13F Insight
DOSSIER · 13F-HR · Q2 2026

CYPRESS ASSET MANAGEMENT INC/TX

$514M in tracked AUM across 107 positions as of Q2 2026.

CA
CIK 0001030618 · last filed Jun 30, 2026
Total AUM
$514M
as of Q2 2026
Holdings
107
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

CYPRESS ASSET MANAGEMENT INC/TX filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$32M158K6.1%02
AAPL
APPLE INC
$31M107K6.0%03
LLY
ELI LILLY & CO
$26M22K5.1%04
AVGO
BROADCOM INC
$25M67K4.9%05
JPM
JPMORGAN CHASE & CO
$19M59K3.7%06
GOOG
ALPHABET INC
$19M53K3.7%07
MSFT
MICROSOFT CORP
$19M50K3.6%08
AMD
ADVANCED MICRO DEVICES INC
$18M31K3.5%09
AMAT
APPLIED MATLS INC
$17M23K3.3%10
AMZN
AMAZON COM INC
$17M70K3.2%

Filing history

2026Q2Jun 30
$514M▲ 19.1%
107 positionsView →2026Q1Mar 31
$431M▼ 5.2%
104 positionsView →2025Q4Dec 31
$455M▲ 3.5%
105 positionsView →2025Q3Sep 30
$440M▲ 5.8%
105 positionsView →2025Q2Jun 30
$415M▲ 11.3%
111 positionsLocked2025Q1Mar 31
$373M▼ 7.3%
108 positionsLocked2024Q4Dec 31
$403M▲ 0.3%
105 positionsLocked2024Q3Sep 30
$402M▲ 3.4%
105 positionsLocked2024Q2Jun 30
$388M▲ 5.3%
104 positionsLocked2024Q1Mar 31
$369M▲ 10.9%
110 positionsLocked2023Q4Dec 31
$332M▲ 11.2%
114 positionsLocked2023Q3Sep 30
$299M▼ 3.8%
112 positionsLocked
Showing 12 of 80