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Portfolio (Quarterly) Guide ↗

Texas Yale Capital Corp.

· CIK 0001332342
13F Portfolio $3.3B AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 493 New
Page 2 of 25  ·  493 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SHOP SHOPIFY INC Technology 117,592.0 $18.9M 0.57% NEW $160.97 -24.4%
22 SPY SPDR S&P 500 ETF TR Financial Services 26,977.0 $18.4M 0.56% NEW $681.91 +9.4%
23 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 59,632.0 $18.1M 0.55% NEW $303.89 +46.2%
24 BAC BANK AMERICA CORP Financial Services 318,931.0 $17.5M 0.53% NEW $55.00 +6.1%
25 MSCI MSCI INC Financial Services 30,225.0 $17.3M 0.53% NEW $573.73 +1.4%
26 NKE NIKE INC Consumer Cyclical 263,053.0 $16.8M 0.51% NEW $63.71 -32.4%
27 MPLX MPLX LP Energy 311,445.0 $16.6M 0.50% NEW $53.37 +4.8%
28 BERKSHIRE HATHAWAY INC DEL 22.0 $16.6M 0.50% NEW $754800.00
29 PCAR PACCAR INC Industrials 149,448.0 $16.4M 0.50% NEW $109.51 +10.7%
30 IJK ISHARES TR 159,497.0 $15.5M 0.47% NEW $96.88 +19.8%
31 IJJ ISHARES TR 112,119.0 $14.8M 0.45% NEW $131.59 +11.5%
32 VBR VANGUARD INDEX FDS 67,650.0 $14.3M 0.43% NEW $211.79 +14.6%
33 ORCL ORACLE CORP Technology 70,987.0 $13.8M 0.42% NEW $194.91 -26.9%
34 IJT ISHARES TR 95,246.0 $13.4M 0.41% NEW $141.16 +25.6%
35 VO VANGUARD INDEX FDS 43,264.0 $12.6M 0.38% NEW $290.22 -72.3%
36 WMT WALMART INC Consumer Defensive 109,177.0 $12.2M 0.37% NEW $111.41 +1.7%
37 KKR KKR & CO INC Financial Services 94,666.0 $12.1M 0.37% NEW $127.48 -27.4%
38 PAA PLAINS ALL AMERN PIPELINE L Energy 663,763.0 $11.9M 0.36% NEW $17.96 +23.8%
39 V VISA INC Financial Services 33,927.0 $11.9M 0.36% NEW $350.71 +0.1%
40 APH AMPHENOL CORP NEW Technology 83,236.0 $11.2M 0.34% NEW $135.14 +27.4%
Page 2 of 25  ·  493 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 59.7%
Financial Services 11.5%
Energy 8.0%
Industrials 6.2%
Consumer Cyclical 4.0%
Communication Services 2.4%
Healthcare 2.2%
Consumer Defensive 2.2%
Real Estate 1.5%
Utilities 1.5%