Stock Taper 
MOUNT YALE INVESTMENT ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Enterprise Products Partners L.P. | EPD | 1.03M | $37.95M |
 Comcast Corporation | CMCSA | 1.01M | $24.7M |
 BOK Financial Corporation | BOKF | 770.03K | $106.94M |
 Apple Inc. | AAPL | 587.16K | $169.9M |
 NVIDIA Corporation | NVDA | 527.33K | $105.48M |
 Exxon Mobil Corporation | XOM | 392.1K | $53.61M |
 Lloyds Banking Group plc | LYG | 376.32K | $2.19M |
 Dream Finders Homes, Inc. | DFH | 344.82K | $5.95M |
 The Coca-Cola Company | KO | 321.67K | $26.29M |
 Blue Owl Capital Corporation | OBDC | 320.94K | $3.59M |
 Amazon.com, Inc. | AMZN | 320.12K | $76.3M |
 Pfizer Inc. | PFE | 316.79K | $7.63M |
 Blue Owl Capital Inc. | OWL | 304.96K | $2.67M |
 AT&T Inc. | T | 297.68K | $6.16M |
 Alphabet Inc. | GOOGL | 265.55K | $94.9M |
 Microsoft Corporation | MSFT | 233.88K | $87.24M |
 Kinder Morgan, Inc. | KMI | 221.26K | $7.07M |
 Hercules Capital, Inc. | HTGC | 207.79K | $3.28M |
 JPMorgan Chase & Co. | JPM | 196.68K | $64.38M |
 Ford Motor Company | F | 193.86K | $2.69M |