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Cypress Asset Management Portfolio holdings

AUM $455M
1-Year Est. Return 26.87%
This Fund
S&P 500
This Quarter Est. Return
+8.12%
1 Year Est. Return
+26.87%
3 Year Est. Return
+113.59%
5 Year Est. Return
+132.49%
10 Year Est. Return
+426.19%
AUM
$440M
AUM Growth
+$24.2M
Cap. Flow
-$4.43M
Cap. Flow %
-1.01%
Top 10 Hldgs %
45.27%
Holding
111
New
–
Increased
19
Reduced
71
Closed
6

Top Buys

Rank Stock Value
1
NFLX icon
Netflix
NFLX
+$1.95M
2
SNPS icon
Synopsys
SNPS
+$820K
3
GEV icon
GE Vernova
GEV
+$651K
4
GS icon
Goldman Sachs
GS
+$392K
5
META icon
Meta Platforms (Facebook)
META
+$214K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$961K
2
NVO
Novo Nordisk
NVO
+$798K
3
ANSS
Ansys
ANSS
+$659K
4
AAPL icon
Apple
AAPL
+$646K
5
FCX icon
Freeport-McMoran
FCX
+$407K

Sector Composition

Rank Sector Weight
1 Technology 36.42%
2 Financials 16.01%
3 Healthcare 10.65%
4 Industrials 10.5%
5 Consumer Discretionary 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PANW icon
26
Palo Alto Networks
PANW
$283B
$5.02M 1.14%
24,635
+248
+1% +$47.5K
QCOM icon
27
Qualcomm
QCOM
$159B
$4.87M 1.11%
29,266
-476
-2% -$75.5K
AMAT icon
28
Applied Materials
AMAT
$411B
$4.84M 1.1%
23,629
-347
-1% -$63K
LMT icon
29
Lockheed Martin
LMT
$135B
$4.39M 1%
8,800
-127
-1% -$57.6K
LOW icon
30
Lowe's Companies
LOW
$119B
$4.3M 0.98%
17,096
-335
-2% -$82.3K
ZTS icon
31
Zoetis
ZTS
$32.3B
$4.26M 0.97%
29,107
-503
-2% -$76K
EMR icon
32
Emerson Electric
EMR
$86.7B
$4.2M 0.96%
32,023
+40
+0.1% +$5.45K
PG icon
33
Procter & Gamble
PG
$338B
$3.84M 0.87%
25,000
-351
-1% -$54.8K
ABT icon
34
Abbott
ABT
$185B
$3.68M 0.84%
27,501
-308
-1% -$40.4K
ETN icon
35
Eaton
ETN
$170B
$3.18M 0.72%
8,498
-95
-1% -$34.6K
SNPS icon
36
Synopsys
SNPS
$75.1B
$3.11M 0.71%
6,307
+1,451
+30% +$820K
UNH icon
37
UnitedHealth
UNH
$377B
$3.03M 0.69%
8,783
-1,271
-13% -$384K
BLK icon
38
Blackrock
BLK
$175B
$2.96M 0.67%
2,538
-40
-2% -$44.7K
DHR icon
39
Danaher
DHR
$139B
$2.91M 0.66%
14,687
-465
-3% -$92.5K
DE icon
40
Deere & Co
DE
$163B
$2.65M 0.6%
5,802
-67
-1% -$33K
SPGI icon
41
S&P Global
SPGI
$123B
$2.57M 0.58%
5,276
+9
+0.2% +$4.82K
QQQ icon
42
Invesco QQQ Trust
QQQ
$469B
$2.46M 0.56%
4,102
– –
ADBE icon
43
Adobe
ADBE
$99.9B
$2.42M 0.55%
6,872
-1,123
-14% -$403K
NFLX icon
44
Netflix
NFLX
$305B
$2.34M 0.53%
19,550
+16,010
+452% +$1.95M
TXN icon
45
Texas Instruments
TXN
$246B
$2.3M 0.52%
12,500
-75
-0.6% -$14.7K
GEV icon
46
GE Vernova
GEV
$268B
$2.25M 0.51%
3,657
+1,075
+42% +$651K
PH icon
47
Parker-Hannifin
PH
$126B
$2.24M 0.51%
2,957
-39
-1% -$28.8K
MCD icon
48
McDonald's
MCD
$188B
$2.17M 0.49%
7,150
– –
XOM icon
49
ExxonMobil
XOM
$643B
$2.07M 0.47%
18,343
-177
-1% -$19.7K
CVX icon
50
Chevron
CVX
$385B
$2.02M 0.46%
13,011
-112
-0.9% -$17.3K
1
2
3 4 5

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Cypress Asset Management's Q3 2025 Portfolio in Review

As of Q3 2025, Cypress Asset Management held 111 positions worth $440M, up 5.8% from $415M the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Cypress Asset Management's Q3 2025 filing shows 19 increased, 71 reduced and 6 closed positions. The largest sale was NVIDIA, an estimated $961K.

By sector, the portfolio is most concentrated in Technology at 36% of assets, up from 35% a quarter earlier, followed by Financials and Healthcare.

  • Cypress Asset Management added most to Netflix in Q3 2025, an estimated $1.95M increase.
  • Cypress Asset Management's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $961K.
  • Cypress Asset Management fully exited Ansys in Q3 2025, selling an estimated $659K.
  • Cypress Asset Management's ten largest holdings make up 45% of its $440M portfolio in Q3 2025.
  • Cypress Asset Management opened 0 new positions and closed 6 in Q3 2025.
  • Cypress Asset Management's portfolio value rose 5.8% quarter-over-quarter to $440M.

Based on Cypress Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.