Stock Taper

MOUNT YALE INVESTMENT ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Capital One Financial CorporationCOF38.23K$7.67M
Haleon plcHLN38.7K$361.06K
AstraZeneca PLCAZN38.74K$7.34M
International Paper CompanyIP38.94K$1.48M
Expand Energy CorporationEXE39.2K$3.57M
Canadian Natural Resources LimitedCNQ39.3K$1.56M
Blackstone Mortgage Trust, Inc.BXMT39.34K$685.23K
Starbucks CorporationSBUX39.44K$4.03M
Berkshire Hathaway Inc.BRK-B39.58K$19.81M
TC Energy CorporationTRP39.75K$2.64M
PepsiCo, Inc.PEP40K$5.42M
Viatris Inc.VTRS40.28K$639.73K
Unilever PLCUL40.53K$2.44M
The TJX Companies, Inc.TJX40.67K$6.16M
BP p.l.c.BP41.73K$1.54M
Visa Inc.V41.87K$14.36M
Eli Lilly and CompanyLLY42.07K$50.38M
NatWest Group plcNWG42.45K$748.46K
Western Digital CorporationWDC42.69K$27.27M
Best Buy Co., Inc.BBY43.13K$3.27M