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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 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JBL JABIL INC Technology 6,286,723.0 $1.67B 47.38% -92K -1.4% $265.63 +40.0%
2 AAPL APPLE INC Technology 179,289.0 $45.5M 1.29% -6K -3.0% $253.79 +17.4%
3 BERKSHIRE HATHAWAY INC DEL 78,592.0 $37.7M 1.07% -1K -1.4% $479.20
4 NVDA NVIDIA CORPORATION Technology 128,465.0 $22.4M 0.64% -2K -1.7% $174.40 +20.8%
5 GS GOLDMAN SACHS GROUP INC Financial Services 25,141.0 $21.3M 0.60% -188.0 -0.7% $845.99 +29.6%
6 IJK ISHARES TR 158,547.0 $16.0M 0.45% -950.0 -0.6% $100.62 +14.9%
7 VUG VANGUARD INDEX FDS 35,962.0 $15.7M 0.45% -4K -10.8% $436.79 -80.1%
8 IJJ ISHARES TR 108,369.0 $14.4M 0.41% -4K -3.3% $132.50 +9.3%
9 IJT ISHARES TR 94,721.0 $13.7M 0.39% -525.0 -0.6% $144.71 +18.0%
10 OKE ONEOK INC NEW Energy 123,597.0 $11.2M 0.32% -951.0 -0.8% $90.39 -5.9%
11 SCHA SCHWAB STRATEGIC TR 356,469.0 $10.4M 0.29% -3K -0.8% $29.08 +21.0%
12 KKR KKR & CO INC Financial Services 90,791.0 $8.4M 0.24% -4K -4.1% $92.50 +4.9%
13 BN BROOKFIELD CORP Financial Services 185,947.0 $7.5M 0.21% -1K -0.6% $40.47 +9.8%
14 VOT VANGUARD INDEX FDS 25,543.0 $6.6M 0.19% -1K -5.0% $257.35 +19.0%
15 PSCT INVESCO EXCH TRADED FD TR II 96,460.0 $5.8M 0.16% -725.0 -0.8% $60.07 +44.8%
16 EQT EQT CORP Energy 84,410.0 $5.4M 0.15% -2K -2.3% $63.64 -20.3%
17 LLY ELI LILLY & CO Healthcare 5,744.0 $5.3M 0.15% -276.0 -4.6% $919.83 +19.4%
18 LNG CHENIERE ENERGY INC Energy 17,891.0 $5.1M 0.14% -90.0 -0.5% $283.76 -20.0%
19 SCHE SCHWAB STRATEGIC TR 149,598.0 $4.9M 0.14% -2K -1.6% $32.95 +11.9%
20 MAIN MAIN STR CAP CORP Financial Services 79,553.0 $4.2M 0.12% -850.0 -1.1% $52.96 -3.8%
Page 1 of 4  ·  71 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%