MOUNT YALE INVESTMENT ADVISORS, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | EPD | 1.03M | $39.06M |
 | CMCSA | 988K | $28.36M |
 | AAPL | 590K | $149.75M |
 | NVDA | 500K | $87.16M |
 | OWL | 488K | $4.46M |
 | XOM | 388K | $65.81M |
 | LYG | 365K | $1.84M |
 | T | 364K | $10.54M |
 | DFH | 345K | $4.80M |
 | PFE | 319K | $8.95M |
 | FSK | 303K | $3.24M |
 | KO | 303K | $23.14M |
 | AMZN | 302K | $63.00M |
 | OBDC | 294K | $3.36M |
 | GOOGL | 242K | $69.65M |
 | MSFT | 231K | $85.50M |
 | KMI | 222K | $7.44M |
 | HTGC | 206K | $3.05M |
 | WMT | 186K | $23.21M |
 | ERIC | 182K | $2.05M |
Enterprise Products Partners L.P.
EPD
Shares Held
1.03M
Value
$39.06M
Comcast Corporation
CMCSA
Shares Held
988K
Value
$28.36M
Apple Inc.
AAPL
Shares Held
590K
Value
$149.75M
NVIDIA Corporation
NVDA
Shares Held
500K
Value
$87.16M
Blue Owl Capital Inc.
OWL
Shares Held
488K
Value
$4.46M
Exxon Mobil Corporation
XOM
Shares Held
388K
Value
$65.81M
Lloyds Banking Group plc
LYG
Shares Held
365K
Value
$1.84M
AT&T Inc.
T
Shares Held
364K
Value
$10.54M
Dream Finders Homes, Inc.
DFH
Shares Held
345K
Value
$4.80M
Pfizer Inc.
PFE
Shares Held
319K
Value
$8.95M
FS KKR Capital Corp.
FSK
Shares Held
303K
Value
$3.24M
The Coca-Cola Company
KO
Shares Held
303K
Value
$23.14M
Amazon.com, Inc.
AMZN
Shares Held
302K
Value
$63.00M
Blue Owl Capital Corporation
OBDC
Shares Held
294K
Value
$3.36M
Alphabet Inc.
GOOGL
Shares Held
242K
Value
$69.65M
Microsoft Corporation
MSFT
Shares Held
231K
Value
$85.50M
Kinder Morgan, Inc.
KMI
Shares Held
222K
Value
$7.44M
Hercules Capital, Inc.
HTGC
Shares Held
206K
Value
$3.05M
Walmart Inc.
WMT
Shares Held
186K
Value
$23.21M
Telefonaktiebolaget LM Ericsson (publ)
ERIC
Shares Held
182K
Value
$2.05M