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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 5 of 25  ·  500 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 URI UNITED RENTALS INC Industrials 8,676.0 $6.3M 0.18% +305.0 +3.6% $728.56 +47.8%
82 SCHF SCHWAB STRATEGIC TR 249,684.0 $6.2M 0.17% +7K +3.0% $24.75 +14.1%
83 ENB ENBRIDGE INC Energy 113,286.0 $6.1M 0.17% $54.14 +0.8%
84 SCHM SCHWAB STRATEGIC TR 189,668.0 $5.9M 0.17% +6K +3.2% $30.96 +16.6%
85 PSCT INVESCO EXCH TRADED FD TR II 96,460.0 $5.8M 0.16% -725.0 -0.8% $60.07 +44.8%
86 BLK BLACKROCK INC Financial Services 6,004.0 $5.8M 0.16% +240.0 +4.2% $961.71 +9.2%
87 L LOEWS CORP Financial Services 52,695.0 $5.6M 0.16% $106.74 +0.5%
88 DMLP DORCHESTER MINERALS L P Energy 207,500.0 $5.6M 0.16% +6K +3.0% $27.10 -7.7%
89 TSLA TESLA INC Consumer Cyclical 15,047.0 $5.6M 0.16% +86.0 +0.6% $371.75 +7.7%
90 MCD MCDONALDS CORP Consumer Cyclical 17,760.0 $5.5M 0.16% $310.79 -10.4%
91 SCHH SCHWAB STRATEGIC TR 253,118.0 $5.4M 0.15% +2K +0.7% $21.49 +8.8%
92 CG CARLYLE GROUP INC Financial Services 112,232.0 $5.4M 0.15% +11K +10.3% $48.39 -7.4%
93 DLR DIGITAL RLTY TR INC Real Estate 29,908.0 $5.4M 0.15% +160.0 +0.5% $180.21 +4.4%
94 EQT EQT CORP Energy 84,410.0 $5.4M 0.15% -2K -2.3% $63.64 -20.3%
95 WMB WILLIAMS COS INC Energy 73,715.0 $5.4M 0.15% +498.0 +0.7% $72.78 -2.1%
96 TYL TYLER TECHNOLOGIES INC Technology 15,640.0 $5.4M 0.15% +1K +7.6% $342.38 -18.5%
97 LLY ELI LILLY & CO Healthcare 5,744.0 $5.3M 0.15% -276.0 -4.6% $919.83 +19.4%
98 BA BOEING CO Industrials 26,274.0 $5.2M 0.15% $199.03 +11.9%
99 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 32,602.0 $5.1M 0.14% $157.28 -14.9%
100 LNG CHENIERE ENERGY INC Energy 17,891.0 $5.1M 0.14% -90.0 -0.5% $283.76 -20.0%
Page 5 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%