Titelia

Holdings of Texas Yale Capital Corp.

456 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 59.6 % of the equity sleeve

Sector breakdown

  • Technology 54.2 %
  • Financials 6.3 %
  • Industrials 2.9 %
  • Consumer discretionary 2.6 %
  • Energy 2.2 %
  • Communication 2.0 %
  • Consumer staples 2.0 %
  • Health care 1.7 %
  • Funds 1.6 %
  • Utilities 1.1 %
  • Real estate 0.9 %
  • Materials 0.3 %
  • Unattributed 22.2 %

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 99.2 %
  • TW 0.6 %
  • GB 0.1 %
  • KY 0.0 %
  • IN 0.0 %
  • DK 0.0 %
  • NL 0.0 %
  • DE 0.0 %
  • BR 0.0 %
  • CL 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US4433.4B $99.21 %
2TW120.1M $0.59 %
3GB32.5M $0.07 %
4KY21.4M $0.04 %
5IN2855.7K $0.02 %
6DK1820.4K $0.02 %
7NL1696.1K $0.02 %
8DE1235.6K $0.01 %
9BR1222.7K $0.01 %
10CL1222.2K $0.01 %

Positions

RankCompanySharesValueWeight
401Travelers Cos Inc/The 956278.8K $
402Darden Restaurants Inc 1,400274.5K $
403Palo Alto Networks Inc 1,656265.5K $
404Fastenal Co 5,699264.4K $
405Global X US Infrastructure Development ETF 5,200264.2K $
406Vanguard Intermediate-Term Corporate Bond ETF 3,159261.4K $
407EOG Resources Inc 1,800260.2K $
408Delta Air Lines Inc 3,874257.5K $
409Select Sector Spdr Trust 2,322253.1K $
410Marriott Vacations Worldwide Corp 3,881252.7K $
411Boston Beer Co Inc/The 1,082249.3K $
412Reddit Inc 1,850249.1K $
413Blue Owl Capital Inc 27,000246.5K $
414Microchip Technology Inc 3,774243.8K $
415State Street SPDR Portfolio Long Term Treasury ETF 9,266243.7K $
416CenterPoint Energy Inc 5,600241.7K $
417Texas Instruments Inc 1,239240.5K $
418General Motors Co 3,225240.3K $
419Franklin Templeton ETF Trust 6,500238.7K $
420Republic Services Inc 1,088238.3K $
421SAP SE 1,376235.6K $
422Invesco Preferred ETF 21,600235K $
423ISHARES TRUST 2,925234.1K $
424Devon Energy Corp 4,642233.6K $
425Lamar Advertising Co 1,807228.9K $
426Cardinal Health, Inc. 1,078227.8K $
427Cohen & Steers Infrastructure Fund Inc. 8,800227.7K $
428CF Industries Holdings Inc 1,750227.2K $
429Dollar General Corp 1,897225.2K $
430Rio Tinto PLC 2,410224.8K $
431Trex Co Inc 6,161224.4K $
432Vale SA 14,000222.7K $
433Banco de Chile 6,000222.2K $
434Diamondback Energy Inc 1,105218.6K $
435VanEck Morningstar Wide Moat ETF 2,250217.6K $
436Citigroup Inc 1,915217.2K $
437Vanguard World Fund 1,200215.8K $
438Rocket Lab Corp 3,358215.7K $
439iShares iBoxx USD Investment Grade Corporate Bond ETF 1,949212.4K $
440Thermo Fisher Scientific Inc 430211.4K $
441iShares MSCI Canada ETF 3,850210.9K $
442iShares Core MSCI Europe ETF 3,000210.8K $
443Constellation Energy Corp. 751209.8K $
444iShares TIPS Bond ETF 1,900209.7K $
445Omnicom Group Inc 2,780209.4K $
446EchoStar Corp 1,765206.6K $
447Mueller Industries Inc 1,860206.1K $
448Wells Fargo & Co 2,585205.8K $
449Paycom Software Inc 1,693205.8K $
450Xcel Energy Inc 2,575204.6K $
451Wynn Resorts Ltd 2,000203.1K $
452GAMCO Global Gold Natural Reso 34,500183.5K $
453Terawulf Inc 10,725154.8K $
454Archer Aviation Inc 27,750143.5K $
455CorMedix Inc 16,000108.6K $
456Gabelli Funds 11,00061.6K $