Lyell Wealth Management, Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 5, 2026, Lyell Wealth Management, Lp disclosed 227 stock positions valued at approximately $1.63B as of quarter-end June 30, 2026. The largest holdings include NVIDIA CORPORATION COM, ALPHABET INC CAP STK CL C, and ALPHABET INC CAP STK CL A.
- Report Period
- June 30, 2026
- No. of Stocks
- 227
- Portfolio Value
- $1.63B
Holdings by Sector
Lyell Wealth Management, Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION COM | NVDA | Technology | 7.07% | 576,081 | -2,851 | -0.49% | $115,268,045 |
| ALPHABET INC CAP STK CL C | GOOG | Communication Services | 5.51% | 254,136 | +1 | +0.00% | $89,793,951 |
| ALPHABET INC CAP STK CL A | GOOGL | Communication Services | 4.02% | 183,316 | +1,322 | +0.73% | $65,511,743 |
| PALO ALTO NETWORKS INC COM | PANW | Technology | 3.64% | 173,721 | +3,447 | +2.02% | $59,242,335 |
| APPLE INC COM | AAPL | Technology | 3.29% | 185,015 | +719 | +0.39% | $53,535,912 |
| VANECK SEMICONDUCTOR ETF | SMH | Other | 3.06% | 76,152 | -1,753 | -2.25% | $49,947,159 |
| AMAZON COM INC COM | AMZN | Consumer Cyclical | 2.60% | 177,700 | +2,259 | +1.29% | $42,353,018 |
| ADVANCED MICRO DEVICES INC COM | AMD | Technology | 2.48% | 69,499 | -7,987 | -10.31% | $40,372,664 |
| ASML HLDG NV N Y REGISTRY SHS | ASML | Other | 2.43% | 19,930 | -207 | -1.03% | $39,649,539 |
| CATERPILLAR INC COM | CAT | Industrials | 2.36% | 36,103 | -891 | -2.41% | $38,446,409 |
| MICROSOFT CORP COM | MSFT | Technology | 2.14% | 93,697 | +1,210 | +1.31% | $34,951,039 |
| JPMORGAN CHASE & CO COM | JPM | Financial Services | 2.08% | 103,574 | +2,996 | +2.98% | $33,902,789 |
| AMPHENOL CORP CL A | APH | Technology | 2.06% | 190,149 | +563 | +0.30% | $33,527,026 |
| VERTIV HOLDINGS CO COM CL A | VRT | Industrials | 2.00% | 97,138 | -7,820 | -7.45% | $32,523,795 |
| TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | TSM | Technology | 1.95% | 66,578 | -1,401 | -2.06% | $31,795,655 |
| META PLATFORMS INC CL A | META | Communication Services | 1.94% | 56,248 | +1,132 | +2.05% | $31,683,936 |
| QUANTA SVCS INC COM | PWR | Industrials | 1.74% | 39,309 | -398 | -1.00% | $28,304,082 |
| COSTCO WHOLESALE CORPORATION COM | COST | Consumer Defensive | 1.74% | 30,240 | +366 | +1.23% | $28,288,707 |
| MORGAN STANLEY COM NEW | MS | Financial Services | 1.42% | 111,062 | +1,066 | +0.97% | $23,216,358 |
| D R HORTON INC COM | DHI | Consumer Cyclical | 1.26% | 126,420 | +35 | +0.03% | $20,591,316 |
| CADENCE DESIGN SYSTEM INC COM | CDNS | Technology | 1.21% | 52,693 | +333 | +0.64% | $19,776,737 |
| SHOPIFY INC CL A SUB VTG SHS | SHOP | Technology | 1.17% | 167,421 | +2,505 | +1.52% | $19,116,130 |
| EXTREME NETWORKS INC COM | EXTR | Technology | 1.16% | 582,345 | - | - | $18,850,508 |
| VISA INC COM CL A | V | Financial Services | 1.12% | 53,002 | -197 | -0.37% | $18,184,327 |
| TOLL BROTHERS INC COM | TOL | Consumer Cyclical | 1.07% | 105,787 | +5,606 | +5.60% | $17,428,387 |
| BROADCOM INC COM | AVGO | Technology | 1.07% | 46,015 | +6,166 | +15.47% | $17,382,166 |
| THERMO FISHER SCIENTIFIC INC COM | TMO | Healthcare | 1.06% | 34,479 | -67 | -0.19% | $17,286,452 |
| HOME DEPOT INC COM | HD | Consumer Cyclical | 1.03% | 47,689 | +1,676 | +3.64% | $16,818,803 |
| DELL TECHNOLOGIES INC CL C | DELL | Technology | 1.00% | 37,835 | +10,645 | +39.15% | $16,324,289 |
| INTUITIVE SURGICAL INC COM NEW | ISRG | Healthcare | 0.95% | 39,001 | +1,809 | +4.86% | $15,509,918 |
Showing 30 of 227 holdings in the latest reporting period.