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LYELL WEALTH MANAGEMENT, LP

Position in TOL — Toll Brothers, Inc.

CIK 1686444 MENLO PARK, CA

Position in TOL

as of Mar 31, 2026 · filed May 7, 2026
Position Value
$13,671,701
+$738,720 QoQ
Shares Held
100,181
+4.7% QoQ
Ownership
0.107%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in TOL Over Time

Shares Held

Position Value (USD)

Position in Residential Construction

Consumer Cyclical · as of Mar 31, 2026

LYELL WEALTH MANAGEMENT, LP holds $33,992,514 across 3 Residential Construction names. TOL ranks #2 (40.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 TOL
Toll Brothers, Inc.
This page
100,181 $13,671,701

All Filings in TOL

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23 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $13,671,701 100,181
2025-12-31 $12,932,981 95,644
2025-09-30 $12,639,395 91,497
2025-06-30 $8,808,325 77,178
2025-03-31 $7,275,362 68,902
2024-12-31 $5,963,606 47,349
2024-09-30 $934,664 6,050
2024-06-30 $696,839 6,050
2024-03-31 $782,688 6,050
2023-12-31 $621,879 6,050
2023-09-30 $447,458 6,050
2023-06-30 $478,373 6,050
2023-03-31 $354,177 5,900
2022-12-31 $294,528 5,900
2022-09-30 $247,800 5,900
2022-06-30 $223,000 5,000
2022-03-31 $235,100 5,000
2021-12-31 $361,950 5,000
2021-09-30 $276,450 5,000
2021-06-30 $289,050 5,000
2021-03-31 $283,650 5,000
2020-12-31 $217,350 5,000
2020-09-30 $243,300 5,000