LYELL WEALTH MANAGEMENT, LP Q2 2019 Filing

Filed August 1, 2019

Portfolio Value

$331.7B

Holdings

123

Report Date

Q2 2019

Filing Type

13F-HR

All Holdings (123 positions)

#StockSharesValue% PortfolioType
101
LLYLILLY ELI & CO
2,850$316.0M0.10%
102
HPHELMERICH & PAYNE INC
6,100$309.0M0.09%
103
PGPROCTER AND GAMBLE CO
2,804$307.0M0.09%
104
VUGVANGUARD INDEX FDS
1,795$294.0M0.09%
105
R6C2ROYAL DUTCH SHELL PLC
4,441$292.0M0.09%
106
DEODIAGEO P L C
1,670$288.0M0.09%
107
DYHTARGET CORP
3,300$286.0M0.09%
108
WFCWELLS FARGO CO NEW
5,612$266.0M0.08%
109
FDNFIRST TR EXCHANGE TRADED FD
1,757$253.0M0.08%
110
BLKCHFBLACKROCK INC
540$253.0M0.08%
111
IWFISHARES TR
1,591$250.0M0.08%
112
MGAMAGNA INTL INC
5,000$249.0M0.08%
113
UNPUNION PACIFIC CORP
1,419$240.0M0.07%
114
VOVANGUARD INDEX FDS
1,400$235.0M0.07%
115
VOOVANGUARD INDEX FDS
846$229.0M0.07%
116
VBVANGUARD INDEX FDS
1,411$222.0M0.07%
117
CATCATERPILLAR INC DEL
1,500$204.0M0.06%
118
BSVVANGUARD BD INDEX FD INC
2,503$202.0M0.06%
119
TOLTOLL BROTHERS INC
5,500$201.0M0.06%
120
ETENERGY TRANSFER LP
10,056$142.0M0.04%
121
GWRSGLOBAL WTR RES INC
10,750$112.0M0.03%
122
KWE1RING ENERGY INC
11,450$37.0M0.01%
123
NANTHEALTH INC
13,000$7.0M0.00%
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