Arkolith/Funds/Cypress Asset Management Inc

Cypress Asset Management Inc

CIK 1030618
Holdings as of Jun 30, 2026·disclosed Aug 7, 2026·~38-day 13F lag·13F-HR
Active Filer

Cypress Asset Management Inc holds a diversified book of 107 reported positions worth $513.6M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Corning Inc and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 6% of the reported non-option book. Cloning the disclosed picks since 2025 would be +14% (+16.5%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
4
bought for the first time
+1 more · largest first
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Trimmed
22
sold some, still holds it
+19 more · largest first
Sold out
1
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+13.7%
+16.5%/yr · since Nov '25
Their reported book
+13.6%
held from quarter-end
S&P 500
+12.5%
same window
$9K$10K$11K$11K$12KNov '25Jan '26Mar '26May '26Jul '26Sep '26
Cypress Asset Management Inc (copied at disclosure) S&P 500

Growth of $10,000 cloning Cypress Asset Management Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
26%
Top 10 holdings
43%
Top 20 holdings
64%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

98% mapped to company sectors

Information Technology
46%
Financials
14%
Industrials
14%
Health Care
10%
Consumer Discretionary
8%
Materials
3%
ETFs / funds
2%
Consumer Staples
1%

+4 sectors below the cut, 2% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Cypress Asset Management Inc

Manager / fundShared namesTheir $ in those
BlueSpruce Investments, LP10 / 80$642.0M
United American Securities Inc. (d/b/a UAS Asset Management)10 / 80$453.6M
Hoffman, Alan N Investment Management9 / 80$161.9M
Uhlmann Price Securities, LLC46 / 80$2.5B
Ketron Financial25 / 80$296.0M
Greenbrier Partners Capital Management, LLC8 / 80$1.2B
Pincus Capital Management, LP34 / 80$149.6M
Outlook Capital Management, LLC21 / 80$274.5M

Ranked by the share of each fund's own book sitting in the names it shares with Cypress Asset Management Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

107 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$31.6M157.8K
6.1%
−5.6%
Reduced · −9K sh
2Apple Inc
COM
$30.9M106.9K
6.0%
−1.5%
Reduced · −2K sh
3Eli Lilly & Co
COM
$26.2M21.8K
5.1%
−0.3%
Reduced · −68 sh
4Broadcom Inc
COM
$25.3M67.0K
4.9%
−2.6%
Reduced · −2K sh
5JPMorgan Chase & Co
COM
$19.2M58.7K
3.7%
+0.7%
Added · +399 sh
6Alphabet Inc
CAP STK CL C
$18.9M53.5K
3.7%
+4.1%
Added · +2K sh
7Microsoft Corp
COM
$18.5M49.6K
3.6%
−2.9%
Reduced · −1K sh
8Advanced Micro Devices Inc
COM
$17.9M30.9K
3.5%
−2.8%
Reduced · −898 sh
9Applied Matls Inc
COM
$16.8M23.2K
3.3%
+0.3%
Added · +58 sh
10Amazon Com Inc
COM
$16.6M69.5K
3.2%
+1.8%
Added · +1K sh
11Goldman Sachs Group Inc
COM
$14.5M14.4K
2.8%
+0.3%
Added · +45 sh
12Analog Devices Inc
COM
$13.0M32.7K
2.5%
+0.3%
Added · +83 sh
13Costco Wholesale Corporation
COM
$12.4M13.3K
2.4%
~0%
Reduced · −5 sh
14Berkshire Hathaway Inc Del
CL B NEW
$12.2M24.4K
2.4%
+0.1%
Added · +20 sh
15Taiwan Semiconductor Manufac
SPONSORED ADS
$10.8M22.6K
2.1%
+0.8%
Added · +170 sh
16Mercadolibre Inc
COM
$9.2M5.4K
1.8%
Held
17Mastercard Incorporated
CL A
$9.1M17.8K
1.8%
Held
18Visa Inc
COM CL A
$9.1M26.5K
1.8%
Held
19Johnson & Johnson
COM
$8.8M34.5K
1.7%
+5.6%
Added · +2K sh
20Meta Platforms Inc
CL A
$8.3M14.8K
1.6%
+2.9%
Added · +411 sh
21Palo Alto Networks Inc
COM
$8.3M24.2K
1.6%
Held
22Ge Vernova Inc
COM
$8.2M7.0K
1.6%
+10%
Added · +635 sh
23Union Pac Corp
COM
$6.5M23.9K
1.3%
+0.5%
Added · +124 sh
24Pepsico Inc
COM
$6.3M46.7K
1.2%
+2.7%
Added · +1K sh
25RTX Corporation
COM
$6.1M31.9K
1.2%
+3.4%
Added · +1K sh
26Linde PLC
SHS
$6.0M11.6K
1.2%
+2.9%
Added · +330 sh
27Home Depot Inc
COM
$5.9M16.8K
1.2%
−0.3%
Reduced · −53 sh
28Kla Corp
COM NEW
$5.2M17.3K
1.0%
+883%
Added · +15K sh
29Qualcomm Inc
COM
$4.5M24.4K
0.9%
−2.9%
Reduced · −727 sh
30Emerson Elec Co
COM
$4.5M31.4K
0.9%
+0.7%
Added · +225 sh
31Powell Inds Inc
COM
$4.4M15.3K
0.9%
+200%
Added · +10K sh
32Lockheed Martin Corp
COM
$4.3M8.5K
0.8%
−0.2%
Reduced · −16 sh
33ASML Hldg NV
N Y REGISTRY SHS
$4.2M2.1K
0.8%
Held
34Eaton Corp PLC
SHS
$4.1M9.7K
0.8%
+7.1%
Added · +646 sh
35Texas Instrs Inc
COM
$3.7M12.4K
0.7%
+0.4%
Added · +50 sh
36Lowes Cos Inc
COM
$3.7M16.7K
0.7%
Held
37Procter & Gamble Co
COM
$3.5M23.7K
0.7%
Held
38Deere & Co
COM
$3.5M5.5K
0.7%
Held
39Amphenol Corp
CL A
$3.3M18.5K
0.6%
+33%
Added · +5K sh
40Micron Technology Inc
COM
$3.2M2.8K
0.6%
+53%
Added · +955 sh
41Quanta Svcs Inc
COM
$3.1M4.3K
0.6%
+5.9%
Added · +242 sh
42Synopsys Inc
COM
$3.0M6.6K
0.6%
−3.2%
Reduced · −220 sh
43Parker-Hannifin Corp
COM
$2.9M2.9K
0.6%
Held
44Caterpillar Inc
COM
$2.9M2.7K
0.6%
+0.7%
Added · +19 sh
45Invesco QQQ TR
UNIT SER 1
$2.8M3.9K
0.6%
Held
46Alphabet Inc
CAP STK CL A
$2.8M7.7K
0.5%
+1.3%
Added · +100 sh
47Corning Inc
COM
$2.7M10.7K
0.5%
New
New position
48Honeywell Intl Inc
COM
$2.7M12.1K
0.5%
New
New position
49Honeywell Aerospace Inc
COM
$2.7M12.1K
0.5%
Listed
Newly reportable
50Abbott Laboratories
COM
$2.5M27.5K
0.5%
+5.1%
Added · +1K sh
Showing 50 of 107 positions
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Filing history

As-of date vs the date the SEC received each filing

$513.6M · Q2 2026Q3 2025 · $439.5MQ2 2026 · $513.6M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 7, 202638d107$513.6M13F-HR
Q1 2026Mar 31, 2026Aug 7, 2026129d104$431.2M13F-HR
Q4 2025Dec 31, 2025Jan 29, 202629d105$455.0M13F-HR
Q3 2025Sep 30, 2025Nov 12, 202543d105$439.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.