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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 24 of 25  ·  500 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 RSG REPUBLIC SVCS INC Industrials 1,088.0 $238K 0.01% NEW $219.02 -6.4%
462 SAP SAP SE Technology 1,376.0 $236K 0.01% -225.0 -14.1% $171.21 -9.3%
463 PGX INVESCO EXCH TRADED FD TR II 21,600.0 $235K 0.01% +5K +32.9% $10.88 +1.0%
464 IGV ISHARES TR 2,925.0 $234K 0.01% $80.05 +11.3%
465 DVN DEVON ENERGY CORP NEW Energy 4,642.0 $234K 0.01% NEW $50.32 -16.3%
466 LAMR LAMAR ADVERTISING CO Real Estate 1,807.0 $229K 0.01% $126.66 +18.2%
467 CAH CARDINAL HEALTH INC Healthcare 1,078.0 $228K 0.01% NEW $211.31 +5.0%
468 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 8,800.0 $228K 0.01% $25.88 +4.2%
469 CF CF INDUSTRIES HOLD Basic Materials 1,750.0 $227K 0.01% NEW $129.84 -20.7%
470 DG DOLLAR GEN CORP Consumer Defensive 1,897.0 $225K 0.01% $118.73 -4.4%
471 RIO RIO TINTO PLC Basic Materials 2,410.0 $225K 0.01% NEW $93.29 +7.3%
472 TREX TREX INC Industrials 6,161.0 $224K 0.01% $36.42 +29.4%
473 IVOV VANGUARD ADMIRAL FDS INC 2,200.0 $224K 0.01% $101.95 +9.8%
474 OZ BELPOINTE PREP LLC Real Estate 4,200.0 $223K 0.01% $53.20 -11.9%
475 VALE VALE S A Basic Materials 14,000.0 $223K 0.01% +1K +8.5% $15.91 -3.1%
476 BCH BANCO DE CHILE Financial Services 6,000.0 $222K 0.01% $37.04 +8.6%
477 FANG DIAMONDBACK ENERGY INC Energy 1,105.0 $219K 0.01% NEW $197.79 -7.2%
478 MOAT VANECK ETF TRUST 2,250.0 $218K 0.01% $96.70 +5.6%
479 C CITIGROUP INC Financial Services 1,915.0 $217K 0.01% NEW $113.41 +26.2%
480 VOX VANGUARD WORLD FD 1,200.0 $216K 0.01% $179.84 +3.9%
Page 24 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%