StockDriftsStockDriftsTop 50 Lyell Wealth Management, Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION COM | 7.42% | 578.9K | $101.0M | -0.31%(-1.79K) | $6.77(+2776.11%) | 2026-03-31 | |
| GOOG | ALPHABET INC CAP STK CL C | 5.36% | 254.1K | $72.9M | +197.74%(+168.78K) | $231.33(+53.97%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CAP STK CL A | 3.85% | 182.0K | $52.3M | -0.13%(-238) | $103.75(+246.92%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 3.44% | 184.3K | $46.8M | +0.29%(+535) | $65.79(+369.11%) | 2026-03-31 | |
| AMZN | AMAZON COM INC COM | 2.69% | 175.4K | $36.5M | +0.45%(+792) | $98.24(+147.01%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 2.52% | 92.5K | $34.2M | +0.37%(+338) | $184.77(+111.34%) | 2026-03-31 | |
| META | META PLATFORMS INC CL A | 2.32% | 55.1K | $31.5M | +1.87%(+1.01K) | $252.31(+131.03%) | 2026-03-31 | |
| SMH | VANECK SEMICONDUCTOR ETF | 2.19% | 77.9K | $29.9M | +0.31%(+237) | $133.69(+343.05%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION COM | 2.19% | 29.9K | $29.8M | +1.28%(+378) | $264.46(+259.86%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO COM | 2.17% | 100.6K | $29.6M | -0.24%(-239) | $127.38(+162.58%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +22.22% | +82.57% |
| Top 20 Holdings Unweighted | +18.34% | +65.74% |
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