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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 12 of 25  ·  500 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MP MP MATERIALS CORP Basic Materials 35,260.0 $1.7M 0.05% +260.0 +0.7% $48.26 +26.1%
222 PSA PUBLIC STORAGE OPER CO Real Estate 6,260.0 $1.7M 0.05% -110.0 -1.7% $270.90 +17.4%
223 ADP AUTOMATIC DATA PROCESSING IN Industrials 8,193.0 $1.7M 0.05% -260.0 -3.1% $203.18 +7.5%
224 ARCC ARES CAPITAL CORP Financial Services 91,825.0 $1.7M 0.05% -7K -6.8% $18.02 +0.1%
225 BMO BANK MONTREAL MEDIUM Financial Services 12,213.0 $1.7M 0.05% -200.0 -1.6% $135.34 +26.2%
226 EMXC ISHARES INC 20,900.0 $1.6M 0.05% $78.66 +34.4%
227 QQQJ INVESCO EXCH TRADED FD TR II 45,340.0 $1.6M 0.05% $36.21 +23.2%
228 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 8,300.0 $1.6M 0.05% -120.0 -1.4% $197.50 +21.2%
229 VTR VENTAS INC Real Estate 20,000.0 $1.6M 0.05% -290.0 -1.4% $81.78 -0.2%
230 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 17,540.0 $1.6M 0.05% +5K +37.1% $92.27 +35.6%
231 BEP BROOKFIELD RENEWABLE ENERGY Utilities 49,350.0 $1.6M 0.05% $32.64 +8.0%
232 LIBERTY MEDIA CORP DEL 18,875.0 $1.6M 0.05% NEW $85.02
233 LULU LULULEMON ATHLETICA INC Consumer Cyclical 10,288.0 $1.6M 0.04% +925.0 +9.9% $153.10 -27.0%
234 LMT LOCKHEED MARTIN CORP Industrials 2,504.0 $1.5M 0.04% +85.0 +3.5% $604.49 -15.5%
235 WTM WHITE MTNS INS GROUP LTD Financial Services 687.0 $1.5M 0.04% $2196.96 -8.4%
236 BSX BOSTON SCIENTIFIC CORP Healthcare 24,049.0 $1.5M 0.04% NEW $62.75 -27.8%
237 REGN REGENERON PHARMACEUTICALS Healthcare 1,924.0 $1.5M 0.04% $772.64 -21.1%
238 EFA ISHARES TR 15,075.0 $1.5M 0.04% $97.13 +7.5%
239 CBOE CBOE GLOBAL MKTS INC Financial Services 5,109.0 $1.4M 0.04% $281.07 -11.4%
240 SCHX SCHWAB STRATEGIC TR 54,642.0 $1.4M 0.04% $25.64 +15.0%
Page 12 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%