Stock Taper 
LYELL WEALTH MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Danaher Corporation | DHR | 2.24K | $427.06K |
 AMETEK, Inc. | AME | 2.23K | $538.8K |
 Royal Caribbean Cruises Ltd. | RCL | 1.92K | $609.66K |
 GE Aerospace | GE | 1.77K | $661.13K |
 Amgen Inc. | AMGN | 1.69K | $611.26K |
 Applied Materials, Inc. | AMAT | 1.67K | $1.21M |
 Northrop Grumman Corporation | NOC | 1.57K | $800.14K |
 Ameriprise Financial, Inc. | AMP | 1.49K | $684.47K |
 QUALCOMM Incorporated | QCOM | 1.48K | $272.75K |
 Novartis AG | NVS | 1.41K | $220.19K |
 Eaton Corporation plc | ETN | 1.4K | $594.86K |
 AstraZeneca PLC | AZN | 1.38K | $261.11K |
 Norfolk Southern Corporation | NSC | 1.34K | $422.81K |
 Illinois Tool Works Inc. | ITW | 1.23K | $331.67K |
 Lockheed Martin Corporation | LMT | 1.11K | $566.01K |
 Cheniere Energy, Inc. | LNG | 1.09K | $260.52K |
 KLA Corporation | KLAC | 1.07K | $322.83K |
 The PNC Financial Services Group, Inc. | PNC | 1.03K | $254.34K |
 Axon Enterprise, Inc. | AXON | 1K | $560.61K |
 Linde plc | LIN | 996 | $516.86K |