MOUNT YALE INVESTMENT ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AIG | 7K | $528.26K |
 | EMR | 7K | $881.46K |
 | WRB | 7K | $514.20K |
 | ETR | 7K | $607.73K |
 | PNC | 6K | $1.27M |
 | CTVA | 6K | $422.49K |
 | ACN | 6K | $1.54M |
 | AMGN | 6K | $1.76M |
 | E | 6K | $218.44K |
 | FWONK | 6K | $629.83K |
 | SHEL | 6K | $429.52K |
 | RELX | 6K | $284.84K |
 | BP | 6K | $204.72K |
 | CRM | 6K | $1.40M |
 | CB | 6K | $1.65M |
 | TRV | 6K | $1.59M |
 | NGG | 6K | $413.71K |
 | TECK | 6K | $246.39K |
 | JBL | 6K | $1.21M |
 | VNT | 6K | $231.25K |
American International Group, Inc.
AIG
Shares Held
7K
Value
$528.26K
Emerson Electric Co.
EMR
Shares Held
7K
Value
$881.46K
W. R. Berkley Corporation
WRB
Shares Held
7K
Value
$514.20K
Entergy Corporation
ETR
Shares Held
7K
Value
$607.73K
The PNC Financial Services Group, Inc.
PNC
Shares Held
6K
Value
$1.27M
Corteva, Inc.
CTVA
Shares Held
6K
Value
$422.49K
Accenture plc
ACN
Shares Held
6K
Value
$1.54M
Amgen Inc.
AMGN
Shares Held
6K
Value
$1.76M
Eni S.p.A.
E
Shares Held
6K
Value
$218.44K
Formula One Group
FWONK
Shares Held
6K
Value
$629.83K
Shell plc
SHEL
Shares Held
6K
Value
$429.52K
RELX Plc
RELX
Shares Held
6K
Value
$284.84K
BP p.l.c.
BP
Shares Held
6K
Value
$204.72K
Salesforce, Inc.
CRM
Shares Held
6K
Value
$1.40M
Chubb Limited
CB
Shares Held
6K
Value
$1.65M
The Travelers Companies, Inc.
TRV
Shares Held
6K
Value
$1.59M
National Grid plc
NGG
Shares Held
6K
Value
$413.71K
Teck Resources Limited
TECK
Shares Held
6K
Value
$246.39K
Jabil Inc.
JBL
Shares Held
6K
Value
$1.21M
Vontier Corporation
VNT
Shares Held
6K
Value
$231.25K