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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 19 of 25  ·  500 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 BFST BUSINESS FIRST BANCSHARES IN Financial Services 19,890.0 $538K 0.01% NEW $27.04 +6.4%
362 INGERSOLL RAND INC 6,698.0 $537K 0.01% $80.12
363 FELE FRANKLIN ELEC INC Industrials 5,753.0 $530K 0.01% $92.17 +13.1%
364 EIS ISHARES INC 4,470.0 $519K 0.01% $116.04 +6.0%
365 EQIX EQUINIX INC Real Estate 523.0 $513K 0.01% +30.0 +6.1% $980.24 +11.4%
366 FDX FEDEX CORP Industrials 1,431.0 $510K 0.01% -125.0 -8.0% $356.18 -8.4%
367 EWJ ISHARES INC 5,999.0 $507K 0.01% $84.44 +14.0%
368 RJF RAYMOND JAMES FINL INC Financial Services 3,445.0 $499K 0.01% $144.79 +7.6%
369 BMY BRISTOL-MYERS SQUIBB CO Healthcare 8,050.0 $488K 0.01% $60.65 -11.0%
370 PFXF VANECK ETF TRUST 27,780.0 $487K 0.01% +9K +50.4% $17.54 +5.5%
371 BXSL BLACKSTONE SECD LENDING FD Financial Services 20,551.0 $487K 0.01% -13K -38.1% $23.69 -0.3%
372 WM WASTE MGMT INC DEL Industrials 2,117.0 $486K 0.01% +152.0 +7.7% $229.79 -6.6%
373 BFOR ALPS ETF TR 5,770.0 $479K 0.01% $83.01 +12.0%
374 AM ANTERO MIDSTREAM CORP Energy 21,000.0 $479K 0.01% $22.80 -4.8%
375 WTS WATTS WATER TECHNOLOGIES INC Industrials 1,645.0 $478K 0.01% +60.0 +3.8% $290.29 +18.5%
376 EWW ISHARES INC 6,275.0 $472K 0.01% $75.23 +2.8%
377 SPMD SPDR SERIES TRUST 7,850.0 $465K 0.01% $59.22 +12.4%
378 PBA PEMBINA PIPELINE CORP Energy 10,247.0 $459K 0.01% $44.76 +3.1%
379 VPL VANGUARD INTL EQUITY INDEX F 4,671.0 $456K 0.01% $97.72 +23.2%
380 IWP ISHARES TR 3,561.0 $456K 0.01% -27.0 -0.8% $128.12 +10.8%
Page 19 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%