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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922908769
Shares:2.0K
Value:$539.5K
922908629
Shares:2.1K
Value:$532.0K
AXON ENTERPRISE, INC.
Shares:1.0K
Value:$528.6K
TEXAS INSTRUMENTS INC
Shares:2.8K
Value:$511.4K
464288620
Shares:9.8K
Value:$501.4K
Merck & Co., Inc.
Shares:5.5K
Value:$497.2K
INTERNATIONAL BUSINESS MACHINES CORP
Shares:1.9K
Value:$473.9K
TRIMBLE INC.
Shares:7.2K
Value:$472.7K
464287515
Shares:5.3K
Value:$467.4K
AMGEN INC
Shares:1.5K
Value:$463.9K
464288752
Shares:4.8K
Value:$452.2K
Intercontinental Exchange, Inc.
Shares:2.6K
Value:$442.5K
FLUOR CORP
Shares:12.0K
Value:$429.8K
COCA COLA CO
Shares:5.7K
Value:$410.0K
ROYAL CARIBBEAN CRUISES LTD
Shares:1.9K
Value:$390.3K
MERCADOLIBRE INC
Shares:200
Value:$390.2K
TWILIO INC
Shares:3.9K
Value:$383.6K
LAM RESEARCH CORP
Shares:5.2K
Value:$375.9K
GOLDMAN SACHS GROUP INC
Shares:687
Value:$375.3K
Cigna Group
Shares:1.1K
Value:$366.5K