Stock Taper 
LYELL WEALTH MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 PROCEPT BioRobotics Corporation | PRCT | 11.44K | $258.31K |
 Kinder Morgan, Inc. | KMI | 13.13K | $419.93K |
 DexCom, Inc. | DXCM | 13.15K | $885.38K |
 Tesla, Inc. | TSLA | 13.32K | $5.6M |
 Plains All American Pipeline, L.P. | PAA | 13.4K | $298.28K |
 ConocoPhillips | COP | 14.28K | $1.48M |
 Atlas Energy Solutions Inc. | AESI | 14.77K | $245.26K |
 Workday, Inc. | WDAY | 16.13K | $1.97M |
 Intercontinental Exchange, Inc. | ICE | 16.82K | $2.07M |
 Cisco Systems, Inc. | CSCO | 18.91K | $2.22M |
 Mastercard Incorporated | MA | 19.63K | $10.08M |
 ASML Holding N.V. | ASML | 19.93K | $39.65M |
 Digital Realty Trust, Inc. | DLR | 20.3K | $3.64M |
 Deere & Company | DE | 20.67K | $13.11M |
 Intuit Inc. | INTU | 21.84K | $5.7M |
 IDEXX Laboratories, Inc. | IDXX | 22.66K | $11.93M |
 CorVel Corporation | CRVL | 22.95K | $1.43M |
 Chevron Corporation | CVX | 23.11K | $3.83M |
 Berkshire Hathaway Inc. | BRK-B | 24.23K | $12.12M |
 Guidewire Software, Inc. | GWRE | 26.78K | $3.3M |