Lyell

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Exits
Veeva Systems Inc.
VEEV
$13.69M0.0459,073+3.83%+$505,084.191.39
Workday, Inc.
WDAY
$26.03M0.0495,438+5.4%+$1.33M2.65
D.R. Horton, Inc.
DHI
$16.62M0.03100,977-0.93%-$156,487.051.69
Lennar Corporation
LEN
$12.33M0.0371,682+0.29%+$35,427.881.25
IDEXX Laboratories, Inc.
IDXX
$10.94M0.0320,271+1.46%+$157,119.631.11
Palo Alto Networks, Inc.
PANW
$21.54M0.0275,814+4.97%+$1.02M2.19
The Trade Desk, Inc.
TTD
$8.71M0.0299,6900%+$00.89
Snowflake Inc.
SNOW
$9.48M0.0258,684+20.39%+$1.61M0.97
DexCom, Inc.
DXCM
$9.44M0.0268,060-3.16%-$308,191.400.96
Digital Realty Trust, Inc.
DLR
$7.3M0.0250,672+4.81%+$334,893.010.74
Cadence Design Systems, Inc.
CDNS
$12.19M0.0139,150-1.12%-$137,897.041.24
Amphenol Corporation
APH
$9.13M0.0179,159+0.65%+$58,713.150.93
Schlumberger Limited
SLB
$10.49M0.01191,415+10%+$954,077.661.07
Zoetis Inc.
ZTS
$10.1M0.0159,680+6.97%+$658,057.701.03
ServiceNow, Inc.
NOW
$18.68M0.0124,503-0.72%-$134,944.801.9
Intuit Inc.
INTU
$19.11M0.0129,400-0.88%-$169,650.001.94
Shopify Inc.
SHOP
$9.97M0.01129,160+1.74%+$170,159.851.01
Intuitive Surgical, Inc.
ISRG
$13.48M0.0133,785+0.23%+$31,528.111.37
Stryker Corporation
SYK
$11.51M0.0132,164+0.63%+$71,931.871.17
Thermo Fisher Scientific Inc.
TMO
$16.43M0.0128,274+1.34%+$217,372.551.67
Honeywell International Inc.
HON
$9.91M0.0148,266-3.69%-$379,917.771.01
Caterpillar Inc.
CAT
$12.66M0.0134,547+0.24%+$30,047.261.29
Union Pacific Corporation
UNP
$8.7M0.0135,380+2.69%+$227,486.390.89
Salesforce, Inc.
CRM
$18.12M0.0160,170-0.72%-$131,615.661.84
NIKE, Inc.
NKE
$8.2M0.0187,261-0.37%-$30,731.460.83
Costco Wholesale Corporation
COST
$19.46M0.0126,556-0.52%-$101,836.181.98
Advanced Micro Devices, Inc.
AMD
$13.66M0.0175,676+0.16%+$22,019.781.39
Adobe Inc.
ADBE
$10.74M0.0121,288+4.23%+$435,974.411.09
Morgan Stanley
MS
$7.93M0.0184,254+6.5%+$483,984.800.81
The Home Depot, Inc.
HD
$15.96M<0.0141,604-0.72%-$115,080.001.62
ASML Holding N.V.
ASML
$16.37M<0.0116,869+0.25%+$40,759.741.67
JPMorgan Chase & Co.
JPM
$17.3M<0.0186,381-0.12%-$20,430.591.76
NVIDIA Corporation
NVDA
$62.38M<0.0169,035-7.7%-$5.2M6.35
Chevron Corporation
CVX
$8.26M<0.0152,394-0.03%-$2,681.580.84
Netflix, Inc.
NFLX
$7.1M<0.0111,688+5.4%+$363,790.670.72
Visa Inc.
V
$12.19M<0.0143,678+1.64%+$197,031.721.24
Meta Platforms, Inc.
META
$21.72M<0.0144,724-0.61%-$132,563.442.21
Amazon.com, Inc.
AMZN
$27.43M<0.01152,076+0.46%+$125,003.342.79
Apple Inc.
AAPL
$30.56M<0.01178,192+0.08%+$23,149.743.11
Taiwan Semiconductor Manufacturing Company Limited
TSM
$7.73M<0.0156,841+5.23%+$384,069.150.79
Microsoft Corporation
MSFT
$31.95M<0.0175,948-0.24%-$76,991.383.25
Alphabet Inc.
GOOGL
$20.38M<0.01135,021-2.97%-$624,246.492.07
Alphabet Inc.
GOOG
$12.57M<0.0182,575-2.06%-$264,629.361.28
VanEck Semiconductor ETF
SMH
$12.59M<0.0155,944-4.09%-$536,376.181.28
SPDR Gold Shares
GLD
$7.38M<0.0135,853+0.29%+$21,394.880.75
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$6.83M<0.01286,398+13.53%+$813,881.210.7
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$7.7M<0.01310,508+4.12%+$304,666.780.78
SPDR S&P 500 ETF Trust
SPY
$8.6M<0.0116,449+16.47%+$1.22M0.88
Industrial Select Sector SPDR Fund
XLI
$7.03M<0.0155,777+3.98%+$268,672.680.72
Energy Select Sector SPDR Fund
XLE
$9.39M<0.0199,426-1.35%-$128,397.850.96