MOUNT YALE INVESTMENT ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AWK | 2K | $290.49K |
 | LPLA | 2K | $688.43K |
 | SNA | 2K | $716.02K |
 | TRGP | 2K | $346.10K |
 | SPGI | 2K | $998.93K |
 | ISRG | 2K | $902.51K |
 | KMB | 2K | $248.56K |
 | LULU | 2K | $345.03K |
 | ZS | 2K | $577.74K |
 | ABNB | 2K | $232.76K |
 | JKHY | 2K | $278.80K |
 | SITE | 2K | $240.86K |
 | HCA | 2K | $789.75K |
 | PAYX | 2K | $233.86K |
 | APO | 2K | $242.83K |
 | POOL | 2K | $563.90K |
 | GEV | 2K | $1.11M |
 | OLLI | 2K | $229.19K |
 | WCC | 2K | $376.26K |
 | CAT | 2K | $836.06K |
American Water Works Company, Inc.
AWK
Shares Held
2K
Value
$290.49K
LPL Financial Holdings Inc.
LPLA
Shares Held
2K
Value
$688.43K
Snap-on Incorporated
SNA
Shares Held
2K
Value
$716.02K
Targa Resources Corp.
TRGP
Shares Held
2K
Value
$346.10K
S&P Global Inc.
SPGI
Shares Held
2K
Value
$998.93K
Intuitive Surgical, Inc.
ISRG
Shares Held
2K
Value
$902.51K
Kimberly-Clark Corporation
KMB
Shares Held
2K
Value
$248.56K
Lululemon Athletica Inc.
LULU
Shares Held
2K
Value
$345.03K
Zscaler, Inc.
ZS
Shares Held
2K
Value
$577.74K
Airbnb, Inc.
ABNB
Shares Held
2K
Value
$232.76K
Jack Henry & Associates, Inc.
JKHY
Shares Held
2K
Value
$278.80K
SiteOne Landscape Supply, Inc.
SITE
Shares Held
2K
Value
$240.86K
HCA Healthcare, Inc.
HCA
Shares Held
2K
Value
$789.75K
Paychex, Inc.
PAYX
Shares Held
2K
Value
$233.86K
Apollo Global Management, Inc.
APO
Shares Held
2K
Value
$242.83K
Pool Corporation
POOL
Shares Held
2K
Value
$563.90K
GE Vernova Inc.
GEV
Shares Held
2K
Value
$1.11M
Ollie's Bargain Outlet Holdings, Inc.
OLLI
Shares Held
2K
Value
$229.19K
WESCO International, Inc.
WCC
Shares Held
2K
Value
$376.26K
Caterpillar Inc.
CAT
Shares Held
2K
Value
$836.06K