MOUNT YALE INVESTMENT ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TMUS | 3K | $739.49K |
 | CRH | 3K | $369.63K |
 | TT | 3K | $1.30M |
 | CRWV | 3K | $420.27K |
 | CEG | 3K | $999.72K |
 | FDX | 3K | $720.45K |
 | KKR | 3K | $393.38K |
 | CLX | 3K | $369.65K |
 | CHKP | 3K | $607.28K |
 | TMO | 3K | $1.41M |
 | BFAM | 3K | $312.36K |
 | NEM | 3K | $242.09K |
 | SO | 3K | $256.13K |
 | DEO | 3K | $252.99K |
 | SF | 3K | $298.80K |
 | RSG | 3K | $602.59K |
 | WTFC | 3K | $344.88K |
 | HLT | 3K | $664.68K |
 | MMSI | 3K | $211.99K |
 | SSNC | 2K | $220.07K |
T-Mobile US, Inc.
TMUS
Shares Held
3K
Value
$739.49K
CRH plc
CRH
Shares Held
3K
Value
$369.63K
Trane Technologies plc
TT
Shares Held
3K
Value
$1.30M
CoreWeave, Inc. Class A Common Stock
CRWV
Shares Held
3K
Value
$420.27K
Constellation Energy Corporation
CEG
Shares Held
3K
Value
$999.72K
FedEx Corporation
FDX
Shares Held
3K
Value
$720.45K
KKR & Co. Inc.
KKR
Shares Held
3K
Value
$393.38K
The Clorox Company
CLX
Shares Held
3K
Value
$369.65K
Check Point Software Technologies Ltd.
CHKP
Shares Held
3K
Value
$607.28K
Thermo Fisher Scientific Inc.
TMO
Shares Held
3K
Value
$1.41M
Bright Horizons Family Solutions Inc.
BFAM
Shares Held
3K
Value
$312.36K
Newmont Corporation
NEM
Shares Held
3K
Value
$242.09K
The Southern Company
SO
Shares Held
3K
Value
$256.13K
Diageo plc
DEO
Shares Held
3K
Value
$252.99K
Stifel Financial Corp.
SF
Shares Held
3K
Value
$298.80K
Republic Services, Inc.
RSG
Shares Held
3K
Value
$602.59K
Wintrust Financial Corporation
WTFC
Shares Held
3K
Value
$344.88K
Hilton Worldwide Holdings Inc.
HLT
Shares Held
3K
Value
$664.68K
Merit Medical Systems, Inc.
MMSI
Shares Held
3K
Value
$211.99K
SS&C Technologies Holdings, Inc.
SSNC
Shares Held
2K
Value
$220.07K