CYPRESS ASSET MANAGEMENT INC/TX

Q3 2024 13F-HR Holdings

Location
Houston, TX
Holdings as of
9/30/2024
Date filed
8/15/2025
Form type
13F-HR
Num holdings
105
Total value ($000)
$401,573
Net value change ($000)
—
New positions
105
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/11/2014 Next filing: 8/15/2025 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 27,704 —
NVDA 25,165 —
MSFT 23,591 —
LLY 19,383 —
JPM 12,842 —
AMZN 12,836 —
BRK-B 12,028 —
AVGO 11,756 —
COST 10,331 —
PEP 9,778 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type