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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 18 of 25  ·  500 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 NVS NOVARTIS AG Healthcare 4,392.0 $671K 0.02% +300.0 +7.3% $152.75 -3.7%
342 SMIN ISHARES TR 11,092.0 $665K 0.02% -810.0 -6.8% $59.96 +15.8%
343 EWT ISHARES INC 9,342.0 $663K 0.02% $70.92 +55.1%
344 PFF ISHARES TR 21,841.0 $662K 0.02% +2K +8.5% $30.32 +3.0%
345 TFC TRUIST FINL CORP Financial Services 14,400.0 $662K 0.02% $45.97 +5.1%
346 SPDW SPDR INDEX SHS FDS 14,500.0 $662K 0.02% $45.65 +13.5%
347 SBUX STARBUCKS CORP Consumer Cyclical 7,328.0 $657K 0.02% +450.0 +6.5% $89.59 +12.3%
348 APOS APOLLO GLOBAL MGMT INC Financial Services 5,886.0 $656K 0.02% -647.0 -9.9% $111.42 -77.0%
349 CM CANADIAN IMPERIAL BANK OF CO Financial Services 6,920.0 $656K 0.02% $94.75 +17.9%
350 BNS BANK NOVA SCOTIA B C Financial Services 8,975.0 $622K 0.02% $69.31 +25.6%
351 PH PARKER-HANNIFIN CORP Industrials 665.0 $595K 0.02% $895.24 +6.5%
352 EWY ISHARES INC 4,810.0 $592K 0.02% $123.01 +78.2%
353 SGOV ISHARES TR 5,875.0 $591K 0.02% $100.66 -0.1%
354 HON HONEYWELL INTL INC Industrials 2,596.0 $587K 0.02% +69.0 +2.7% $226.03 +1.3%
355 TGT TARGET CORP Consumer Defensive 4,785.0 $580K 0.02% $121.20 +7.9%
356 NOC NORTHROP GRUMMAN CORP Industrials 829.0 $566K 0.02% +59.0 +7.7% $682.24 -23.6%
357 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 9,485.0 $562K 0.02% +1K +12.5% $59.27 -20.8%
358 JEPI J P MORGAN EXCHANGE TRADED F 9,750.0 $553K 0.02% +2K +19.6% $56.68 -1.0%
359 TJX TJX COS INC NEW Consumer Cyclical 3,436.0 $549K 0.02% +300.0 +9.6% $159.70 +2.6%
360 AGG ISHARES TR 5,453.0 $541K 0.01% +797.0 +17.1% $99.27 -0.4%
Page 18 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%