Filed: 5/4/2026ACC: 0001420506-26-000789
📋 What this filing means
TEXAS YALE CAPITAL CORP. filed this quarterly 13F‑HR report disclosing 500 equity positions with a total reported market value of $3.52B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
500
Positions
$3.52B
Total AUM (reported)
27.72M
Total Shares
Allocation by class
COM$2.65B75.2%
CL A$58.24M1.7%
CL B NEW$37.66M1.1%
UNIT SER 1$34.52M1.0%
PRECIOUS METAL$26.28M0.7%
COM UNIT LP INT$26.05M0.7%
COM UT LTD PTN$25.32M0.7%
Portfolio Concentration
Top 3$1.80B51.1%
4–10$239.30M6.8%
11–25$282.85M8.0%
Rest$1.20B34.1%
Top 3 weight
51.1%
Top 10 weight
57.9%
Voting Authority Distribution
Total shares with voting rights: 27.72M
Sole
Full voting authority
27.72M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole500
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings500
Rows:
JABIL INC
SOLEShares6.29M
TypeSH
Market value$1.67B
47.38%
Sole
6.29M
Shared
0.00
None
0.00
ENTERPRISE PRODS PARTNERS L
SOLEShares1.91M
TypeSH
Market value$72.25M
2.05%
Sole
1.91M
Shared
0.00
None
0.00
CINTAS CORP
SOLEShares343.21K
TypeSH
Market value$58.05M
1.65%
Sole
343.21K
Shared
0.00
None
0.00
APPLE INC
SOLEShares179.29K
TypeSH
Market value$45.50M
1.29%
Sole
179.29K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares78.59K
TypeSH
Market value$37.66M
1.07%
Sole
78.59K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares108.15K
TypeSH
Market value$35.57M
1.01%
Sole
108.15K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares59.81K
TypeSH
Market value$34.52M
0.98%
Sole
59.81K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares114.64K
TypeSH
Market value$33.72M
0.96%
Sole
114.64K
Shared
0.00
None
0.00
INVESCO DB MULTI-SECTOR COMM
SOLEShares238.80K
TypeSH
Market value$26.28M
0.75%
Sole
238.80K
Shared
0.00
None
0.00
WESTERN MIDSTREAM PARTNERS L
SOLEShares632.82K
TypeSH
Market value$26.05M
0.74%
Sole
632.82K
Shared
0.00
None
0.00
ENERGY TRANSFER L P
SOLEShares1.31M
TypeSH
Market value$25.32M
0.72%
Sole
1.31M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares128.47K
TypeSH
Market value$22.40M
0.64%
Sole
128.47K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares238.22K
TypeSH
Market value$21.57M
0.61%
Sole
238.22K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares25.14K
TypeSH
Market value$21.27M
0.60%
Sole
25.14K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares59.57K
TypeSH
Market value$20.13M
0.57%
Sole
59.57K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares66.44K
TypeSH
Market value$19.06M
0.54%
Sole
66.44K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares49.09K
TypeSH
Market value$18.17M
0.52%
Sole
49.09K
Shared
0.00
None
0.00
MPLX LP
SOLEShares317.12K
TypeSH
Market value$18.10M
0.51%
Sole
317.12K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares27.27K
TypeSH
Market value$17.73M
0.50%
Sole
27.27K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares61.37K
TypeSH
Market value$17.65M
0.50%
Sole
61.37K
Shared
0.00
None
0.00
PACCAR INC
SOLEShares149.05K
TypeSH
Market value$17.21M
0.49%
Sole
149.05K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares141.49K
TypeSH
Market value$16.27M
0.46%
Sole
141.49K
Shared
0.00
None
0.00
MSCI INC
SOLEShares30.08K
TypeSH
Market value$16.21M
0.46%
Sole
30.08K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares158.55K
TypeSH
Market value$15.95M
0.45%
Sole
158.55K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares22.00
TypeSH
Market value$15.80M
0.45%
Sole
22.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
JABIL INCSOLE | COM | 6.29M | SH | $1.67B 47.38% | 6.29M | 0.00 | 0.00 |
ENTERPRISE PRODS PARTNERS LSOLE | COM | 1.91M | SH | $72.25M 2.05% | 1.91M | 0.00 | 0.00 |
CINTAS CORPSOLE | COM | 343.21K | SH | $58.05M 1.65% | 343.21K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 179.29K | SH | $45.50M 1.29% | 179.29K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 78.59K | SH | $37.66M 1.07% | 78.59K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 108.15K | SH | $35.57M 1.01% | 108.15K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 59.81K | SH | $34.52M 0.98% | 59.81K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 114.64K | SH | $33.72M 0.96% | 114.64K | 0.00 | 0.00 |
INVESCO DB MULTI-SECTOR COMMSOLE | PRECIOUS METAL | 238.80K | SH | $26.28M 0.75% | 238.80K | 0.00 | 0.00 |
WESTERN MIDSTREAM PARTNERS LSOLE | COM UNIT LP INT | 632.82K | SH | $26.05M 0.74% | 632.82K | 0.00 | 0.00 |
ENERGY TRANSFER L PSOLE | COM UT LTD PTN | 1.31M | SH | $25.32M 0.72% | 1.31M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 128.47K | SH | $22.40M 0.64% | 128.47K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 238.22K | SH | $21.57M 0.61% | 238.22K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 25.14K | SH | $21.27M 0.60% | 25.14K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 59.57K | SH | $20.13M 0.57% | 59.57K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 66.44K | SH | $19.06M 0.54% | 66.44K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 49.09K | SH | $18.17M 0.52% | 49.09K | 0.00 | 0.00 |
MPLX LPSOLE | COM UNIT REP LTD | 317.12K | SH | $18.10M 0.51% | 317.12K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 27.27K | SH | $17.73M 0.50% | 27.27K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 61.37K | SH | $17.65M 0.50% | 61.37K | 0.00 | 0.00 |
PACCAR INCSOLE | COM | 149.05K | SH | $17.21M 0.49% | 149.05K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 141.49K | SH | $16.27M 0.46% | 141.49K | 0.00 | 0.00 |
MSCI INCSOLE | COM | 30.08K | SH | $16.21M 0.46% | 30.08K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P MC 400GR ETF | 158.55K | SH | $15.95M 0.45% | 158.55K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 22.00 | SH | $15.80M 0.45% | 22.00 | 0.00 | 0.00 |
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