Stock Taper 
MOUNT YALE INVESTMENT ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Americold Realty Trust, Inc. | COLD | 77.8K | $1.24M |
 Morgan Stanley | MS | 79.78K | $16.68M |
 Uber Technologies, Inc. | UBER | 80.65K | $5.82M |
 Sumitomo Mitsui Financial Group, Inc. | SMFG | 80.78K | $1.91M |
 Ares Capital Corporation | ARCC | 84.39K | $1.56M |
 AbbVie Inc. | ABBV | 92.1K | $23.18M |
 Intel Corp. | INTC | 92.66K | $12.94M |
 The Procter & Gamble Company | PG | 93.19K | $13.66M |
 The Southern Company | SO | 93.41K | $8.94M |
 Barclays PLC | BCS | 94.45K | $2.54M |
 Johnson & Johnson | JNJ | 94.69K | $24.05M |
 Nu Holdings Ltd. | NU | 105.28K | $1.41M |
 Netflix, Inc. | NFLX | 107.12K | $7.57M |
 Wells Fargo & Company | WFC | 109.48K | $9.05M |
 Energy Transfer LP | ET | 110.39K | $2.11M |
 iShares Defense Industrials Act | IDEF | 111.56K | $3.55M |
 Blue Owl Technology Finance Corp. | OTF | 111.83K | $1.2M |
 Cisco Systems, Inc. | CSCO | 120.84K | $14.19M |
 The Williams Companies, Inc. | WMB | 122.63K | $9.12M |
 Alphabet Inc. | GOOG | 127.67K | $45.05M |