CYPRESS ASSET MANAGEMENT INC/TX
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| ELI LILLY & CO | 22,701 | 22,336 | -365 | 17,320,863 | 24,004,052 | +6,683,189 |
| ALPHABET INC | 46,980 | 50,788 | +3,808 | 11,441,979 | 15,937,274 | +4,495,295 |
| APPLE INC | 109,003 | 110,719 | +1,716 | 27,755,434 | 30,100,067 | +2,344,633 |
| GE VERNOVA INC | 3,657 | 6,313 | +2,656 | 2,248,689 | 4,125,987 | +1,877,298 |
| ADVANCED MICRO DEVICES INC | 32,485 | 32,306 | -179 | 5,255,748 | 6,918,653 | +1,662,905 |
| GOLDMAN SACHS GROUP INC | 13,996 | 14,410 | +414 | 11,145,715 | 12,666,390 | +1,520,675 |
| SELECT SECTOR SPDR TR | 0 | 9,034 | +9,034 | 0 | 1,401,354 | +1,401,354 |
| APPLIED MATLS INC | 23,629 | 23,543 | -86 | 4,837,801 | 6,050,316 | +1,212,515 |
| TAIWAN SEMICONDUCTOR MFG LTD | 21,402 | 22,841 | +1,439 | 5,977,365 | 6,941,151 | +963,786 |
| BROADCOM INC | 69,623 | 68,814 | -809 | 22,969,324 | 23,816,525 | +847,201 |
| ANALOG DEVICES INC | 32,945 | 32,858 | -87 | 8,094,586 | 8,911,090 | +816,504 |
| AMAZON COM INC | 68,843 | 68,989 | +146 | 15,115,858 | 15,924,041 | +808,183 |
| JOHNSON & JOHNSON | 33,538 | 33,397 | -141 | 6,218,616 | 6,911,509 | +692,893 |
| SELECT SECTOR SPDR TR | 0 | 4,088 | +4,088 | 0 | 588,549 | +588,549 |
| ALPHABET INC | 6,244 | 6,671 | +427 | 1,517,916 | 2,088,023 | +570,107 |
| RTX CORPORATION | 31,469 | 31,306 | -163 | 5,265,708 | 5,741,520 | +475,812 |
| COSTCO WHSL CORP NEW | 12,037 | 13,455 | +1,418 | 11,141,808 | 11,602,785 | +460,977 |
| DANAHER CORPORATION | 14,687 | 14,486 | -201 | 2,911,845 | 3,316,135 | +404,290 |
| JPMORGAN CHASE & CO. | 59,335 | 59,221 | -114 | 18,716,039 | 19,082,191 | +366,152 |
| MERCK & CO INC | 17,252 | 17,210 | -42 | 1,447,960 | 1,811,525 | +363,565 |
| SPDR SERIES TRUST | 0 | 1,500 | +1,500 | 0 | 361,860 | +361,860 |
| PARKER-HANNIFIN CORP | 2,957 | 2,942 | -15 | 2,241,850 | 2,585,900 | +344,050 |
| STRYKER CORPORATION | 0 | 828 | +828 | 0 | 291,017 | +291,017 |
| THERMO FISHER SCIENTIFIC INC | 2,852 | 2,852 | 0 | 1,383,277 | 1,652,591 | +269,314 |
| ASML HOLDING N V | 2,078 | 2,112 | +34 | 2,011,691 | 2,259,544 | +247,853 |
| CATERPILLAR INC | 2,632 | 2,622 | -10 | 1,255,859 | 1,502,065 | +246,206 |
| KLA CORP | 1,823 | 1,815 | -8 | 1,966,288 | 2,205,370 | +239,082 |
| VERTIV HOLDINGS CO | 0 | 1,425 | +1,425 | 0 | 230,864 | +230,864 |
| MICRON TECHNOLOGY INC | 1,815 | 1,815 | 0 | 303,686 | 518,019 | +214,333 |
| AMPHENOL CORP NEW | 7,569 | 8,489 | +920 | 936,664 | 1,147,203 | +210,539 |
| AMGEN INC | 3,916 | 4,016 | +100 | 1,105,095 | 1,314,477 | +209,382 |
| ALCON AG | 0 | 2,543 | +2,543 | 0 | 200,414 | +200,414 |
| S&P GLOBAL INC | 5,276 | 5,291 | +15 | 2,567,882 | 2,765,024 | +197,142 |
| CUMMINS INC | 2,097 | 2,097 | 0 | 885,710 | 1,070,414 | +184,704 |
| VISA INC | 27,013 | 26,814 | -199 | 9,221,698 | 9,403,938 | +182,240 |
| NETFLIX INC | 1,955 | 26,520 | +24,565 | 2,343,889 | 2,486,515 | +142,626 |
| SYNOPSYS INC | 6,307 | 6,907 | +600 | 3,111,806 | 3,244,356 | +132,550 |
| EXXON MOBIL CORP | 18,343 | 18,280 | -63 | 2,068,173 | 2,199,815 | +131,642 |
| HUBBELL INC | 2,353 | 2,560 | +207 | 1,012,519 | 1,136,922 | +124,403 |
| QUALCOMM INC | 29,266 | 29,147 | -119 | 4,868,692 | 4,985,594 | +116,902 |
| LAM RESEARCH CORP | 2,850 | 2,850 | 0 | 381,615 | 487,863 | +106,248 |
| POWELL INDS INC | 5,217 | 5,220 | +3 | 1,590,194 | 1,664,032 | +73,838 |
| BANK AMERICA CORP | 18,492 | 18,492 | 0 | 954,002 | 1,017,060 | +63,058 |
| SPDR GOLD TR | 1,507 | 1,507 | 0 | 535,693 | 597,239 | +61,546 |
| NOVARTIS AG | 6,875 | 6,835 | -40 | 881,650 | 942,341 | +60,691 |
| INVESCO QQQ TR | 4,102 | 4,102 | 0 | 2,462,718 | 2,519,900 | +57,182 |
| CISCO SYS INC | 7,105 | 7,030 | -75 | 486,124 | 541,521 | +55,397 |
| MARVELL TECHNOLOGY INC | 5,330 | 5,880 | +550 | 448,093 | 499,682 | +51,589 |
| KEYSIGHT TECHNOLOGIES INC | 1,581 | 1,581 | 0 | 276,549 | 321,243 | +44,694 |
| EMERSON ELEC CO | 32,023 | 31,961 | -62 | 4,200,777 | 4,241,864 | +41,087 |
| WALMART INC | 4,641 | 4,641 | 0 | 478,301 | 517,054 | +38,753 |
| TJX COS INC NEW | 4,105 | 4,105 | 0 | 593,337 | 630,569 | +37,232 |
| ISHARES TR | 17,710 | 17,710 | 0 | 1,064,017 | 1,100,676 | +36,659 |
| CANADIAN NATL RY CO | 8,013 | 7,981 | -32 | 755,626 | 788,922 | +33,296 |
| AGILENT TECHNOLOGIES INC | 3,816 | 3,816 | 0 | 489,784 | 519,243 | +29,459 |
| QUANTA SVCS INC | 4,000 | 3,990 | -10 | 1,657,680 | 1,684,019 | +26,339 |
| SPDR S&P 500 ETF TR | 2,283 | 2,264 | -19 | 1,520,889 | 1,543,867 | +22,978 |
| ISHARES TR | 3,933 | 3,933 | 0 | 823,020 | 844,376 | +21,356 |
| BECTON DICKINSON & CO | 5,237 | 5,155 | -82 | 980,209 | 1,000,431 | +20,222 |
| MOODYS CORP | 647 | 639 | -8 | 308,283 | 326,433 | +18,150 |
| INVESCO EXCHANGE TRADED FD T | 8,565 | 8,540 | -25 | 1,624,780 | 1,635,922 | +11,142 |
| NEXTERA ENERGY INC | 6,447 | 6,197 | -250 | 486,684 | 497,495 | +10,811 |
| EQUINIX INC | 324 | 324 | 0 | 253,770 | 248,236 | -5,534 |
| WASTE MGMT INC DEL | 4,298 | 4,288 | -10 | 949,127 | 942,116 | -7,011 |
| BOSTON SCIENTIFIC CORP | 3,122 | 3,122 | 0 | 304,801 | 297,683 | -7,118 |
| MEDTRONIC PLC | 16,881 | 16,657 | -224 | 1,607,746 | 1,600,071 | -7,675 |
| NORFOLK SOUTHN CORP | 700 | 700 | 0 | 210,287 | 202,104 | -8,183 |
| ABBVIE INC | 4,165 | 4,160 | -5 | 964,364 | 950,518 | -13,846 |
| L3HARRIS TECHNOLOGIES INC | 866 | 849 | -17 | 264,485 | 249,241 | -15,244 |
| DUKE ENERGY CORP NEW | 1,908 | 1,858 | -50 | 236,115 | 217,776 | -18,339 |
| MSCI INC | 1,282 | 1,232 | -50 | 727,420 | 706,835 | -20,585 |
| CHEVRON CORP NEW | 13,011 | 13,068 | +57 | 2,020,478 | 1,991,694 | -28,784 |
| YUM BRANDS INC | 13,006 | 12,838 | -168 | 1,976,912 | 1,942,133 | -34,779 |
| MCDONALDS CORP | 7,150 | 6,980 | -170 | 2,172,813 | 2,133,297 | -39,516 |
| DEERE & CO | 5,802 | 5,610 | -192 | 2,653,023 | 2,611,848 | -41,175 |
| DIAMONDBACK ENERGY INC | 2,680 | 2,242 | -438 | 383,508 | 337,040 | -46,468 |
| AUTOZONE INC | 63 | 60 | -3 | 270,285 | 203,490 | -66,795 |
| TRANE TECHNOLOGIES PLC | 2,625 | 2,625 | 0 | 1,107,645 | 1,021,650 | -85,995 |
| COLGATE PALMOLIVE CO | 23,349 | 22,226 | -1,123 | 1,866,519 | 1,756,299 | -110,220 |
| XYLEM INC | 9,115 | 9,025 | -90 | 1,344,462 | 1,229,024 | -115,438 |
| MASTERCARD INCORPORATED | 18,314 | 18,021 | -293 | 10,417,186 | 10,287,828 | -129,358 |
| META PLATFORMS INC | 13,371 | 14,678 | +1,307 | 9,819,395 | 9,688,801 | -130,594 |
| TEXAS INSTRS INC | 12,500 | 12,479 | -21 | 2,296,625 | 2,164,982 | -131,643 |
| BERKSHIRE HATHAWAY INC DEL | 25,136 | 24,868 | -268 | 12,636,873 | 12,499,900 | -136,973 |
| UNION PAC CORP | 24,166 | 24,097 | -69 | 5,712,117 | 5,574,118 | -137,999 |
| ORACLE CORP | 1,599 | 1,599 | 0 | 449,703 | 311,661 | -138,042 |
| NASDAQ INC | 7,919 | 5,789 | -2,130 | 700,436 | 562,286 | -138,150 |
| ISHARES TR | 5,078 | 3,293 | -1,785 | 470,223 | 293,933 | -176,290 |
| LOWES COS INC | 17,096 | 17,034 | -62 | 4,296,396 | 4,107,919 | -188,477 |
| LOCKHEED MARTIN CORP | 8,800 | 8,673 | -127 | 4,393,048 | 4,194,870 | -198,178 |
| NOVO-NORDISK A S | 3,625 | 0 | -3,625 | 201,151 | 0 | -201,151 |
| TRACTOR SUPPLY CO | 4,150 | 0 | -4,150 | 236,010 | 0 | -236,010 |
| BLACKROCK INC | 2,538 | 2,532 | -6 | 2,958,978 | 2,710,101 | -248,877 |
| ABBOTT LABS | 27,501 | 27,333 | -168 | 3,683,484 | 3,424,552 | -258,932 |
| EATON CORP PLC | 8,498 | 9,136 | +638 | 3,180,376 | 2,909,907 | -270,469 |
| PEPSICO INC | 49,934 | 46,787 | -3,147 | 7,012,731 | 6,714,870 | -297,861 |
| PROCTER AND GAMBLE CO | 25,000 | 24,616 | -384 | 3,841,250 | 3,527,719 | -313,531 |
| SPDR SERIES TRUST | 1,500 | 0 | -1,500 | 352,440 | 0 | -352,440 |
| HONEYWELL INTL INC | 24,835 | 24,801 | -34 | 5,227,767 | 4,838,427 | -389,340 |
| COCA COLA CO | 7,209 | 0 | -7,209 | 478,101 | 0 | -478,101 |