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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 2 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IJS ISHARES TR 31,034.0 $3.7M 0.10% -4K -11.9% $118.45 +12.6%
22 EQR EQUITY RESIDENTIAL Real Estate 55,565.0 $3.3M 0.09% -3K -4.3% $59.15 +8.4%
23 IWC ISHARES TR 17,899.0 $2.9M 0.08% -150.0 -0.8% $159.61 +20.4%
24 TPL TEXAS PACIFIC LAND CORPORATI Energy 5,977.0 $2.8M 0.08% -317.0 -5.0% $474.56 -25.2%
25 DKNG DRAFTKINGS INC NEW Consumer Cyclical 120,400.0 $2.6M 0.07% -9K -6.9% $21.62 +22.1%
26 MS MORGAN STANLEY Financial Services 15,515.0 $2.6M 0.07% -3K -15.8% $164.57 +35.6%
27 SCHW SCHWAB CHARLES CORP Financial Services 24,824.0 $2.3M 0.07% -291.0 -1.2% $93.98 -2.4%
28 J P MORGAN EXCHANGE TRADED F 42,701.0 $2.2M 0.06% -2K -3.4% $50.61
29 AVB AVALONBAY CMNTYS INC Real Estate 12,214.0 $2.0M 0.06% -4K -26.4% $163.35 +8.6%
30 MCK MCKESSON CORP Healthcare 2,213.0 $1.9M 0.05% -675.0 -23.4% $865.36 -13.3%
31 GBDC GOLUB CAP BDC INC Financial Services 139,060.0 $1.8M 0.05% -8K -5.2% $12.66 -2.4%
32 PAYX PAYCHEX INC Industrials 18,758.0 $1.7M 0.05% -250.0 -1.3% $92.12 +6.6%
33 QCOM QUALCOMM INC Technology 13,352.0 $1.7M 0.05% -150.0 -1.1% $128.78 +75.6%
34 PSA PUBLIC STORAGE OPER CO Real Estate 6,260.0 $1.7M 0.05% -110.0 -1.7% $270.90 +17.4%
35 ADP AUTOMATIC DATA PROCESSING IN Industrials 8,193.0 $1.7M 0.05% -260.0 -3.1% $203.18 +7.5%
36 ARCC ARES CAPITAL CORP Financial Services 91,825.0 $1.7M 0.05% -7K -6.8% $18.02 +0.1%
37 BMO BANK MONTREAL MEDIUM Financial Services 12,213.0 $1.7M 0.05% -200.0 -1.6% $135.34 +26.2%
38 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 8,300.0 $1.6M 0.05% -120.0 -1.4% $197.50 +21.2%
39 VTR VENTAS INC Real Estate 20,000.0 $1.6M 0.05% -290.0 -1.4% $81.78 +0.5%
40 SHEL SHELL PLC Energy 14,923.0 $1.4M 0.04% -200.0 -1.3% $93.00 -15.3%
Page 2 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%