MOUNT YALE INVESTMENT ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BBD | 29K | $98.60K |
 | IBM | 29K | $8.07M |
 | UL | 28K | $1.68M |
 | EPR | 28K | $1.63M |
 | ADC | 27K | $1.96M |
 | UROY | 27K | $115.00K |
 | CTRA | 26K | $624.68K |
 | MS | 26K | $4.16M |
 | MMC | 26K | $5.24M |
 | INTC | 26K | $861.28K |
 | PFE | 25K | $646.29K |
 | SNY | 25K | $1.18M |
 | PEP | 24K | $3.43M |
 | AEP | 24K | $2.74M |
 | BXMT | 24K | $454.57K |
 | RTX | 24K | $4.03M |
 | AMCR | 24K | $195.81K |
 | MCD | 23K | $7.02M |
 | TRP | 23K | $1.27M |
 | INVZ | 23K | $46.92K |
Banco Bradesco S.A.
BBD
Shares Held
29K
Value
$98.60K
International Business Machines Corporation
IBM
Shares Held
29K
Value
$8.07M
Unilever PLC
UL
Shares Held
28K
Value
$1.68M
EPR Properties
EPR
Shares Held
28K
Value
$1.63M
Agree Realty Corporation
ADC
Shares Held
27K
Value
$1.96M
Uranium Royalty Corp.
UROY
Shares Held
27K
Value
$115.00K
Coterra Energy Inc.
CTRA
Shares Held
26K
Value
$624.68K
Morgan Stanley
MS
Shares Held
26K
Value
$4.16M
Marsh & McLennan Companies, Inc.
MMC
Shares Held
26K
Value
$5.24M
Intel Corporation
INTC
Shares Held
26K
Value
$861.28K
Pfizer Inc.
PFE
Shares Held
25K
Value
$646.29K
Sanofi
SNY
Shares Held
25K
Value
$1.18M
PepsiCo, Inc.
PEP
Shares Held
24K
Value
$3.43M
American Electric Power Company, Inc.
AEP
Shares Held
24K
Value
$2.74M
Blackstone Mortgage Trust, Inc.
BXMT
Shares Held
24K
Value
$454.57K
RTX Corporation
RTX
Shares Held
24K
Value
$4.03M
Amcor plc
AMCR
Shares Held
24K
Value
$195.81K
McDonald's Corporation
MCD
Shares Held
23K
Value
$7.02M
TC Energy Corporation
TRP
Shares Held
23K
Value
$1.27M
Innoviz Technologies Ltd.
INVZ
Shares Held
23K
Value
$46.92K