2026 Q2 Portfolio Activity
In 2026 Q2, CYPRESS ASSET MANAGEMENT INC/TX maintained a portfolio of 109 distinct positions. The most significant new addition was AGNICO EAGLE MINES LTD, now representing 0.12% of the total fund value. They heavily accumulated shares in AMPHENOL CORP, increasing the position by 64.3%.
Position History
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Total Positions
109
Quarter
2026 Q2
Top Holding
NVDA (6.8%)
Top 10 Concentration
43.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 109
CYPRESS ASSET MANAGEMENT INC/TX Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORPORAT...
|
Technology | 6.76% | 7.06% |
#1
Prev: #1
|
5.2 |
—
|
-4,981 | -2.9% |
P
S
|
167,182 | $29,156,541 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
AAPL
APPLE INC
|
Technology | 6.39% | 6.62% |
#2
Prev: #2
|
4.6 |
—
|
-2,142 | -1.9% |
P
S
|
108,577 | $27,555,757 | 2007 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
AVGO
BROADCOM INC
|
Technology | 4.94% | 5.23% |
#3
2
Prev: #5
|
3.5 |
—
|
-47 | -0.1% |
P
S
|
68,767 | $21,284,074 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 4.67% | 5.28% |
#4
Prev: #4
|
2.9 |
—
|
-423 | -1.9% |
P
S
|
21,913 | $20,154,920 | 1999 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 4.39% | 5.58% |
#5
2
Prev: #3
|
2.8 |
—
|
-1,338 | -2.6% |
P
S
|
51,129 | $18,926,422 | 1999 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 3.98% | 4.19% |
#6
Prev: #6
|
2.1 |
—
|
-917 | -1.5% |
P
S
|
58,304 | $17,150,705 | 2001 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 3.42% | 3.50% |
#7
Prev: #7
|
1.9 |
—
|
563 | 1.1% |
P
S
|
51,351 | $14,730,548 | 2013 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 3.30% | 3.50% |
#8
Prev: #8
|
1.8 |
—
|
-697 | -1.0% |
P
S
|
68,292 | $14,223,175 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 3.07% | 2.55% |
#9
2
Prev: #11
|
1.7 |
—
|
-159 | -1.2% |
P
S
|
13,296 | $13,248,533 | 1999 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 2.81% | 2.78% |
#10
1
Prev: #9
|
1.6 |
—
|
-84 | -0.6% |
P
S
|
14,326 | $12,119,653 | 2000 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 2.71% | 2.75% |
#11
1
Prev: #10
|
1.6 |
—
|
-483 | -1.9% |
P
S
|
24,385 | $11,685,292 | 2009 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
ADI
ANALOG DEVICES ...
|
Technology | 2.41% | 1.96% |
#12
4
Prev: #16
|
1.5 |
—
|
-193 | -0.6% |
P
S
|
32,665 | $10,392,043 | 1999 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
MELI
MERCADOLIBRE IN...
|
Consumer Cyclical | 2.17% | 2.44% |
#13
1
Prev: #12
|
1.4 |
—
|
-90 | -1.6% |
P
S
|
5,413 | $9,359,185 | 2018 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 2.06% | 2.26% |
#14
1
Prev: #13
|
1.3 |
—
|
-225 | -1.2% |
P
S
|
17,796 | $8,891,949 | 2013 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.90% | 2.13% |
#15
1
Prev: #14
|
1.3 |
—
|
-329 | -2.2% |
P
S
|
14,349 | $8,209,493 | 2016 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
V
VISA INC
|
Financial Services | 1.85% | 2.07% |
#16
1
Prev: #15
|
1.2 |
—
|
-362 | -1.4% |
P
S
|
26,452 | $7,994,852 | 2013 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.85% | 1.52% |
#17
2
Prev: #19
|
1.2 |
—
|
-701 | -2.1% |
P
S
|
32,696 | $7,992,210 | 1999 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 1.83% | 1.33% |
#18
3
Prev: #21
|
1.2 |
—
|
-429 | -1.8% |
P
S
|
23,114 | $7,900,134 | 2000 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 1.76% | 1.53% |
#19
2
Prev: #17
|
1.2 |
—
|
-369 | -1.6% |
P
S
|
22,472 | $7,594,412 | 2000 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
PEP
PEPSICO INC
|
Consumer Defensive | 1.64% | 1.48% |
#20
Prev: #20
|
1.2 |
—
|
-1,273 | -2.7% |
P
S
|
45,514 | $7,067,869 | 1999 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 1.50% | 1.52% |
#21
3
Prev: #18
|
1.1 |
—
|
-551 | -1.7% |
P
S
|
31,755 | $6,459,920 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
RTX
RTX CORPORATION
|
Industrials | 1.38% | 1.26% |
#22
1
Prev: #23
|
1.1 |
—
|
-471 | -1.5% |
P
S
|
30,835 | $5,948,071 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
UNP
UNION PAC CORP
|
Industrials | 1.34% | 1.23% |
#23
1
Prev: #24
|
1.0 |
—
|
-320 | -1.3% |
P
S
|
23,777 | $5,768,776 | 2007 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
LIN
LINDE PLC
|
Basic Materials | 1.29% | 1.06% |
#24
2
Prev: #26
|
1.0 |
—
|
-136 | -1.2% |
P
S
|
11,224 | $5,564,410 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 1.28% | 1.30% |
#25
3
Prev: #22
|
1.0 |
—
|
-352 | -2.0% |
P
S
|
16,832 | $5,535,876 | 1999 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 1.28% | 0.91% |
#26
5
Prev: #31
|
1.0 |
—
|
19 | 0.3% |
P
S
|
6,332 | $5,527,203 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
HON
HONEYWELL INTL ...
|
Industrials | 1.27% | 1.06% |
#27
Prev: #27
|
1.0 |
—
|
-557 | -2.2% |
P
S
|
24,244 | $5,479,871 | 2000 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
LMT
LOCKHEED MARTIN...
|
Industrials | 1.19% | 0.92% |
#28
2
Prev: #30
|
1.0 |
—
|
-162 | -1.9% |
P
S
|
8,511 | $5,143,963 | 2001 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
EMR
EMERSON ELEC CO
|
Industrials | 0.95% | 0.93% |
#29
Prev: #29
|
0.9 |
—
|
-740 | -2.3% |
P
S
|
31,221 | $4,090,575 | 1999 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
LOW
LOWES COS INC
|
Consumer Cyclical | 0.91% | 0.90% |
#30
2
Prev: #32
|
0.9 |
—
|
-372 | -2.2% |
P
S
|
16,662 | $3,936,897 | 2007 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 0.90% | 1.00% |
#31
3
Prev: #28
|
0.9 |
—
|
-411 | -1.7% |
P
S
|
24,218 | $3,882,630 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.79% | 0.78% |
#32
2
Prev: #34
|
0.8 |
—
|
-954 | -3.9% |
P
S
|
23,662 | $3,417,739 | 1999 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
ZTS
ZOETIS INC
|
Healthcare | 0.77% | 0.80% |
#33
Prev: #33
|
0.8 |
—
|
-947 | -3.3% |
P
S
|
27,927 | $3,301,251 | 2013 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
QCOM
QUALCOMM INC
|
Technology | 0.75% | 1.10% |
#34
9
Prev: #25
|
0.8 |
—
|
-4,017 | -13.8% |
P
S
|
25,130 | $3,236,241 | 2002 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
ETN
EATON CORP PLC
|
Industrials | 0.75% | 0.64% |
#35
3
Prev: #38
|
0.8 |
—
|
-95 | -1.0% |
P
S
|
9,041 | $3,233,694 | 2011 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
DE
DEERE & CO
|
Industrials | 0.71% | 0.57% |
#36
5
Prev: #41
|
0.8 |
—
|
-140 | -2.5% |
P
S
|
5,470 | $3,081,251 | 2008 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
ASML
ASML HLDG NV
|
Technology | 0.65% | 0.50% |
#37
8
Prev: #45
|
0.8 |
—
|
-4 | -0.2% |
P
S
|
2,108 | $2,784,310 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
POWL
POWELL INDS INC
|
Industrials | 0.64% | 0.37% |
#38
18
Prev: #56
|
0.8 |
—
|
-110 | -2.1% |
P
S
|
5,110 | $2,764,919 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
SNPS
SYNOPSYS INC
|
Technology | 0.63% | 0.71% |
#39
2
Prev: #37
|
0.8 |
—
|
-60 | -0.9% |
P
S
|
6,847 | $2,714,699 | 2000 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
ABT
ABBOTT LABORATO...
|
Healthcare | 0.62% | 0.75% |
#40
5
Prev: #35
|
0.7 |
—
|
-1,137 | -4.2% |
P
S
|
26,196 | $2,689,543 | 1999 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
DHR
DANAHER CORP DE...
|
Healthcare | 0.61% | 0.73% |
#41
5
Prev: #36
|
0.7 |
—
|
-537 | -3.7% |
P
S
|
13,949 | $2,644,730 | 2006 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
PH
PARKER-HANNIFIN...
|
Industrials | 0.61% | 0.57% |
#42
Prev: #42
|
1.2 |
—
|
no change | no change |
P
S
|
2,942 | $2,633,796 | 2011 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.60% | 0.44% |
#43
8
Prev: #51
|
0.7 |
—
|
-540 | -4.1% |
P
S
|
12,528 | $2,592,043 | 2001 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
KLAC
KLA CORP
|
Technology | 0.60% | 0.48% |
#44
2
Prev: #46
|
0.7 |
—
|
-60 | -3.3% |
P
S
|
1,755 | $2,584,080 | 2000 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
TXN
TEXAS INSTRS IN...
|
Technology | 0.56% | 0.48% |
#45
3
Prev: #48
|
0.7 |
—
|
-140 | -1.1% |
P
S
|
12,339 | $2,395,493 | 1999 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
BLK
BLACKROCK INC
|
Financial Services | 0.54% | 0.60% |
#46
6
Prev: #40
|
0.7 |
—
|
-95 | -3.8% |
P
S
|
2,437 | $2,343,687 | 2007 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
PWR
QUANTA SVCS INC
|
Industrials | 0.52% | 0.37% |
#47
8
Prev: #55
|
0.7 |
—
|
85 | 2.1% |
P
S
|
4,075 | $2,237,256 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.52% | 0.55% |
#48
5
Prev: #43
|
0.7 |
—
|
-238 | -5.8% |
P
S
|
3,864 | $2,230,224 | 2005 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
SPGI
S&P GLOBAL INC
|
Financial Services | 0.52% | 0.61% |
#49
10
Prev: #39
|
0.7 |
—
|
-63 | -1.2% |
P
S
|
5,228 | $2,223,678 | 2018 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.51% | 0.46% |
#50
Prev: #50
|
2.2 |
—
|
971 | 14.6% |
P
S
|
7,642 | $2,197,534 | 2015 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 |
Showing 1-50 of 109 holdings