Yanni & Associates Investment Advisors, LLC

Yanni & Associates Investment Advisors, LLC reported 37 holdings worth US$109M as of Sep 30, 2026 (Form 13F)

As of Sep 30, 2026 · Filed Oct 14, 2026

Yanni & Associates Investment Advisors, LLC reported 37 holdings worth US$109M as of Sep 30, 2026. Largest: Meta Platforms, Inc., At&t Inc. and Bristol-myers Squibb Company. Filed Oct 14, 2026 (Form 13F).

Holdings
37
Value as reported
US$109M

The filing in full

CompanySharesValue as reported% of portfolio
Meta Platforms, Inc.1,040US$754K0.69%
At&t Inc.30,653US$748K0.69%
Bristol-myers Squibb Company10,554US$659K0.60%
Apple Inc1,895US$631K0.58%
Tesla, Inc.1,725US$612K0.56%
Marsh3,180US$543K0.50%
Manulife Financial Corporation12,157US$518K0.47%
Verizon Communications Inc.10,752US$493K0.45%
Amazon.com, Inc.1,875US$467K0.43%
International Business Machines Corporation1,865US$410K0.38%
Nvidia Corporation1,640US$374K0.34%
Pnc Financial Services Group, Inc. (the)1,299US$289K0.26%
Warner Bros. Discovery, Inc. - Series A6,477US$200K0.18%
Dick's Sporting Goods Inc0US$00.00%
Exxon Mobil Corporation0US$00.00%

Source

View original at SEC

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