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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 7 of 8  ·  156 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 NOC NORTHROP GRUMMAN CORP Industrials 829.0 $566K 0.02% +59.0 +7.7% $682.24 -23.6%
122 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 9,485.0 $562K 0.02% +1K +12.5% $59.27 -20.8%
123 JEPI J P MORGAN EXCHANGE TRADED F 9,750.0 $553K 0.02% +2K +19.6% $56.68 -1.0%
124 TJX TJX COS INC NEW Consumer Cyclical 3,436.0 $549K 0.02% +300.0 +9.6% $159.70 +2.6%
125 AGG ISHARES TR 5,453.0 $541K 0.01% +797.0 +17.1% $99.27 -0.4%
126 EQIX EQUINIX INC Real Estate 523.0 $513K 0.01% +30.0 +6.1% $980.24 +11.4%
127 PFXF VANECK ETF TRUST 27,780.0 $487K 0.01% +9K +50.4% $17.54 +5.5%
128 WM WASTE MGMT INC DEL Industrials 2,117.0 $486K 0.01% +152.0 +7.7% $229.79 -6.6%
129 WTS WATTS WATER TECHNOLOGIES INC Industrials 1,645.0 $478K 0.01% +60.0 +3.8% $290.29 +18.5%
130 WY WEYERHAEUSER CO Real Estate 18,530.0 $453K 0.01% +500.0 +2.8% $24.43 -0.5%
131 INFY INFOSYS LTD Technology 33,500.0 $453K 0.01% +7K +26.4% $13.51 -21.8%
132 JD JD.COM INC Consumer Cyclical 14,958.0 $442K 0.01% +950.0 +6.8% $29.57 -6.8%
133 AMD ADVANCED MICRO DEVICES INC Technology 2,153.0 $438K 0.01% +311.0 +16.9% $203.43 +164.2%
134 ENTERGY CORP NEW 3,824.0 $430K 0.01% +24.0 +0.6% $112.36
135 VYM VANGUARD WHITEHALL FDS 2,764.0 $409K 0.01% +96.0 +3.6% $148.10 +6.8%
136 YUM YUM BRANDS INC Consumer Cyclical 2,614.0 $406K 0.01% +300.0 +13.0% $155.48 -2.2%
137 JEPQ J P MORGAN EXCHANGE TRADED F 7,125.0 $396K 0.01% +1K +18.3% $55.52 +10.5%
138 GSBD GOLDMAN SACHS BDC INC Financial Services 43,760.0 $389K 0.01% +11K +31.7% $8.88 +4.8%
139 BNDX VANGUARD CHARLOTTE FDS 7,650.0 $368K 0.01% +2K +25.4% $48.05 +0.6%
140 USAC USA COMPRESSION PARTNERS LP Energy 13,400.0 $363K 0.01% +4K +37.4% $27.12 -7.6%
Page 7 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%