Stock Taper 
LYELL WEALTH MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Veeva Systems Inc. | VEEV | 26.93K | $4.78M |
 Honeywell International Inc. | HON | 27.62K | $6.18M |
 CSX Corporation | CSX | 27.83K | $1.32M |
 Costco Wholesale Corporation | COST | 30.24K | $28.29M |
 The Walt Disney Company | DIS | 31.34K | $3.02M |
 Union Pacific Corporation | UNP | 31.59K | $8.59M |
 T-Mobile US, Inc. | TMUS | 32.74K | $5.49M |
 Thermo Fisher Scientific Inc. | TMO | 34.48K | $17.29M |
 Caterpillar Inc. | CAT | 36.1K | $38.45M |
 Stryker Corporation | SYK | 36.76K | $11.57M |
 Nasdaq, Inc. | NDAQ | 37.45K | $2.95M |
 Dell Technologies Inc. | DELL | 37.84K | $16.32M |
 Intuitive Surgical, Inc. | ISRG | 39K | $15.51M |
 Quanta Services, Inc. | PWR | 39.31K | $28.3M |
 Ball Corporation | BALL | 39.6K | $2.47M |
 Broadcom Inc. | AVGO | 46.02K | $17.38M |
 Grab Holdings Limited | GRAB | 47.5K | $179.07K |
 The Home Depot, Inc. | HD | 47.69K | $16.82M |
 Slb N.V. | SLB | 52.36K | $2.43M |
 Cadence Design Systems, Inc. | CDNS | 52.69K | $19.78M |