Stock Taper 
MOUNT YALE INVESTMENT ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 W. P. Carey Inc. | WPC | 3.84K | $275.45K |
 Knife River Corporation | KNF | 3.85K | $321.97K |
 Brown & Brown, Inc. | BRO | 3.85K | $247.3K |
 Stifel Financial Corp | SF | 3.86K | $269.37K |
 MongoDB, Inc. | MDB | 3.87K | $1.3M |
 Herc Holdings Inc. | HRI | 3.87K | $555.09K |
 Williams-Sonoma, Inc. | WSM | 3.89K | $907.12K |
 Cheniere Energy, Inc. | LNG | 3.89K | $930.77K |
 Illinois Tool Works Inc. | ITW | 3.91K | $1.06M |
 Establishment Labs Holdings Inc. | ESTA | 3.93K | $337.49K |
 Intuit Inc. | INTU | 3.93K | $1.03M |
 Acushnet Holdings Corp. | GOLF | 3.94K | $466.89K |
 United Rentals, Inc. | URI | 3.97K | $4.5M |
 Hamilton Lane Incorporated | HLNE | 4.01K | $318.15K |
 Autodesk, Inc. | ADSK | 4.03K | $782.54K |
 McKesson Corporation | MCK | 4.03K | $3.05M |
 Regency Centers Corporation | REG | 4.13K | $332.34K |
 The J. M. Smucker Company | SJM | 4.15K | $466.97K |
 Cardinal Health, Inc. | CAH | 4.15K | $986.79K |
 CTS Corporation | CTS | 4.18K | $272.39K |