MOUNT YALE INVESTMENT ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | OBDC | 612K | $8.05M |
 | FOLD | 376K | $2.96M |
 | OWL | 374K | $6.34M |
 | HTGC | 172K | $3.24M |
 | NVDA | 158K | $29.56M |
 | KMI | 129K | $3.66M |
 | AAPL | 120K | $30.50M |
 | EXR | 113K | $15.89M |
 | BCS | 102K | $2.10M |
 | UBS | 100K | $4.08M |
 | CMCSA | 93K | $2.93M |
 | ET | 92K | $1.58M |
 | STWD | 85K | $1.68M |
 | AMZN | 81K | $17.70M |
 | ARCC | 78K | $1.59M |
 | AVGO | 76K | $25.20M |
 | MSFT | 75K | $39.04M |
 | XOM | 69K | $7.80M |
 | WMB | 66K | $4.21M |
 | SMFG | 66K | $1.10M |
Blue Owl Capital Corporation
OBDC
Shares Held
612K
Value
$8.05M
Amicus Therapeutics, Inc.
FOLD
Shares Held
376K
Value
$2.96M
Blue Owl Capital Inc.
OWL
Shares Held
374K
Value
$6.34M
Hercules Capital, Inc.
HTGC
Shares Held
172K
Value
$3.24M
NVIDIA Corporation
NVDA
Shares Held
158K
Value
$29.56M
Kinder Morgan, Inc.
KMI
Shares Held
129K
Value
$3.66M
Apple Inc.
AAPL
Shares Held
120K
Value
$30.50M
Extra Space Storage Inc.
EXR
Shares Held
113K
Value
$15.89M
Barclays PLC
BCS
Shares Held
102K
Value
$2.10M
UBS Group AG
UBS
Shares Held
100K
Value
$4.08M
Comcast Corporation
CMCSA
Shares Held
93K
Value
$2.93M
Energy Transfer LP
ET
Shares Held
92K
Value
$1.58M
Starwood Property Trust, Inc.
STWD
Shares Held
85K
Value
$1.68M
Amazon.com, Inc.
AMZN
Shares Held
81K
Value
$17.70M
Ares Capital Corporation
ARCC
Shares Held
78K
Value
$1.59M
Broadcom Inc.
AVGO
Shares Held
76K
Value
$25.20M
Microsoft Corporation
MSFT
Shares Held
75K
Value
$39.04M
Exxon Mobil Corporation
XOM
Shares Held
69K
Value
$7.80M
The Williams Companies, Inc.
WMB
Shares Held
66K
Value
$4.21M
Sumitomo Mitsui Financial Group, Inc.
SMFG
Shares Held
66K
Value
$1.10M