Stock Taper 
LYELL WEALTH MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Enterprise Products Partners L.P. | EPD | 8.1K | $297.6K |
 The Charles Schwab Corporation | SCHW | 8.08K | $745.36K |
 RTX Corporation | RTX | 7.97K | $1.51M |
 Colgate-Palmolive Company | CL | 7.97K | $730.69K |
 Reddit, Inc. | RDDT | 7.83K | $1.36M |
 Gilead Sciences, Inc. | GILD | 7.28K | $919.25K |
 PepsiCo, Inc. | PEP | 7.05K | $954.43K |
 Chubb Limited | CB | 6.45K | $2.2M |
 TE Connectivity plc | TEL | 6.37K | $1.28M |
 Lowe's Companies, Inc. | LOW | 6.31K | $1.39M |
 Enbridge Inc. | ENB | 6.22K | $337.19K |
 Verizon Communications Inc. | VZ | 6.03K | $255.35K |
 The Procter & Gamble Company | PG | 5.92K | $867.82K |
 The Coca-Cola Company | KO | 5.78K | $469.66K |
 The Travelers Companies, Inc. | TRV | 5.32K | $1.75M |
 Intel Corp. | INTC | 5.25K | $733.06K |
 Lennar Corporation | LEN | 5.14K | $465.03K |
 American Express Company | AXP | 4.98K | $1.68M |
 Oracle Corporation | ORCL | 4.68K | $686.15K |
 Lam Research Corporation | LRCX | 4.45K | $1.93M |