LYELL WEALTH MANAGEMENT, LP Q3 2020 Filing

Filed November 4, 2020

Portfolio Value

$533.8B

Holdings

136

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (136 positions)

#StockSharesValue% PortfolioType
101
AXPAMERICAN EXPRESS CO
4,205$422.0M0.08%
102
GAMRUSDETF MANAGERS TR
5,870$399.0M0.07%
103
SYYSYSCO CORP
6,275$390.0M0.07%
104
BLKCHFBLACKROCK INC
683$385.0M0.07%
105
ETF MANAGERS TR
7,067$384.0M0.07%
106
NDQINVESCO QQQ TR
1,349$375.0M0.07%
107
KOCOCA COLA CO
7,400$368.0M0.07%
108
SIVBEURSVB FINANCIAL GROUP
1,500$361.0M0.07%
109
LLYLILLY ELI & CO
2,396$355.0M0.07%
110
BABAALIBABA GROUP HLDG LTD
1,117$328.0M0.06%
111
SONOSONOS INC
21,630$328.0M0.06%
112
SPLKCHFSPLUNK INC
1,719$323.0M0.06%
113
VCSHVANGUARD SCOTTSDALE FDS
3,800$315.0M0.06%
114
FDNFIRST TR EXCHANGE-TRADED FD
1,575$297.0M0.06%
115
VIGVANGUARD SPECIALIZED FUNDS
2,221$287.0M0.05%
116
VOOVANGUARD INDEX FDS
856$265.0M0.05%
117
LOWLOWES COS INC
1,600$265.0M0.05%
118
VOVANGUARD INDEX FDS
1,435$253.0M0.05%
119
TOLTOLL BROTHERS INC
5,000$243.0M0.05%
120
RSPINVESCO EXCHANGE TRADED FD T
2,230$241.0M0.05%
121
CREDIT SUISSE AG NASSAU BRH
520$234.0M0.04%
122
AGGISHARES TR
1,953$231.0M0.04%
123
CATCATERPILLAR INC DEL
1,500$224.0M0.04%
124
QCOMQUALCOMM INC
1,884$222.0M0.04%
125
PFEPFIZER INC
5,926$217.0M0.04%
126
MMM3M CO
1,350$216.0M0.04%
127
CHWYCHEWY INC
3,900$214.0M0.04%
128
A4SAMERIPRISE FINL INC
1,365$210.0M0.04%
129
BSVVANGUARD BD INDEX FDS
2,503$208.0M0.04%
130
OKTAOKTA INC
971$208.0M0.04%
131
AIMMUNE THERAPEUTICS INC
6,000$207.0M0.04%
132
BMYBRISTOL MYERS SQUIBB CO
3,318$200.0M0.04%
133
EPDENTERPRISE PRODS PARTNERS L
10,714$169.0M0.03%
134
WPRTWESTPORT FUEL SYSTEMS INC
64,500$105.0M0.02%
135
SIRIEURSIRIUS XM HOLDINGS INC
16,371$88.0M0.02%
136
PAAPLAINS ALL AMERN PIPELINE L
13,900$83.0M0.02%
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