TEXAS YALE CAPITAL CORP.

PrivateCIK: 1332342
Location

ST. PETERSBURG, FL

500
Positions
$3.52B
Total AUM (reported)
27.72M
Total Shares

Allocation by class

TOTAL AUM$3.52B500 positions
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 351.1%4–106.8%11–258.0%Rest34.1%TOP 1057.9%0%100%
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

SOLE
COM
Shares6.29M
TypeSH
Market value$1.67B
47.38%
Sole
6.29M
Shared
0.00
None
0.00

ENTERPRISE PRODS PARTNERS L

SOLE
COM
Shares1.91M
TypeSH
Market value$72.25M
2.05%
Sole
1.91M
Shared
0.00
None
0.00

CINTAS CORP

SOLE
COM
Shares343.21K
TypeSH
Market value$58.05M
1.65%
Sole
343.21K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares179.29K
TypeSH
Market value$45.50M
1.29%
Sole
179.29K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares78.59K
TypeSH
Market value$37.66M
1.07%
Sole
78.59K
Shared
0.00
None
0.00

HOME DEPOT INC

SOLE
COM
Shares108.15K
TypeSH
Market value$35.57M
1.01%
Sole
108.15K
Shared
0.00
None
0.00

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares59.81K
TypeSH
Market value$34.52M
0.98%
Sole
59.81K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares114.64K
TypeSH
Market value$33.72M
0.96%
Sole
114.64K
Shared
0.00
None
0.00

INVESCO DB MULTI-SECTOR COMM

SOLE
PRECIOUS METAL
Shares238.80K
TypeSH
Market value$26.28M
0.75%
Sole
238.80K
Shared
0.00
None
0.00

WESTERN MIDSTREAM PARTNERS L

SOLE
COM UNIT LP INT
Shares632.82K
TypeSH
Market value$26.05M
0.74%
Sole
632.82K
Shared
0.00
None
0.00

ENERGY TRANSFER L P

SOLE
COM UT LTD PTN
Shares1.31M
TypeSH
Market value$25.32M
0.72%
Sole
1.31M
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares128.47K
TypeSH
Market value$22.40M
0.64%
Sole
128.47K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE MSCI EAFE
Shares238.22K
TypeSH
Market value$21.57M
0.61%
Sole
238.22K
Shared
0.00
None
0.00

GOLDMAN SACHS GROUP INC

SOLE
COM
Shares25.14K
TypeSH
Market value$21.27M
0.60%
Sole
25.14K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares59.57K
TypeSH
Market value$20.13M
0.57%
Sole
59.57K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares66.44K
TypeSH
Market value$19.06M
0.54%
Sole
66.44K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares49.09K
TypeSH
Market value$18.17M
0.52%
Sole
49.09K
Shared
0.00
None
0.00

MPLX LP

SOLE
COM UNIT REP LTD
Shares317.12K
TypeSH
Market value$18.10M
0.51%
Sole
317.12K
Shared
0.00
None
0.00

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares27.27K
TypeSH
Market value$17.73M
0.50%
Sole
27.27K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares61.37K
TypeSH
Market value$17.65M
0.50%
Sole
61.37K
Shared
0.00
None
0.00

PACCAR INC

SOLE
COM
Shares149.05K
TypeSH
Market value$17.21M
0.49%
Sole
149.05K
Shared
0.00
None
0.00

BLACKSTONE INC

SOLE
COM
Shares141.49K
TypeSH
Market value$16.27M
0.46%
Sole
141.49K
Shared
0.00
None
0.00

MSCI INC

SOLE
COM
Shares30.08K
TypeSH
Market value$16.21M
0.46%
Sole
30.08K
Shared
0.00
None
0.00

ISHARES TR

SOLE
S&P MC 400GR ETF
Shares158.55K
TypeSH
Market value$15.95M
0.45%
Sole
158.55K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL A
Shares22.00
TypeSH
Market value$15.80M
0.45%
Sole
22.00
Shared
0.00
None
0.00
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