MOUNT YALE INVESTMENT ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | USB | 22K | $1.10M |
 | OKE | 22K | $1.64M |
 | GNW | 22K | $192.41K |
 | AES | 22K | $283.51K |
 | HLN | 21K | $187.80K |
 | ABT | 21K | $2.76M |
 | BRK-B | 20K | $10.26M |
 | UBER | 20K | $1.98M |
 | PLD | 20K | $2.27M |
 | COMP | 20K | $158.53K |
 | COP | 20K | $1.85M |
 | CMG | 19K | $749.46K |
 | HBAN | 19K | $331.74K |
 | B | 19K | $616.46K |
 | META | 19K | $13.78M |
 | QCOM | 19K | $3.11M |
 | GOOG | 19K | $4.55M |
 | EPD | 19K | $583.47K |
 | APA | 19K | $451.71K |
 | LLY | 18K | $13.88M |
U.S. Bancorp
USB
Shares Held
22K
Value
$1.10M
ONEOK, Inc.
OKE
Shares Held
22K
Value
$1.64M
Genworth Financial, Inc.
GNW
Shares Held
22K
Value
$192.41K
The AES Corporation
AES
Shares Held
22K
Value
$283.51K
Haleon plc
HLN
Shares Held
21K
Value
$187.80K
Abbott Laboratories
ABT
Shares Held
21K
Value
$2.76M
Berkshire Hathaway Inc.
BRK-B
Shares Held
20K
Value
$10.26M
Uber Technologies, Inc.
UBER
Shares Held
20K
Value
$1.98M
Prologis, Inc.
PLD
Shares Held
20K
Value
$2.27M
Compass, Inc.
COMP
Shares Held
20K
Value
$158.53K
ConocoPhillips
COP
Shares Held
20K
Value
$1.85M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
19K
Value
$749.46K
Huntington Bancshares Incorporated
HBAN
Shares Held
19K
Value
$331.74K
Barrick Mining Corporation
B
Shares Held
19K
Value
$616.46K
Meta Platforms, Inc.
META
Shares Held
19K
Value
$13.78M
QUALCOMM Incorporated
QCOM
Shares Held
19K
Value
$3.11M
Alphabet Inc.
GOOG
Shares Held
19K
Value
$4.55M
Enterprise Products Partners L.P.
EPD
Shares Held
19K
Value
$583.47K
APA Corporation
APA
Shares Held
19K
Value
$451.71K
Eli Lilly and Company
LLY
Shares Held
18K
Value
$13.88M