MOUNT YALE INVESTMENT ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AXP | 9K | $2.90M |
 | AFL | 9K | $970.47K |
 | EVRG | 8K | $645.73K |
 | BAH | 8K | $840.28K |
 | GE | 8K | $2.50M |
 | BK | 8K | $901.75K |
 | GTES | 8K | $205.19K |
 | CME | 8K | $2.21M |
 | LKQ | 8K | $248.64K |
 | MU | 8K | $1.36M |
 | SAP | 8K | $2.14M |
 | EIX | 8K | $437.98K |
 | SRE | 8K | $712.10K |
 | PHM | 8K | $1.05M |
 | GD | 8K | $2.70M |
 | VRT | 8K | $1.18M |
 | BDX | 8K | $1.46M |
 | MA | 8K | $4.37M |
 | BN | 8K | $517.83K |
 | ENB | 7K | $377.10K |
American Express Company
AXP
Shares Held
9K
Value
$2.90M
Aflac Incorporated
AFL
Shares Held
9K
Value
$970.47K
Evergy, Inc.
EVRG
Shares Held
8K
Value
$645.73K
Booz Allen Hamilton Holding Corporation
BAH
Shares Held
8K
Value
$840.28K
GE Aerospace
GE
Shares Held
8K
Value
$2.50M
The Bank of New York Mellon Corporation
BK
Shares Held
8K
Value
$901.75K
Gates Industrial Corporation plc
GTES
Shares Held
8K
Value
$205.19K
CME Group Inc.
CME
Shares Held
8K
Value
$2.21M
LKQ Corporation
LKQ
Shares Held
8K
Value
$248.64K
Micron Technology, Inc.
MU
Shares Held
8K
Value
$1.36M
SAP SE
SAP
Shares Held
8K
Value
$2.14M
Edison International
EIX
Shares Held
8K
Value
$437.98K
Sempra
SRE
Shares Held
8K
Value
$712.10K
PulteGroup, Inc.
PHM
Shares Held
8K
Value
$1.05M
General Dynamics Corporation
GD
Shares Held
8K
Value
$2.70M
Vertiv Holdings Co
VRT
Shares Held
8K
Value
$1.18M
Becton, Dickinson and Company
BDX
Shares Held
8K
Value
$1.46M
Mastercard Incorporated
MA
Shares Held
8K
Value
$4.37M
Brookfield Corporation
BN
Shares Held
8K
Value
$517.83K
Enbridge Inc.
ENB
Shares Held
7K
Value
$377.10K