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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 21 of 25  ·  500 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 EA ELECTRONIC ARTS INC Communication Services 1,933.0 $394K 0.01% $203.87 -0.8%
402 NUE NUCOR CORP Basic Materials 2,300.0 $389K 0.01% $169.10 +44.2%
403 GSBD GOLDMAN SACHS BDC INC Financial Services 43,760.0 $389K 0.01% +11K +31.7% $8.88 +4.8%
404 CHT CHUNGHWA TELECOM CO LTD Communication Services 9,000.0 $380K 0.01% $42.24 +7.3%
405 WSO WATSCO INC Industrials 1,042.0 $379K 0.01% NEW $363.79 +10.2%
406 ADBE ADOBE INC Technology 1,547.0 $376K 0.01% $243.08 -19.7%
407 VEU VANGUARD INTL EQUITY INDEX F 4,942.0 $371K 0.01% $75.11 +13.1%
408 FNDX SCHWAB STRATEGIC TR 13,200.0 $368K 0.01% $27.85 +11.5%
409 BNDX VANGUARD CHARLOTTE FDS 7,650.0 $368K 0.01% +2K +25.4% $48.05 +0.6%
410 USAC USA COMPRESSION PARTNERS LP Energy 13,400.0 $363K 0.01% +4K +37.4% $27.12 -7.6%
411 CENCORA INC 1,155.0 $363K 0.01% $314.14
412 IXN ISHARES TR 3,600.0 $360K 0.01% $99.97 +46.4%
413 MET METLIFE INC Financial Services 5,035.0 $356K 0.01% -4K -45.3% $70.72 +21.0%
414 SM SM ENERGY COMPANY Energy 11,169.0 $348K 0.01% $31.18 -13.0%
415 ICF ISHARES TR 5,600.0 $347K 0.01% $61.89 +8.1%
416 LEGH LEGACY HOUSING CORP Consumer Cyclical 16,800.0 $343K 0.01% +5K +46.1% $20.43 +22.4%
417 BIZD VANECK ETF TRUST 26,110.0 $334K 0.01% $12.80 -3.4%
418 MTN VAIL RESORTS INC Consumer Cyclical 2,585.0 $332K 0.01% +875.0 +51.2% $128.32 +12.8%
419 HSBC HSBC HLDGS PLC Financial Services 4,000.0 $330K 0.01% +100.0 +2.6% $82.49 +15.1%
420 VRT VERTIV HOLDINGS CO Industrials 1,312.0 $329K 0.01% NEW $250.58 +32.9%
Page 21 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%