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Home > Institutional Investor > Cypress Asset Management Inc > Profile

Instuitional Investor - Cypress Asset Management Inc

Fund Profile
Filing Period:
Fund Name: Cypress Asset Management Inc
Portfolio Value $332,411,097
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 122,701 $23,623,624 7.1%
2.
Microsoft Corp
 MSFT 50,827 $19,112,985 5.74%
3.
Eli Lilly & Co
 LLY 22,289 $12,992,704 3.9%
4.
Nvidia Corp
 NVDA 233,130 $11,545,064 3.47%
5.
Jpmorgan Chase & Co
 JPM 61,764 $10,506,056 3.16%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)