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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 11 of 25  ·  500 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IBM INTERNATIONAL BUSINESS MACHS Technology 8,071.0 $2.0M 0.06% +80.0 +1.0% $242.39 +2.8%
202 AEP AMERICAN ELEC PWR CO INC Utilities 14,818.0 $1.9M 0.06% +758.0 +5.4% $131.08 -2.6%
203 VRTX VERTEX PHARMACEUTICALS INC Healthcare 4,344.0 $1.9M 0.06% +75.0 +1.8% $446.54 +1.1%
204 EMR EMERSON ELEC CO Industrials 14,789.0 $1.9M 0.06% $131.02 +15.0%
205 MCK MCKESSON CORP Healthcare 2,213.0 $1.9M 0.05% -675.0 -23.4% $865.36 -13.3%
206 IWO ISHARES TR 6,076.0 $1.9M 0.05% $313.81 +24.0%
207 CMI CUMMINS INC Industrials 3,505.0 $1.9M 0.05% $538.02 +33.2%
208 FBT FIRST TR EXCHANGE-TRADED FD 9,300.0 $1.9M 0.05% $200.82 +13.9%
209 FEDERATED HERMES INC 32,829.0 $1.9M 0.05% $56.71
210 SLV ISHARES SILVER TR Financial Services 26,750.0 $1.8M 0.05% $68.14 -12.7%
211 CME CME GROUP INC Financial Services 6,136.0 $1.8M 0.05% $295.35 -16.6%
212 NOW SERVICENOW INC Technology 17,105.0 $1.8M 0.05% +7K +65.9% $104.55 -9.1%
213 CRH PLC 16,991.0 $1.8M 0.05% $105.12
214 VT VANGUARD INTL EQUITY INDEX F 12,828.0 $1.8M 0.05% $138.32 +14.0%
215 GBDC GOLUB CAP BDC INC Financial Services 139,060.0 $1.8M 0.05% -8K -5.2% $12.66 -2.4%
216 STAG STAG INDUSTRIAL INC Real Estate 48,000.0 $1.7M 0.05% $36.06 +4.8%
217 PAYX PAYCHEX INC Industrials 18,758.0 $1.7M 0.05% -250.0 -1.3% $92.12 +6.6%
218 MCO MOODYS CORP Financial Services 3,944.0 $1.7M 0.05% $436.25 +3.3%
219 QCOM QUALCOMM INC Technology 13,352.0 $1.7M 0.05% -150.0 -1.1% $128.78 +75.6%
220 O REALTY INCOME CORP Real Estate 28,004.0 $1.7M 0.05% $61.18 -1.5%
Page 11 of 25  ·  500 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%