Cypress Asset Management Inc/Tx - Q4 2025 13F Filings

CY

Cypress Asset Management Inc/Tx

CIK: 0001030618
Address: Texas Houston 4550 Post Oak Place Drive Suite 317
$454.99 M
Portfolio Value
105
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 01/29/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025

No buy transactions available for this period

Top Sells

Q4 2025

No sell transactions available for this period

Asset Allocation

Stocks/ETFs
+3.51%
$454.99 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Cypress Asset Management Inc/Tx Q4 2025 Filing Summary

Cypress Asset Management Inc/Tx filed its 13F report for Q4 2025 on January 29, 2026. The portfolio totaled 454.99 M reflecting a +3.51% change from the prior quarter, spanning 105 assets. The top 10 holdings comprised 46.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3 new positions and 3 complete exits.

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Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Cypress Asset Management Inc/Tx’s Q4 2025 Filing

Cypress Asset Management Inc/Tx submitted their Form 13F-HR for the Q4 2025 period on 01/29/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Cypress Asset Management Inc/Tx reported a managed portfolio value of 454.99 M, consisting of 105 individual positions.

This page displays the raw filing documents. To see which stocks Cypress Asset Management Inc/Tx bought or sold during Q4 2025, please visit Cypress Asset Management Inc/Tx's Portfolio Analysis page.