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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 1 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 LIBERTY MEDIA CORP DEL 18,875.0 $1.6M 0.05% NEW $85.02
2 BSX BOSTON SCIENTIFIC CORP Healthcare 24,049.0 $1.5M 0.04% NEW $62.75 -27.8%
3 CPB THE CAMPBELLS COMPANY Consumer Defensive 52,425.0 $1.2M 0.03% NEW $22.27 -5.0%
4 GPC GENUINE PARTS CO Consumer Cyclical 10,010.0 $1.1M 0.03% NEW $105.75 +2.8%
5 SLDE SLIDE INS HLDGS INC Financial Services 49,534.0 $892K 0.03% NEW $18.00 -7.9%
6 CAG CONAGRA BRANDS INC Consumer Defensive 56,350.0 $886K 0.03% NEW $15.72 -16.0%
7 MDYG SPDR SERIES TRUST 7,000.0 $672K 0.02% NEW $95.96 +15.2%
8 BFST BUSINESS FIRST BANCSHARES IN Financial Services 19,890.0 $538K 0.01% NEW $27.04 +6.4%
9 WSO WATSCO INC Industrials 1,042.0 $379K 0.01% NEW $363.79 +5.7%
10 VRT VERTIV HOLDINGS CO Industrials 1,312.0 $329K 0.01% NEW $250.58 +26.7%
11 MSDL MORGAN STANLEY DIRECT LENDIN Financial Services 22,675.0 $317K 0.01% NEW $13.96 +10.1%
12 WAT WATERS CORP Healthcare 971.0 $289K 0.01% NEW $297.80 +19.9%
13 GEV GE VERNOVA INC Utilities 322.0 $281K 0.01% NEW $872.90 +27.1%
14 EOG EOG RES INC Energy 1,800.0 $260K 0.01% NEW $144.57 -10.1%
15 OWL BLUE OWL CAPITAL INC Financial Services 27,000.0 $247K 0.01% NEW $9.13 +4.4%
16 RSG REPUBLIC SVCS INC Industrials 1,088.0 $238K 0.01% NEW $219.02 -6.4%
17 DVN DEVON ENERGY CORP NEW Energy 4,642.0 $234K 0.01% NEW $50.32 -16.3%
18 CAH CARDINAL HEALTH INC Healthcare 1,078.0 $228K 0.01% NEW $211.31 +5.0%
19 CF CF INDUSTRIES HOLD Basic Materials 1,750.0 $227K 0.01% NEW $129.84 -20.7%
20 RIO RIO TINTO PLC Basic Materials 2,410.0 $225K 0.01% NEW $93.29 +7.3%
Page 1 of 2  ·  26 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%