Stock Taper

MOUNT YALE INVESTMENT ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
SanofiSNY33.16K$1.41M
Accenture plcACN33.26K$4.14M
Marsh & McLennan Companies, Inc.MRSH34.42K$5.74M
Rocket Companies, Inc.RKT34.61K$545.08K
Palantir Technologies Inc.PLTR34.83K$4.06M
The Charles Schwab CorporationSCHW35.01K$3.23M
Micron Technology, Inc.MU35.1K$40.51M
Target CorporationTGT35.45K$4.63M
Chipotle Mexican Grill, Inc.CMG35.51K$1.21M
Johnson Controls International plcJCI35.73K$5.24M
QUALCOMM IncorporatedQCOM35.92K$6.64M
United Parcel Service, Inc.UPS35.98K$3.87M
McDonald's CorporationMCD36.04K$9.74M
Versant Media Group, Inc. Class AVSNT36.74K$1.32M
Fifth Third BancorpFITB37K$2.1M
Seacoast Banking Corporation of FloridaSBCF37.12K$1.23M
CenterPoint Energy, Inc.CNP37.38K$1.65M
Canadian Pacific Kansas City Ltd.CP37.56K$3.26M
Fastenal CompanyFAST37.8K$1.82M
RELX PlcRELX38.21K$1.21M