0001144204-17-025088.txt : 20170508 0001144204-17-025088.hdr.sgml : 20170508 20170508122832 ACCESSION NUMBER: 0001144204-17-025088 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170331 FILED AS OF DATE: 20170508 DATE AS OF CHANGE: 20170508 EFFECTIVENESS DATE: 20170508 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: 17821368 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 03-31-2017 03-31-2017 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 05-07-2017 0 98 184813 INFORMATION TABLE 2 infotable.xml Alibaba Group HLDG F ADR 01609W102 3351 31077 SH SOLE 31077 0 0 Alphabet Inc. Equity 02079K107 2472 2980 SH SOLE 2980 0 0 Alphabet Inc. Equity 02079K305 3974 4688 SH SOLE 4688 0 0 Altria Group Inc Equity 02209S103 519 7210 SH SOLE 7210 0 0 Amazon Com Inc Equity 023135106 3350 3779 SH SOLE 3779 0 0 American Express Co Equity 025816109 581 7347 SH SOLE 7347 0 0 American Intl Group Equity 026874784 224 3588 SH SOLE 3588 0 0 Amgen Incorporated Equity 031162100 2078 12665 SH SOLE 12665 0 0 Anadarko Petroleum Equity 032511107 1294 20875 SH SOLE 20875 0 0 Apple Inc Equity 037833100 3994 27798 SH SOLE 27798 0 0 Baker Hughes Inc Equity 057224107 1784 29817 SH SOLE 29817 0 0 Bank Of America Corp Equity 060505104 3383 143414 SH SOLE 143414 0 0 Berkshire Hathaway Equity 084670702 816 4896 SH SOLE 4896 0 0 BlackRock Inc Equity 09247X101 3475 9061 SH SOLE 9061 0 0 Boeing Co Equity 097023105 3621 20475 SH SOLE 20475 0 0 Box Inc Class A Equity 10316T104 532 32615 SH SOLE 32615 0 0 Bristol-Myers Squibb Equity 110122108 1919 35290 SH SOLE 35290 0 0 Cbre Group Inc Equity 12504L109 232 6655 SH SOLE 6655 0 0 Celgene Corp Equity 151020104 2089 16790 SH SOLE 16790 0 0 CF Industries HLDG Equity 125269100 1598 54445 SH SOLE 54445 0 0 Chevron Corporation Equity 166764100 929 8650 SH SOLE 8650 0 0 CIGNA Corp Equity 125509109 311 2121 SH SOLE 2121 0 0 Cisco Systems Inc Equity 17275R102 2102 62182 SH SOLE 62182 0 0 Coca Cola Company Equity 191216100 338 7900 SH SOLE 7900 0 0 Conocophillips Equity 20825C104 300 6020 SH SOLE 6020 0 0 Costco Wholesale Co Equity 22160K105 2751 16407 SH SOLE 16407 0 0 D R Horton Co Equity 23331A109 3106 93255 SH SOLE 93255 0 0 Dow Chemical Company Equity 260543103 200 3122 SH SOLE 3122 0 0 Du Pont Ei De Nemour Equity 263534109 640 7961 SH SOLE 7961 0 0 Eli Lilly & Company Equity 532457108 378 4491 SH SOLE 4491 0 0 Energy Select Sector SPDR ETF IV ETF 81369Y506 956 13675 SH SOLE 13675 0 0 Energy XXI Gulf Coast Equity 29276K101 207 6921 SH SOLE 6921 0 0 Expedia Inc Equity 30212P303 743 5889 SH SOLE 5889 0 0 Exxon Mobil Corp Equity 30231G102 1941 23665 SH SOLE 23665 0 0 Facebook Inc Equity 30303M102 5864 41279 SH SOLE 41279 0 0 Fedex Corporation Equity 31428X106 1410 7212 SH SOLE 7212 0 0 Ford Motor Company Equity 345370860 519 44592 SH SOLE 44592 0 0 General Electric Co Equity 369604103 2650 88214 SH SOLE 88214 0 0 Golub Capital BDC BDC 38173M102 4592 231003 SH SOLE 231003 0 0 Helmerich & Payne Equity 423452101 1491 22393 SH SOLE 22393 0 0 Home Depot Inc Equity 437076102 2904 19777 SH SOLE 19777 0 0 Honeywell Intl Inc Equity 438516106 3218 25768 SH SOLE 25768 0 0 Illumina Inc Equity 452327109 1102 6459 SH SOLE 6459 0 0 Intel Corp Equity 458140100 2399 66504 SH SOLE 66504 0 0 Intuit Inc Equity 461202103 2855 24616 SH SOLE 24616 0 0 Intuitive Surgical Equity 46120E602 1569 2047 SH SOLE 2047 0 0 Irobot Corp Equity 462726100 265 4000 SH SOLE 4000 0 0 iShares 7-10 Year Trsury Bond ETF ETF 464287440 484 4585 SH SOLE 4585 0 0 iShares Russell 2000 Equity 464287655 4147 30161 SH SOLE 30161 0 0 iShares TIPS Bond ETF ETF 464287176 2534 22100 SH SOLE 22100 0 0 Johnson & Johnson Equity 478160104 784 6291 SH SOLE 6291 0 0 JPMorgan Chase & Co Equity 46625H100 4260 48492 SH SOLE 48492 0 0 KKR & Co LP LP Equity 48248M102 694 38045 SH SOLE 38045 0 0 Lockheed Martin Corp Equity 539830109 3061 11437 SH SOLE 11437 0 0 Mckesson Corporation Equity 58155Q103 266 1792 SH SOLE 1792 0 0 Merck & Co Inc Equity 58933Y105 267 4168 SH SOLE 4168 0 0 Microsoft Corp Equity 594918104 3385 51399 SH SOLE 51399 0 0 Morgan Stanley Equity 617446448 435 10165 SH SOLE 10165 0 0 Nike Inc Equity 654106103 2784 49802 SH SOLE 49802 0 0 Northrop Grumman Co Equity 666807102 2806 11798 SH SOLE 11798 0 0 Nvidia Corp Equity 67066G104 389 3575 SH SOLE 3575 0 0 NXP Semiconductors XXX Submit For Tender ADR N6596X109 2630 25290 SH SOLE 25290 0 0 Palo Alto Networks Equity 697435105 9802 86986 SH SOLE 86986 0 0 Pfizer Incorporated Equity 717081103 2560 74833 SH SOLE 74833 0 0 Philip Morris Intl Equity 718172109 574 5035 SH SOLE 5035 0 0 Pioneer Natural Res Equity 723787107 749 4020 SH SOLE 4020 0 0 Priceline Group Equity 741503403 3170 1781 SH SOLE 1781 0 0 Procter & Gamble Equity 742718109 285 3175 SH SOLE 3175 0 0 Raytheon Company Equity 755111507 2508 16449 SH SOLE 16449 0 0 Ryder System Inc Equity 783549108 1876 24861 SH SOLE 24861 0 0 Salesforce Com Equity 79466L302 2597 31485 SH SOLE 31485 0 0 Schlumberger LTD F Equity 806857108 2622 33361 SH SOLE 33361 0 0 Select Sector Health Care SPDR ETF ETF 81369Y209 364 4895 SH SOLE 4895 0 0 Select STR Financial Select SPDR ETF ETF 81369Y605 3517 148215 SH SOLE 148215 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 1402 25695 SH SOLE 25695 0 0 SPDR Gold Shares ETF ETF 78463V107 382 3220 SH SOLE 3220 0 0 SPDR S&P 500 ETF IV ETF 78462F103 724 3061 SH SOLE 3061 0 0 SPDR S&P Midcap 400 ETF IV ETF 78467Y107 1291 4121 SH SOLE 4121 0 0 Stanley Black & Decker Equity 854502101 2958 22265 SH SOLE 22265 0 0 Suntrust Banks Inc Equity 867914103 2422 43805 SH SOLE 43805 0 0 Tencent Holdings F ADR 88032Q109 3039 105295 SH SOLE 105295 0 0 Thermo Fisher SCNTFC Equity 883556102 2339 15210 SH SOLE 15210 0 0 Toll Brothers Inc Equity 889478103 2883 79835 SH SOLE 79835 0 0 United Parcel SRVC Equity 911312106 1413 13168 SH SOLE 13168 0 0 United Technologies Equity 913017109 267 2381 SH SOLE 2381 0 0 Vanguard Intermediate ETF 92206C870 751 8691 SH SOLE 8691 0 0 Vanguard Short Term Cor BD ETF ETF 92206C409 245 3075 SH SOLE 3075 0 0 Vanguard Total Bond Market ETF ETF 921937835 323 3978 SH SOLE 3978 0 0 Vanguard Total Stock Market ETF ETF 922908769 412 3393 SH SOLE 3393 0 0 Vanguard Total Stock MKT ETF 922908306 740 12527 SH SOLE 12527 0 0 Vantiv Inc Class A Equity 92210H105 2415 37665 SH SOLE 37665 0 0 Veeva Systems Inc Equity 922475108 1813 35352 SH SOLE 35352 0 0 Visa Inc Equity 92826C839 220 2472 SH SOLE 2472 0 0 Walt Disney Co Equity 254687106 2251 19849 SH SOLE 19849 0 0 Wells Fargo BK N A Equity 949746101 569 10226 SH SOLE 10226 0 0 Weyerhaeuser Co Equity 962166104 1360 40032 SH SOLE 40032 0 0 Workday Inc Class A Equity 98138H101 7749 93042 SH SOLE 93042 0 0