Institutional filer · SEC 13F · Q4 2024
CYPRESS ASSET MANAGEMENT INC/TX
The reported 13F portfolio of CYPRESS ASSET MANAGEMENT INC/TX (CIK 1030618) - top holdings, how concentrated the book is, and what changed last quarter.
- $402.8M
- Reported book
- 105
- Positions
- #117
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, CYPRESS ASSET MANAGEMENT INC/TX ranks #117 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q4 2024 the reported book is $402.8M across 105 positions, a moderately concentrated portfolio.
- $402.8M
- reported 13F value
- 105
- disclosed positions
- 7.3%
- in APPLE INC
- #117
- of 360 filers
Top-5 share 27.7% → MID-PACK book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, CYPRESS ASSET MANAGEMENT INC/TX ranks #117 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where CYPRESS ASSET MANAGEMENT INC/TX sits by disclosed position count
CYPRESS ASSET MANAGEMENT INC/TX reports 105 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
CYPRESS ASSET MANAGEMENT INC/TX vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
105 180th of 360 higher than 180 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
CYPRESS ASSET MANAGEMENT INC/TX reports a book ($0.4B) concentrated across only 105 disclosed positions -- fewer than the 136-position median among similarly sized filers.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 1030618 · Q4 2024 $403M book
BOOK-MID · POS-FOCUS · CONC-MID · LEAD-MIX · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-MID #117/360
- POS-FOCUS 105 names
- CONC-MID 28% top-5
- LEAD-MIX 7.3% top
- PHOTO-FINISH REAP Financial ,
- TREND-FLAT Book steady
- FY-SNAPSHOT Q4 2024
Photo-finish peer on reported book: REAP Financial Group, LLC
Read with: Institutional investor types - Manager type shapes what a 13F book represents — RIAs, hedge funds, and banks file the same form differently.
Reported-book neighbourhood · CYPRESS ASSET MANAGEMENT INC/TX
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$402.8M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | APPLE INC | $29.5M | 7.3% |
| 2 | NVIDIA CORPORATION | $25.6M | 6.4% |
| 3 | MICROSOFT CORP | $23.2M | 5.8% |
| 4 | ELI LILLY & CO | $17.3M | 4.3% |
| 5 | BROADCOM INC | $15.9M | 4.0% |
| 6 | AMAZON COM INC | $15.0M | 3.7% |
| 7 | JPMORGAN CHASE & CO. | $14.6M | 3.6% |
| 8 | BERKSHIRE HATHAWAY INC DEL | $11.8M | 2.9% |
| 9 | ALPHABET INC | $10.9M | 2.7% |
| 10 | COSTCO WHSL CORP NEW | $10.8M | 2.7% |
| 11 | MASTERCARD INCORPORATED | $10.3M | 2.6% |
| 12 | VISA INC | $9.2M | 2.3% |
| 13 | PEPSICO INC | $8.6M | 2.1% |
| 14 | MERCADOLIBRE INC | $7.5M | 1.9% |
| 15 | ANALOG DEVICES INC | $7.2M | 1.8% |
| 16 | HOME DEPOT INC | $7.1M | 1.8% |
| 17 | GOLDMAN SACHS GROUP INC | $7.0M | 1.7% |
| 18 | META PLATFORMS INC | $6.2M | 1.5% |
| 19 | HONEYWELL INTL INC | $5.9M | 1.5% |
| 20 | UNION PAC CORP | $5.7M | 1.4% |
| 21 | ALPHABET INC | $5.4M | 1.3% |
| 22 | JOHNSON & JOHNSON | $5.3M | 1.3% |
| 23 | UNITEDHEALTH GROUP INC | $5.2M | 1.3% |
| 24 | LOCKHEED MARTIN CORP | $5.0M | 1.2% |
| 25 | QUALCOMM INC | $4.8M | 1.2% |
Latest Quarter Trades · Q4 2024
New positions (105)
Frequently Asked Questions
- How big is CYPRESS ASSET MANAGEMENT INC/TX's 13F portfolio?
- CYPRESS ASSET MANAGEMENT INC/TX reports $402.8M of long US-equity positions across 105 securities as of Q4 2024. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does CYPRESS ASSET MANAGEMENT INC/TX sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, CYPRESS ASSET MANAGEMENT INC/TX ranks #117 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is CYPRESS ASSET MANAGEMENT INC/TX's largest position?
- CYPRESS ASSET MANAGEMENT INC/TX's largest reported position is APPLE INC at $29.5M, about 7.3% of its reported book as of Q4 2024.
- What did CYPRESS ASSET MANAGEMENT INC/TX trade last quarter?
- In its Q4 2024 filing, CYPRESS ASSET MANAGEMENT INC/TX opened 105 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for CYPRESS ASSET MANAGEMENT INC/TX: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($402.8M here).
Similar holding count
Nearest filers by number of disclosed positions (105 here).
Using this filing
- The rankings sort every tracked filer the same way CYPRESS ASSET MANAGEMENT INC/TX was placed above, so you can see exactly how the rest of the field compares. View the rankings
- REAP Financial Group, LLC reported the nearest book value ($403.1M) this quarter, a useful scale comparison for CYPRESS ASSET MANAGEMENT INC/TX. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.