Titelia

Holdings of The Texas Fund

Monteagle Funds · 77 declared positions · as of Feb 28, 2026

Original filing · Net assets 19.2M $ · Ten largest lines: 38.2 % of the equity sleeve

Sector breakdown

  • Industrials 12.8 %
  • Consumer discretionary 12.7 %
  • Energy 12.3 %
  • Technology 12.1 %
  • Communication 3.4 %
  • Financials 3.4 %
  • Health care 2.3 %
  • Utilities 1.8 %
  • Consumer staples 0.5 %
  • Unattributed 38.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 95.2 %
  • JP 3.8 %
  • GB 0.6 %
  • SG 0.4 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US7417.9M $95.20 %
JP1706.5K $3.76 %
GB1109.5K $0.58 %
SG183.8K $0.45 %

Positions

CompanySharesValueWeight
Caterpillar Inc 1,250928.5K $4.83 %
Home Depot Inc/The 2,120807.1K $4.20 %
Texas Instruments Inc 3,565756.2K $3.94 %
Toyota Motor Corp 2,915706.5K $3.68 %
Tesla Inc 1,733697.5K $3.63 %
Chevron Corp 3,693689.7K $3.59 %
Exxon Mobil Corp 4,454679.2K $3.53 %
AT&T Inc 22,951642.9K $3.35 %
Charles Schwab Corp/The 6,720639.7K $3.33 %
Apple Inc 2,350620.8K $3.23 %
Oracle Corp 3,759546.6K $2.84 %
Lockheed Martin Corp 677445.5K $2.32 %
McKesson Corp 430424.6K $2.21 %
Waste Management Inc 1,670402.2K $2.09 %
Dell Technologies Inc 2,550377.6K $1.97 %
ConocoPhillips 2,990339.2K $1.77 %
Crowdstrike Holdings Inc 910338.5K $1.76 %
Comfort Systems USA Inc 228325.9K $1.70 %
Texas Pacific Land Corp 588308.3K $1.60 %
Quanta Services Inc 520292.8K $1.52 %
Uranium Energy Corp 18,030276.4K $1.44 %
Kinder Morgan, Inc. 7,776258.7K $1.35 %
Vistra Corp 1,465254.7K $1.33 %
Powell Industries Inc 444232.5K $1.21 %
Phillips 66 1,391214.7K $1.12 %
Valero Energy Corp 950194.4K $1.01 %
Kratos Defense & Security Solutions, Inc. 2,242193.2K $1.01 %
Diodes Inc 2,800191K $0.99 %
Kimberly-Clark Corp 1,646183.4K $0.95 %
Occidental Petroleum Corp 3,428182K $0.95 %
Baker Hughes Co 2,780181.4K $0.94 %
Rush Enterprises Inc 2,550181K $0.94 %
IES Holdings Inc 364180.3K $0.94 %
Targa Resources Corp 760179.2K $0.93 %
Cheniere Energy Inc 751177K $0.92 %
DR Horton Inc 1,103176.9K $0.92 %
Applied Optoelectronics Inc 2,100176.9K $0.92 %
Diamondback Energy Inc 1,001174.3K $0.91 %
Academy Sports & Outdoors Inc 2,865172.3K $0.90 %
EOG Resources Inc 1,375170.6K $0.89 %
Green Brick Partners Inc 2,275167.6K $0.87 %
Copart Inc 4,205160.2K $0.83 %
Tenet Healthcare Corp 655156.8K $0.82 %
United States Lime & Minerals Inc 1,350154.1K $0.80 %
Cirrus Logic Inc 1,080152.4K $0.79 %
Sysco Corp 1,625148.1K $0.77 %
YETI Holdings Inc 3,360146.9K $0.76 %
AECOM 1,399137.1K $0.71 %
Eagle Materials Inc 559125.1K $0.65 %
Southwest Airlines Co 2,415119K $0.62 %
Sterling Infrastructure Inc 275117.7K $0.61 %
Lennox International Inc 195111.1K $0.58 %
TechnipFMC PLC 1,652109.5K $0.57 %
Quanex Building Products Corp 5,280108.4K $0.56 %
Flowserve Corp 1,202106.4K $0.55 %
SLB Ltd 2,015103.5K $0.54 %
DNOW Inc 8,722102.7K $0.53 %
Coterra Energy Inc 3,330101.9K $0.53 %
Keurig Dr Pepper Inc 3,26598.9K $0.51 %
CECO Environmental Corp 1,63098.5K $0.51 %
Chord Energy Corp 88896.2K $0.50 %
GameStop Corp 3,95094.9K $0.49 %
CenterPoint Energy Inc 2,07590.3K $0.47 %
Atmos Energy Corp 47087.8K $0.46 %
TALEN ENERGY CORP 23085.3K $0.44 %
Flex Ltd 1,33083.8K $0.44 %
Hewlett Packard Enterprise Co 3,90083.7K $0.44 %
Natera Inc 40083.2K $0.43 %
Builders FirstSource Inc 78081.3K $0.42 %
AST SpaceMobile Inc 1,00079.2K $0.41 %
Victory Capital Holdings Inc 1,12577.8K $0.41 %
First Financial Bankshares Inc 2,45075.8K $0.39 %
Jacobs Solutions, Inc. 54074.4K $0.39 %
Texas Capital Bancshares Inc 77573.9K $0.38 %
Halliburton Co 1,99071.6K $0.37 %
Tyler Technologies Inc 15454.6K $0.28 %
Caris Life Sciences Inc 1,34027K $0.14 %