MYIA
OTF

Mount Yale Investment Advisors’s Blue Owl Technology Finance Corp OTF Stock Holding History

Mount Yale Investment Advisors’s Portfolio OTF Stock Details OTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.02M Buy
80,140
+51,801
+183% +$660K 0.02% 513
2025
Q4 		$423K Buy
+28,339
New +$398K 0.02% 499

Other funds holding OTF

ROTUOC
Regents of the University of California Oakland, California $3.01B AUM 11.91% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return
OCERS
Orange County Employees Retirement System Santa Ana, California $280M AUM
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
SONJCPFE
State of New Jersey Common Pension Fund E Trenton, New Jersey $64.9M AUM 32.13% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Mount Yale Investment Advisors's OTF Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Blue Owl Technology Finance Corp (OTF) stake by 183% in Q1 2026, buying an estimated $660K and bringing the position to 80,140 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #513.

Mount Yale Investment Advisors first reported a position in OTF in Q4 2025 and has held it in 2 quarters since. 169 funds tracked by Wall St. Rank hold OTF as of Q1 2026.

  • Mount Yale Investment Advisors held 80,140 shares of Blue Owl Technology Finance Corp worth $1.02M as of Q1 2026.
  • Mount Yale Investment Advisors bought 51,801 Blue Owl Technology Finance Corp shares in Q1 2026, an estimated $660K.
  • Blue Owl Technology Finance Corp made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #513 holding.
  • Mount Yale Investment Advisors first reported a position in Blue Owl Technology Finance Corp in Q4 2025 and has held it in 2 quarters since.
  • 169 funds tracked by Wall St. Rank held Blue Owl Technology Finance Corp as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.