CYPRESS ASSET MANAGEMENT INC/TX
CIK 1030618
13F filing for Q2 2026・No. 3,834
- Holdings
- US$513.64M
- Quarter change
- +US$82.45M
- Entries
- 107
- Net bought (estimate)
- +US$6.13M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 5
- Sold out 2
- Cut 23
- Added 38
- Corporate actions 2
- Unchanged 41
Largest holdings
107 stocks worth US$513.64M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Cut | 157,815 | US$31.58M | 6.15% |
| AAPLAppleCOM | Cut | 106,911 | US$30.94M | 6.02% |
| LLYELI LILLY & COCOM | Cut | 21,845 | US$26.2M | 5.10% |
| AVGOBroadcomCOM | Cut | 66,951 | US$25.29M | 4.92% |
| JPMJPMORGAN CHASE & COCOM | Added | 58,703 | US$19.22M | 3.74% |
| GOOGALPHABET INCCAP STK CL C | Added | 53,471 | US$18.89M | 3.68% |
| MSFTMicrosoftCOM | Cut | 49,644 | US$18.52M | 3.61% |
| AMDAMDCOM | Cut | 30,857 | US$17.93M | 3.49% |
| AMATAPPLIED MATLS INCCOM | Added | 23,172 | US$16.75M | 3.26% |
| AMZNAmazonCOM | Added | 69,548 | US$16.58M | 3.23% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 7, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.