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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 8 of 25  ·  500 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VNQ VANGUARD INDEX FDS 36,988.0 $3.3M 0.09% +725.0 +2.0% $88.70 +7.7%
142 UPS UNITED PARCEL SVCS INC Industrials 33,328.0 $3.3M 0.09% +1K +3.6% $98.38 +6.6%
143 SO SOUTHERN CO Utilities 33,901.0 $3.3M 0.09% $96.52 -3.6%
144 TDG TRANSDIGM GROUP INC Industrials 2,791.0 $3.2M 0.09% +75.0 +2.8% $1158.96 +14.6%
145 GD GENERAL DYNAMICS CORP Industrials 9,315.0 $3.2M 0.09% $343.22 +2.0%
146 COP CONOCOPHILLIPS Energy 24,150.0 $3.2M 0.09% +600.0 +2.5% $132.00 -18.4%
147 ONEQ FIDELITY COMWLTH TR 37,000.0 $3.1M 0.09% $84.91 +22.8%
148 IVV ISHARES TR 4,794.0 $3.1M 0.09% $653.21 +14.8%
149 PEP PEPSICO INC Consumer Defensive 19,950.0 $3.1M 0.09% $155.29 -8.5%
150 CDNS CADENCE DESIGN SYSTEM INC Technology 11,089.0 $3.1M 0.09% +310.0 +2.9% $277.87 +39.4%
151 SYK STRYKER CORPORATION Healthcare 9,313.0 $3.1M 0.09% +150.0 +1.6% $328.59 -6.3%
152 TTD THE TRADE DESK INC Technology 134,593.0 $3.1M 0.09% +2K +1.4% $22.69 -18.4%
153 ED CONSOLIDATED EDISON INC Utilities 26,752.0 $3.0M 0.09% $113.18 -6.0%
154 MELI MERCADOLIBRE INC Consumer Cyclical 1,701.0 $2.9M 0.08% +57.0 +3.5% $1729.02 -5.4%
155 AMT AMERICAN TOWER CORP Real Estate 16,986.0 $2.9M 0.08% +4K +30.4% $172.58 +2.0%
156 NDAQ NASDAQ INC Financial Services 34,489.0 $2.9M 0.08% +2K +7.5% $84.89 -3.1%
157 EWX SPDR INDEX SHS FDS 43,691.0 $2.9M 0.08% +435.0 +1.0% $66.12 +15.2%
158 MPC MARATHON PETE CORP Energy 11,775.0 $2.9M 0.08% $244.18 -0.5%
159 IWC ISHARES TR 17,899.0 $2.9M 0.08% -150.0 -0.8% $159.61 +20.4%
160 TT TRANE TECHNOLOGIES PLC Industrials 6,835.0 $2.8M 0.08% $416.74 +16.0%
Page 8 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%