MOUNT YALE INVESTMENT ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DTE | 4K | $568.74K |
 | WELL | 4K | $705.55K |
 | IONQ | 4K | $240.40K |
 | SOLV | 4K | $283.53K |
 | WM | 4K | $856.10K |
 | TRMB | 4K | $312.31K |
 | LYV | 4K | $600.17K |
 | NSC | 4K | $1.10M |
 | TGT | 4K | $326.60K |
 | IBKR | 3K | $238.22K |
 | ARM | 3K | $489.13K |
 | TTWO | 3K | $888.50K |
 | LMT | 3K | $1.71M |
 | EBAY | 3K | $310.44K |
 | MPC | 3K | $654.77K |
 | MCHP | 3K | $216.48K |
 | YUM | 3K | $510.34K |
 | HWM | 3K | $638.96K |
 | PGR | 3K | $802.15K |
 | NDAQ | 3K | $286.82K |
DTE Energy Company
DTE
Shares Held
4K
Value
$568.74K
Welltower Inc.
WELL
Shares Held
4K
Value
$705.55K
IonQ, Inc.
IONQ
Shares Held
4K
Value
$240.40K
Solventum Corporation
SOLV
Shares Held
4K
Value
$283.53K
Waste Management, Inc.
WM
Shares Held
4K
Value
$856.10K
Trimble Inc.
TRMB
Shares Held
4K
Value
$312.31K
Live Nation Entertainment, Inc.
LYV
Shares Held
4K
Value
$600.17K
Norfolk Southern Corporation
NSC
Shares Held
4K
Value
$1.10M
Target Corporation
TGT
Shares Held
4K
Value
$326.60K
Interactive Brokers Group, Inc.
IBKR
Shares Held
3K
Value
$238.22K
Arm Holdings plc American Depositary Shares
ARM
Shares Held
3K
Value
$489.13K
Take-Two Interactive Software, Inc.
TTWO
Shares Held
3K
Value
$888.50K
Lockheed Martin Corporation
LMT
Shares Held
3K
Value
$1.71M
eBay Inc.
EBAY
Shares Held
3K
Value
$310.44K
Marathon Petroleum Corporation
MPC
Shares Held
3K
Value
$654.77K
Microchip Technology Incorporated
MCHP
Shares Held
3K
Value
$216.48K
Yum! Brands, Inc.
YUM
Shares Held
3K
Value
$510.34K
Howmet Aerospace Inc.
HWM
Shares Held
3K
Value
$638.96K
The Progressive Corporation
PGR
Shares Held
3K
Value
$802.15K
Nasdaq, Inc.
NDAQ
Shares Held
3K
Value
$286.82K