Stock Taper 
LYELL WEALTH MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 ServiceNow, Inc. | NOW | 91.81K | $9.11M |
 Bank of America Corporation | BAC | 75.27K | $4.29M |
 The TJX Companies, Inc. | TJX | 72.05K | $10.92M |
 Advanced Micro Devices, Inc. | AMD | 69.5K | $40.37M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 66.58K | $31.8M |
 Snowflake Inc. | SNOW | 57.77K | $14.7M |
 Abbott Laboratories | ABT | 56.36K | $5.11M |
 Meta Platforms, Inc. | META | 56.25K | $31.68M |
 Cloudflare, Inc. | NET | 55.91K | $13.71M |
 Waste Management, Inc. | WM | 55.56K | $12.38M |
 Visa Inc. | V | 53K | $18.18M |
 Cadence Design Systems, Inc. | CDNS | 52.69K | $19.78M |
 Slb N.V. | SLB | 52.36K | $2.43M |
 The Home Depot, Inc. | HD | 47.69K | $16.82M |
 Grab Holdings Limited | GRAB | 47.5K | $179.07K |
 Broadcom Inc. | AVGO | 46.02K | $17.38M |
 Ball Corporation | BALL | 39.6K | $2.47M |
 Quanta Services, Inc. | PWR | 39.31K | $28.3M |
 Intuitive Surgical, Inc. | ISRG | 39K | $15.51M |
 Dell Technologies Inc. | DELL | 37.84K | $16.32M |