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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 9 of 25  ·  500 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SOMNIGROUP INTERNATIONAL INC 38,480.0 $2.8M 0.08% $73.92
162 TPL TEXAS PACIFIC LAND CORPORATI Energy 5,977.0 $2.8M 0.08% -317.0 -5.0% $474.56 -25.2%
163 CAT CATERPILLAR INC Industrials 3,896.0 $2.8M 0.08% $708.46 +39.1%
164 PKG PACKAGING CORP AMER Consumer Cyclical 12,952.0 $2.7M 0.08% $212.22 +7.9%
165 SPGI S&P GLOBAL INC Financial Services 6,365.0 $2.7M 0.08% +82.0 +1.3% $425.34 -3.4%
166 REMX VANECK ETF TRUST 30,300.0 $2.7M 0.08% +300.0 +1.0% $88.00 +8.6%
167 CASY CASEYS GEN STORES INC Consumer Cyclical 3,639.0 $2.6M 0.07% +30.0 +0.8% $727.86 +15.7%
168 VRSN VERISIGN INC Technology 10,522.0 $2.6M 0.07% $248.36 +6.6%
169 DKNG DRAFTKINGS INC NEW Consumer Cyclical 120,400.0 $2.6M 0.07% -9K -6.9% $21.62 +22.1%
170 CL COLGATE PALMOLIVE CO Consumer Defensive 30,514.0 $2.6M 0.07% $85.23 +5.0%
171 HESM HESS MIDSTREAM LP Energy 66,600.0 $2.6M 0.07% +4K +6.7% $38.87 -5.4%
172 MS MORGAN STANLEY Financial Services 15,515.0 $2.6M 0.07% -3K -15.8% $164.57 +35.6%
173 VEEV VEEVA SYS INC Healthcare 14,512.0 $2.5M 0.07% $175.66 -12.7%
174 UNH UNITEDHEALTH GROUP INC Healthcare 9,238.0 $2.5M 0.07% +3K +49.0% $270.59 +48.2%
175 ISRG INTUITIVE SURGICAL INC Healthcare 5,421.0 $2.5M 0.07% +75.0 +1.4% $460.99 -11.8%
176 ONLN PROSHARES TR 46,310.0 $2.5M 0.07% $53.21 +4.1%
177 SRE SEMPRA Utilities 25,166.0 $2.4M 0.07% $97.17 -6.7%
178 META META PLATFORMS INC Communication Services 4,271.0 $2.4M 0.07% +1K +44.3% $572.13 +0.9%
179 WDFC WD 40 CO Basic Materials 11,817.0 $2.4M 0.07% $203.94 +11.4%
180 SCHW SCHWAB CHARLES CORP Financial Services 24,824.0 $2.3M 0.07% -291.0 -1.2% $93.98 -2.4%
Page 9 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%