0001144204-17-038689.txt : 20170727 0001144204-17-038689.hdr.sgml : 20170727 20170727155058 ACCESSION NUMBER: 0001144204-17-038689 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170630 FILED AS OF DATE: 20170727 DATE AS OF CHANGE: 20170727 EFFECTIVENESS DATE: 20170727 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: 17986136 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 06-30-2017 06-30-2017 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 Chief Compliance Officer 650-353-3696 /s/ Kevin Connell Menlo Park CA 07-27-2017 0 99 205485
INFORMATION TABLE 2 infotable.xml Alibaba Group HLDG F SPONSORED ADS 01609W102 4441 31517 SH SOLE 31517 0 0 Alphabet Inc. CAP STK CL C 02079K107 2653 2920 SH SOLE 2920 0 0 Alphabet Inc. 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COM 17275R102 1896 60587 SH SOLE 60587 0 0 Coca Cola Company COM 191216100 359 7950 SH SOLE 7950 0 0 Costco Wholesale Co COM 22160K105 2959 18502 SH SOLE 18502 0 0 D R Horton Co COM 23331A109 3467 100285 SH SOLE 100285 0 0 Du Pont Ei De Nemour COM 263534109 679 8411 SH SOLE 8411 0 0 Eli Lilly & Company COM 532457108 370 4491 SH SOLE 4491 0 0 Energy Select Sector SPDR ETF IV ENERGY 81369Y506 792 12200 SH SOLE 12200 0 0 Eog Resources Inc COM 26875P101 286 3165 SH SOLE 3165 0 0 Expedia Inc COM 30212P303 1261 8469 SH SOLE 8469 0 0 Exxon Mobil Corp COM 30231G102 1841 22807 SH SOLE 22807 0 0 Facebook Inc CL A 30303M102 6565 43480 SH SOLE 43480 0 0 Fedex Corporation COM 31428X106 2420 11112 SH SOLE 11112 0 0 Ford Motor Company COM PAR $0.01 345370860 248 22180 SH SOLE 22180 0 0 General Electric Co COM 369604103 2123 77918 SH SOLE 77918 0 0 Golub Capital BDC COM 38173M102 5320 278268 SH SOLE 278268 0 0 Helmerich & Payne COM 423452101 1007 18540 SH SOLE 18540 0 0 Home Depot Inc COM 437076102 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46625H100 5044 55187 SH SOLE 55187 0 0 KKR & Co LP LP COM UNITS 48248M102 930 49995 SH SOLE 49995 0 0 Lockheed Martin Corp COM 539830109 3300 11887 SH SOLE 11887 0 0 Merck & Co Inc COM 58933Y105 366 5668 SH SOLE 5668 0 0 Microsoft Corp COM 594918104 3475 50418 SH SOLE 50418 0 0 Morgan Stanley COM 617446448 444 9973 SH SOLE 9973 0 0 Nike Inc CL B 654106103 3021 51062 SH SOLE 51062 0 0 Northrop Grumman Co COM 666807102 3178 12379 SH SOLE 12379 0 0 Nvidia Corp COM 67066G104 1425 9860 SH SOLE 9860 0 0 NXP Semiconductors F COM N6596X109 2522 23040 SH SOLE 23040 0 0 Palo Alto Networks COM 697435105 10362 77436 SH SOLE 77436 0 0 Paypal Holdings Inco COM 70450Y103 2933 54640 SH SOLE 54640 0 0 Pfizer Incorporated COM 717081103 2785 82922 SH SOLE 82922 0 0 Philip Morris Intl COM 718172109 619 5228 SH SOLE 5228 0 0 Pioneer Natural Res COM 723787107 987 6182 SH SOLE 6182 0 0 Priceline Group COM 741503403 3468 1854 SH SOLE 1854 0 0 Procter & Gamble COM 742718109 268 3075 SH SOLE 3075 0 0 Raytheon 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Suntrust Banks Inc COM 867914103 2907 51255 SH SOLE 51255 0 0 Tencent Holdings F ADR 88032Q109 3877 107820 SH SOLE 107820 0 0 Thermo Fisher SCNTFC COM 883556102 2798 16022 SH SOLE 16022 0 0 Toll Brothers Inc COM 889478103 3423 86625 SH SOLE 86625 0 0 United Parcel SRVC CL B 911312106 866 7829 SH SOLE 7829 0 0 United Technologies COM 913017109 291 2381 SH SOLE 2381 0 0 Vaneck Vectors Semiconductor ETF SEMICONDUCTOR ETF 92189F676 203 2485 SH SOLE 2485 0 0 Vanguard Intermediate INT-TERM CORP 92206C870 1040 11882 SH SOLE 11882 0 0 Vanguard Mid Cap ETF MID CAP ETF 922908629 200 1400 SH SOLE 1400 0 0 Vanguard Short Term Cor BD ETF SHRT TRM CORP BD 92206C409 278 3475 SH SOLE 3475 0 0 Vanguard Total Stock Market ETF TOTAL STK MKT 922908769 360 2893 SH SOLE 2893 0 0 Vantiv Inc Class A CL A 92210H105 2582 40770 SH SOLE 40770 0 0 Veeva Systems Inc CL A COM 922475108 2297 37462 SH SOLE 37462 0 0 Visa Inc COM CL A 92826C839 1187 12662 SH SOLE 12662 0 0 Walt Disney Co COM DISNEY 254687106 2309 21730 SH SOLE 21730 0 0 Wells Fargo BK N A COM 949746101 592 10689 SH SOLE 10689 0 0 Weyerhaeuser Co COM 962166104 1592 47532 SH SOLE 47532 0 0 Workday Inc Class A CL A 98138H101 9025 93042 SH SOLE 93042 0 0