Texas Yale Capital Corp.
Annual return '25
+14.8%
SPY '25
+17.7%
Alpha
-2.9ptsvs SPY
Invested
$3.5B
Holdings
499
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$JBL
JABIL INC
Q1 2026: Exited (was 6.38M shares)
47.4%
02
$EPD
ENTERPRISE PRODS PARTNERS L
Q1 2026: Sold 99.2% (1.91M → 14.7k shares)
2.1%
03
$CTAS
CINTAS CORP
Q1 2026: Sold 99.0% (343.2k → 3.4k shares)
1.6%
04
$AAPL
APPLE INC
Q1 2026: Sold 91.2% (184.9k → 16.3k shares)
1.3%
05
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q1 2026: Sold 98.5% (79.7k → 1.2k shares)
1.1%
06
$HD
HOME DEPOT INC
Q1 2026: Sold 79.0% (105.5k → 22.2k shares)
1.0%
07
$NDQ
INVESCO QQQ TR
Q1 2026: Sold 97.8% (59.5k → 1.3k shares)
1.0%
08
$JPM
JPMORGAN CHASE & CO
Q1 2026: Sold 95.9% (112.1k → 4.6k shares)
1.0%
09
$DBP
INVESCO DB MULTI-SECTOR COMM
Q1 2026: Exited (was 238.8k shares)
0.7%
10
$WES
WESTERN MIDSTREAM PARTNERS L
Q1 2026: Exited (was 619.3k shares)
0.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:41 UTC.