Stock Taper 
LYELL WEALTH MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Eaton Corporation plc | ETN | 1.4K | $594.86K |
 Novartis AG | NVS | 1.41K | $220.19K |
 QUALCOMM Incorporated | QCOM | 1.48K | $272.75K |
 Ameriprise Financial, Inc. | AMP | 1.49K | $684.47K |
 Northrop Grumman Corporation | NOC | 1.57K | $800.14K |
 Applied Materials, Inc. | AMAT | 1.67K | $1.21M |
 Amgen Inc. | AMGN | 1.69K | $611.26K |
 GE Aerospace | GE | 1.77K | $661.13K |
 Royal Caribbean Cruises Ltd. | RCL | 1.92K | $609.66K |
 AMETEK, Inc. | AME | 2.23K | $538.8K |
 Danaher Corporation | DHR | 2.24K | $427.06K |
 Citigroup Inc. | C | 2.29K | $320.65K |
 Emerson Electric Co. | EMR | 2.38K | $340.27K |
 Illumina, Inc. | ILMN | 2.66K | $468.24K |
 Arista Networks, Inc. | ANET | 2.79K | $473.12K |
 Eli Lilly and Company | LLY | 2.85K | $3.41M |
 NextEra Energy, Inc. | NEE | 2.87K | $251.64K |
 Micron Technology, Inc. | MU | 2.88K | $3.32M |
 Booking Holdings Inc. | BKNG | 2.88K | $514.22K |
 Coherent, Inc. | COHR | 3K | $1.18M |