Texas Yale Capital Corp.
Texas Yale Capital Corp. is an SEC-registered investment adviser headquartered in St. Petersburg, Florida. The firm was founded in 1974 and currently manages approximately $4 billion in assets, serving primarily high net worth individuals. It employs around 7 professionals, with the majority directly involved in investment decision-making. Texas Yale Capital Corp. provides tailored portfolio management services to its clients, leveraging decades of industry experience.
Investment Strategy
Texas Yale Capital Corp. primarily focuses on discretionary portfolio management for high net worth individuals in the United States. The firm implements a diversified investment approach, allocating client capital across equities, fixed income securities, and select alternative investments. Portfolio construction emphasizes long-term value, risk management, and sector diversification, and the firm periodically adjusts allocations based on market conditions, client risk tolerance, and investment objectives.
Top Holdings
Equity Positions (459)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JBL | JABIL INC | 45.64% | $1.39B | 6,388,444 | $25.63 | $218.10 | +$522.5M |
C CTAS | CINTAS CORP | 2.50% | $76.5M | 343,077 | $35.84 | $222.87 | +$5.9M |
E EPD | ENTERPRISE PRODS PARTNERS L | 1.82% | $55.6M | 1,791,843 | $26.28 | $31.01 | -$5.6M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 1.29% | $39.4M | 81,211 | $161.58 | $485.77 | -$4.1M |
H HD | HOME DEPOT INC | 1.24% | $37.9M | 103,242 | $152.27 | $366.64 | -$92.6K |