Titelia

Holdings of The Texas Fund

Monteagle Funds · Original filing · Compare with another fund · Report an error

Net assets
19.2M $ including 18.8M $ in equities, 97.7 %
Positions
77 in 4 countries
Top ten
37.3 % of net assets
Filed on
Feb 28, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Caterpillar Inc 1,250928.5K $4.83 %
2Home Depot Inc/The 2,120807.1K $4.20 %
3Texas Instruments Inc 3,565756.2K $3.94 %
4Toyota Motor Corp 2,915706.5K $3.68 %
5Tesla Inc 1,733697.5K $3.63 %
6Chevron Corp 3,693689.7K $3.59 %
7Exxon Mobil Corp 4,454679.2K $3.53 %
8AT&T Inc 22,951642.9K $3.35 %
9Charles Schwab Corp/The 6,720639.7K $3.33 %
10Apple Inc 2,350620.8K $3.23 %
11Oracle Corp 3,759546.6K $2.84 %
12Lockheed Martin Corp 677445.5K $2.32 %
13McKesson Corp 430424.6K $2.21 %
14Waste Management Inc 1,670402.2K $2.09 %
15Dell Technologies Inc 2,550377.6K $1.97 %
16ConocoPhillips 2,990339.2K $1.77 %
17Crowdstrike Holdings Inc 910338.5K $1.76 %
18Comfort Systems USA Inc 228325.9K $1.70 %
19Texas Pacific Land Corp 588308.3K $1.60 %
20Quanta Services Inc 520292.8K $1.52 %
21Uranium Energy Corp 18,030276.4K $1.44 %
22Kinder Morgan, Inc. 7,776258.7K $1.35 %
23Vistra Corp 1,465254.7K $1.33 %
24Powell Industries Inc 444232.5K $1.21 %
25Phillips 66 1,391214.7K $1.12 %
26Valero Energy Corp 950194.4K $1.01 %
27Kratos Defense & Security Solutions, Inc. 2,242193.2K $1.01 %
28Diodes Inc 2,800191K $0.99 %
29Kimberly-Clark Corp 1,646183.4K $0.95 %
30Occidental Petroleum Corp 3,428182K $0.95 %
31Baker Hughes Co 2,780181.4K $0.94 %
32Rush Enterprises Inc 2,550181K $0.94 %
33IES Holdings Inc 364180.3K $0.94 %
34Targa Resources Corp 760179.2K $0.93 %
35Cheniere Energy Inc 751177K $0.92 %
36DR Horton Inc 1,103176.9K $0.92 %
37Applied Optoelectronics Inc 2,100176.9K $0.92 %
38Diamondback Energy Inc 1,001174.3K $0.91 %
39Academy Sports & Outdoors Inc 2,865172.3K $0.90 %
40EOG Resources Inc 1,375170.6K $0.89 %
41Green Brick Partners Inc 2,275167.6K $0.87 %
42Copart Inc 4,205160.2K $0.83 %
43Tenet Healthcare Corp 655156.8K $0.82 %
44United States Lime & Minerals Inc 1,350154.1K $0.80 %
45Cirrus Logic Inc 1,080152.4K $0.79 %
46Sysco Corp 1,625148.1K $0.77 %
47YETI Holdings Inc 3,360146.9K $0.76 %
48AECOM 1,399137.1K $0.71 %
49Eagle Materials Inc 559125.1K $0.65 %
50Southwest Airlines Co 2,415119K $0.62 %
51Sterling Infrastructure Inc 275117.7K $0.61 %
52Lennox International Inc 195111.1K $0.58 %
53TechnipFMC PLC 1,652109.5K $0.57 %
54Quanex Building Products Corp 5,280108.4K $0.56 %
55Flowserve Corp 1,202106.4K $0.55 %
56SLB Ltd 2,015103.5K $0.54 %
57DNOW Inc 8,722102.7K $0.53 %
58Coterra Energy Inc 3,330101.9K $0.53 %
59Keurig Dr Pepper Inc 3,26598.9K $0.51 %
60CECO Environmental Corp 1,63098.5K $0.51 %
61Chord Energy Corp 88896.2K $0.50 %
62GameStop Corp 3,95094.9K $0.49 %
63CenterPoint Energy Inc 2,07590.3K $0.47 %
64Atmos Energy Corp 47087.8K $0.46 %
65TALEN ENERGY CORP 23085.3K $0.44 %
66Flex Ltd 1,33083.8K $0.44 %
67Hewlett Packard Enterprise Co 3,90083.7K $0.44 %
68Natera Inc 40083.2K $0.43 %
69Builders FirstSource Inc 78081.3K $0.42 %
70AST SpaceMobile Inc 1,00079.2K $0.41 %
71Victory Capital Holdings Inc 1,12577.8K $0.41 %
72First Financial Bankshares Inc 2,45075.8K $0.39 %
73Jacobs Solutions, Inc. 54074.4K $0.39 %
74Texas Capital Bancshares Inc 77573.9K $0.38 %
75Halliburton Co 1,99071.6K $0.37 %
76Tyler Technologies Inc 15454.6K $0.28 %
77Caris Life Sciences Inc 1,34027K $0.14 %

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Sector breakdown

  • Energy 15.7 %
  • Technology 15.0 %
  • Industrials 14.0 %
  • Consumer discretionary 13.6 %
  • Health care 3.5 %
  • Communication 3.4 %
  • Financials 3.4 %
  • Utilities 2.3 %
  • Consumer staples 2.3 %
  • Unattributed 26.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 95.2 %
  • Japan 3.8 %
  • United Kingdom 0.6 %
  • Singapore 0.4 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States7417.9M $95.20 %
2Japan1706.5K $3.76 %
3United Kingdom1109.5K $0.58 %
4Singapore183.8K $0.45 %
Cite this page

Titelia. "Holdings of The Texas Fund". https://titelia.com/en/funds/S000041935