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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 3 of 25  ·  500 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 OKE ONEOK INC NEW Energy 123,597.0 $11.2M 0.32% -951.0 -0.8% $90.39 -5.9%
42 VSS VANGUARD INTL EQUITY INDEX F 75,834.0 $11.1M 0.31% +383.0 +0.5% $145.79 +8.1%
43 ORCL ORACLE CORP Technology 71,783.0 $10.6M 0.30% +796.0 +1.1% $147.11 +25.3%
44 APH AMPHENOL CORP Technology 83,214.0 $10.5M 0.30% $126.35 +29.8%
45 V VISA INC Financial Services 34,489.0 $10.4M 0.30% +562.0 +1.7% $302.24 +8.3%
46 SCHA SCHWAB STRATEGIC TR 356,469.0 $10.4M 0.29% -3K -0.8% $29.08 +21.0%
47 CW CURTISS WRIGHT CORP Industrials 15,210.0 $10.4M 0.29% $681.12 +13.3%
48 ABBV ABBVIE INC Healthcare 47,107.0 $10.2M 0.29% $217.49 -0.4%
49 IJR ISHARES TR 82,009.0 $10.2M 0.29% +581.0 +0.7% $124.31 +15.2%
50 KEYS KEYSIGHT TECHNOLOGIES INC Technology 36,103.0 $10.2M 0.29% $282.37 +28.8%
51 VOE VANGUARD INDEX FDS 54,916.0 $10.1M 0.29% $184.28 +6.3%
52 PG PROCTER & GAMBLE CO Consumer Defensive 67,660.0 $9.8M 0.28% +7K +10.8% $144.44 +4.1%
53 CVX CHEVRON CORPORATION Energy 46,472.0 $9.6M 0.27% $206.90 -16.1%
54 NFLX NETFLIX INC. Communication Services 93,670.0 $9.0M 0.26% +19K +26.2% $96.15 -19.5%
55 AMZN AMAZON COM INC Consumer Cyclical 43,121.0 $9.0M 0.26% +2K +6.0% $208.27 +17.3%
56 AVGO BROADCOM INC Technology 28,949.0 $9.0M 0.25% +249.0 +0.9% $309.51 +32.9%
57 MA MASTERCARD INCORPORATED Financial Services 17,740.0 $8.9M 0.25% +155.0 +0.9% $499.65 -2.0%
58 JNJ JOHNSON & JOHNSON Healthcare 35,832.0 $8.8M 0.25% +2K +6.9% $244.44 -6.6%
59 SUN SUNOCO LP/SUNOCO FIN CORP Energy 133,146.0 $8.7M 0.24% +2K +1.9% $64.97 -2.3%
60 KKR KKR & CO INC Financial Services 90,791.0 $8.4M 0.24% -4K -4.1% $92.50 +4.9%
Page 3 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%