Stock Taper 
LYELL WEALTH MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Nasdaq, Inc. | NDAQ | 37.45K | $2.95M |
 Stryker Corporation | SYK | 36.76K | $11.57M |
 Caterpillar Inc. | CAT | 36.1K | $38.45M |
 Thermo Fisher Scientific Inc. | TMO | 34.48K | $17.29M |
 T-Mobile US, Inc. | TMUS | 32.74K | $5.49M |
 Union Pacific Corporation | UNP | 31.59K | $8.59M |
 The Walt Disney Company | DIS | 31.34K | $3.02M |
 Costco Wholesale Corporation | COST | 30.24K | $28.29M |
 CSX Corporation | CSX | 27.83K | $1.32M |
 Honeywell International Inc. | HON | 27.62K | $6.18M |
 Veeva Systems Inc. | VEEV | 26.93K | $4.78M |
 Guidewire Software, Inc. | GWRE | 26.78K | $3.3M |
 Berkshire Hathaway Inc. | BRK-B | 24.23K | $12.12M |
 Chevron Corporation | CVX | 23.11K | $3.83M |
 CorVel Corporation | CRVL | 22.95K | $1.43M |
 IDEXX Laboratories, Inc. | IDXX | 22.66K | $11.93M |
 Intuit Inc. | INTU | 21.84K | $5.7M |
 Deere & Company | DE | 20.67K | $13.11M |
 Digital Realty Trust, Inc. | DLR | 20.3K | $3.64M |
 ASML Holding N.V. | ASML | 19.93K | $39.65M |