Texas Yale Capital
$4.6B 13F equity value
527 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Texas Yale Capital covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| JBL | JABIL INC | 6,285,933 | $2.4B | 52.6% |
| BAC | BANK OF AMER CORP | 2,610,107 | $149M | 3.2% |
| EPD | ENTERPRISE PRODS PARTNERS L | 1,920,189 | $71M | 1.5% |
| CTAS | CINTAS CORP | 343,950 | $58M | 1.3% |
| AAPL | APPLE INC | 177,302 | $51M | 1.1% |
| QQQ | INVESCO QQQ TR | 59,124 | $44M | 0.9% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 78,609 | $39M | 0.9% |
| HD | HOME DEPOT INC | 108,127 | $38M | 0.8% |
| JPM | JPMORGAN CHASE & CO | 114,186 | $37M | 0.8% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 59,563 | $28M | 0.6% |
Track Texas Yale Capital's 13F portfolio: $4.6B in reported holdings, 527 positions. Top holdings and quarterly changes on SentiSense.
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