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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 5 of 8  ·  156 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CLX CLOROX CO DEL Consumer Defensive 20,950.0 $2.2M 0.06% +8K +65.6% $103.63 -7.6%
82 CQP CHENIERE ENERGY PARTNERS L P Energy 32,375.0 $2.1M 0.06% +3K +10.6% $64.63 -10.2%
83 BCSF BAIN CAP SPECIALTY FIN INC Financial Services 163,552.0 $2.0M 0.06% +4K +2.6% $12.40 -0.2%
84 IBM INTERNATIONAL BUSINESS MACHS Technology 8,071.0 $2.0M 0.06% +80.0 +1.0% $242.39 +2.8%
85 AEP AMERICAN ELEC PWR CO INC Utilities 14,818.0 $1.9M 0.06% +758.0 +5.4% $131.08 -2.6%
86 VRTX VERTEX PHARMACEUTICALS INC Healthcare 4,344.0 $1.9M 0.06% +75.0 +1.8% $446.54 +1.1%
87 NOW SERVICENOW INC Technology 17,105.0 $1.8M 0.05% +7K +65.9% $104.55 -9.1%
88 MP MP MATERIALS CORP Basic Materials 35,260.0 $1.7M 0.05% +260.0 +0.7% $48.26 +26.1%
89 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 17,540.0 $1.6M 0.05% +5K +37.1% $92.27 +35.6%
90 LULU LULULEMON ATHLETICA INC Consumer Cyclical 10,288.0 $1.6M 0.04% +925.0 +9.9% $153.10 -27.0%
91 LMT LOCKHEED MARTIN CORP Industrials 2,504.0 $1.5M 0.04% +85.0 +3.5% $604.49 -15.5%
92 AFK VANECK ETF TRUST 52,500.0 $1.4M 0.04% +15K +40.2% $25.75 +3.2%
93 IJH ISHARES TR 19,683.0 $1.3M 0.04% +3K +18.4% $67.53 +12.2%
94 FLIN FRANKLIN TEMPLETON ETF TR 39,738.0 $1.3M 0.04% +13K +46.8% $33.22 +6.8%
95 QQQM INVESCO EXCH TRADED FD TR II 5,090.0 $1.2M 0.03% +900.0 +21.5% $237.62 +28.2%
96 AXP AMERICAN EXPRESS CO Financial Services 3,913.0 $1.2M 0.03% +265.0 +7.3% $302.48 +11.8%
97 CHD CHURCH & DWIGHT CO INC Consumer Defensive 12,475.0 $1.2M 0.03% +800.0 +6.8% $93.32 +2.5%
98 MAA MID-AMER APT CMNTYS INC Real Estate 9,330.0 $1.1M 0.03% +7K +326.6% $122.12 +8.5%
99 PFFV GLOBAL X FDS 51,047.0 $1.1M 0.03% +19K +60.4% $21.83 +1.8%
100 SPYG SPDR SERIES TRUST 10,789.0 $1.1M 0.03% +2K +22.8% $97.91 +22.1%
Page 5 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%