MOUNT YALE INVESTMENT ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BSX | 18K | $1.76M |
 | SONY | 18K | $517.67K |
 | SAN | 18K | $187.16K |
 | CON | 18K | $368.79K |
 | CVS | 18K | $1.32M |
 | HBCP | 17K | $932.23K |
 | SCHW | 17K | $1.63M |
 | TRIN | 17K | $263.65K |
 | ADP | 17K | $4.95M |
 | KVUE | 16K | $266.83K |
 | TSM | 16K | $4.54M |
 | ING | 16K | $417.80K |
 | CCEP | 16K | $1.42M |
 | NI | 15K | $668.89K |
 | NVO | 15K | $847.06K |
 | DAL | 15K | $843.59K |
 | CCCS | 15K | $133.94K |
 | ABEV | 15K | $33.02K |
 | MO | 14K | $954.79K |
 | CAKE | 14K | $768.89K |
Boston Scientific Corporation
BSX
Shares Held
18K
Value
$1.76M
Sony Group Corporation
SONY
Shares Held
18K
Value
$517.67K
Banco Santander, S.A.
SAN
Shares Held
18K
Value
$187.16K
Concentra Group Holdings Parent, Inc.
CON
Shares Held
18K
Value
$368.79K
CVS Health Corporation
CVS
Shares Held
18K
Value
$1.32M
Home Bancorp, Inc.
HBCP
Shares Held
17K
Value
$932.23K
The Charles Schwab Corporation
SCHW
Shares Held
17K
Value
$1.63M
Trinity Capital Inc.
TRIN
Shares Held
17K
Value
$263.65K
Automatic Data Processing, Inc.
ADP
Shares Held
17K
Value
$4.95M
Kenvue Inc.
KVUE
Shares Held
16K
Value
$266.83K
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
16K
Value
$4.54M
ING Groep N.V.
ING
Shares Held
16K
Value
$417.80K
Coca-Cola Europacific Partners PLC
CCEP
Shares Held
16K
Value
$1.42M
NiSource Inc.
NI
Shares Held
15K
Value
$668.89K
Novo Nordisk A/S
NVO
Shares Held
15K
Value
$847.06K
Delta Air Lines, Inc.
DAL
Shares Held
15K
Value
$843.59K
CCC Intelligent Solutions Holdings Inc.
CCCS
Shares Held
15K
Value
$133.94K
Ambev S.A.
ABEV
Shares Held
15K
Value
$33.02K
Altria Group, Inc.
MO
Shares Held
14K
Value
$954.79K
The Cheesecake Factory Incorporated
CAKE
Shares Held
14K
Value
$768.89K