Stock Taper 
LYELL WEALTH MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 AutoZone, Inc. | AZO | 63 | $201.34K |
 MercadoLibre, Inc. | MELI | 248 | $420.95K |
 Equinix, Inc. | EQIX | 266 | $277.28K |
 Seagate Technology Holdings plc | STX | 290 | $279.85K |
 Parker-Hannifin Corporation | PH | 308 | $301.26K |
 Analog Devices, Inc. | ADI | 523 | $207.72K |
 GE Vernova Inc. | GEV | 628 | $737.81K |
 The Goldman Sachs Group, Inc. | GS | 666 | $673.57K |
 Marvell Technology, Inc. | MRVL | 844 | $251.42K |
 Cigna Corporation | CI | 874 | $240.94K |
 Trane Technologies plc | TT | 980 | $481.34K |
 Linde plc | LIN | 996 | $516.86K |
 Axon Enterprise, Inc. | AXON | 1K | $560.61K |
 The PNC Financial Services Group, Inc. | PNC | 1.03K | $254.34K |
 KLA Corporation | KLAC | 1.07K | $322.83K |
 Cheniere Energy, Inc. | LNG | 1.09K | $260.52K |
 Lockheed Martin Corporation | LMT | 1.11K | $566.01K |
 Illinois Tool Works Inc. | ITW | 1.23K | $331.67K |
 Norfolk Southern Corporation | NSC | 1.34K | $422.81K |
 AstraZeneca PLC | AZN | 1.38K | $261.11K |