Stock Taper 
LYELL WEALTH MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Visa Inc. | V | 53K | $18.18M |
 Waste Management, Inc. | WM | 55.56K | $12.38M |
 Cloudflare, Inc. | NET | 55.91K | $13.71M |
 Meta Platforms, Inc. | META | 56.25K | $31.68M |
 Abbott Laboratories | ABT | 56.36K | $5.11M |
 Snowflake Inc. | SNOW | 57.77K | $14.7M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 66.58K | $31.8M |
 Advanced Micro Devices, Inc. | AMD | 69.5K | $40.37M |
 The TJX Companies, Inc. | TJX | 72.05K | $10.92M |
 Bank of America Corporation | BAC | 75.27K | $4.29M |
 ServiceNow, Inc. | NOW | 91.81K | $9.11M |
 Microsoft Corporation | MSFT | 93.7K | $34.95M |
 Vertiv Holdings Co | VRT | 97.14K | $32.52M |
 JPMorgan Chase & Co. | JPM | 103.57K | $33.9M |
 Toll Brothers, Inc. | TOL | 105.79K | $17.43M |
 Morgan Stanley | MS | 111.06K | $23.22M |
 D.R. Horton, Inc. | DHI | 126.42K | $20.59M |
 Walmart Inc. | WMT | 129.68K | $14.69M |
 Freeport-McMoRan Inc. | FCX | 164.8K | $10.36M |
 Shopify Inc. | SHOP | 167.42K | $19.12M |