Lyell Wealth Management, LP
233 holdingsFiling period: 2026-06-30Current AUM: $1.65Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation.com | 576.1K | $115.3M | $124.4M | 7.56% | -2,851 | 2026-06-30 |
| 2 | GOOG | Alphabet Inc Cap Stk CL C | 254.1K | $89.8M | $79.8M | 4.85% | +1 | 2026-06-30 |
| 3 | GOOGL | Alphabet Inc Cap Stk CL A | 183.3K | $65.5M | $58.1M | 3.53% | +1.3K | 2026-06-30 |
| 4 | PANW | Palo Alto Networks Inc.com | 173.7K | $59.2M | $67.8M | 4.12% | +3.4K | 2026-06-30 |
| 5 | AAPL | Apple Inc.com | 185.0K | $53.5M | $63.6M | 3.87% | +719 | 2026-06-30 |
| 6 | SMH | VanEck Semiconductor ETF | 76.2K | $49.9M | $41.2M | 2.51% | -1,753 | 2026-06-30 |
| 7 | AMZN | Amazon.com Inc.com | 177.7K | $42.4M | $44.3M | 2.69% | +2.3K | 2026-06-30 |
| 8 | AMD | Advanced Micro Devices Inc.com | 69.5K | $40.4M | $36.9M | 2.24% | -7,987 | 2026-06-30 |
| 9 | — | Asml Hldg NV N Y Registry Shs | 19.9K | $39.6M | $39.6M | 2.41% | -207 | 2026-06-30 |
| 10 | CAT | Caterpillar Inc.com | 36.1K | $38.4M | $25.0M | 1.52% | -891 | 2026-06-30 |
| 11 | MSFT | Microsoft Corp.com | 93.7K | $35.0M | $49.9M | 3.03% | +1.2K | 2026-06-30 |
| 12 | JPM | JPMorgan Chase & Co.com | 103.6K | $33.9M | $34.6M | 2.10% | +3.0K | 2026-06-30 |
| 13 | APH | Amphenol Corp CL A | 190.1K | $33.5M | $28.6M | 1.74% | +563 | 2026-06-30 |
| 14 | VRT | Vertiv Holdings Co.com CL A | 97.1K | $32.5M | $19.4M | 1.18% | -7,820 | 2026-06-30 |
| 15 | TSM | Taiwan Semiconductor Manufact Sponsored Ads | 66.6K | $31.8M | $28.3M | 1.72% | -1,401 | 2026-06-30 |
| 16 | META | Meta Platforms Inc CL A | 56.2K | $31.7M | $35.5M | 2.16% | +1.1K | 2026-06-30 |
| 17 | PWR | Quanta Svcs Inc.com | 39.3K | $28.3M | $22.2M | 1.35% | -398 | 2026-06-30 |
| 18 | COST | Costco Wholesale Corporation.com | 30.2K | $28.3M | $30.4M | 1.85% | +366 | 2026-06-30 |
| 19 | MS | Morgan Stanley.com New | 111.1K | $23.2M | $20.4M | 1.24% | +1.1K | 2026-06-30 |
| 20 | DHI | D R Horton Inc.com | 126.4K | $20.6M | $18.5M | 1.13% | +35 | 2026-06-30 |
| 21 | CDNS | Cadence Design System Inc.com | 52.7K | $19.8M | $17.0M | 1.03% | +333 | 2026-06-30 |
| 22 | SHOP | Shopify Inc CL A Sub Vtg Shs | 167.4K | $19.1M | $28.2M | 1.71% | +2.5K | 2026-06-30 |
| 23 | EXTR | Extreme Networks Inc.com | 582.3K | $18.9M | $13.2M | 0.80% | -- | 2026-06-30 |
| 24 | V | Visa Inc.com CL A | 53.0K | $18.2M | $21.4M | 1.30% | -197 | 2026-06-30 |
| 25 | TOL | Toll Brothers Inc.com | 105.8K | $17.4M | $14.9M | 0.90% | +5.6K | 2026-06-30 |
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