Lyell Wealth Management, Lp Top Holdings and 13F Report (2026) About Lyell Wealth Management, LpInvestment ActivityLyell Wealth Management, Lp has $1.63 billion in total holdings as of June 30, 2026.Lyell Wealth Management, Lp owns shares of 232 different stocks, but just 49 companies or ETFs make up 80% of its holdings.Approximately 4.76% of the portfolio was purchased this quarter.About 3.37% of the portfolio was sold this quarter.This quarter, Lyell Wealth Management, Lp has purchased 216 new stocks and bought additional shares in 91 stocks.Lyell Wealth Management, Lp sold shares of 70 stocks and completely divested from 11 stocks this quarter.Largest Holdings NVIDIA $115,268,045Alphabet $89,793,951Alphabet $65,511,743Palo Alto Networks $59,242,335Apple $53,535,912 Largest New Holdings this Quarter 438516205 - HONEYWELL INTL INC COM $6,183,446 Holding43849R105 - HONEYWELL AEROSPACE INC COM $6,105,566 Holding22788C105 - CrowdStrike $3,113,611 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP COM SHS $2,578,539 HoldingH1467J104 - Chubb $2,196,410 Holding Largest Purchases this Quarter HONEYWELL INTL INC COM 27,617 shares (about $6.18M)HONEYWELL AEROSPACE INC COM 27,617 shares (about $6.11M)Dell Technologies 10,645 shares (about $4.59M)Tesla 8,123 shares (about $3.42M)CrowdStrike 4,080 shares (about $3.11M) Largest Sales this Quarter Advanced Micro Devices 7,987 shares (about $4.64M)iShares iBonds Dec 2026 Term Corporate ETF 115,878 shares (about $2.81M)Lennar 29,157 shares (about $2.64M)Vertiv 7,820 shares (about $2.62M)ServiceNow 22,637 shares (about $2.25M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLyell Wealth Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$115,268,045$570,457 â–¼-0.5%576,0817.1%TechnologyGOOGAlphabet$89,793,951$353 â–²0.0%254,1365.5%Communication ServicesGOOGLAlphabet$65,511,743$472,444 â–²0.7%183,3164.0%Communication ServicesPANWPalo Alto Networks$59,242,335$1,175,496 â–²2.0%173,7213.6%TechnologyAAPLApple$53,535,912$208,050 â–²0.4%185,0153.3%TechnologySMHVanEck Semiconductor ETF$49,947,159$1,149,771 â–¼-2.3%76,1523.1%ETFAMZNAmazon.com$42,353,018$538,410 â–²1.3%177,7002.6%Consumer DiscretionaryAMDAdvanced Micro Devices$40,372,664$4,639,728 â–¼-10.3%69,4992.5%TechnologyASMLASML$39,649,539$411,814 â–¼-1.0%19,9302.4%TechnologyCATCaterpillar$38,446,409$948,834 â–¼-2.4%36,1032.4%IndustrialsMSFTMicrosoft$34,951,039$451,357 â–²1.3%93,6972.1%TechnologyJPMJPMorgan Chase & Co.$33,902,789$980,678 â–²3.0%103,5742.1%FinanceAPHAmphenol$33,527,026$99,268 â–²0.3%190,1492.1%TechnologyVRTVertiv$32,523,795$2,618,296 â–¼-7.5%97,1382.0%IndustrialsTSMTaiwan Semiconductor Manufacturing$31,795,655$669,076 â–¼-2.1%66,5782.0%TechnologyMETAMeta Platforms$31,683,936$637,644 â–²2.1%56,2481.9%Communication ServicesPWRQuanta Services$28,304,082$286,576 â–¼-1.0%39,3091.7%IndustrialsCOSTCostco Wholesale$28,288,707$342,383 â–²1.2%30,2401.7%Consumer StaplesMSMorgan Stanley$23,216,358$222,836 â–²1.0%111,0621.4%FinanceDHID.R. Horton$20,591,316$5,701 â–²0.0%126,4201.3%Consumer DiscretionaryCDNSCadence Design Systems$19,776,737$124,982 â–²0.6%52,6931.2%TechnologySHOPIFY INC CL A SUB VTG SHS$19,116,130$286,021 â–²1.5%167,4211.2%StockEXTRExtreme Networks$18,850,5080.0%582,3451.2%TechnologyVVisa$18,184,327$67,588 â–¼-0.4%53,0021.1%FinanceTOLToll Brothers$17,428,387$923,587 â–²5.6%105,7871.1%Consumer DiscretionaryAVGOBroadcom$17,382,166$2,329,206 â–²15.5%46,0151.1%TechnologyTMOThermo Fisher Scientific$17,286,452$33,591 â–¼-0.2%34,4791.1%HealthcareHDHome Depot$16,818,803$591,086 â–²3.6%47,6891.0%Consumer DiscretionaryDELLDell Technologies$16,324,289$4,592,892 â–²39.2%37,8351.0%TechnologyISRGIntuitive Surgical$15,509,918$719,403 â–²4.9%39,0011.0%HealthcareNFLXNetflix$15,245,899$198,563 â–²1.3%213,5280.9%Communication ServicesSNOWSnowflake$14,703,738$1,469,992 â–¼-9.1%57,7750.9%TechnologyWALMART INC COM$14,687,848$460,740 â–²3.2%129,6830.9%StockIBDSiShares iBonds Dec 2027 Term Corporate ETF$14,357,931$875,069 â–²6.5%592,8130.9%ETFSPYSPDR S&P 500 ETF Trust$14,125,174$64,222 â–²0.5%18,9150.9%ETFUBERUber Technologies$13,920,530$271,033 â–¼-1.9%192,9120.9%IndustrialsNETCloudflare$13,712,869$459,409 â–²3.5%55,9070.8%TechnologyIBDTiShares iBonds Dec 2028 Term Corporate ETF$13,371,845$994,850 â–²8.0%529,5780.8%ETFDEDeere & Company$13,110,518$865,238 â–²7.1%20,6680.8%IndustrialsGLDSPDR Gold Shares$12,852,410$416,269 â–¼-3.1%34,8890.8%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$12,667,200$980,131 â–²8.4%546,9430.8%ETFWMWaste Management$12,383,436$1,872,861 â–²17.8%55,5610.8%IndustrialsBRK.BBerkshire Hathaway$12,123,449$75,059 â–²0.6%24,2280.7%FinanceIDXXIDEXX Laboratories$11,929,130$75,281 â–²0.6%22,6600.7%HealthcareSYKStryker$11,572,360$65,802 â–¼-0.6%36,7560.7%HealthcareXLIIndustrial Select Sector SPDR Fund$11,473,568$229,501 â–²2.0%61,9420.7%ETFTJXTJX Companies$10,915,575$2,608,376 â–²31.4%72,0500.7%Consumer DiscretionaryIBDViShares iBonds Dec 2030 Term Corporate ETF$10,738,636$536,280 â–²5.3%492,5980.7%ETFFCXFreeport-McMoRan$10,364,120$2,744,261 â–²36.0%164,7980.6%MaterialsMAMastercard$10,081,494$59,064 â–²0.6%19,6290.6%FinanceNOWServiceNow$9,114,798$2,247,401 â–¼-19.8%91,8090.6%TechnologyXLVHealth Care Select Sector SPDR Fund$8,841,329$157,549 â–²1.8%55,7250.5%ETFBLACKROCK INC COM$8,786,451$612,494 â–²7.5%9,1380.5%StockVOOVanguard S&P 500 ETF$8,721,862$756,870 â–²9.5%12,6990.5%ETFUNPUnion Pacific$8,592,365$413,706 â–²5.1%31,5900.5%IndustrialsIBDRiShares iBonds Dec 2026 Term Corporate ETF$8,490,216$2,807,724 â–¼-24.9%350,4010.5%ETFIBDWiShares iBonds Dec 2031 Term Corporate ETF$7,706,674$421,489 â–²5.8%369,8020.5%ETFIBDXiShares iBonds Dec 2032 Term Corporate ETF$6,723,463$60,330 â–²0.9%266,9100.4%ETFXLKTechnology Select Sector SPDR Fund$6,290,908$230,908 â–²3.8%33,0200.4%ETFHONEYWELL INTL INC COM$6,183,446$6,183,446 â–²New Holding27,6170.4%StockHONEYWELL AEROSPACE INC COM$6,105,566$6,105,566 â–²New Holding27,6170.4%StockIJRiShares Core S&P Small-Cap ETF$5,812,299$519,088 â–²9.8%39,1900.4%ETFOWLBlue Owl Capital$5,793,439$551,504 â–¼-8.7%662,1070.4%FinanceINTUIntuit$5,699,766$1,825,449 â–¼-24.3%21,8380.3%TechnologyTSLATesla$5,603,654$3,416,534 â–²156.2%13,3230.3%Consumer DiscretionaryTMUST-Mobile US$5,490,845$1,503,206 â–¼-21.5%32,7360.3%Communication ServicesIBDYiShares iBonds Dec 2033 Term Corporate ETF$5,272,447$601,146 â–²12.9%204,7950.3%ETFABTAbbott Laboratories$5,113,811$738,983 â–¼-12.6%56,3570.3%HealthcareVEEVVeeva Systems$4,780,154$1,933,535 â–¼-28.8%26,9350.3%HealthcareISHARES IBONDS DEC 2034 TERM CORPORATE ETF$4,723,777$1,367,625 â–²40.7%181,3350.3%ETFBACBank of America$4,288,771$27,635 â–²0.6%75,2680.3%FinanceXBISPDR S&P Biotech ETF$4,253,918$2,322,002 â–²120.2%26,8810.3%ETFIVViShares Core S&P 500 ETF$4,119,6440.0%5,5010.3%ETFCVXChevron$3,831,054$305,994 â–¼-7.4%23,1120.2%EnergySCHFSchwab International Equity ETF$3,767,135$942,241 â–²33.4%135,9980.2%ETFIBBiShares Biotechnology ETF$3,717,865$376,199 â–²11.3%19,5480.2%ETFDLRDigital Realty Trust$3,644,628$601,602 â–¼-14.2%20,2950.2%Real EstateLLYEli Lilly and Company$3,414,777$147,530 â–²4.5%2,8470.2%HealthcareMUMicron Technology$3,324,355$661,408 â–¼-16.6%2,8800.2%TechnologyGWREGuidewire Software$3,295,279$18,458 â–¼-0.6%26,7800.2%TechnologyRSPInvesco S&P 500 Equal Weight ETF$3,143,303$473,847 â–¼-13.1%14,7730.2%ETFCRWDCrowdStrike$3,113,611$3,113,611 â–²New Holding4,0800.2%TechnologyDISWalt Disney$3,016,460$221,951 â–¼-6.9%31,3400.2%Communication ServicesIWMiShares Russell 2000 ETF$2,996,735$143,617 â–²5.0%9,9740.2%ETFNDAQNasdaq$2,951,809$437,845 â–²17.4%37,4500.2%FinanceQQQInvesco QQQ$2,583,622$17,676 â–¼-0.7%3,5080.2%ETFEXXONMOBIL HOLDINGS CORP COM SHS$2,578,539$2,578,539 â–²New Holding18,8600.2%StockIJHiShares Core S&P Mid-Cap ETF$2,497,2070.0%32,3850.2%ETFBALLBall$2,471,323$389,247 â–²18.7%39,6050.2%MaterialsSLBSLB$2,434,176$554,627 â–¼-18.6%52,3590.1%EnergyTIPiShares TIPS Bond ETF$2,343,553$3,611 â–²0.2%21,4160.1%ETFOUNZVanEck Merk Gold ETF$2,287,036$925,388 â–¼-28.8%59,2650.1%ETFCSCOCisco Systems$2,220,581$308,802 â–²16.2%18,9050.1%TechnologyCBChubb$2,196,410$2,196,410 â–²New Holding6,4460.1%FinanceJNJJohnson & Johnson$2,158,745$39,873 â–²1.9%8,5000.1%HealthcareXLEEnergy Select Sector SPDR Fund$2,108,914$224,339 â–¼-9.6%39,7080.1%ETFICEIntercontinental Exchange$2,071,203$486,038 â–¼-19.0%16,8240.1%FinanceSOXXiShares Semiconductor ETF$2,036,335$556,820 â–²37.6%3,1780.1%ETFEFAiShares MSCI EAFE ETF$2,003,462$5,713 â–¼-0.3%19,2860.1%ETFWDAYWorkday$1,974,023$1,597,214 â–¼-44.7%16,1250.1%TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
