MOUNT YALE INVESTMENT ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HD | 14K | $5.63M |
 | SBUX | 14K | $1.16M |
 | CNP | 14K | $527.60K |
 | UNP | 13K | $3.18M |
 | WMG | 13K | $450.38K |
 | BRX | 13K | $363.81K |
 | DIBS | 13K | $33.98K |
 | DT | 13K | $635.13K |
 | DHI | 13K | $2.21M |
 | MMM | 13K | $2.01M |
 | PAG | 13K | $2.25M |
 | IFF | 13K | $791.23K |
 | FTAI | 13K | $2.12M |
 | NVS | 13K | $1.63M |
 | JCI | 13K | $1.40M |
 | EOG | 13K | $1.42M |
 | DUK | 12K | $1.55M |
 | NKE | 12K | $867.83K |
 | MRVL | 12K | $1.04M |
 | PR | 12K | $157.75K |
The Home Depot, Inc.
HD
Shares Held
14K
Value
$5.63M
Starbucks Corporation
SBUX
Shares Held
14K
Value
$1.16M
CenterPoint Energy, Inc.
CNP
Shares Held
14K
Value
$527.60K
Union Pacific Corporation
UNP
Shares Held
13K
Value
$3.18M
Warner Music Group Corp.
WMG
Shares Held
13K
Value
$450.38K
Brixmor Property Group Inc.
BRX
Shares Held
13K
Value
$363.81K
1stdibs.Com, Inc.
DIBS
Shares Held
13K
Value
$33.98K
Dynatrace, Inc.
DT
Shares Held
13K
Value
$635.13K
D.R. Horton, Inc.
DHI
Shares Held
13K
Value
$2.21M
3M Company
MMM
Shares Held
13K
Value
$2.01M
Penske Automotive Group, Inc.
PAG
Shares Held
13K
Value
$2.25M
International Flavors & Fragrances Inc.
IFF
Shares Held
13K
Value
$791.23K
FTAI Aviation Ltd.
FTAI
Shares Held
13K
Value
$2.12M
Novartis AG
NVS
Shares Held
13K
Value
$1.63M
Johnson Controls International plc
JCI
Shares Held
13K
Value
$1.40M
EOG Resources, Inc.
EOG
Shares Held
13K
Value
$1.42M
Duke Energy Corporation
DUK
Shares Held
12K
Value
$1.55M
NIKE, Inc.
NKE
Shares Held
12K
Value
$867.83K
Marvell Technology, Inc.
MRVL
Shares Held
12K
Value
$1.04M
Permian Resources Corporation
PR
Shares Held
12K
Value
$157.75K