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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 16 of 25  ·  500 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SLDE SLIDE INS HLDGS INC Financial Services 49,534.0 $892K 0.03% NEW $18.00 -7.9%
302 FCX FREEPORT MCMORAN INC Basic Materials 15,160.0 $891K 0.03% $58.78 +16.8%
303 EIRL ISHARES TR 12,900.0 $888K 0.03% $68.86 +12.3%
304 VLYPN VALLEY NATL BANCORP Financial Services 72,171.0 $886K 0.03% $12.28 +109.9%
305 CAG CONAGRA BRANDS INC Consumer Defensive 56,350.0 $886K 0.03% NEW $15.72 -16.0%
306 XME SPDR SERIES TRUST 8,179.0 $883K 0.03% +225.0 +2.8% $108.01 +8.3%
307 XLRE SELECT SECTOR SPDR TR 21,500.0 $878K 0.03% +2K +7.5% $40.83 +7.4%
308 DVY ISHARES TR 5,795.0 $877K 0.03% $151.41 +1.2%
309 CNQ CANADIAN NAT RES LTD MED TER Energy 18,000.0 $877K 0.03% $48.73 -15.8%
310 MLM MARTIN MARIETTA MATLS INC Basic Materials 1,489.0 $877K 0.03% $588.68 +3.5%
311 BP BP PLC Energy 18,441.0 $867K 0.03% $47.00 -16.8%
312 COHR COHERENT CORP Technology 3,617.0 $862K 0.02% $238.21 +63.5%
313 OUNZ VANECK MERK GOLD ETF Financial Services 19,100.0 $860K 0.02% $45.05 -10.0%
314 UBER UBER TECHNOLOGIES INC Technology 11,949.0 $859K 0.02% +4K +58.8% $71.93 -0.4%
315 SPTM SPDR SERIES TRUST 10,446.0 $826K 0.02% $79.06 +15.0%
316 WBD WARNER BROS DISCOVERY INC Communication Services 30,039.0 $825K 0.02% $27.46 -4.6%
317 NVO NOVO-NORDISK A S Healthcare 22,324.0 $820K 0.02% +675.0 +3.1% $36.75 +17.5%
318 FTSM FIRST TR EXCHANGE-TRADED FD 13,385.0 $800K 0.02% -6K -29.1% $59.78 +0.2%
319 NTAP NETAPP INC Technology 7,751.0 $794K 0.02% $102.39 +56.0%
320 RVTY REVVITY INC Healthcare 9,000.0 $788K 0.02% $87.61 +14.1%
Page 16 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%