We are live on ! Find out more
CAM

Cypress Asset Management Portfolio holdings

AUM $455M
1-Year Est. Return 26.87%
This Fund
S&P 500
This Quarter Est. Return
+5.07%
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
$455M
AUM Growth
+$15.4M
Cap. Flow
-$89.3K
Cap. Flow %
-0.02%
Top 10 Hldgs %
46.49%
Holding
108
New
3
Increased
22
Reduced
59
Closed
3

Top Buys

Rank Stock Value
1
GEV icon
GE Vernova
GEV
+$1.62M
2
COST icon
Costco
COST
+$1.28M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.09M
4
META icon
Meta Platforms (Facebook)
META
+$873K
5
NFLX icon
Netflix
NFLX
+$751K

Top Sells

Rank Stock Value
1
ADBE icon
Adobe
ADBE
+$1.94M
2
UNH icon
UnitedHealth
UNH
+$1.74M
3
NVDA icon
NVIDIA
NVDA
+$738K
4
KO icon
Coca-Cola
KO
+$478K
5
PEP icon
PepsiCo
PEP
+$462K

Sector Composition

Rank Sector Weight
1 Technology 36.01%
2 Financials 15.83%
3 Healthcare 11.67%
4 Industrials 10.67%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ITA icon
76
iShares US Aerospace & Defense ETF
ITA
$13.7B
$844K 0.19%
3,933
– –
CNI icon
77
Canadian National Railway
CNI
$78.3B
$789K 0.17%
7,981
-32
-0.4% -$3.08K
MSCI icon
78
MSCI
MSCI
$45.8B
$707K 0.16%
1,232
-50
-4% -$28K
TJX icon
79
TJX Companies
TJX
$171B
$631K 0.14%
4,105
– –
GLD icon
80
SPDR Gold Trust
GLD
$130B
$597K 0.13%
1,507
– –
XLK icon
81
State Street Technology Select Sector SPDR ETF
XLK
$114B
$589K 0.13%
4,088
– –
NDAQ icon
82
Nasdaq
NDAQ
$51.8B
$562K 0.12%
5,789
-2,130
-27% -$192K
CSCO icon
83
Cisco
CSCO
$441B
$542K 0.12%
7,030
-75
-1% -$5.57K
A icon
84
Agilent Technologies
A
$37.1B
$519K 0.11%
3,816
– –
MU icon
85
Micron Technology
MU
$959B
$518K 0.11%
1,815
– –
WMT icon
86
Walmart Inc
WMT
$909B
$517K 0.11%
4,641
– –
MRVL icon
87
Marvell Technology
MRVL
$169B
$500K 0.11%
5,880
+550
+10% +$48.1K
NEE icon
88
NextEra Energy
NEE
$185B
$497K 0.11%
6,197
-250
-4% -$20.7K
LRCX icon
89
Lam Research
LRCX
$392B
$488K 0.11%
2,850
– –
ADBE icon
90
Adobe
ADBE
$94.3B
$410K 0.09%
1,171
-5,701
-83% -$1.94M
XAR icon
91
State Street SPDR S&P Aerospace & Defense ETF
XAR
$5.87B
$362K 0.08%
1,500
– –
FANG icon
92
Diamondback Energy
FANG
$55B
$337K 0.07%
2,242
-438
-16% -$64.6K
MCO icon
93
Moody's
MCO
$89.2B
$326K 0.07%
639
-8
-1% -$3.9K
KEYS icon
94
Keysight
KEYS
$54B
$321K 0.07%
1,581
– –
ORCL icon
95
Oracle
ORCL
$364B
$312K 0.07%
1,599
– –
BSX icon
96
Boston Scientific
BSX
$65.4B
$298K 0.07%
3,122
– –
IEO icon
97
iShares US Oil & Gas Exploration & Production ETF
IEO
$565M
$294K 0.06%
3,293
-1,785
-35% -$163K
SYK icon
98
Stryker
SYK
$123B
$291K 0.06%
+828
New +$302K
LHX icon
99
L3Harris
LHX
$52.5B
$249K 0.05%
849
-17
-2% -$4.91K
EQIX icon
100
Equinix
EQIX
$101B
$248K 0.05%
324
– –
1 2 3
4
5

Similar funds

VW
Vantage Wealth Pasadena, California $463M AUM 18.98% 1-Year Est. Return
MG
MSOP GP Menlo Park, California $439M AUM
CIP
Capital Insight Partners Scottsdale, Arizona $473M AUM 14.93% 1-Year Est. Return
STS
SG Trading Solutions Bountiful, Utah $431M AUM
KK
Kotler Kevin $427M AUM
JHCM
Juniper Hill Capital Management Menlo Park, California $419M AUM 12.68% 1-Year Est. Return
VFPW
Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin $493M AUM 14.9% 1-Year Est. Return
HFA
High Falls Advisors Rochester, New York $494M AUM 16.81% 1-Year Est. Return

Cypress Asset Management's Q4 2025 Portfolio in Review

As of Q4 2025, Cypress Asset Management held 108 positions worth $455M, up 3.5% from $440M the previous quarter. Its ten largest holdings account for 46% of the portfolio.

Cypress Asset Management's Q4 2025 filing shows 3 new, 22 increased, 59 reduced and 3 closed positions. Its largest new stake was Stryker: 828 shares worth $291K. The largest sale was Adobe, an estimated $1.94M.

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

  • Cypress Asset Management's largest Q4 2025 buy was Stryker: 828 shares worth $291K.
  • Cypress Asset Management added most to GE Vernova in Q4 2025, an estimated $1.62M increase.
  • Cypress Asset Management's biggest Q4 2025 reduction was Adobe, cutting an estimated $1.94M.
  • Cypress Asset Management fully exited Coca-Cola in Q4 2025, selling an estimated $478K.
  • Cypress Asset Management's ten largest holdings make up 46% of its $455M portfolio in Q4 2025.
  • Cypress Asset Management opened 3 new positions and closed 3 in Q4 2025.
  • Cypress Asset Management's portfolio value rose 3.5% quarter-over-quarter to $455M.

Based on Cypress Asset Management's 13F filing for Q4 2025, filed 29 Jan 2026.