MOUNT YALE INVESTMENT ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VMC | 2K | $758.85K |
 | DE | 2K | $1.11M |
 | CRWD | 2K | $1.16M |
 | MTB | 2K | $462.38K |
 | COST | 2K | $2.13M |
 | ELV | 2K | $735.89K |
 | NFLX | 2K | $2.72M |
 | AXS | 2K | $217.91K |
 | AMP | 2K | $1.10M |
 | GILD | 2K | $247.21K |
 | NOW | 2K | $2.04M |
 | CDNS | 2K | $772.77K |
 | BR | 2K | $525.73K |
 | INTU | 2K | $1.49M |
 | DRI | 2K | $414.91K |
 | PPG | 2K | $227.59K |
 | MGRC | 2K | $253.02K |
 | FERG | 2K | $479.87K |
 | CWST | 2K | $201.91K |
 | SHW | 2K | $728.76K |
Vulcan Materials Company
VMC
Shares Held
2K
Value
$758.85K
Deere & Company
DE
Shares Held
2K
Value
$1.11M
CrowdStrike Holdings, Inc.
CRWD
Shares Held
2K
Value
$1.16M
M&T Bank Corporation
MTB
Shares Held
2K
Value
$462.38K
Costco Wholesale Corporation
COST
Shares Held
2K
Value
$2.13M
Elevance Health Inc.
ELV
Shares Held
2K
Value
$735.89K
Netflix, Inc.
NFLX
Shares Held
2K
Value
$2.72M
AXIS Capital Holdings Limited
AXS
Shares Held
2K
Value
$217.91K
Ameriprise Financial, Inc.
AMP
Shares Held
2K
Value
$1.10M
Gilead Sciences, Inc.
GILD
Shares Held
2K
Value
$247.21K
ServiceNow, Inc.
NOW
Shares Held
2K
Value
$2.04M
Cadence Design Systems, Inc.
CDNS
Shares Held
2K
Value
$772.77K
Broadridge Financial Solutions, Inc.
BR
Shares Held
2K
Value
$525.73K
Intuit Inc.
INTU
Shares Held
2K
Value
$1.49M
Darden Restaurants, Inc.
DRI
Shares Held
2K
Value
$414.91K
PPG Industries, Inc.
PPG
Shares Held
2K
Value
$227.59K
McGrath RentCorp
MGRC
Shares Held
2K
Value
$253.02K
Ferguson plc
FERG
Shares Held
2K
Value
$479.87K
Casella Waste Systems, Inc.
CWST
Shares Held
2K
Value
$201.91K
The Sherwin-Williams Company
SHW
Shares Held
2K
Value
$728.76K