MOUNT YALE INVESTMENT ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | JNJ | 42K | $7.84M |
 | DIS | 42K | $4.82M |
 | KDP | 41K | $1.05M |
 | F | 40K | $481.83K |
 | BIP | 40K | $1.31M |
 | MRK | 40K | $3.36M |
 | AZN | 36K | $2.78M |
 | BAC | 36K | $1.86M |
 | XEL | 35K | $2.82M |
 | USEA | 34K | $56.17K |
 | ORCL | 34K | $9.50M |
 | MUFG | 34K | $535.70K |
 | HLLY | 33K | $104.88K |
 | VTRS | 33K | $329.37K |
 | ABBV | 33K | $7.59M |
 | MDT | 32K | $3.11M |
 | LYG | 30K | $138.03K |
 | MDLZ | 30K | $1.91M |
 | ROIV | 30K | $448.74K |
 | TJX | 29K | $4.24M |
Johnson & Johnson
JNJ
Shares Held
42K
Value
$7.84M
The Walt Disney Company
DIS
Shares Held
42K
Value
$4.82M
Keurig Dr Pepper Inc.
KDP
Shares Held
41K
Value
$1.05M
Ford Motor Company
F
Shares Held
40K
Value
$481.83K
Brookfield Infrastructure Partners L.P.
BIP
Shares Held
40K
Value
$1.31M
Merck & Co., Inc.
MRK
Shares Held
40K
Value
$3.36M
AstraZeneca PLC
AZN
Shares Held
36K
Value
$2.78M
Bank of America Corporation
BAC
Shares Held
36K
Value
$1.86M
Xcel Energy Inc.
XEL
Shares Held
35K
Value
$2.82M
United Maritime Corporation
USEA
Shares Held
34K
Value
$56.17K
Oracle Corporation
ORCL
Shares Held
34K
Value
$9.50M
Mitsubishi UFJ Financial Group, Inc.
MUFG
Shares Held
34K
Value
$535.70K
Holley Inc.
HLLY
Shares Held
33K
Value
$104.88K
Viatris Inc.
VTRS
Shares Held
33K
Value
$329.37K
AbbVie Inc.
ABBV
Shares Held
33K
Value
$7.59M
Medtronic plc
MDT
Shares Held
32K
Value
$3.11M
Lloyds Banking Group plc
LYG
Shares Held
30K
Value
$138.03K
Mondelez International, Inc.
MDLZ
Shares Held
30K
Value
$1.91M
Roivant Sciences Ltd.
ROIV
Shares Held
30K
Value
$448.74K
The TJX Companies, Inc.
TJX
Shares Held
29K
Value
$4.24M