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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 10 of 25  ·  493 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SRE SEMPRA Utilities 25,166.0 $2.2M 0.07% NEW $88.29 +4.8%
182 BCSF BAIN CAP SPECIALTY FIN INC Financial Services 159,472.0 $2.2M 0.07% NEW $13.91 -9.4%
183 REMX VANECK ETF TRUST 30,000.0 $2.2M 0.07% NEW $73.92 +18.0%
184 CHTR CHARTER COMMUNICATIONS INC N Communication Services 10,612.0 $2.2M 0.07% NEW $208.75 -35.7%
185 COP CONOCOPHILLIPS Energy 23,550.0 $2.2M 0.07% NEW $93.61 +11.2%
186 DGS WISDOMTREE TR 38,284.0 $2.2M 0.07% NEW $57.24 +12.6%
187 ADP AUTOMATIC DATA PROCESSING IN Industrials 8,453.0 $2.2M 0.07% NEW $257.23 -6.3%
188 IBB ISHARES TR 12,840.0 $2.2M 0.07% NEW $168.77 +15.1%
189 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 8,420.0 $2.2M 0.07% NEW $256.03 -1.9%
190 RTX RTX CORPORATION Industrials 11,749.0 $2.2M 0.07% NEW $183.40 +7.3%
191 HESM HESS MIDSTREAM LP Energy 62,400.0 $2.2M 0.07% NEW $34.50 +10.6%
192 ITW ILLINOIS TOOL WKS INC Industrials 8,683.0 $2.1M 0.07% NEW $246.30 +9.7%
193 PAYX PAYCHEX INC Industrials 19,008.0 $2.1M 0.07% NEW $112.18 -6.2%
194 CHRW C H ROBINSON WORLDWIDE INC Industrials 13,225.0 $2.1M 0.06% NEW $160.76 +18.5%
195 CRH PLC 16,991.0 $2.1M 0.06% NEW $124.80
196 VTI VANGUARD INDEX FDS 6,287.0 $2.1M 0.06% NEW $335.26 +10.0%
197 SPYD SPDR SERIES TRUST 48,506.0 $2.1M 0.06% NEW $43.25 +11.5%
198 SYY SYSCO CORP Consumer Defensive 28,135.0 $2.1M 0.06% NEW $73.69 +14.1%
199 UNH UNITEDHEALTH GROUP INC Healthcare 6,200.0 $2.0M 0.06% NEW $330.11 +30.2%
200 DOV DOVER CORP Industrials 10,475.0 $2.0M 0.06% NEW $195.24 +9.4%
Page 10 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%