%

Shares50.8K

Event2025-12-31

Filed2026-01-29

AMZN

AMAZON COM INC

0.21%

Shares69.0K

Event2025-12-31

Filed2026-01-29

GOLDMAN SACHS GROUP INC

2.96%

Shares14.4K

Event2025-12-31

Filed2026-01-29

BERKSHIRE HATHAWAY INC DEL

-1.07%

Shares24.9K

Event2025-12-31

Filed2026-01-29

COST

COSTCO WHSL CORP NEW

11.78%

Shares13.5K

Event2025-12-31

Filed2026-01-29

MELI

MERCADOLIBRE INC

0.51%

Shares5.5K

Event2025-12-31

Filed2026-01-29

MASTERCARD INCORPORATED

-1.60%

Shares18.0K

Event2025-12-31

Filed2026-01-29