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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 6 of 8  ·  156 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FDM FIRST TR EXCHANGE-TRADED FD 12,815.0 $1.1M 0.03% +75.0 +0.6% $82.09 +8.9%
102 CNI CANADIAN NATL RY CO Industrials 10,061.0 $1.0M 0.03% +500.0 +5.2% $102.77 +10.4%
103 POR PORTLAND GEN ELEC CO Utilities 18,995.0 $1.0M 0.03% +350.0 +1.9% $52.77 -4.9%
104 ICSH ISHARES TR 19,350.0 $979K 0.03% +2K +8.4% $50.62 -0.2%
105 SIVR ABRDN SILVER ETF TRUST Financial Services 13,190.0 $945K 0.03% +335.0 +2.6% $71.61 -12.7%
106 VZ VERIZON COMMUNICATIONS INC Communication Services 18,511.0 $929K 0.03% +2K +8.8% $50.20 -9.6%
107 AIQ GLOBAL X FDS 19,300.0 $901K 0.03% +2K +11.6% $46.67 +43.1%
108 XME SPDR SERIES TRUST 8,179.0 $883K 0.03% +225.0 +2.8% $108.01 +8.3%
109 XLRE SELECT SECTOR SPDR TR 21,500.0 $878K 0.03% +2K +7.5% $40.83 +7.4%
110 UBER UBER TECHNOLOGIES INC Technology 11,949.0 $859K 0.02% +4K +58.8% $71.93 -0.4%
111 NVO NOVO-NORDISK A S Healthcare 22,324.0 $820K 0.02% +675.0 +3.1% $36.75 +17.5%
112 SPAB SPDR SERIES TRUST 30,100.0 $771K 0.02% +1K +4.2% $25.62 -0.5%
113 ASML ASML HLDG NV Technology 527.0 $696K 0.02% +5.0 +1.0% $1320.83 +46.1%
114 BRO BROWN & BROWN INC Financial Services 10,638.0 $694K 0.02% +5K +75.3% $65.21 -9.4%
115 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 37,376.0 $687K 0.02% +500.0 +1.4% $18.38 -9.6%
116 SCHZ SCHWAB STRATEGIC TR 29,318.0 $681K 0.02% +5K +19.6% $23.22 -0.4%
117 NVS NOVARTIS AG Healthcare 4,392.0 $671K 0.02% +300.0 +7.3% $152.75 -3.7%
118 PFF ISHARES TR 21,841.0 $662K 0.02% +2K +8.5% $30.32 +3.0%
119 SBUX STARBUCKS CORP Consumer Cyclical 7,328.0 $657K 0.02% +450.0 +6.5% $89.59 +12.3%
120 HON HONEYWELL INTL INC Industrials 2,596.0 $587K 0.02% +69.0 +2.7% $226.03 +1.3%
Page 6 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%