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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 23 of 25  ·  500 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 TRV TRAVELERS COMPANIES INC Financial Services 956.0 $279K 0.01% +100.0 +11.7% $291.68 +5.5%
442 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,400.0 $274K 0.01% $196.04 +8.9%
443 PANW PALO ALTO NETWORKS INC Technology 1,656.0 $265K 0.01% +560.0 +51.1% $160.32 +79.5%
444 FAST FASTENAL CO Industrials 5,699.0 $264K 0.01% +749.0 +15.1% $46.40 -1.1%
445 PAVE GLOBAL X FDS 5,200.0 $264K 0.01% $50.81 +15.3%
446 VCIT VANGUARD SCOTTSDALE FDS 3,159.0 $261K 0.01% $82.75 -0.3%
447 EOG EOG RES INC Energy 1,800.0 $260K 0.01% NEW $144.57 -10.1%
448 DAL DELTA AIR LINES INC Industrials 3,874.0 $258K 0.01% +20.0 +0.5% $66.48 +26.6%
449 XLY SELECT SECTOR SPDR TR 2,322.0 $253K 0.01% $108.98 +7.5%
450 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 3,881.0 $253K 0.01% $65.12 +50.4%
451 FLUTTER ENTMT PLC 2,478.0 $253K 0.01% $101.95
452 SAM BOSTON BEER INC Consumer Defensive 1,082.0 $249K 0.01% $230.40 -23.6%
453 RDDT REDDIT INC Communication Services 1,850.0 $249K 0.01% $134.65 +29.8%
454 OWL BLUE OWL CAPITAL INC Financial Services 27,000.0 $247K 0.01% NEW $9.13 +4.4%
455 MCHP MICROCHIP TECHNOLOGY INC. Technology 3,774.0 $244K 0.01% $64.61 +54.4%
456 SPTL SPDR SERIES TRUST 9,266.0 $244K 0.01% $26.30 -0.0%
457 CNP CENTERPOINT ENERGY INC Utilities 5,600.0 $242K 0.01% $43.16 -0.8%
458 TXN TEXAS INSTRS INC Technology 1,239.0 $241K 0.01% $194.14 +66.3%
459 GM GENERAL MTRS CO Consumer Cyclical 3,225.0 $240K 0.01% $74.50 +6.4%
460 FLMX FRANKLIN TEMPLETON ETF TR 6,500.0 $239K 0.01% $36.72 +4.8%
Page 23 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%