Texas Yale Capital Corp.

13F filer · CIK 0001332342

Reported Aug 12, 2026

Net buyer this quarter

13F portfolio value$4.61BU.S. long equity reported on 13F

Positions37722 new · 15 closed

Net flow last quarter+$154MBuys minus sells

Top 10 positions weight63.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 12, 2026377 positions
JBLJabil Inc	$2.42B	52.61%	6.00%	0.0%	Q2 2013
BACBank of America Corp	$149M	3.23%	0.04%	+722.4%	Q2 2013
EPDEnterprise Products Partners L.P.	$70.6M	1.53%	0.09%	+0.6%	Q2 2013
CTASCintas Corp	$58.5M	1.27%	0.09%	+0.2%	Q2 2013
AAPLApple Inc.	$51.3M	1.11%	0.00%	-1.1%	Q2 2013
QQQInvesco QQQ Trust, Series 1	$43.5M	0.95%	Not reported	-1.1%	Q3 2018
BRK.BBerkshire Hathaway Inc	$39.3M	0.85%	Not reported	0.0%	Q2 2013
HDHome Depot, Inc.	$38.1M	0.83%	0.01%	0.0%	Q2 2013
JPMJPMorgan Chase & Co	$37.4M	0.81%	0.00%	-0.4%	Q2 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$28.4M	0.62%	0.00%	0.0%	Q4 2013
WESWestern Midstream Partners, LP	$27.9M	0.61%	0.16%	+0.8%	Q2 2013
GSGoldman Sachs Group Inc	$25.3M	0.55%	0.01%	-0.6%	Q2 2013
ETEnergy Transfer LP	$25.2M	0.55%	0.04%	+0.5%	Q2 2013
NVDANvidia Corp	$24.1M	0.52%	0.00%	-6.2%	Q4 2018
GOOGAlphabet Inc.	$23.5M	0.51%	Not reported	+0.2%	Q4 2015
INTCIntel Corp	$22.4M	0.49%	0.00%	0.0%	Q2 2013
DBPInvesco DB Precious Metals Fund	$22.1M	0.48%	9.18%	Not reported	Q2 2018
GOOGLAlphabet Inc.	$21.9M	0.48%	0.00%	Not reported	Q4 2015
AXONAxon Enterprise, Inc.	$20.7M	0.45%	0.05%	+0.1%	Q2 2017
SPYSPDR S&P 500 ETF Trust	$19.9M	0.43%	Not reported	-2.3%	Q4 2014
MPLXMPLX LP	$19.4M	0.42%	0.03%	+8.6%	Q4 2015
DELLDell Technologies Inc.	$18.5M	0.40%	0.01%	Not reported	Q4 2018
MSFTMicrosoft Corp	$18.4M	0.40%	0.00%	+0.7%	Q2 2013
PCARPaccar Inc	$17.9M	0.39%	0.03%	0.0%	Q1 2015
BRK.ABerkshire Hathaway Inc	$17.2M	0.37%	Not reported	+4.6%	Q2 2013
MSCIMSCI Inc.	$16.8M	0.37%	0.04%	Not reported	Q2 2017
BXBlackstone Inc.	$16.8M	0.36%	0.02%	+0.8%	Q4 2013
PAAPlains All American Pipeline LP	$15M	0.32%	0.10%	+1.0%	Q2 2013
APHAmphenol Corp	$14.7M	0.32%	0.01%	0.0%	Q3 2014
SHOPShopify Inc.	$14M	0.30%	0.03%	+4.1%	Q2 2017
KEYSKeysight Technologies, Inc.	$12.6M	0.27%	0.02%	Not reported	Q4 2014
VLOValero Energy Corp	$12.6M	0.27%	0.02%	Not reported	Q3 2013
WMTWalmart Inc.	$12.4M	0.27%	0.00%	-0.2%	Q2 2013
VVisa Inc.	$12.3M	0.27%	0.00%	+4.2%	Q4 2013
ABBVAbbVie Inc.	$12M	0.26%	0.00%	+1.1%	Q2 2013
NKENIKE, Inc.	$11.7M	0.26%	0.02%	+1.8%	Q4 2013
NEENextera Energy Inc	$11.6M	0.25%	0.01%	+0.8%	Q2 2013
CWCurtiss Wright Corp	$11.5M	0.25%	0.04%	Not reported	Q4 2014
COSTCostco Wholesale Corp	$11.5M	0.25%	0.00%	-0.2%	Q2 2013
XOMExxonMobil Holdings Corp	$11.1M	0.24%	0.00%	0.0%	Q2 2013
AVGOBroadcom Inc.	$11M	0.24%	0.00%	+0.2%	Q4 2022
MRVLMarvell Technology, Inc.	$10.9M	0.24%	0.00%	Not reported	Q3 2022
ORCLOracle Corp	$10.5M	0.23%	0.00%	-0.4%	Q2 2013
OKEOneok Inc	$10.4M	0.23%	0.02%	-3.2%	Q4 2014
AMZNAmazon Com Inc	$10.3M	0.22%	0.00%	+0.7%	Q4 2015
PGPROCTER & GAMBLE Co	$10.1M	0.22%	0.00%	+1.7%	Q2 2013
URIUnited Rentals, Inc.	$9.83M	0.21%	0.01%	Not reported	Q1 2014
MAMastercard Inc	$9.16M	0.20%	0.00%	+0.6%	Q2 2013
JNJJohnson & Johnson	$9.15M	0.20%	0.00%	+0.6%	Q2 2013
SUNSunoco LP	$9.11M	0.20%	Not reported	+1.3%	Q2 2016

Q1 2026Reported May 4, 2026369 positions
JBLJabil Inc	$1.67B	47.38%	5.94%	-1.4%	Q2 2013
EPDEnterprise Products Partners L.P.	$72.2M	2.05%	0.09%	+0.2%	Q2 2013
CTASCintas Corp	$58M	1.65%	0.09%	0.0%	Q2 2013
AAPLApple Inc.	$45.5M	1.29%	0.00%	-3.0%	Q2 2013
BRK.BBerkshire Hathaway Inc	$37.7M	1.07%	Not reported	-1.4%	Q2 2013
HDHome Depot, Inc.	$35.6M	1.01%	0.01%	+2.5%	Q2 2013
QQQInvesco QQQ Trust, Series 1	$34.5M	0.98%	Not reported	+0.6%	Q3 2018
JPMJPMorgan Chase & Co	$33.7M	0.96%	0.00%	+2.3%	Q2 2013
DBPInvesco DB Precious Metals Fund	$26.3M	0.75%	9.36%	Not reported	Q2 2018
WESWestern Midstream Partners, LP	$26.1M	0.74%	0.16%	+2.2%	Q2 2013
ETEnergy Transfer LP	$25.3M	0.72%	0.04%	Not reported	Q2 2013
NVDANvidia Corp	$22.4M	0.64%	0.00%	-1.7%	Q4 2018
GSGoldman Sachs Group Inc	$21.3M	0.60%	0.01%	-0.7%	Q2 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$20.1M	0.57%	0.00%	-0.1%	Q4 2013
GOOGAlphabet Inc.	$19.1M	0.54%	Not reported	+0.2%	Q4 2015
MSFTMicrosoft Corp	$18.2M	0.52%	0.00%	+3.6%	Q2 2013
MPLXMPLX LP	$18.1M	0.51%	0.03%	+1.8%	Q4 2015
SPYSPDR S&P 500 ETF Trust	$17.7M	0.50%	Not reported	+1.1%	Q4 2014
GOOGLAlphabet Inc.	$17.6M	0.50%	0.00%	+0.1%	Q4 2015
PCARPaccar Inc	$17.2M	0.49%	0.03%	-0.3%	Q1 2015
BXBlackstone Inc.	$16.3M	0.46%	0.02%	-0.3%	Q4 2013
MSCIMSCI Inc.	$16.2M	0.46%	0.04%	-0.5%	Q2 2017
BRK.ABerkshire Hathaway Inc	$15.8M	0.45%	Not reported	Not reported	Q2 2013
AXONAxon Enterprise, Inc.	$15.6M	0.44%	0.05%	-0.1%	Q2 2017
BACBank of America Corp	$15.5M	0.44%	0.00%	-0.5%	Q2 2013
PAAPlains All American Pipeline LP	$14.9M	0.42%	0.09%	+0.3%	Q2 2013
NKENIKE, Inc.	$14.8M	0.42%	0.02%	+6.8%	Q4 2013
SHOPShopify Inc.	$14M	0.40%	0.03%	+0.4%	Q2 2017
XOMExxonMobil Holdings Corp	$13.8M	0.39%	0.00%	-0.2%	Q2 2013
WMTWalmart Inc.	$13.6M	0.39%	0.00%	+0.3%	Q2 2013
COSTCostco Wholesale Corp	$12.3M	0.35%	0.00%	+0.8%	Q2 2013
NEENextera Energy Inc	$12.2M	0.35%	0.01%	+0.6%	Q2 2013
VLOValero Energy Corp	$11.9M	0.34%	0.02%	-0.2%	Q3 2013
OKEOneok Inc	$11.2M	0.32%	0.02%	-0.8%	Q4 2014
ORCLOracle Corp	$10.6M	0.30%	0.00%	+1.1%	Q2 2013
APHAmphenol Corp	$10.5M	0.30%	0.01%	0.0%	Q3 2014
VVisa Inc.	$10.4M	0.30%	0.00%	+1.7%	Q4 2013
CWCurtiss Wright Corp	$10.4M	0.29%	0.04%	Not reported	Q4 2014
ABBVAbbVie Inc.	$10.2M	0.29%	0.00%	+0.3%	Q2 2013
KEYSKeysight Technologies, Inc.	$10.2M	0.29%	0.02%	Not reported	Q4 2014
PGPROCTER & GAMBLE Co	$9.77M	0.28%	0.00%	+10.8%	Q2 2013
CVXChevron Corp	$9.62M	0.27%	0.00%	+0.1%	Q2 2013
NFLXNetflix Inc	$9.01M	0.26%	0.00%	+26.2%	Q3 2022
AMZNAmazon Com Inc	$8.98M	0.25%	0.00%	+6.0%	Q4 2015
AVGOBroadcom Inc.	$8.96M	0.25%	0.00%	+0.9%	Q4 2022
MAMastercard Inc	$8.86M	0.25%	0.00%	+0.9%	Q2 2013
JNJJohnson & Johnson	$8.76M	0.25%	0.00%	+6.9%	Q2 2013
SUNSunoco LP	$8.65M	0.25%	Not reported	+1.9%	Q2 2016
KKRKKR & Co. Inc.	$8.4M	0.24%	0.01%	-4.1%	Q4 2014
BNBROOKFIELD Corp	$7.53M	0.21%	Not reported	-0.6%	Q4 2022

Q4 2025Reported Feb 10, 2026364 positions
JBLJabil Inc	$1.45B	44.09%	5.97%	-0.1%	Q2 2013
CTASCintas Corp	$64.5M	1.96%	0.09%	-0.8%	Q2 2013
EPDEnterprise Products Partners L.P.	$61.1M	1.85%	0.09%	+4.9%	Q2 2013
AAPLApple Inc.	$50.3M	1.52%	0.00%	0.0%	Q2 2013
BRK.BBerkshire Hathaway Inc	$40.1M	1.21%	Not reported	+0.2%	Q2 2013
QQQInvesco QQQ Trust, Series 1	$36.5M	1.11%	Not reported	-0.5%	Q3 2018
HDHome Depot, Inc.	$36.3M	1.10%	0.01%	+2.2%	Q2 2013
JPMJPMorgan Chase & Co	$36.1M	1.10%	0.00%	+1.4%	Q2 2013
DBPInvesco DB Precious Metals Fund	$24.6M	0.74%	9.55%	Not reported	Q2 2018
WESWestern Midstream Partners, LP	$24.5M	0.74%	0.15%	+7.6%	Q2 2013
NVDANvidia Corp	$24.4M	0.74%	0.00%	-0.2%	Q4 2018
MSFTMicrosoft Corp	$22.9M	0.70%	0.00%	-0.1%	Q2 2013
GSGoldman Sachs Group Inc	$22.3M	0.67%	0.01%	0.0%	Q2 2013
BXBlackstone Inc.	$21.9M	0.66%	0.02%	-2.1%	Q4 2013
ETEnergy Transfer LP	$21.6M	0.66%	0.04%	+6.1%	Q2 2013
AXONAxon Enterprise, Inc.	$21M	0.64%	0.05%	-1.9%	Q2 2017
GOOGAlphabet Inc.	$20.8M	0.63%	Not reported	-3.8%	Q4 2015
GOOGLAlphabet Inc.	$19.2M	0.58%	0.00%	Not reported	Q4 2015
SHOPShopify Inc.	$18.9M	0.57%	0.03%	-0.2%	Q2 2017
SPYSPDR S&P 500 ETF Trust	$18.4M	0.56%	Not reported	+0.5%	Q4 2014
TSMTaiwan Semiconductor Manufacturing Co Ltd	$18.1M	0.55%	0.00%	+0.2%	Q4 2013
BACBank of America Corp	$17.5M	0.53%	0.00%	+0.5%	Q2 2013
MSCIMSCI Inc.	$17.3M	0.53%	0.04%	+2.4%	Q2 2017
NKENIKE, Inc.	$16.8M	0.51%	0.02%	+10.2%	Q4 2013
MPLXMPLX LP	$16.6M	0.50%	0.03%	+3.9%	Q4 2015
BRK.ABerkshire Hathaway Inc	$16.6M	0.50%	Not reported	Not reported	Q2 2013
PCARPaccar Inc	$16.4M	0.50%	0.03%	+1.8%	Q1 2015
ORCLOracle Corp	$13.8M	0.42%	0.00%	+1.1%	Q2 2013
WMTWalmart Inc.	$12.2M	0.37%	0.00%	0.0%	Q2 2013
KKRKKR & Co. Inc.	$12.1M	0.37%	0.01%	-0.5%	Q4 2014
PAAPlains All American Pipeline LP	$11.9M	0.36%	0.09%	+4.2%	Q2 2013
VVisa Inc.	$11.9M	0.36%	0.00%	+0.6%	Q4 2013
APHAmphenol Corp	$11.2M	0.34%	0.01%	+0.2%	Q3 2014
ABBVAbbVie Inc.	$10.7M	0.33%	0.00%	+9.9%	Q2 2013
COSTCostco Wholesale Corp	$10.6M	0.32%	0.00%	+3.4%	Q2 2013
NEENextera Energy Inc	$10.5M	0.32%	0.01%	+0.2%	Q2 2013
MAMastercard Inc	$10M	0.30%	0.00%	-0.1%	Q2 2013
AVGOBroadcom Inc.	$9.93M	0.30%	0.00%	+0.3%	Q4 2022
XOMExxonMobil Holdings Corp	$9.82M	0.30%	0.00%	-0.7%	Q2 2013
AMZNAmazon Com Inc	$9.39M	0.28%	0.00%	+1.2%	Q4 2015
OKEOneok Inc	$9.15M	0.28%	0.02%	+7.8%	Q4 2014
PGPROCTER & GAMBLE Co	$8.75M	0.27%	0.00%	+0.9%	Q2 2013
BNBROOKFIELD Corp	$8.58M	0.26%	Not reported	+0.3%	Q4 2022
CWCurtiss Wright Corp	$8.38M	0.25%	0.04%	Not reported	Q4 2014
VLOValero Energy Corp	$7.88M	0.24%	0.02%	Not reported	Q3 2013
VOTVan Kampen Municipal Opportunity Trust II	$7.51M	0.23%	Not reported	+19.9%	Q2 2013
KEYSKeysight Technologies, Inc.	$7.34M	0.22%	0.02%	Not reported	Q4 2014
CVXChevron Corp	$7.08M	0.21%	0.00%	+6.4%	Q2 2013
NFLXNetflix Inc	$6.96M	0.21%	0.00%	+11.4%	Q3 2022
JNJJohnson & Johnson	$6.93M	0.21%	0.00%	-4.4%	Q2 2013

Q3 2025Reported Nov 7, 2025352 positions
JBLJabil Inc	$1.39B	43.61%	5.94%	-0.1%	Q2 2013
CTASCintas Corp	$71M	2.24%	0.09%	+0.9%	Q2 2013
EPDEnterprise Products Partners L.P.	$56.8M	1.79%	0.08%	+1.4%	Q2 2013
AAPLApple Inc.	$47.1M	1.48%	0.00%	+0.4%	Q2 2013
HDHome Depot, Inc.	$41.8M	1.32%	0.01%	0.0%	Q2 2013
BRK.BBerkshire Hathaway Inc	$40M	1.26%	Not reported	-2.0%	Q2 2013
QQQInvesco QQQ Trust, Series 1	$35.9M	1.13%	Not reported	+0.1%	Q3 2018
JPMJPMorgan Chase & Co	$34.9M	1.10%	0.00%	-0.4%	Q2 2013
AXONAxon Enterprise, Inc.	$27M	0.85%	0.05%	0.0%	Q2 2017
BXBlackstone Inc.	$24.8M	0.78%	0.02%	+1.5%	Q4 2013
MSFTMicrosoft Corp	$24.6M	0.77%	0.00%	+0.4%	Q2 2013
NVDANvidia Corp	$24.4M	0.77%	0.00%	+1.3%	Q4 2018
WESWestern Midstream Partners, LP	$22.6M	0.71%	0.15%	+6.8%	Q2 2013
DBPInvesco DB Precious Metals Fund	$21.2M	0.67%	9.55%	Not reported	Q2 2018
ETEnergy Transfer LP	$21.2M	0.67%	0.04%	+5.0%	Q2 2013
GSGoldman Sachs Group Inc	$20.2M	0.63%	0.01%	-0.1%	Q2 2013
ORCLOracle Corp	$19.7M	0.62%	0.00%	-0.3%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$17.9M	0.56%	Not reported	0.0%	Q4 2014
SHOPShopify Inc.	$17.5M	0.55%	0.03%	Not reported	Q2 2017
GOOGAlphabet Inc.	$16.8M	0.53%	Not reported	+0.5%	Q4 2015
MSCIMSCI Inc.	$16.7M	0.53%	0.04%	-2.0%	Q2 2017
NKENIKE, Inc.	$16.7M	0.52%	0.01%	Not reported	Q4 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$16.6M	0.52%	0.00%	0.0%	Q4 2013
BRK.ABerkshire Hathaway Inc	$16.6M	0.52%	Not reported	Not reported	Q2 2013
BACBank of America Corp	$16.4M	0.52%	0.00%	Not reported	Q2 2013
MPLXMPLX LP	$15M	0.47%	0.03%	+8.9%	Q4 2015
GOOGLAlphabet Inc.	$14.9M	0.47%	0.00%	-0.1%	Q4 2015
PCARPaccar Inc	$14.4M	0.45%	0.03%	+3.1%	Q1 2015
KKRKKR & Co. Inc.	$12.4M	0.39%	0.01%	+0.2%	Q4 2014
VVisa Inc.	$11.5M	0.36%	0.00%	+0.2%	Q4 2013
WMTWalmart Inc.	$11.2M	0.35%	0.00%	+0.5%	Q2 2013
COSTCostco Wholesale Corp	$11M	0.35%	0.00%	+2.4%	Q2 2013
PAAPlains All American Pipeline LP	$10.9M	0.34%	0.09%	+10.4%	Q2 2013
APHAmphenol Corp	$10.3M	0.32%	0.01%	-0.6%	Q3 2014
MAMastercard Inc	$10M	0.32%	0.00%	+2.6%	Q2 2013
ABBVAbbVie Inc.	$9.9M	0.31%	0.00%	+2.0%	Q2 2013
NEENextera Energy Inc	$9.85M	0.31%	0.01%	+2.7%	Q2 2013
AVGOBroadcom Inc.	$9.44M	0.30%	0.00%	-1.5%	Q4 2022
PGPROCTER & GAMBLE Co	$9.3M	0.29%	0.00%	+1.3%	Q2 2013
XOMExxonMobil Holdings Corp	$9.27M	0.29%	0.00%	-0.7%	Q2 2013
AMZNAmazon Com Inc	$8.83M	0.28%	0.00%	+1.6%	Q4 2015
BNBROOKFIELD Corp	$8.52M	0.27%	Not reported	+0.2%	Q4 2022
OKEOneok Inc	$8.43M	0.27%	0.02%	+15.4%	Q4 2014
URIUnited Rentals, Inc.	$8.31M	0.26%	0.01%	+0.4%	Q1 2014
CWCurtiss Wright Corp	$8.26M	0.26%	0.04%	Not reported	Q4 2014
VLOValero Energy Corp	$8.24M	0.26%	0.02%	-2.0%	Q3 2013
NFLXNetflix Inc	$7.99M	0.25%	0.00%	+0.7%	Q3 2022
TYLTyler Technologies Inc	$7.6M	0.24%	0.03%	Not reported	Q1 2014
TAt&T Inc.	$7.18M	0.23%	0.00%	+2.5%	Q2 2013
LNGCheniere Energy, Inc.	$7.09M	0.22%	0.01%	+4.5%	Q1 2014

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