CYPRESS ASSET MANAGEMENT INC/TX
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| APPLE INC(AAPL) | 111,863 | 109,003 | -2,860 | 22,950,932 | 27,755,434 | 6.31% | +4,804,502 |
| NVIDIA CORPORATION(NVDA) | 181,639 | 176,126 | -5,513 | 28,697,146 | 32,861,589 | 7.48% | +4,164,443 |
| BROADCOM INC(AVGO) | 70,138 | 69,623 | -515 | 19,333,540 | 22,969,324 | 5.23% | +3,635,784 |
| ALPHABET INC(GOOG) | 47,427 | 46,980 | -447 | 8,413,076 | 11,441,979 | 2.60% | +3,028,903 |
| NETFLIX INC(NFLX) | 354 | 1,955 | +1,601 | 474,052 | 2,343,889 | 0.53% | +1,869,837 |
| GOLDMAN SACHS GROUP INC(GS) | 13,467 | 13,996 | +529 | 9,531,269 | 11,145,715 | 2.54% | +1,614,446 |
| JPMORGAN CHASE & CO.(JPM) | 59,873 | 59,335 | -538 | 17,357,781 | 18,716,039 | 4.26% | +1,358,258 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 20,890 | 21,402 | +512 | 4,731,376 | 5,977,365 | 1.36% | +1,245,989 |
| JOHNSON & JOHNSON(JNJ) | 33,879 | 33,538 | -341 | 5,175,017 | 6,218,616 | 1.41% | +1,043,599 |
| GE VERNOVA INC(GEV) | 2,582 | 3,657 | +1,075 | 1,366,265 | 2,248,689 | 0.51% | +882,424 |
| MICROSOFT CORP(MSFT) | 53,599 | 52,811 | -788 | 26,660,679 | 27,353,457 | 6.22% | +692,778 |
| RTX CORPORATION(RTX) | 31,793 | 31,469 | -324 | 4,642,414 | 5,265,708 | 1.20% | +623,294 |
| SYNOPSYS INC(SNPS) | 4,856 | 6,307 | +1,451 | 2,489,574 | 3,111,806 | 0.71% | +622,232 |
| HOME DEPOT INC(HD) | 17,700 | 17,545 | -155 | 6,489,528 | 7,109,059 | 1.62% | +619,531 |
| ADVANCED MICRO DEVICES INC(AMD) | 32,679 | 32,485 | -194 | 4,637,150 | 5,255,748 | 1.20% | +618,598 |
| ALPHABET INC(GOOG) | 5,879 | 6,244 | +365 | 1,036,056 | 1,517,916 | 0.35% | +481,860 |
| POWELL INDS INC(POWL) | 5,292 | 5,217 | -75 | 1,113,701 | 1,590,194 | 0.36% | +476,493 |
| APPLIED MATLS INC | 23,976 | 23,629 | -347 | 4,389,286 | 4,837,801 | 1.10% | +448,515 |
| LOWES COS INC(LOW) | 17,431 | 17,096 | -335 | 3,867,416 | 4,296,396 | 0.98% | +428,980 |
| BERKSHIRE HATHAWAY INC DEL | 25,287 | 25,136 | -151 | 12,283,666 | 12,636,873 | 2.87% | +353,207 |
| KLA CORP(KLAC) | 1,848 | 1,823 | -25 | 1,655,328 | 1,966,288 | 0.45% | +310,960 |
| PEPSICO INC(PEP) | 50,866 | 49,934 | -932 | 6,716,347 | 7,012,731 | 1.60% | +296,384 |
| LOCKHEED MARTIN CORP(LMT) | 8,927 | 8,800 | -127 | 4,134,451 | 4,393,048 | 1.00% | +258,597 |
| BLACKROCK INC(BLK) | 2,578 | 2,538 | -40 | 2,704,966 | 2,958,978 | 0.67% | +254,012 |
| CATERPILLAR INC(CAT) | 2,640 | 2,632 | -8 | 1,024,874 | 1,255,859 | 0.29% | +230,985 |
| ASML HOLDING N V | 2,225 | 2,078 | -147 | 1,783,093 | 2,011,691 | 0.46% | +228,598 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 2,893 | 2,852 | -41 | 1,172,996 | 1,383,277 | 0.31% | +210,281 |
| QUANTA SVCS INC | 3,855 | 4,000 | +145 | 1,457,498 | 1,657,680 | 0.38% | +200,182 |
| MARVELL TECHNOLOGY INC(MRVL) | 3,205 | 5,330 | +2,125 | 248,067 | 448,093 | 0.10% | +200,026 |
| INVESCO QQQ TR | 4,102 | 4,102 | 0 | 2,262,827 | 2,462,718 | 0.56% | +199,891 |
| CUMMINS INC(CMI) | 2,117 | 2,097 | -20 | 693,317 | 885,710 | 0.20% | +192,393 |
| AMPHENOL CORP NEW | 7,569 | 7,569 | 0 | 747,439 | 936,664 | 0.21% | +189,225 |
| ABBVIE INC(ABBV) | 4,177 | 4,165 | -12 | 775,335 | 964,364 | 0.22% | +189,029 |
| XYLEM INC(XYL) | 9,125 | 9,115 | -10 | 1,180,410 | 1,344,462 | 0.31% | +164,052 |
| META PLATFORMS INC(META) | 13,084 | 13,371 | +287 | 9,657,170 | 9,819,395 | 2.23% | +162,225 |
| PARKER-HANNIFIN CORP(PH) | 2,996 | 2,957 | -39 | 2,092,616 | 2,241,850 | 0.51% | +149,234 |
| CHEVRON CORP NEW(CVX) | 13,123 | 13,011 | -112 | 1,879,082 | 2,020,478 | 0.46% | +141,396 |
| QUALCOMM INC(QCOM) | 29,742 | 29,266 | -476 | 4,736,711 | 4,868,692 | 1.11% | +131,981 |
| MEDTRONIC PLC(MDT) | 16,948 | 16,881 | -67 | 1,477,357 | 1,607,746 | 0.37% | +130,389 |
| ISHARES TR | 3,703 | 3,933 | +230 | 698,534 | 823,020 | 0.19% | +124,486 |
| LAM RESEARCH CORP(LRCX) | 2,750 | 2,850 | +100 | 267,685 | 381,615 | 0.09% | +113,930 |
| UNION PAC CORP(UNP) | 24,336 | 24,166 | -170 | 5,599,227 | 5,712,117 | 1.30% | +112,890 |
| EATON CORP PLC(ETN) | 8,593 | 8,498 | -95 | 3,067,615 | 3,180,376 | 0.72% | +112,761 |
| ANALOG DEVICES INC(ADI) | 33,615 | 32,945 | -670 | 8,001,042 | 8,094,586 | 1.84% | +93,544 |
| BANK AMERICA CORP | 18,202 | 18,492 | +290 | 861,319 | 954,002 | 0.22% | +92,683 |
| ORACLE CORP(ORCL) | 1,655 | 1,599 | -56 | 361,833 | 449,703 | 0.10% | +87,870 |
| MCDONALDS CORP(MCD) | 7,150 | 7,150 | 0 | 2,089,015 | 2,172,813 | 0.49% | +83,798 |
| TJX COS INC NEW(TJX) | 4,130 | 4,105 | -25 | 510,014 | 593,337 | 0.13% | +83,323 |
| MICRON TECHNOLOGY INC(MU) | 1,815 | 1,815 | 0 | 223,699 | 303,686 | 0.07% | +79,987 |
| LINDE PLC(LIN) | 11,305 | 11,331 | +26 | 5,304,080 | 5,382,225 | 1.22% | +78,145 |
| MERCK & CO INC(MRK) | 17,325 | 17,252 | -73 | 1,371,447 | 1,447,960 | 0.33% | +76,513 |
| SPDR GOLD TR(GLD) | 1,507 | 1,507 | 0 | 459,379 | 535,693 | 0.12% | +76,314 |
| EXXON MOBIL CORP | 18,520 | 18,343 | -177 | 1,996,456 | 2,068,173 | 0.47% | +71,717 |
| BECTON DICKINSON & CO(BDX) | 5,402 | 5,237 | -165 | 930,494 | 980,209 | 0.22% | +49,715 |
| NOVARTIS AG(NVS) | 6,875 | 6,875 | 0 | 831,944 | 881,650 | 0.20% | +49,706 |
| SPDR S&P 500 ETF TR(SPY) | 2,384 | 2,283 | -101 | 1,472,954 | 1,520,889 | 0.35% | +47,935 |
| L3HARRIS TECHNOLOGIES INC(LHX) | 866 | 866 | 0 | 217,227 | 264,485 | 0.06% | +47,258 |
| HUBBELL INC(HUBB) | 2,378 | 2,353 | -25 | 971,199 | 1,012,519 | 0.23% | +41,320 |
| AGILENT TECHNOLOGIES INC(A) | 3,816 | 3,816 | 0 | 450,326 | 489,784 | 0.11% | +39,458 |
| SPDR SERIES TRUST | 1,500 | 1,500 | 0 | 316,410 | 352,440 | 0.08% | +36,030 |
| AMGEN INC(AMGN) | 3,837 | 3,916 | +79 | 1,071,329 | 1,105,095 | 0.25% | +33,766 |
| INVESCO EXCHANGE TRADED FD T | 8,777 | 8,565 | -212 | 1,595,132 | 1,624,780 | 0.37% | +29,648 |
| AUTOZONE INC(AZO) | 65 | 63 | -2 | 241,295 | 270,285 | 0.06% | +28,990 |
| PALO ALTO NETWORKS INC(PANW) | 24,387 | 24,635 | +248 | 4,990,556 | 5,016,179 | 1.14% | +25,623 |
| WALMART INC(WMT) | 4,641 | 4,641 | 0 | 453,797 | 478,301 | 0.11% | +24,504 |
| YUM BRANDS INC(YUM) | 13,202 | 13,006 | -196 | 1,956,272 | 1,976,912 | 0.45% | +20,640 |
| SELECT SECTOR SPDR TR | 2,194 | 2,044 | -150 | 555,587 | 576,122 | 0.13% | +20,535 |
| KEYSIGHT TECHNOLOGIES INC(KEYS) | 1,581 | 1,581 | 0 | 259,063 | 276,549 | 0.06% | +17,486 |
| DUKE ENERGY CORP NEW(DUK) | 1,908 | 1,908 | 0 | 225,144 | 236,115 | 0.05% | +10,971 |
| ISHARES TR | 5,188 | 5,078 | -110 | 459,657 | 470,223 | 0.11% | +10,566 |
| EQUINIX INC(EQIX) | 324 | 324 | 0 | 257,732 | 253,770 | 0.06% | -3,962 |
| NASDAQ INC(NDAQ) | 7,919 | 7,919 | 0 | 708,117 | 700,436 | 0.16% | -7,681 |
| DIAMONDBACK ENERGY INC(FANG) | 2,905 | 2,680 | -225 | 399,147 | 383,508 | 0.09% | -15,639 |
| MOODYS CORP(MCO) | 651 | 647 | -4 | 326,535 | 308,283 | 0.07% | -18,252 |
| CISCO SYS INC(CSCO) | 7,305 | 7,105 | -200 | 506,821 | 486,124 | 0.11% | -20,697 |
| BOSTON SCIENTIFIC CORP(BSX) | 3,150 | 3,122 | -28 | 338,341 | 304,801 | 0.07% | -33,540 |
| WASTE MGMT INC DEL(WM) | 4,306 | 4,298 | -8 | 985,299 | 949,127 | 0.22% | -36,172 |
| MSCI INC(MSCI) | 1,332 | 1,282 | -50 | 768,218 | 727,420 | 0.17% | -40,798 |
| SELECT SECTOR SPDR TR | 9,734 | 9,034 | -700 | 1,435,960 | 1,393,314 | 0.32% | -42,646 |
| ISHARES TR | 17,710 | 17,710 | 0 | 1,109,354 | 1,064,017 | 0.24% | -45,337 |
| MASTERCARD INCORPORATED(MA) | 18,621 | 18,314 | -307 | 10,463,885 | 10,417,186 | 2.37% | -46,699 |
| NEXTERA ENERGY INC(NEE) | 7,847 | 6,447 | -1,400 | 544,739 | 486,684 | 0.11% | -58,055 |
| EMERSON ELEC CO(EMR) | 31,983 | 32,023 | +40 | 4,264,293 | 4,200,777 | 0.96% | -63,516 |
| AMAZON COM INC(AMZN) | 69,196 | 68,843 | -353 | 15,180,910 | 15,115,858 | 3.44% | -65,052 |
| COCA COLA CO(KO) | 7,829 | 7,209 | -620 | 553,902 | 478,101 | 0.11% | -75,801 |
| DANAHER CORPORATION(DHR) | 15,152 | 14,687 | -465 | 2,993,126 | 2,911,845 | 0.66% | -81,281 |
| NORFOLK SOUTHN CORP(NSC) | 1,200 | 700 | -500 | 307,164 | 210,287 | 0.05% | -96,877 |
| CANADIAN NATL RY CO(CNI) | 8,208 | 8,013 | -195 | 853,960 | 755,626 | 0.17% | -98,334 |
| ABBOTT LABS | 27,809 | 27,501 | -308 | 3,782,302 | 3,683,484 | 0.84% | -98,818 |
| TRACTOR SUPPLY CO(TSCO) | 6,350 | 4,150 | -2,200 | 335,089 | 236,010 | 0.05% | -99,079 |
| UNITEDHEALTH GROUP INC(UNH) | 10,054 | 8,783 | -1,271 | 3,136,546 | 3,032,770 | 0.69% | -103,776 |
| TRANE TECHNOLOGIES PLC(TT) | 2,895 | 2,625 | -270 | 1,266,302 | 1,107,645 | 0.25% | -158,657 |
| PROCTER AND GAMBLE CO(PG) | 25,351 | 25,000 | -351 | 4,038,921 | 3,841,250 | 0.87% | -197,671 |
| S&P GLOBAL INC(SPGI) | 5,267 | 5,276 | +9 | 2,777,236 | 2,567,882 | 0.58% | -209,354 |
| ALCON AG(ALC) | 2,549 | 0 | -2,549 | 225,026 | 0 | — | -225,026 |
| COLGATE PALMOLIVE CO(CL) | 23,609 | 23,349 | -260 | 2,146,058 | 1,866,519 | 0.42% | -279,539 |
| MONDELEZ INTL INC(MDLZ) | 4,210 | 0 | -4,210 | 283,922 | 0 | — | -283,922 |
| COTERRA ENERGY INC | 11,390 | 0 | -11,390 | 289,078 | 0 | — | -289,078 |
| WORKDAY INC(WDAY) | 1,247 | 0 | -1,247 | 299,280 | 0 | — | -299,280 |
| TEXAS INSTRS INC(TXN) | 12,575 | 12,500 | -75 | 2,610,821 | 2,296,625 | 0.52% | -314,196 |