☆CYPRESS ASSET MANAGEMENT INC/TX
Quality Q
0.418
AUM ($M)
514
Positions
107
Turnover
0.10
Top-10 wt
43%
Herfindahl
0.027
History (qtrs)
7
Excess Return
-2.3%
AI Eval Run AI Eval
Holdings · 109 positions · portfolio value $514M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆NVDA funds › | NVIDIA CORPORATION | TRIM | — | 6.1% | -0.6% | 31.6 | 157,815 | -9,367 | 6 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 6.0% | -0.4% | 30.9 | 106,911 | -1,666 | 6 | — |
| ☆LLY funds › | ELI LILLY & CO | TRIM | — | 5.1% | +0.4% | 26.2 | 21,845 | -68 | 6 | — |
| ☆AVGO funds › | BROADCOM INC | TRIM | — | 4.9% | -0.0% | 25.3 | 66,951 | -1,816 | 6 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | ADD | — | 3.7% | -0.2% | 19.2 | 58,703 | +399 | 6 | — |
| ☆GOOG funds › | ALPHABET INC | ADD | — | 3.7% | +0.3% | 18.9 | 53,471 | +2,120 | 6 | — |
| ☆MSFT funds › | MICROSOFT CORP | TRIM | — | 3.6% | -0.8% | 18.5 | 49,644 | -1,485 | 6 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | TRIM | — | 3.5% | +2.0% | 17.9 | 30,857 | -898 | 6 | — |
| ☆AMAT funds › | APPLIED MATLS INC | ADD | — | 3.3% | +1.4% | 16.8 | 23,172 | +58 | 6 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 3.2% | -0.1% | 16.6 | 69,548 | +1,256 | 6 | — |
| ☆GS funds › | GOLDMAN SACHS GROUP INC | ADD | — | 2.8% | +0.0% | 14.5 | 14,371 | +45 | 6 | — |
| ☆ADI funds › | ANALOG DEVICES INC | ADD | — | 2.5% | +0.1% | 13.0 | 32,748 | +83 | 6 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | TRIM | — | 2.4% | -0.7% | 12.4 | 13,291 | -5 | 6 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | ADD | — | 2.4% | -0.3% | 12.2 | 24,405 | +20 | 6 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | ADD | — | 2.1% | +0.3% | 10.8 | 22,642 | +170 | 6 | — |
| ☆MELI funds › | MERCADOLIBRE INC | HOLD | — | 1.8% | -0.4% | 9.2 | 5,413 | +0 | 6 | — |
| ☆MA funds › | MASTERCARD INCORPORATED | HOLD | — | 1.8% | -0.3% | 9.1 | 17,796 | +0 | 6 | — |
| ☆V funds › | VISA INC | HOLD | — | 1.8% | -0.1% | 9.1 | 26,452 | +0 | 6 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | ADD | — | 1.7% | -0.1% | 8.8 | 34,542 | +1,846 | 6 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 1.6% | -0.3% | 8.3 | 14,760 | +411 | 6 | — |
| ☆PANW funds › | PALO ALTO NETWORKS INC | HOLD | — | 1.6% | +0.7% | 8.3 | 24,218 | +0 | 6 | — |
| ☆GEV funds › | GE VERNOVA INC | ADD | — | 1.6% | +0.3% | 8.2 | 6,967 | +635 | 6 | — |
| ☆UNP funds › | UNION PAC CORP | ADD | — | 1.3% | -0.1% | 6.5 | 23,901 | +124 | 6 | — |
| ☆PEP funds › | PEPSICO INC | ADD | — | 1.2% | -0.4% | 6.3 | 46,747 | +1,233 | 6 | — |
| ☆RTX funds › | RTX CORPORATION | ADD | — | 1.2% | -0.2% | 6.1 | 31,895 | +1,060 | 6 | — |
| ☆LIN funds › | LINDE PLC | ADD | — | 1.2% | -0.1% | 6.0 | 11,554 | +330 | 6 | — |
| ☆HD funds › | HOME DEPOT INC | TRIM | — | 1.2% | -0.1% | 5.9 | 16,779 | -53 | 6 | — |
| ☆KLAC funds › | KLA CORP | ADD | — | 1.0% | +0.4% | 5.2 | 17,250 | +15,495 | 6 | — |
| ☆QCOM funds › | QUALCOMM INC | TRIM | — | 0.9% | +0.1% | 4.5 | 24,403 | -727 | 6 | — |
| ☆EMR funds › | EMERSON ELEC CO | ADD | — | 0.9% | -0.1% | 4.5 | 31,446 | +225 | 6 | — |
| ☆POWL funds › | POWELL INDS INC | ADD | — | 0.9% | +0.2% | 4.4 | 15,330 | +10,220 | 6 | — |
| ☆LMT funds › | LOCKHEED MARTIN CORP | TRIM | — | 0.8% | -0.4% | 4.3 | 8,495 | -16 | 6 | — |
| ☆ASML funds › | ASML HLDG NV | HOLD | — | 0.8% | +0.2% | 4.2 | 2,108 | +0 | 6 | — |
| ☆ETN funds › | EATON CORP PLC | ADD | — | 0.8% | +0.1% | 4.1 | 9,687 | +646 | 6 | — |
| ☆TXN funds › | TEXAS INSTRS INC | ADD | — | 0.7% | +0.2% | 3.7 | 12,389 | +50 | 6 | — |
| ☆LOW funds › | LOWES COS INC | HOLD | — | 0.7% | -0.2% | 3.7 | 16,662 | +0 | 6 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | HOLD | — | 0.7% | -0.1% | 3.5 | 23,662 | +0 | 6 | — |
| ☆DE funds › | DEERE & CO | HOLD | — | 0.7% | -0.0% | 3.5 | 5,470 | +0 | 6 | — |
| ☆APH funds › | AMPHENOL CORP | ADD | — | 0.6% | +0.2% | 3.3 | 18,534 | +4,585 | 6 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | ADD | — | 0.6% | +0.5% | 3.2 | 2,770 | +955 | 5 | +506.6% |
| ☆PWR funds › | QUANTA SVCS INC | ADD | — | 0.6% | +0.1% | 3.1 | 4,317 | +242 | 6 | — |
| ☆SNPS funds › | SYNOPSYS INC | TRIM | — | 0.6% | -0.1% | 3.0 | 6,627 | -220 | 6 | — |
| ☆PH funds › | PARKER-HANNIFIN CORP | HOLD | — | 0.6% | -0.1% | 2.9 | 2,942 | +0 | 6 | — |
| ☆CAT funds › | CATERPILLAR INC | ADD | — | 0.6% | +0.1% | 2.9 | 2,683 | +19 | 6 | — |
| ☆QQQ funds › | INVESCO QQQ TR | HOLD | — | 0.6% | +0.0% | 2.8 | 3,864 | +0 | 6 | — |
| ☆GOOGL funds › | ALPHABET INC | ADD | — | 0.5% | +0.0% | 2.8 | 7,742 | +100 | 6 | — |
| ☆GLW funds › | CORNING INC | NEW | — | 0.5% | +0.5% | 2.7 | 10,729 | +10,729 | 1 | -49.9% |
| ☆HON funds › | HONEYWELL INTL INC | NEW | — | 0.5% | +0.5% | 2.7 | 12,148 | +12,148 | 1 | -11.2% |
| ☆HONA funds › | HONEYWELL AEROSPACE INC | NEW | — | 0.5% | +0.5% | 2.7 | 12,141 | +12,141 | 1 | -104.9% |
| ☆ABT funds › | ABBOTT LABORATORIES | ADD | — | 0.5% | -0.1% | 2.5 | 27,536 | +1,340 | 6 | — |
| ☆BLK funds › | BLACKROCK INC | HOLD | — | 0.5% | -0.1% | 2.3 | 2,437 | +0 | 6 | — |
| ☆DHR funds › | DANAHER CORP DEL | TRIM | — | 0.5% | -0.2% | 2.3 | 12,167 | -1,782 | 6 | — |
| ☆MRK funds › | MERCK & CO INC | ADD | — | 0.4% | -0.0% | 2.2 | 17,282 | +177 | 6 | — |
| ☆SPGI funds › | S&P GLOBAL INC | TRIM | — | 0.4% | -0.1% | 2.1 | 5,142 | -86 | 6 | — |
| ☆CVX funds › | CHEVRON CORPORATION | ADD | — | 0.4% | -0.2% | 2.1 | 12,628 | +100 | 6 | — |
| ☆CL funds › | COLGATE PALMOLIVE CO | HOLD | — | 0.4% | -0.0% | 2.0 | 21,916 | +0 | 6 | — |
| ☆YUM funds › | YUM BRANDS INC | HOLD | — | 0.4% | -0.1% | 2.0 | 12,528 | +0 | 6 | — |
| ☆MCD funds › | MCDONALDS CORP | HOLD | — | 0.4% | -0.1% | 1.9 | 6,872 | +0 | 6 | — |
| ☆AMGN funds › | AMGEN INC | ADD | — | 0.3% | -0.0% | 1.8 | 4,881 | +310 | 6 | — |
| ☆ZTS funds › | ZOETIS INC | TRIM | — | 0.3% | -0.4% | 1.8 | 24,560 | -3,367 | 6 | — |
| ☆MRVL funds › | MARVELL TECHNOLOGY INC | HOLD | — | 0.3% | +0.2% | 1.7 | 5,830 | +0 | 5 | +147.6% |
| ☆RSP funds › | INVESCO EXCHANGE TRADED FD T | TRIM | — | 0.3% | -0.0% | 1.7 | 7,968 | -50 | 6 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | TRIM | — | 0.3% | -0.0% | 1.7 | 2,227 | -13 | 6 | — |
| ☆XLI funds › | SELECT SECTOR SPDR TR | ADD | — | 0.3% | -0.0% | 1.7 | 8,944 | +10 | 6 | — |
| ☆CMI funds › | CUMMINS INC | HOLD | — | 0.3% | +0.0% | 1.5 | 2,097 | +0 | 6 | — |
| ☆HUBB funds › | HUBBELL INC | ADD | — | 0.3% | -0.0% | 1.5 | 2,821 | +176 | 6 | — |
| ☆TMO funds › | THERMO FISHER SCIENTIFIC INC | ADD | — | 0.3% | -0.0% | 1.5 | 2,920 | +30 | 6 | — |
| ☆TT funds › | TRANE TECHNOLOGIES PLC | HOLD | — | 0.3% | -0.0% | 1.3 | 2,625 | +0 | 6 | — |
| ☆MDT funds › | MEDTRONIC PLC | TRIM | — | 0.2% | -0.1% | 1.3 | 16,160 | -12 | 6 | — |
| ☆LRCX funds › | LAM RESEARCH CORP | ADD | — | 0.2% | +0.1% | 1.3 | 2,890 | +20 | 5 | +177.0% |
| ☆NVS funds › | NOVARTIS AG | HOLD | — | 0.2% | -0.0% | 1.1 | 6,760 | +0 | 6 | — |
| ☆BAC funds › | BANK OF AMER CORP | HOLD | — | 0.2% | -0.0% | 1.0 | 18,342 | +0 | 6 | — |
| ☆ABBV funds › | ABBVIE INC | HOLD | — | 0.2% | -0.0% | 1.0 | 4,113 | +0 | 6 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | TRIM | — | 0.2% | +0.0% | 1.0 | 2,459 | -542 | 6 | — |
| ☆WM funds › | WASTE MGMT INC DEL | HOLD | — | 0.2% | -0.0% | 1.0 | 4,288 | +0 | 6 | — |
| ☆ITA funds › | ISHARES TR | ADD | — | 0.2% | -0.0% | 0.9 | 3,888 | +205 | 6 | — |
| ☆CNI funds › | CANADIAN NATL RY CO | TRIM | — | 0.2% | -0.0% | 0.9 | 7,765 | -212 | 6 | — |
| ☆IHI funds › | ISHARES TR | HOLD | — | 0.2% | -0.0% | 0.9 | 17,710 | +0 | 6 | — |
| ☆XYL funds › | XYLEM INC | TRIM | — | 0.2% | -0.1% | 0.9 | 7,385 | -1,000 | 6 | — |
| ☆CSCO funds › | CISCO SYS INC | HOLD | — | 0.2% | +0.0% | 0.8 | 7,030 | +0 | 6 | — |
| ☆NFLX funds › | NETFLIX INC. | TRIM | — | 0.2% | -0.3% | 0.8 | 10,945 | -10,980 | 6 | — |
| ☆BDX funds › | BECTON DICKINSON & CO | ADD | — | 0.1% | -0.0% | 0.8 | 5,090 | +135 | 6 | — |
| ☆MSCI funds › | MSCI INC | HOLD | — | 0.1% | -0.0% | 0.7 | 1,232 | +0 | 6 | — |
| ☆VRT funds › | VERTIV HOLDINGS CO | ADD | — | 0.1% | +0.0% | 0.7 | 1,980 | +555 | 3 | +91.1% |
| ☆AEM funds › | AGNICO EAGLE MINES LTD | ADD | — | 0.1% | +0.0% | 0.7 | 4,210 | +1,710 | 2 | -54.7% |
| ☆TJX funds › | TJX COS INC NEW | TRIM | — | 0.1% | -0.0% | 0.6 | 4,062 | -15 | 6 | — |
| ☆GLD funds › | SPDR GOLD TR | HOLD | — | 0.1% | -0.0% | 0.6 | 1,507 | +0 | 6 | — |
| ☆KEYS funds › | KEYSIGHT TECHNOLOGIES INC | HOLD | — | 0.1% | +0.0% | 0.6 | 1,581 | +0 | 6 | — |
| ☆NEE funds › | NEXTERA ENERGY INC | HOLD | — | 0.1% | -0.0% | 0.5 | 5,997 | +0 | 6 | — |
| ☆WMT funds › | WALMART INC | HOLD | — | 0.1% | -0.0% | 0.5 | 4,641 | +0 | 6 | — |
| ☆A funds › | AGILENT TECHNOLOGIES INC | HOLD | — | 0.1% | -0.0% | 0.5 | 3,816 | +0 | 6 | — |
| ☆TER funds › | TERADYNE INC | HOLD | — | 0.1% | +0.0% | 0.5 | 940 | +0 | 2 | +59.6% |
| ☆NDAQ funds › | NASDAQ INC | HOLD | — | 0.1% | -0.0% | 0.4 | 5,639 | +0 | 6 | — |
| ☆XLK funds › | SELECT SECTOR SPDR TR | HOLD | — | 0.1% | +0.0% | 0.4 | 2,288 | +0 | 6 | — |
| ☆XAR funds › | SPDR SERIES TRUST | HOLD | — | 0.1% | -0.0% | 0.4 | 1,500 | +0 | 6 | — |
| ☆FANG funds › | DIAMONDBACK ENERGY INC | HOLD | — | 0.1% | -0.0% | 0.4 | 2,042 | +0 | 6 | — |
| ☆EQIX funds › | EQUINIX INC | HOLD | — | 0.1% | -0.0% | 0.3 | 324 | +0 | 6 | — |
| ☆SYK funds › | STRYKER CORPORATION | ADD | — | 0.1% | -0.0% | 0.3 | 1,068 | +25 | 3 | -31.3% |
| ☆IEO funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.3 | 2,953 | +0 | 6 | — |
| ☆MCO funds › | MOODYS CORP | HOLD | — | 0.1% | -0.0% | 0.3 | 639 | +0 | 6 | — |
| ☆DUK funds › | DUKE ENERGY CORP NEW | ADD | — | 0.1% | -0.0% | 0.3 | 2,118 | +160 | 6 | — |
| ☆KO funds › | COCA COLA CO | ADD | — | 0.0% | -0.0% | 0.3 | 3,140 | +50 | 2 | -6.0% re-entry |
| ☆LHX funds › | L3HARRIS TECHNOLOGIES INC | HOLD | — | 0.0% | -0.0% | 0.2 | 849 | +0 | 5 | -2.3% |
| ☆ORCL funds › | ORACLE CORP | HOLD | — | 0.0% | -0.0% | 0.2 | 1,599 | +0 | 6 | — |
| ☆CUSIP:920253101 funds › | VALMONT INDS INC | NEW | — | 0.0% | +0.0% | 0.2 | 400 | +400 | 1 | — |
| ☆NSC funds › | NORFOLK SOUTHN CORP | HOLD | — | 0.0% | -0.0% | 0.2 | 700 | +0 | 6 | — |
| ☆MS funds › | MORGAN STANLEY | NEW | — | 0.0% | +0.0% | 0.2 | 1,040 | +1,040 | 1 | +44.4% |
| ☆CUSIP:438516106 funds › | HONEYWELL INTL INC | EXIT | — | 0.0% | -1.3% | 0.0 | 0 | -24,244 | 0 | — |
| ☆CRM funds › | SALESFORCE INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -1,150 | 0 | -48.3% |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 514 | 107 | 0.10 | 43% | 0.027 | 0.416 | — | in |
| 2026Q1 | 431 | 104 | 0.06 | 44% | 0.028 | 0.483 | — | in |
| 2025Q4 | 455 | 105 | 0.05 | 46% | 0.030 | 0.490 | — | in |
| 2025Q3 | 440 | 105 | 0.05 | 45% | 0.030 | 0.485 | — | in |
| 2025Q2 | 415 | 111 | 0.09 | 45% | 0.028 | 0.435 | — | in |
| 2025Q1 | 373 | 108 | 0.00 | 42% | 0.026 | 0.594 | — | entered |
| 2024Q3 | 402 | 105 | 0.00 | 41% | 0.027 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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