Stock Taper 
LYELL WEALTH MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Mastercard Incorporated | MA | 19.63K | $10.08M |
 Cisco Systems, Inc. | CSCO | 18.91K | $2.22M |
 Intercontinental Exchange, Inc. | ICE | 16.82K | $2.07M |
 Workday, Inc. | WDAY | 16.13K | $1.97M |
 Atlas Energy Solutions Inc. | AESI | 14.77K | $245.26K |
 ConocoPhillips | COP | 14.28K | $1.48M |
 Plains All American Pipeline, L.P. | PAA | 13.4K | $298.28K |
 Tesla, Inc. | TSLA | 13.32K | $5.6M |
 DexCom, Inc. | DXCM | 13.15K | $885.38K |
 Kinder Morgan, Inc. | KMI | 13.13K | $419.93K |
 PROCEPT BioRobotics Corporation | PRCT | 11.44K | $258.31K |
 Merck & Co., Inc. | MRK | 10.82K | $1.39M |
 Sana Biotechnology, Inc. | SANA | 10.5K | $36.65K |
 Energy Transfer LP | ET | 10.35K | $197.89K |
 Johnson Controls International plc | JCI | 10.34K | $1.51M |
 Medtronic plc | MDT | 9.99K | $781.52K |
 Salesforce, Inc. | CRM | 9.55K | $1.5M |
 BlackRock, Inc. | BLK | 9.14K | $8.79M |
 Johnson & Johnson | JNJ | 8.5K | $2.16M |
 Starbucks Corporation | SBUX | 8.34K | $852.47K |