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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 22 of 25  ·  500 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 ARLP ALLIANCE RESOURCE PARTNERS L Energy 11,677.0 $323K 0.01% -7K -38.5% $27.65 -14.9%
422 MSDL MORGAN STANLEY DIRECT LENDIN Financial Services 22,675.0 $317K 0.01% NEW $13.96 +10.1%
423 DE DEERE & CO Industrials 558.0 $314K 0.01% +58.0 +11.6% $563.30 +4.6%
424 MRSH MARSH & MCLENNAN COS INC Financial Services 1,810.0 $314K 0.01% +485.0 +36.6% $173.45 -6.4%
425 EVRG EVERGY INC Utilities 3,743.0 $307K 0.01% $81.92 +0.7%
426 BND VANGUARD BD INDEX FDS 4,150.0 $306K 0.01% -225.0 -5.1% $73.64 -0.4%
427 ITOT ISHARES TR 2,141.0 $305K 0.01% -15.0 -0.7% $142.43 +15.0%
428 VRP INVESCO EXCH TRADED FD TR II 12,637.0 $303K 0.01% $23.98 +1.8%
429 CARR CARRIER GLOBAL CORPORATION Industrials 5,368.0 $302K 0.01% +525.0 +10.8% $56.31 +27.5%
430 GPIQ GOLDMAN SACHS ETF TR 6,050.0 $299K 0.01% +1K +21.0% $49.49 +20.0%
431 XLV SELECT SECTOR SPDR TR 2,035.0 $298K 0.01% $146.61 +1.9%
432 GILD GILEAD SCIENCES INC Healthcare 2,135.0 $298K 0.01% $139.37 -11.2%
433 VGK VANGUARD INTL EQUITY INDEX F 3,596.0 $296K 0.01% $82.43 +7.1%
434 JOBY JOBY AVIATION INC Industrials 35,800.0 $296K 0.01% +2K +4.4% $8.26 +21.1%
435 NEM NEWMONT CORP Basic Materials 2,710.0 $293K 0.01% $108.25 -4.1%
436 WAT WATERS CORP Healthcare 971.0 $289K 0.01% NEW $297.80 +19.4%
437 CEF SPROTT ASSET MANAGEMENT LP Financial Services 5,975.0 $285K 0.01% $47.72 -9.3%
438 NGG NATIONAL GRID PLC Utilities 3,325.0 $281K 0.01% +150.0 +4.7% $84.60 -6.1%
439 PCG PG&E CORP Utilities 16,000.0 $281K 0.01% $17.57 -6.2%
440 GEV GE VERNOVA INC Utilities 322.0 $281K 0.01% NEW $872.90 +27.1%
Page 22 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%