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Portfolio (Quarterly) Guide ↗

Texas Yale Capital Corp.

· CIK 0001332342
13F Portfolio $3.5B AUM 500 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 26 New 156 Added 71 Reduced 19 Exited
Page 2 of 8  ·  156 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JNJ JOHNSON & JOHNSON Healthcare 35,832.0 $8.8M 0.25% +2K +6.9% $244.44 -6.6%
22 SUN SUNOCO LP/SUNOCO FIN CORP Energy 133,146.0 $8.7M 0.24% +2K +1.9% $64.97 -2.3%
23 IEMG ISHARES INC 119,070.0 $8.3M 0.24% +2K +1.4% $69.75 +22.8%
24 VB VANGUARD INDEX FDS 31,052.0 $8.1M 0.23% +1K +4.9% $261.92 +13.2%
25 VV VANGUARD INDEX FDS 26,567.0 $7.9M 0.23% +811.0 +3.1% $298.84 +15.4%
26 T AT&T INC Communication Services 258,666.0 $7.5M 0.21% +4K +1.4% $28.99 -24.1%
27 VTV VANGUARD INDEX FDS 36,652.0 $7.2M 0.20% +3K +8.0% $196.20 +10.3%
28 VBK VANGUARD INDEX FDS 23,621.0 $7.1M 0.20% +800.0 +3.5% $302.25 +18.0%
29 GVIP GOLDMAN SACHS ETF TR 48,061.0 $7.0M 0.20% +325.0 +0.7% $145.73 +27.3%
30 MRK MERCK & CO INC Healthcare 58,188.0 $7.0M 0.20% +380.0 +0.7% $120.29 -5.3%
31 SCHD SCHWAB STRATEGIC TR 224,168.0 $6.9M 0.20% +5K +2.4% $30.68 +3.8%
32 VWO VANGUARD INTL EQUITY INDEX F 125,237.0 $6.8M 0.19% +4K +3.3% $54.05 +12.4%
33 PFFD GLOBAL X FDS 351,378.0 $6.5M 0.18% +11K +3.2% $18.40 +2.7%
34 URI UNITED RENTALS INC Industrials 8,676.0 $6.3M 0.18% +305.0 +3.6% $728.56 +47.8%
35 SCHF SCHWAB STRATEGIC TR 249,684.0 $6.2M 0.17% +7K +3.0% $24.75 +14.1%
36 SCHM SCHWAB STRATEGIC TR 189,668.0 $5.9M 0.17% +6K +3.2% $30.96 +16.6%
37 BLK BLACKROCK INC Financial Services 6,004.0 $5.8M 0.16% +240.0 +4.2% $961.71 +9.2%
38 DMLP DORCHESTER MINERALS L P Energy 207,500.0 $5.6M 0.16% +6K +3.0% $27.10 -7.7%
39 TSLA TESLA INC Consumer Cyclical 15,047.0 $5.6M 0.16% +86.0 +0.6% $371.75 +7.7%
40 SCHH SCHWAB STRATEGIC TR 253,118.0 $5.4M 0.15% +2K +0.7% $21.49 +8.8%
Page 2 of 8  ·  156 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 61.7%
Financial Services 9.9%
Energy 9.1%
Industrials 5.5%
Consumer Cyclical 3.6%
Communication Services 2.3%
Consumer Defensive 2.3%
Healthcare 2.1%
Utilities 1.6%
Real Estate 1.5%