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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 2 of 25  ·  500 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PCAR PACCAR INC Industrials 149,046.0 $17.2M 0.49% $115.50 +3.0%
22 BX BLACKSTONE INC Financial Services 141,494.0 $16.3M 0.46% $114.99 +7.7%
23 MSCI MSCI INC Financial Services 30,081.0 $16.2M 0.46% $539.01 +7.8%
24 IJK ISHARES TR 158,547.0 $16.0M 0.45% -950.0 -0.6% $100.62 +14.9%
25 BERKSHIRE HATHAWAY INC DEL 22.0 $15.8M 0.45% $718140.00
26 VUG VANGUARD INDEX FDS 35,962.0 $15.7M 0.45% -4K -10.8% $436.79 -80.1%
27 AXON AXON ENTERPRISE INC Industrials 36,845.0 $15.6M 0.44% $424.69 -0.3%
28 BAC BANK AMERICA CORP Financial Services 317,381.0 $15.5M 0.44% $48.75 +15.3%
29 PAA PLAINS ALL AMERN PIPELINE L Energy 665,863.0 $14.9M 0.42% $22.33 -4.4%
30 NKE NIKE INC Consumer Cyclical 281,053.0 $14.8M 0.42% +18K +6.8% $52.82 -14.4%
31 VBR VANGUARD INDEX FDS 67,450.0 $14.7M 0.42% $217.25 +9.7%
32 IJJ ISHARES TR 108,369.0 $14.4M 0.41% -4K -3.3% $132.50 +9.3%
33 SHOP SHOPIFY INC Technology 118,092.0 $14.0M 0.40% $118.62 -8.2%
34 XOM EXXON MOBIL CORP Energy 81,477.0 $13.8M 0.39% $169.66 -17.0%
35 IJT ISHARES TR 94,721.0 $13.7M 0.39% -525.0 -0.6% $144.71 +18.0%
36 WMT WALMART INC Consumer Defensive 109,553.0 $13.6M 0.39% $124.28 -4.9%
37 VO VANGUARD INDEX FDS 43,421.0 $12.5M 0.35% $287.18 -72.1%
38 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 12,346.0 $12.3M 0.35% +93.0 +0.8% $996.43 -4.5%
39 NEE NEXTERA ENERGY INC Utilities 131,468.0 $12.2M 0.35% +785.0 +0.6% $92.88 -6.6%
40 VLO VALERO ENERGY CORP Energy 48,295.0 $11.9M 0.34% $247.08 -4.4%
Page 2 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%