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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 7 of 25  ·  500 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SCHC SCHWAB STRATEGIC TR 83,648.0 $3.9M 0.11% +2K +2.8% $46.74 +5.6%
122 KMB KIMBERLY-CLARK CORP Consumer Defensive 40,413.0 $3.9M 0.11% +819.0 +2.1% $96.47 +6.3%
123 IWN ISHARES TR 19,889.0 $3.8M 0.11% $189.59 +14.4%
124 USAR USA RARE EARTH INC Basic Materials 243,850.0 $3.7M 0.10% +2K +0.8% $15.14 +62.8%
125 IJS ISHARES TR 31,034.0 $3.7M 0.10% -4K -11.9% $118.45 +12.6%
126 MKL MARKEL GROUP INC Financial Services 1,918.0 $3.7M 0.10% +30.0 +1.6% $1914.07 -3.5%
127 MRVL MARVELL TECHNOLOGY INC Technology 36,553.0 $3.6M 0.10% $99.05 +213.6%
128 AMGN AMGEN INC Healthcare 10,247.0 $3.6M 0.10% $351.85 -4.1%
129 CHE CHEMED CORP NEW Healthcare 9,530.0 $3.6M 0.10% $377.74 +15.5%
130 PM PHILIP MORRIS INTL INC Consumer Defensive 21,523.0 $3.6M 0.10% $165.34 +7.9%
131 VEA VANGUARD TAX-MANAGED FDS 55,441.0 $3.6M 0.10% +6K +11.3% $64.08 +12.8%
132 CBRE CBRE GROUP INC Real Estate 26,000.0 $3.5M 0.10% $135.46 -2.9%
133 EXR EXTRA SPACE STORAGE INC Real Estate 26,746.0 $3.5M 0.10% +2K +7.5% $131.13 +10.8%
134 GLNG GOLAR LNG LTD Energy 64,416.0 $3.5M 0.10% $54.11 -8.3%
135 MUSA MURPHY USA INC Consumer Cyclical 7,046.0 $3.5M 0.10% $493.97 +11.6%
136 SCHG SCHWAB STRATEGIC TR 118,534.0 $3.5M 0.10% $29.13 +16.4%
137 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 20,908.0 $3.5M 0.10% +815.0 +4.1% $165.14 +7.6%
138 SHW SHERWIN WILLIAMS CO Basic Materials 10,666.0 $3.4M 0.10% +200.0 +1.9% $320.55 +0.1%
139 WTRG ESSENTIAL UTILS INC Utilities 84,138.0 $3.4M 0.10% $40.27 -8.9%
140 EQR EQUITY RESIDENTIAL Real Estate 55,565.0 $3.3M 0.09% -3K -4.3% $59.15 +8.4%
Page 7 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%