Cypress Asset Management Inc/Tx Top Holdings and 13F Report (2025) About Cypress Asset Management Inc/TxInvestment ActivityCypress Asset Management Inc/Tx has $513.64 million in total holdings as of March 31, 2025.Cypress Asset Management Inc/Tx owns shares of 107 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 4.48% of the portfolio was purchased this quarter.About 2.33% of the portfolio was sold this quarter.This quarter, Cypress Asset Management Inc/Tx has purchased 104 new stocks and bought additional shares in 40 stocks.Cypress Asset Management Inc/Tx sold shares of 22 stocks and completely divested from 2 stocks this quarter.Largest Holdings NVIDIA $31,577,203Apple $30,935,767Eli Lilly and Company $26,201,548Broadcom $25,290,740JPMorgan Chase & Co. $19,215,253 Largest New Holdings this Quarter 219350105 - Corning $2,740,508 Holding438516205 - HONEYWELL INTL INC $2,720,049 Holding43849R105 - HONEYWELL AEROSPACE INC $2,684,243 Holding920253101 - Valmont Industries $231,040 Holding617446448 - Morgan Stanley $217,402 Holding Largest Purchases this Quarter KLA 15,495 shares (about $4.67M)Powell Industries 10,220 shares (about $2.93M)Corning 10,729 shares (about $2.74M)HONEYWELL INTL INC 12,148 shares (about $2.72M)HONEYWELL AEROSPACE INC 12,141 shares (about $2.68M) Largest Sales this Quarter NVIDIA 9,367 shares (about $1.87M)Netflix 10,980 shares (about $783.97K)Broadcom 1,816 shares (about $685.99K)Microsoft 1,485 shares (about $553.93K)Advanced Micro Devices 898 shares (about $521.66K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCypress Asset Management Inc/Tx Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$31,577,203$1,874,243 â–¼-5.6%157,8156.1%TechnologyAAPLApple$30,935,767$482,074 â–¼-1.5%106,9116.0%TechnologyLLYEli Lilly and Company$26,201,548$81,561 â–¼-0.3%21,8455.1%HealthcareAVGOBroadcom$25,290,740$685,994 â–¼-2.6%66,9514.9%TechnologyJPMJPMorgan Chase & Co.$19,215,253$130,605 â–²0.7%58,7033.7%FinanceGOOGAlphabet$18,892,908$749,060 â–²4.1%53,4713.7%Communication ServicesMSFTMicrosoft$18,518,205$553,935 â–¼-2.9%49,6443.6%TechnologyAMDAdvanced Micro Devices$17,925,140$521,657 â–¼-2.8%30,8573.5%TechnologyAMATApplied Materials$16,753,356$41,934 â–²0.3%23,1723.3%TechnologyAMZNAmazon.com$16,576,070$299,355 â–²1.8%69,5483.2%Consumer DiscretionaryGSThe Goldman Sachs Group$14,534,398$45,512 â–²0.3%14,3712.8%FinanceADIAnalog Devices$13,006,523$32,965 â–²0.3%32,7482.5%TechnologyCOSTCostco Wholesale$12,433,332$4,677 â–¼0.0%13,2912.4%Consumer StaplesBRK.BBerkshire Hathaway$12,212,018$10,008 â–²0.1%24,4052.4%FinanceTSMTaiwan Semiconductor Manufacturing$10,813,140$81,187 â–²0.8%22,6422.1%TechnologyMELIMercadoLibre$9,187,9720.0%5,4131.8%Consumer DiscretionaryMAMastercard$9,140,0260.0%17,7961.8%FinanceVVisa$9,075,4170.0%26,4521.8%FinanceJNJJohnson & Johnson$8,772,632$468,829 â–²5.6%34,5421.7%HealthcareMETAMeta Platforms$8,314,160$231,512 â–²2.9%14,7601.6%Communication ServicesPANWPalo Alto Networks$8,258,8220.0%24,2181.6%TechnologyGE VERNOVA INC$8,185,250$746,036 â–²10.0%6,9671.6%COMUNPUnion Pacific$6,501,072$33,728 â–²0.5%23,9011.3%IndustrialsPEPPepsiCo$6,329,544$166,948 â–²2.7%46,7471.2%Consumer StaplesRTXRTX$6,051,438$201,114 â–²3.4%31,8951.2%IndustrialsLINDE PLC$5,995,833$171,250 â–²2.9%11,5541.2%SHSHDHome Depot$5,917,618$18,692 â–¼-0.3%16,7791.2%Consumer DiscretionaryKLACKLA$5,204,497$4,674,996 â–²882.9%17,2501.0%TechnologyQCOMQualcomm$4,509,430$134,342 â–¼-2.9%24,4030.9%TechnologyEMREmerson Electric$4,501,495$32,209 â–²0.7%31,4460.9%IndustrialsPOWLPowell Industries$4,389,899$2,926,599 â–²200.0%15,3300.9%IndustrialsLMTLockheed Martin$4,327,863$8,151 â–¼-0.2%8,4950.8%IndustrialsASMLASML$4,193,7400.0%2,1080.8%TechnologyETNEaton$4,127,824$275,273 â–²7.1%9,6870.8%IndustrialsTXNTexas Instruments$3,692,789$14,903 â–²0.4%12,3890.7%TechnologyLOWLowe's Companies$3,673,8040.0%16,6620.7%Consumer DiscretionaryPGProcter & Gamble$3,469,7960.0%23,6620.7%Consumer StaplesDEDeere & Company$3,469,7850.0%5,4700.7%IndustrialsAPHAmphenol$3,267,915$808,427 â–²32.9%18,5340.6%TechnologyMUMicron Technology$3,197,383$1,102,347 â–²52.6%2,7700.6%TechnologyPWRQuanta Services$3,108,413$174,250 â–²5.9%4,3170.6%IndustrialsSNPSSynopsys$2,956,106$98,135 â–¼-3.2%6,6270.6%TechnologyPHParker-Hannifin$2,877,6290.0%2,9420.6%IndustrialsCATCaterpillar$2,857,127$20,233 â–²0.7%2,6830.6%IndustrialsQQQInvesco QQQ$2,845,4500.0%3,8640.6%ETFGOOGLAlphabet$2,766,759$35,737 â–²1.3%7,7420.5%Communication ServicesGLWCorning$2,740,508$2,740,508 â–²New Holding10,7290.5%TechnologyHONEYWELL INTL INC$2,720,049$2,720,049 â–²New Holding12,1480.5%COMHONEYWELL AEROSPACE INC$2,684,243$2,684,243 â–²New Holding12,1410.5%COMABTAbbott Laboratories$2,498,617$121,592 â–²5.1%27,5360.5%HealthcareBLACKROCK INC$2,343,3220.0%2,4370.5%COMDHRDanaher$2,317,570$339,435 â–¼-12.8%12,1670.5%HealthcareMRKMerck & Co., Inc.$2,220,737$22,745 â–²1.0%17,2820.4%HealthcareSPGIS&P Global$2,094,131$35,024 â–¼-1.6%5,1420.4%FinanceCVXChevron$2,093,217$16,576 â–²0.8%12,6280.4%EnergyCLColgate-Palmolive$2,009,2590.0%21,9160.4%Consumer StaplesYUMYum! Brands$2,002,7260.0%12,5280.4%Consumer DiscretionaryMCDMcDonald's$1,857,5700.0%6,8720.4%Consumer DiscretionaryAMGNAmgen$1,767,508$112,257 â–²6.8%4,8810.3%HealthcareZTSZoetis$1,764,882$241,953 â–¼-12.1%24,5600.3%HealthcareMRVLMarvell Technology$1,736,6990.0%5,8300.3%TechnologyRSPInvesco S&P 500 Equal Weight ETF$1,695,351$10,638 â–¼-0.6%7,9680.3%ETFSPYSPDR S&P 500 ETF Trust$1,663,057$9,708 â–¼-0.6%2,2270.3%ETFXLIIndustrial Select Sector SPDR Fund$1,656,697$1,852 â–²0.1%8,9440.3%ETFCMICummins$1,495,6010.0%2,0970.3%IndustrialsHUBBHubbell$1,475,947$92,083 â–²6.7%2,8210.3%IndustrialsTMOThermo Fisher Scientific$1,463,971$15,041 â–²1.0%2,9200.3%HealthcareTTTrane Technologies$1,289,2950.0%2,6250.3%IndustrialsMDTMedtronic$1,264,197$939 â–¼-0.1%16,1600.2%HealthcareLAM RESEARCH CORP$1,252,324$8,667 â–²0.7%2,8900.2%COM NEWNVSNovartis$1,059,4270.0%6,7600.2%HealthcareBACBank of America$1,045,1270.0%18,3420.2%FinanceABBVAbbVie$1,034,9950.0%4,1130.2%HealthcareUNHUnitedHealth Group$1,022,034$225,271 â–¼-18.1%2,4590.2%HealthcareWMWaste Management$955,7090.0%4,2880.2%IndustrialsITAiShares U.S. Aerospace & Defense ETF$942,529$49,696 â–²5.6%3,8880.2%ETFCNICanadian National Railway$925,899$25,279 â–¼-2.7%7,7650.2%IndustrialsIHIiShares U.S. Medical Devices ETF$875,0510.0%17,7100.2%ETFXYLXylem$872,981$118,210 â–¼-11.9%7,3850.2%IndustrialsCSCOCisco Systems$825,7440.0%7,0300.2%TechnologyNFLXNetflix$781,473$783,972 â–¼-50.1%10,9450.2%Communication ServicesBDXBecton, Dickinson and Company$770,270$20,430 â–²2.7%5,0900.1%HealthcareMSCIMSCI$689,9690.0%1,2320.1%FinanceVRTVertiv$662,944$185,825 â–²38.9%1,9800.1%IndustrialsAEMAgnico Eagle Mines$653,097$265,272 â–²68.4%4,2100.1%MaterialsTJXTJX Companies$615,393$2,273 â–¼-0.4%4,0620.1%Consumer DiscretionaryGLDSPDR Gold Shares$555,1490.0%1,5070.1%ETFKEYSKeysight Technologies$553,4610.0%1,5810.1%TechnologyNEENextEra Energy$526,3570.0%5,9970.1%UtilitiesWALMART INC$525,6400.0%4,6410.1%COMAAgilent Technologies$506,8790.0%3,8160.1%HealthcareTERTeradyne$454,8100.0%9400.1%TechnologyNDAQNasdaq$444,4660.0%5,6390.1%FinanceXLKTechnology Select Sector SPDR Fund$435,9100.0%2,2880.1%ETFXARSPDR S&P Aerospace & Defense ETF$425,6850.0%1,5000.1%ETFFANGDiamondback Energy$358,9430.0%2,0420.1%EnergyEQIXEquinix$337,7340.0%3240.1%Real EstateSYKStryker$336,249$7,871 â–²2.4%1,0680.1%HealthcareIEOiShares U.S. Oil & Gas Exploration & Production ETF$324,3280.0%2,9530.1%ETFMCOMoody's$289,4160.0%6390.1%FinanceShowing largest 100 holdings. 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