Lyell-Wealth-Management-Lp

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-08
Total Holdings
202
Total Value
1069802507
Accession Number
0001104659-25-046030
Form Type
13F-HR
Manager Name
Lyell-Wealth-Management-Lp
Data Enrichment
84% identified
169 identified33 unidentified

Holdings

202 positions
Manager:
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Page 3 of 11
Walmart Inc.
Shares:104.0K
Value:$9.1M
46435U515
Shares:354.7K
Value:$9.0M
46434VBD1
Shares:353.1K
Value:$8.9M
Snowflake Inc.
Shares:60.7K
Value:$8.9M
46435GAA0
Shares:364.5K
Value:$8.8M
BROADRIDGE FINANCIAL SOLUTIONS, INC.
Shares:36.0K
Value:$8.7M
DIGITAL REALTY TRUST, INC.
Shares:58.0K
Value:$8.3M
T-Mobile US, Inc.
Shares:30.4K
Value:$8.1M
46436E205
Shares:346.7K
Value:$8.0M
ABBOTT LABORATORIES
Shares:60.1K
Value:$8.0M
UNION PACIFIC CORP
Shares:33.5K
Value:$7.9M
CHEVRON CORP
Shares:46.5K
Value:$7.8M
QUANTA SERVICES, INC.
Shares:30.1K
Value:$7.6M
EXTREME NETWORKS INC
Shares:569.0K
Value:$7.5M
81369Y704
Shares:56.8K
Value:$7.4M
Toll Brothers, Inc.
Shares:68.9K
Value:$7.3M
46436E726
Shares:322.2K
Value:$7.0M
BlackRock, Inc.
Shares:7.3K
Value:$6.9M
DEERE & CO
Shares:14.4K
Value:$6.7M
81369Y506
Shares:70.6K
Value:$6.6M