LYELL WEALTH MANAGEMENT, LP
CIK: 0001686444SEC EDGAR →
Portfolio Value
$1.4B
Holdings
213
As of
Q4 2025
New Positions
213
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION COM | 580,723 | $108.3M | 7.84% |
| 2 | ALPHABET INC CAP STK CL A | 182,232 | $57.0M | 4.13% |
| 3 | APPLE INC COM | 183,761 | $50.0M | 3.62% |
| 4 | MICROSOFT CORP COM | 92,149 | $44.6M | 3.23% |
| 5 | AMAZON COM INC COM | 174,649 | $40.3M | 2.92% |
| 6 | META PLATFORMS INC CL A | 54,105 | $35.7M | 2.59% |
| 7 | JPMORGAN CHASE & CO. COM | 100,817 | $32.5M | 2.35% |
| 8 | PALO ALTO NETWORKS INC COM | 169,410 | $31.2M | 2.26% |
| 9 | VANECK SEMICONDUCTOR ETF | 77,668 | $28.0M | 2.03% |
| 10 | ALPHABET INC CAP STK CL C | 85,356 | $26.8M | 1.94% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (213)
$108.3M · 581K shares
$57.0M · 182K shares
$50.0M · 184K shares
$44.6M · 92K shares
$40.3M · 175K shares
$35.7M · 54K shares
$32.5M · 101K shares
$31.2M · 169K shares
$28.0M · 78K shares
$26.8M · 85K shares
$26.5M · 165K shares
$25.7M · 190K shares
$25.4M · 29K shares
$21.9M · 33K shares
$21.9M · 20K shares
$21.3M · 37K shares
$21.2M · 37K shares
$20.9M · 69K shares
$20.0M · 130K shares
$19.8M · 34K shares
$19.5M · 110K shares
$19.4M · 206K shares
$19.1M · 54K shares
$17.8M · 123K shares
$17.1M · 105K shares
$16.6M · 77K shares
$16.3M · 52K shares
$16.2M · 38K shares
$16.1M · 197K shares
$15.9M · 46K shares
$15.8M · 23K shares
$15.4M · 72K shares
$14.4M · 36K shares
$14.3M · 41K shares
$13.8M · 124K shares
$13.8M · 52K shares
$13.3M · 61K shares
$12.9M · 96K shares
$12.7M · 522K shares
$12.2M · 479K shares
$12.2M · 55K shares
$12.1M · 498K shares
$11.8M · 23K shares
$11.4M · 486K shares
$11.3M · 20K shares
$11.0M · 16K shares
$10.3M · 52K shares
$10.3M · 689K shares
$10.0M · 453K shares
$9.7M · 582K shares
$9.6M · 49K shares
$9.1M · 59K shares
$9.1M · 41K shares
$8.9M · 57K shares
$8.9M · 8K shares
$8.8M · 19K shares
$8.3M · 41K shares
$8.3M · 66K shares
$8.1M · 79K shares
$8.0M · 23K shares
$7.3M · 12K shares
$7.2M · 31K shares
$7.0M · 332K shares
$6.7M · 43K shares
$6.6M · 260K shares
$6.3M · 124K shares
$5.4M · 27K shares
$4.9M · 90K shares
$4.9M · 34K shares
$4.5M · 174K shares
$4.0M · 36K shares
$4.0M · 26K shares
$3.8M · 6K shares
$3.1M · 16K shares
$2.9M · 3K shares
$2.9M · 5K shares
$2.6M · 24K shares
$2.6M · 62K shares
$2.5M · 65K shares
$2.4M · 5K shares
$2.4M · 8K shares
$2.4M · 20K shares
$2.3M · 15K shares
$2.3M · 19K shares
$2.3M · 9K shares
$2.2M · 33K shares
$2.2M · 83K shares
$2.0M · 45K shares
$1.8M · 11K shares
$1.8M · 8K shares
$1.8M · 19K shares
$1.7M · 4K shares
$1.6M · 8K shares
$1.6M · 17K shares
$1.6M · 3K shares
$1.6M · 23K shares
$1.5M · 40K shares
$1.5M · 6K shares
$1.5M · 8K shares
$1.5M · 6K shares
$1.4M · 20K shares
$1.4M · 21K shares
$1.4M · 25K shares
$1.4M · 57K shares
$1.3M · 13K shares
$1.3M · 25K shares
$1.3M · 25K shares
$1.3M · 14K shares
$1.3M · 6K shares
$1.2M · 10K shares
$1.2M · 13K shares
$1.2M · 16K shares
$1.2M · 2K shares
$1.1M · 8K shares
$1.1M · 2K shares
$1.1M · 33K shares
$1.0M · 28K shares
$983K · 10K shares
$902K · 5K shares
$893K · 7K shares
$877K · 3K shares
$856K · 6K shares
$844K · 7K shares
$842K · 8K shares
$812K · 3K shares
$807K · 8K shares
$771K · 12K shares
$761K · 4K shares
$701K · 4K shares
$695K · 8K shares
$682K · 1K shares
$648K · 7K shares
$645K · 13K shares
$623K · 23K shares
$621K · 2K shares
$605K · 1K shares
$591K · 5K shares
$574K · 1K shares
$574K · 654 shares
$565K · 3K shares
$563K · 5K shares
$557K · 2K shares
$553K · 2K shares
$553K · 2K shares
$553K · 3K shares
$535K · 2K shares
$518K · 3K shares
$511K · 2K shares
$499K · 248 shares
$489K · 6K shares
$487K · 91 shares
$483K · 2K shares
$474K · 2K shares
$457K · 2K shares
$453K · 15K shares
$449K · 2K shares
$444K · 1K shares
$431K · 6K shares
$425K · 565 shares
$422K · 5K shares
$405K · 3K shares
$397K · 2K shares
$388K · 1K shares
$376K · 1K shares
$369K · 5K shares
$368K · 3K shares
$365K · 1K shares
$364K · 746 shares
$363K · 1K shares
$361K · 13K shares
$361K · 930 shares
$359K · 11K shares
$349K · 3K shares
$347K · 7K shares
$345K · 529 shares
$333K · 4K shares
$325K · 5K shares
$324K · 5K shares
$315K · 921 shares
$310K · 7K shares
$309K · 6K shares
$304K · 4K shares
$301K · 6K shares
$299K · 1K shares
$297K · 6K shares
$292K · 5K shares
$290K · 2K shares
$285K · 4K shares
$281K · 2K shares
$278K · 3K shares
$278K · 4K shares
$270K · 8K shares
$270K · 3K shares
$270K · 308 shares
$266K · 970 shares
$264K · 1K shares
$253K · 3K shares
$241K · 2K shares
$227K · 4K shares
$227K · 46K shares
$225K · 3K shares
$219K · 2K shares
$215K · 281 shares
$215K · 1K shares
$213K · 63 shares
$211K · 5K shares
$211K · 8K shares
$205K · 4K shares
$204K · 304 shares
$195K · 11K shares
$170K · 10K shares
$139K · 15K shares
$42K · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 40 | $520.3M | 37.7% |
| Financial Services | 77 | $285.6M | 20.7% |
| Communication Services | 8 | $154.3M | 11.2% |
| Consumer Cyclical | 15 | $105.6M | 7.6% |
| Healthcare | 22 | $102.8M | 7.4% |
| Industrials | 18 | $88.6M | 6.4% |
| Unknown | 13 | $62.0M | 4.5% |
| Consumer Defensive | 5 | $41.7M | 3.0% |
| Energy | 10 | $12.5M | 0.9% |
| Basic Materials | 2 | $6.6M | 0.5% |
| Real Estate | 2 | $668K | 0.0% |
| Utilities | 1 | $345K | 0.0% |