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Portfolio (Quarterly) Guide ↗

Texas Yale Capital Corp.

· CIK 0001332342
13F Portfolio $3.3B AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 493 New
Page 11 of 25  ·  493 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MCO MOODYS CORP Financial Services 3,944.0 $2.0M 0.06% NEW $510.85 -7.2%
202 CASY CASEYS GEN STORES INC Consumer Cyclical 3,609.0 $2.0M 0.06% NEW $552.71 +41.9%
203 ARCC ARES CAPITAL CORP Financial Services 98,550.0 $2.0M 0.06% NEW $20.23 -7.5%
204 GBDC GOLUB CAP BDC INC Financial Services 146,619.0 $2.0M 0.06% NEW $13.57 -4.0%
205 IWO ISHARES TR 6,078.0 $2.0M 0.06% NEW $323.01 +21.5%
206 EMR EMERSON ELEC CO Industrials 14,789.0 $2.0M 0.06% NEW $132.72 +5.9%
207 META META PLATFORMS INC Communication Services 2,959.0 $2.0M 0.06% NEW $660.09 -7.9%
208 LULU LULULEMON ATHLETICA INC Consumer Cyclical 9,363.0 $1.9M 0.06% NEW $207.81 -44.0%
209 VRTX VERTEX PHARMACEUTICALS INC Healthcare 4,269.0 $1.9M 0.06% NEW $453.36 +11.1%
210 FBT FIRST TR EXCHANGE-TRADED FD 9,300.0 $1.9M 0.06% NEW $206.52 +21.8%
211 MPC MARATHON PETE CORP Energy 11,775.0 $1.9M 0.06% NEW $162.63 +62.9%
212 AIA ISHARES TR 18,630.0 $1.8M 0.06% NEW $97.51 +39.9%
213 VT VANGUARD INTL EQUITY INDEX F 12,823.0 $1.8M 0.06% NEW $141.06 +11.4%
214 TPL TEXAS PACIFIC LAND CORPORATI Energy 6,294.0 $1.8M 0.06% NEW $287.22 +45.3%
215 CMI CUMMINS INC Industrials 3,505.0 $1.8M 0.05% NEW $510.45 +33.8%
216 ACN ACCENTURE PLC IRELAND Technology 6,665.0 $1.8M 0.05% NEW $268.30 -51.1%
217 MP MP MATERIALS CORP Basic Materials 35,000.0 $1.8M 0.05% NEW $50.52 +7.8%
218 CCI CROWN CASTLE INC Real Estate 19,895.0 $1.8M 0.05% NEW $88.87 -12.5%
219 STAG STAG INDL INC Real Estate 48,000.0 $1.8M 0.05% NEW $36.76 +4.5%
220 SLV ISHARES SILVER TR Financial Services 26,750.0 $1.7M 0.05% NEW $64.42 -14.5%
Page 11 of 25  ·  493 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 59.7%
Financial Services 11.5%
Energy 8.0%
Industrials 6.2%
Consumer Cyclical 4.0%
Communication Services 2.4%
Healthcare 2.2%
Consumer Defensive 2.2%
Real Estate 1.5%
Utilities 1.5%