Stock Taper 
LYELL WEALTH MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 International Business Machines Corporation | IBM | 4.4K | $1.24M |
 CrowdStrike Holdings, Inc. | CRWD | 4.08K | $3.11M |
 Public Service Enterprise Group Incorporated | PEG | 4.05K | $328.54K |
 Fifth Third Bancorp | FITB | 3.92K | $221.25K |
 Shell plc | SHEL | 3.69K | $285.74K |
 AbbVie Inc. | ABBV | 3.62K | $910.68K |
 Targa Resources Corp. | TRGP | 3.56K | $955.38K |
 CVS Health Corp. | CVS | 3.51K | $363.32K |
 Palantir Technologies Inc. | PLTR | 3.15K | $367.28K |
 Texas Instruments Incorporated | TXN | 3.11K | $927.3K |
 DoorDash, Inc. | DASH | 3.01K | $555.99K |
 Coherent, Inc. | COHR | 3K | $1.18M |
 Booking Holdings Inc. | BKNG | 2.88K | $514.22K |
 Micron Technology, Inc. | MU | 2.88K | $3.32M |
 NextEra Energy, Inc. | NEE | 2.87K | $251.64K |
 Eli Lilly and Company | LLY | 2.85K | $3.41M |
 Arista Networks, Inc. | ANET | 2.79K | $473.12K |
 Illumina, Inc. | ILMN | 2.66K | $468.24K |
 Emerson Electric Co. | EMR | 2.38K | $340.27K |
 Citigroup Inc. | C | 2.29K | $320.65K |