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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 24 of 25  ·  493 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 USAC USA COMPRESSION PARTNERS LP Energy 9,750.0 $224K 0.01% NEW $23.00 +16.3%
462 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 3,881.0 $224K 0.01% NEW $57.69 +93.2%
463 IVOV VANGUARD ADMIRAL FDS INC 2,200.0 $222K 0.01% NEW $101.01 +13.4%
464 ADSK AUTODESK INC Technology 750.0 $222K 0.01% NEW $296.01 -8.6%
465 MIAMI INTL HLDGS INC 5,000.0 $222K 0.01% NEW $44.38
466 ACHR ARCHER AVIATION INC Industrials 29,450.0 $221K 0.01% NEW $7.52 -21.1%
467 FLMX FRANKLIN TEMPLETON ETF TR 6,500.0 $220K 0.01% NEW $33.85 +10.5%
468 EVEREST GROUP LTD 643.0 $218K 0.01% NEW $339.35
469 TREX TREX CO INC Industrials 6,161.0 $216K 0.01% NEW $35.08 +31.3%
470 TXN TEXAS INSTRS INC Technology 1,239.0 $215K 0.01% NEW $173.49 +53.6%
471 LQD ISHARES TR 1,949.0 $215K 0.01% NEW $110.19 -3.1%
472 CNP CENTERPOINT ENERGY INC Utilities 5,600.0 $215K 0.01% NEW $38.34 +2.5%
473 MLI MUELLER INDS INC Industrials 1,860.0 $214K 0.01% NEW $114.80 -44.1%
474 IEUR ISHARES TR 3,000.0 $213K 0.01% NEW $70.98 +10.0%
475 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 8,800.0 $212K 0.01% NEW $24.11 +12.9%
476 SAM BOSTON BEER INC Consumer Defensive 1,082.0 $211K 0.01% NEW $195.13 -6.2%
477 SM SM ENERGY CO Energy 11,169.0 $209K 0.01% NEW $18.70 +96.8%
478 TIP ISHARES TR 1,900.0 $209K 0.01% NEW $109.91 -2.2%
479 EWC ISHARES INC 3,850.0 $208K 0.01% NEW $53.93 +15.4%
480 PANW PALO ALTO NETWORKS INC Technology 1,096.0 $202K 0.01% NEW $184.20 +107.8%
Page 24 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 61.8%
Financial Services 11.4%
Industrials 6.5%
Energy 6.1%
Consumer Cyclical 4.2%
Healthcare 2.3%
Consumer Defensive 2.3%
Communication Services 1.8%
Real Estate 1.6%
Utilities 1.6%