Stock Taper 
LYELL WEALTH MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 DoorDash, Inc. | DASH | 3.01K | $555.99K |
 Texas Instruments Incorporated | TXN | 3.11K | $927.3K |
 Palantir Technologies Inc. | PLTR | 3.15K | $367.28K |
 CVS Health Corp. | CVS | 3.51K | $363.32K |
 Targa Resources Corp. | TRGP | 3.56K | $955.38K |
 AbbVie Inc. | ABBV | 3.62K | $910.68K |
 Shell plc | SHEL | 3.69K | $285.74K |
 Fifth Third Bancorp | FITB | 3.92K | $221.25K |
 Public Service Enterprise Group Incorporated | PEG | 4.05K | $328.54K |
 CrowdStrike Holdings, Inc. | CRWD | 4.08K | $3.11M |
 International Business Machines Corporation | IBM | 4.4K | $1.24M |
 Lam Research Corporation | LRCX | 4.45K | $1.93M |
 Oracle Corporation | ORCL | 4.68K | $686.15K |
 American Express Company | AXP | 4.98K | $1.68M |
 Lennar Corporation | LEN | 5.14K | $465.03K |
 Intel Corp. | INTC | 5.25K | $733.06K |
 The Travelers Companies, Inc. | TRV | 5.32K | $1.75M |
 The Coca-Cola Company | KO | 5.78K | $469.66K |
 The Procter & Gamble Company | PG | 5.92K | $867.82K |
 Verizon Communications Inc. | VZ | 6.03K | $255.35K |