MOUNT YALE INVESTMENT ADVISORS, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | EPD | 1.02M | $32.67M |
 | CMCSA | 937K | $28.01M |
 | OBDC | 453K | $5.79M |
 | OWL | 452K | $6.75M |
 | FOLD | 368K | $5.23M |
 | FSK | 298K | $4.42M |
 | XOM | 268K | $32.26M |
 | AAPL | 249K | $67.72M |
 | NVDA | 222K | $41.37M |
 | KMI | 180K | $4.95M |
 | AMZN | 155K | $35.83M |
 | UBS | 149K | $6.89M |
 | NEE | 126K | $10.15M |
 | MSFT | 123K | $59.42M |
 | STWD | 113K | $2.10M |
 | EXR | 112K | $14.65M |
 | T | 108K | $2.69M |
 | F | 108K | $1.42M |
 | ET | 92K | $1.51M |
 | JPM | 87K | $28.19M |
Enterprise Products Partners L.P.
EPD
Shares Held
1.02M
Value
$32.67M
Comcast Corporation
CMCSA
Shares Held
937K
Value
$28.01M
Blue Owl Capital Corporation
OBDC
Shares Held
453K
Value
$5.79M
Blue Owl Capital Inc.
OWL
Shares Held
452K
Value
$6.75M
Amicus Therapeutics, Inc.
FOLD
Shares Held
368K
Value
$5.23M
FS KKR Capital Corp.
FSK
Shares Held
298K
Value
$4.42M
Exxon Mobil Corporation
XOM
Shares Held
268K
Value
$32.26M
Apple Inc.
AAPL
Shares Held
249K
Value
$67.72M
NVIDIA Corporation
NVDA
Shares Held
222K
Value
$41.37M
Kinder Morgan, Inc.
KMI
Shares Held
180K
Value
$4.95M
Amazon.com, Inc.
AMZN
Shares Held
155K
Value
$35.83M
UBS Group AG
UBS
Shares Held
149K
Value
$6.89M
NextEra Energy, Inc.
NEE
Shares Held
126K
Value
$10.15M
Microsoft Corporation
MSFT
Shares Held
123K
Value
$59.42M
Starwood Property Trust, Inc.
STWD
Shares Held
113K
Value
$2.10M
Extra Space Storage Inc.
EXR
Shares Held
112K
Value
$14.65M
AT&T Inc.
T
Shares Held
108K
Value
$2.69M
Ford Motor Company
F
Shares Held
108K
Value
$1.42M
Energy Transfer LP
ET
Shares Held
92K
Value
$1.51M
JPMorgan Chase & Co.
JPM
Shares Held
87K
Value
$28.19M