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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%

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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.