Lyell Wealth Management, Lp Portfolio Stock Holdings
According to the SEC 13F filed on October 30, 2026, Lyell Wealth Management, Lp disclosed 232 stock positions valued at approximately $1.69B as of quarter-end September 30, 2026. The largest holdings include NVIDIA CORPORATION COM, ALPHABET INC CAP STK CL C, and PALO ALTO NETWORKS INC COM.
- Report Period
- September 30, 2026
- No. of Stocks
- 232
- Portfolio Value
- $1.69B
Holdings by Sector
Lyell Wealth Management, Lp Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION COM | NVDA | Technology | 7.84% | 579,401 | +3,320 | +0.58% | $132,323,496 |
| ALPHABET INC CAP STK CL C | GOOG | Communication Services | 5.59% | 276,741 | +22,605 | +8.89% | $94,296,804 |
| PALO ALTO NETWORKS INC COM | PANW | Technology | 4.00% | 169,753 | -3,968 | -2.28% | $67,444,564 |
| ALPHABET INC CAP STK CL A | GOOGL | Communication Services | 3.94% | 193,231 | +9,915 | +5.41% | $66,486,874 |
| APPLE INC COM | AAPL | Technology | 3.67% | 185,824 | +809 | +0.44% | $61,883,081 |
| MICROSOFT CORP COM | MSFT | Technology | 2.85% | 93,684 | -13 | -0.01% | $48,050,406 |
| VANECK SEMICONDUCTOR ETF | SMH | Other | 2.78% | 76,967 | +815 | +1.07% | $46,872,897 |
| AMAZON COM INC COM | AMZN | Consumer Cyclical | 2.67% | 180,852 | +3,152 | +1.77% | $45,059,276 |
| ADVANCED MICRO DEVICES INC COM | AMD | Technology | 2.48% | 68,311 | -1,188 | -1.71% | $41,789,937 |
| META PLATFORMS INC CL A | META | Communication Services | 2.45% | 57,115 | +867 | +1.54% | $41,418,800 |
| ASML HLDG NV N Y REGISTRY SHS | ASML | Technology | 2.16% | 20,072 | +142 | +0.71% | $36,363,840 |
| JPMORGAN CHASE & CO COM | JPM | Financial Services | 2.04% | 103,848 | +274 | +0.26% | $34,356,191 |
| AMPHENOL CORP CL A | APH | Technology | 1.90% | 379,580 | +189,431 | +99.62% | $31,998,604 |
| TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | TSM | Technology | 1.80% | 66,609 | +31 | +0.05% | $30,386,360 |
| CATERPILLAR INC COM | CAT | Industrials | 1.75% | 36,423 | +320 | +0.89% | $29,531,700 |
| COSTCO WHOLESALE CORPORATION COM | COST | Consumer Defensive | 1.63% | 30,278 | +38 | +0.13% | $27,563,186 |
| QUANTA SVCS INC COM | PWR | Industrials | 1.53% | 40,197 | +888 | +2.26% | $25,827,005 |
| SHOPIFY INC CL A SUB VTG SHS | SHOP | Technology | 1.49% | 169,067 | +1,646 | +0.98% | $25,072,636 |
| VERTIV HOLDINGS CO COM CL A | VRT | Industrials | 1.41% | 98,562 | +1,424 | +1.47% | $23,784,038 |
| THERMO FISHER SCIENTIFIC INC COM | TMO | Healthcare | 1.41% | 35,150 | +671 | +1.95% | $23,727,676 |
| MORGAN STANLEY COM NEW | MS | Financial Services | 1.25% | 112,488 | +1,426 | +1.28% | $21,156,811 |
| DELL TECHNOLOGIES INC CL C | DELL | Technology | 1.24% | 38,827 | +992 | +2.62% | $20,886,985 |
| CLOUDFLARE INC CL A COM | NET | Technology | 1.15% | 55,648 | -259 | -0.46% | $19,325,437 |
| VISA INC COM CL A | V | Financial Services | 1.13% | 53,145 | +143 | +0.27% | $19,096,481 |
| SNOWFLAKE INC COM SHS | SNOW | Technology | 1.13% | 56,023 | -1,752 | -3.03% | $19,023,170 |
| CADENCE DESIGN SYSTEM INC COM | CDNS | Technology | 1.06% | 54,167 | +1,474 | +2.80% | $17,885,132 |
| BROADCOM INC COM | AVGO | Technology | 1.02% | 49,145 | +3,130 | +6.80% | $17,259,233 |
| ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | IBDS | Other | 0.99% | 695,820 | +103,007 | +17.38% | $16,783,178 |
| INTUITIVE SURGICAL INC COM NEW | ISRG | Healthcare | 0.97% | 40,112 | +1,111 | +2.85% | $16,310,743 |
| D R HORTON INC COM | DHI | Consumer Cyclical | 0.95% | 116,786 | -9,634 | -7.62% | $15,958,741 |
Showing 30 of 232 holdings in the latest reporting period.