BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 8 of 8  ·  156 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 LEGH LEGACY HOUSING CORP Consumer Cyclical 16,800.0 $343K 0.01% +5K +46.1% $20.43 +22.4%
142 MTN VAIL RESORTS INC Consumer Cyclical 2,585.0 $332K 0.01% +875.0 +51.2% $128.32 +12.8%
143 HSBC HSBC HLDGS PLC Financial Services 4,000.0 $330K 0.01% +100.0 +2.6% $82.49 +15.1%
144 DE DEERE & CO Industrials 558.0 $314K 0.01% +58.0 +11.6% $563.30 +4.6%
145 MRSH MARSH & MCLENNAN COS INC Financial Services 1,810.0 $314K 0.01% +485.0 +36.6% $173.45 -6.4%
146 CARR CARRIER GLOBAL CORPORATION Industrials 5,368.0 $302K 0.01% +525.0 +10.8% $56.31 +27.5%
147 GPIQ GOLDMAN SACHS ETF TR 6,050.0 $299K 0.01% +1K +21.0% $49.49 +20.0%
148 JOBY JOBY AVIATION INC Industrials 35,800.0 $296K 0.01% +2K +4.4% $8.26 +21.1%
149 NGG NATIONAL GRID PLC Utilities 3,325.0 $281K 0.01% +150.0 +4.7% $84.60 -6.1%
150 TRV TRAVELERS COMPANIES INC Financial Services 956.0 $279K 0.01% +100.0 +11.7% $291.68 +5.5%
151 PANW PALO ALTO NETWORKS INC Technology 1,656.0 $265K 0.01% +560.0 +51.1% $160.32 +79.5%
152 FAST FASTENAL CO Industrials 5,699.0 $264K 0.01% +749.0 +15.1% $46.40 -1.1%
153 DAL DELTA AIR LINES INC Industrials 3,874.0 $258K 0.01% +20.0 +0.5% $66.48 +26.6%
154 PGX INVESCO EXCH TRADED FD TR II 21,600.0 $235K 0.01% +5K +32.9% $10.88 +1.0%
155 VALE VALE S A Basic Materials 14,000.0 $223K 0.01% +1K +8.5% $15.91 -3.1%
156 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 34,500.0 $184K 0.01% +6K +19.0% $5.32 -6.4%
Page 8 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%