Stock Taper 
MOUNT YALE INVESTMENT ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 UBS Group AG | UBS | 190.35K | $9.43M |
 Intellia Therapeutics, Inc. | NTLA | 188.21K | $3.18M |
 Walmart Inc. | WMT | 181.56K | $20.56M |
 Verizon Communications Inc. | VZ | 179.37K | $7.59M |
 Gen Digital Inc. | GEN | 168.05K | $4.18M |
 Broadcom Inc. | AVGO | 162.69K | $61.46M |
 NextEra Energy, Inc. | NEE | 162.43K | $14.26M |
 Telefonaktiebolaget LM Ericsson (publ) | ERIC | 159.73K | $1.78M |
 ING Groep N.V. | ING | 153.3K | $4.81M |
 Takeda Pharmaceutical Company Limited | TAK | 151.44K | $2.44M |
 Blackstone Secured Lending Fund | BXSL | 147.24K | $3.6M |
 Merck & Co., Inc. | MRK | 145.56K | $18.79M |
 Bank of America Corporation | BAC | 141.35K | $8.05M |
 NIKE, Inc. | NKE | 134.51K | $5.55M |
 The Home Depot, Inc. | HD | 133.47K | $47.01M |
 The Walt Disney Company | DIS | 129.18K | $12.47M |
 Alphabet Inc. | GOOG | 127.67K | $45.05M |
 The Williams Companies, Inc. | WMB | 122.63K | $9.12M |
 Cisco Systems, Inc. | CSCO | 120.84K | $14.19M |
 Blue Owl Technology Finance Corp. | OTF | 111.83K | $1.2M |