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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 13 of 25  ·  500 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SHEL SHELL PLC Energy 14,923.0 $1.4M 0.04% -200.0 -1.3% $93.00 -15.3%
242 IRM IRON MTN INC DEL Real Estate 13,505.0 $1.4M 0.04% $102.14 +25.2%
243 AFK VANECK ETF TRUST 52,500.0 $1.4M 0.04% +15K +40.2% $25.75 +3.2%
244 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 3,400.0 $1.3M 0.04% -50.0 -1.4% $391.76 +173.2%
245 VUSB VANGUARD BD INDEX FDS 26,700.0 $1.3M 0.04% -2K -5.3% $49.79 -0.2%
246 IJH ISHARES TR 19,683.0 $1.3M 0.04% +3K +18.4% $67.53 +12.2%
247 FLIN FRANKLIN TEMPLETON ETF TR 39,738.0 $1.3M 0.04% +13K +46.8% $33.22 +6.8%
248 IVW ISHARES TR 11,600.0 $1.3M 0.04% $113.11 +22.0%
249 ABT ABBOTT LABORATORIES Healthcare 12,615.0 $1.3M 0.04% -240.0 -1.9% $102.67 -13.9%
250 CCL CARNIVAL CORP Consumer Cyclical 50,000.0 $1.3M 0.04% $25.88 +19.3%
251 CTVA CORTEVA INC Basic Materials 15,404.0 $1.3M 0.04% $83.71 -6.1%
252 LW LAMB WESTON HLDGS INC Consumer Defensive 30,175.0 $1.3M 0.04% $42.26 +6.6%
253 LOW LOWES COS INC Consumer Cyclical 5,326.0 $1.3M 0.04% $236.28 -6.0%
254 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 34,635.0 $1.3M 0.04% $36.12 +4.0%
255 OBNK ORIGIN BANCORP INC Financial Services 30,000.0 $1.2M 0.04% $41.46 -31.0%
256 WELL WELLTOWER INC Real Estate 6,252.0 $1.2M 0.04% $197.71 +4.5%
257 LYV LIVE NATION ENTERTAINMENT IN Communication Services 8,025.0 $1.2M 0.04% $152.51 +12.3%
258 QQQM INVESCO EXCH TRADED FD TR II 5,090.0 $1.2M 0.03% +900.0 +21.5% $237.62 +28.2%
259 ACN ACCENTURE PLC IRELAND Technology 6,020.0 $1.2M 0.03% -645.0 -9.7% $198.29 -35.5%
260 AWK AMERICAN WTR WKS CO INC NEW Utilities 8,700.0 $1.2M 0.03% $136.09 -8.1%
Page 13 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%