0001144204-17-007965.txt : 20170213 0001144204-17-007965.hdr.sgml : 20170213 20170213165015 ACCESSION NUMBER: 0001144204-17-007965 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20161231 FILED AS OF DATE: 20170213 DATE AS OF CHANGE: 20170213 EFFECTIVENESS DATE: 20170213 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LYELL WEALTH MANAGEMENT, LP CENTRAL INDEX KEY: 0001686444 IRS NUMBER: 811713122 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17772 FILM NUMBER: 17600054 BUSINESS ADDRESS: STREET 1: 3000 SAND HILL ROAD, BUILDING ONE STREET 2: SUITE 135 CITY: MENLO PARK STATE: CA ZIP: 94025 BUSINESS PHONE: 650-353-3692 MAIL ADDRESS: STREET 1: 3000 SAND HILL ROAD, BUILDING ONE STREET 2: SUITE 135 CITY: MENLO PARK STATE: CA ZIP: 94025 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001686444 XXXXXXXX 12-31-2016 12-31-2016 false LYELL WEALTH MANAGEMENT, LP

3000 Sand Hill Road, Building One Suite 135 Menlo Park CA 94025

13F HOLDINGS REPORT 028-17772 N Kevin Connell 650-353-3696 /s/ Kevin Connell Menlo Park CA 02-10-2017 0 89 160953 INFORMATION TABLE 2 infotable.xml American Intl Group Common Stock 026874784 233 3569 SH SOLE 3569 0 0 Alphabet Inc. Common Class A 02079K305 3497 4413 SH SOLE 4413 0 0 Facebook Inc Common Class A 30303M102 3931 34171 SH SOLE 34171 0 0 1/100 Berkshire HTWY Cla Common Class B 084990175 732 300 SH SOLE 300 0 0 Nike Inc Common Class B 654106103 2277 44632 SH SOLE 44632 0 0 Alphabet Inc. Common Class C 02079K107 2134 2765 SH SOLE 2765 0 0 Chevron Corporation Common New 166764100 1042 8851 SH SOLE 8851 0 0 Costco Wholesale Co Common New 22160K105 2710 16926 SH SOLE 16926 0 0 Ford Motor Company Common New 345370860 859 70812 SH SOLE 70812 0 0 Altria Group Inc Common Stock 02209S103 492 7210 SH SOLE 7210 0 0 Amazon Com Inc Common Stock 023135106 2499 3332 SH SOLE 3332 0 0 American Express Co Common Stock 025816109 723 9762 SH SOLE 9762 0 0 Ameriprise Financial Common Stock 03076C106 285 2570 SH SOLE 2570 0 0 Amgen Incorporated Common Stock 031162100 1817 12425 SH SOLE 12425 0 0 Anadarko Petroleum Common Stock 032511107 1357 19460 SH SOLE 19460 0 0 Apple Inc Common Stock 037833100 2616 22589 SH SOLE 22589 0 0 Baker Hughes Inc Common Stock 057224107 1941 29883 SH SOLE 29883 0 0 Bank Of America Corp Common Stock 060505104 3091 139845 SH SOLE 139845 0 0 BlackRock Inc Common Stock 09247X101 3340 8777 SH SOLE 8777 0 0 Boeing Co Common Stock 097023105 3256 20915 SH SOLE 20915 0 0 Box Inc Class A Common Class A 10316T104 407 29332 SH SOLE 29332 0 0 Bristol-Myers Squibb Common Stock 110122108 2094 35840 SH SOLE 35840 0 0 Cbre Group Inc Common Stock 12504L109 248 7880 SH SOLE 7880 0 0 Celgene Corp Common Stock 151020104 2015 17410 SH SOLE 17410 0 0 Cisco Systems Inc Common Stock 17275R102 1763 58351 SH SOLE 58351 0 0 Coca Cola Company Common Stock 191216100 328 7900 SH SOLE 7900 0 0 Conocophillips Common Stock 20825C104 538 10720 SH SOLE 10720 0 0 D R Horton Co Common Stock 23331A109 2644 96740 SH SOLE 96740 0 0 Du Pont Ei De Nemour Common Stock 263534109 722 9841 SH SOLE 9841 0 0 Eli Lilly & Company Common Stock 532457108 366 4975 SH SOLE 4975 0 0 Expedia Inc Common Stock 30212P303 357 3152 SH SOLE 3152 0 0 Exxon Mobil Corp Common Stock 30231G102 3486 38617 SH SOLE 38617 0 0 Fedex Corporation Common Stock 31428X106 619 3317 SH SOLE 3317 0 0 General Electric Co Common Stock 369604103 2892 90844 SH SOLE 90844 0 0 Helmerich & Payne Common Stock 423452101 1501 19398 SH SOLE 19398 0 0 Home Depot Inc Common Stock 437076102 2936 21899 SH SOLE 21899 0 0 Honeywell Intl Inc Common Stock 438516106 2937 25348 SH SOLE 25348 0 0 Illumina Inc Common Stock 452327109 836 6529 SH SOLE 6529 0 0 Intel Corp Common Stock 458140100 2576 71012 SH SOLE 71012 0 0 Intuit Inc Common Stock 461202103 2942 25666 SH SOLE 25666 0 0 Intuitive Surgical Common Stock 46120E602 1265 1994 SH SOLE 1994 0 0 Irobot Corp Common Stock 462726100 234 4000 SH SOLE 4000 0 0 Johnson & Johnson Common Stock 478160104 751 6519 SH SOLE 6519 0 0 JPMorgan Chase & Co Common Stock 46625H100 3929 45531 SH SOLE 45531 0 0 KKR & Co LP LP Common Stock 48248M102 632 41045 SH SOLE 41045 0 0 Lockheed Martin Corp Common Stock 539830109 2726 10907 SH SOLE 10907 0 0 Mckesson Corporation Common Stock 58155Q103 308 2192 SH SOLE 2192 0 0 Merck & Co Inc Common Stock 58933Y105 262 4417 SH SOLE 4417 0 0 Microsoft Corp Common Stock 594918104 2692 43318 SH SOLE 43318 0 0 Morgan Stanley Common Stock 617446448 467 11045 SH SOLE 11045 0 0 Nextera Energy Inc Common Stock 65339F101 257 2150 SH SOLE 2150 0 0 Northrop Grumman Co Common Stock 666807102 2891 12428 SH SOLE 12428 0 0 NXP Semiconductors XXX Submit For Tender Common Stock N6596X109 2438 24875 SH SOLE 24875 0 0 Palo Alto Networks Common Stock 697435105 10407 83225 SH SOLE 83225 0 0 Pfizer Incorporated Common Stock 717081103 2503 77073 SH SOLE 77073 0 0 Philip Morris Intl Common Stock 718172109 577 6235 SH SOLE 6235 0 0 Priceline Group Common Stock 741503403 2457 1676 SH SOLE 1676 0 0 Procter & Gamble Common Stock 742718109 1025 12190 SH SOLE 12190 0 0 Raytheon Company Common Stock 755111507 2181 15284 SH SOLE 15284 0 0 Ryder System Inc Common Stock 783549108 2052 27561 SH SOLE 27561 0 0 Salesforce Com Common Stock 79466L302 2140 31255 SH SOLE 31255 0 0 Schlumberger LTD F Common Stock 806857108 2590 30676 SH SOLE 30676 0 0 Stanley Black & Deck Common Stock 854502101 2780 24235 SH SOLE 24235 0 0 Suntrust Banks Inc Common Stock 867914103 1532 27935 SH SOLE 27935 0 0 Tencent Holdings F Common Stock 88032Q109 2441 100780 SH SOLE 100780 0 0 Thermo Fisher SCNTFC Common Stock 883556102 2185 15470 SH SOLE 15470 0 0 Toll Brothers Inc Common Stock 889478103 2389 77070 SH SOLE 77070 0 0 United Parcel SRVC Common Stock 911312106 2156 18804 SH SOLE 18804 0 0 United Technologies Common Stock 913017109 327 2981 SH SOLE 2981 0 0 Vantiv Inc Class A Common Class A 92210H105 1992 33415 SH SOLE 33415 0 0 Veeva Systems Inc Common Stock 922475108 1300 31945 SH SOLE 31945 0 0 Walt Disney Co Common Stock 254687106 2042 19459 SH SOLE 19459 0 0 Wells Fargo BK N A Common Stock 949746101 1082 19635 SH SOLE 19635 0 0 Weyerhaeuser Co Common Stock 962166104 1580 52522 SH SOLE 52522 0 0 Workday Inc Class A Common Class A 98138H101 6645 100542 SH SOLE 100542 0 0 Energy Select Sector SPDR ETF IV ETF 81369Y506 715 9490 SH SOLE 9490 0 0 iShares 7-10 Year Trsury Bond ETF ETF 464287440 599 5717 SH SOLE 5717 0 0 iShares Russell 2000 ETF 464287655 2862 21221 SH SOLE 21221 0 0 iShares TIPS Bond ETF ETF 464287176 1441 12730 SH SOLE 12730 0 0 Select STR Financial Select SPDR ETF ETF 81369Y605 2876 123710 SH SOLE 123710 0 0 SPDR Barclays Short Term Corp ETF ETF 78464A474 269 8804 SH SOLE 8804 0 0 SPDR Fund Consumer Staples ETF IV ETF 81369Y308 1611 31145 SH SOLE 31145 0 0 SPDR S&P 500 ETF IV ETF 78462F103 679 3018 SH SOLE 3018 0 0 SPDR S&P Midcap 400 ETF IV ETF 78467Y107 1132 3736 SH SOLE 3736 0 0 Vanguard Intermediate ETF 92206C870 663 7736 SH SOLE 7736 0 0 Vanguard Short Term Cor BD ETF ETF 92206C409 469 5910 SH SOLE 5910 0 0 Vanguard Total Bond Market ETF ETF 921937835 328 4054 SH SOLE 4054 0 0 Vanguard Total Common Stock Market ETF ETF 922908769 437 3793 SH SOLE 3793 0 0 Alibaba Group HLDG F Sponsored ADR 01609W102 2598 29592 SH SOLE 29592 0 0