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TEXN

iShares Texas Equity ETF
1W: -0.4% 1M: -1.7% 3M: +11.0% YTD: +8.6%
$29.76
-0.41 (-1.36%)
After Hours: $29.38 (-0.38, -1.26%)
ETF NASDAQ · AUM $14.3M
ETF-Level Metrics
AUM$14M
Holdings196
Top 10 Wt54.2%
Beta0.61
% Profitable73%
Coverage100%
Portfolio Valuation
P/E38.5
P/B4.7
P/S3.3
EV/EBITDA17.6
P/FCF40.9
PEG
Profitability & Returns
Gross Margin27.4%
Net Margin8.6%
ROE12.7%
ROA5.4%
ROIC8.3%
Div Yield1.75%
Leverage & Liquidity
Debt/Equity0.47
Debt/Assets0.20
Net Debt/EBITDA1.1x
Interest Cov11.4x
Current Ratio1.50
Quick Ratio1.19
Growth (YoY)
Revenue+6.0%
Net Income+0.6%
EPS+1.4%
FCF+22.2%
EBITDA+4.1%
Rev CAGR 3Y+3.0%
Quality Scores
Piotroski F6.0
Altman Z5.75
IS Quality67.0
IS Overall54.5
IS Value49.9
Median P/E18.6

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Energy 58 40.1% 57.0
Industrials 38 15.2% 37.8
Technology 18 14.0% -51.7
Consumer Cyclical 16 9.5% 33.1
Financial Services 19 4.4% 20.8
Communication Services 4 4.1% 26.7
Healthcare 13 3.3% 20.3
Real Estate 10 3.3% 38.1
Utilities 8 3.2% 22.1
Consumer Defensive 4 1.6% 46.6
Basic Materials 8 0.9% -28.9
Other 3 0.3%

Smart Money Overlap

10 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
T AT&T Inc. 3.75% 4 Bullish 29 5 +1.2%
SCHW The Charles Schwab Corporation 3.13% 4 Bullish 13 3 -0.9%
COP ConocoPhillips 3.08% 4 Bullish 1 3 +18.9%
WM Waste Management, Inc. 1.69% 4 Bullish 25 4 -4.6%
EOG EOG Resources, Inc. 1.48% 4 Bullish 21 1 +23.1%
KMI Kinder Morgan, Inc. 1.27% 4 Bullish 6 3 +1.0%
OXY Occidental Petroleum Corporation 0.82% 4 Bullish 1 2 +31.2%
HAL Halliburton Company 0.60% 4 Bullish 16 1 +2.0%
ATO Atmos Energy Corporation 0.58% 4 Bullish 1 1 +6.1%
THR Thermon Group Holdings, Inc. 0.03% 4 Bullish 12 1 +26.4%
Showing 50 of 199 holdings · Page 1 of 4
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 EXXON MOBIL CORP XOM 12.24% $2.1M 13,080 24.0 $665.6B Energy
2 TESLA INC TSLA 7.79% $1.3M 3,463 313.4 $1.4T Consumer Cyclical
3 CHEVRON CORP CVX 7.37% $1.2M 6,187 32.6 $403.4B Energy
4 CATERPILLAR INC CAT 6.23% $1.1M 1,529 35.8 $318.6B Industrials
5 ORACLE CORP ORCL 5.11% $864,536 5,559 26.4 $430.3B Technology
6 AT&T INC T 3.75% $633,138 22,824 9.3 $200.9B Communication Services
7 TEXAS INSTRUMENT INC TXN 3.34% $565,058 3,001 34.0 $170.4B Technology
8 CHARLES SCHWAB CORP SCHW 3.13% $529,822 5,637 18.9 $168.2B Financial Services
9 CONOCOPHILLIPS COP 3.08% $520,463 4,130 19.1 $155.1B Energy
10 MCKESSON CORP MCK 2.21% $373,064 415 25.1 $109.3B Healthcare
11 CROWDSTRIKE HOLDINGS INC CLASS A CRWD 2.07% $349,395 816 -563.9 $103.7B Technology
12 WASTE MANAGEMENT INC WM 1.69% $285,506 1,221 34.4 $93.3B Industrials
13 QUANTA SERVICES INC PWR 1.67% $281,462 487 81.9 $83.1B Industrials
14 EOG RESOURCES INC EOG 1.48% $250,570 1,805 15.0 $75.3B Energy
15 VALERO ENERGY CORP VLO 1.44% $243,280 1,005 31.0 $73.2B Energy
16 PHILLIPS PSX 1.40% $237,371 1,331 16.1 $70.3B Energy
17 SLB NV SLB.PA 1.40% $236,852 4,953 20.5 $57.6B Energy
18 KINDER MORGAN INC KMI 1.27% $214,752 6,422 23.9 $73.1B Energy
19 DIGITAL REALTY TRUST REIT INC DLR 1.21% $204,310 1,136 45.5 $59.5B Real Estate
20 BAKER HUGHES CLASS A BKR 1.18% $199,068 3,279 23.0 $59.6B Energy
21 CHENIERE ENERGY INC LNG 1.17% $198,155 703 11.3 $60.5B Energy
22 VISTRA CORP VST 1.11% $186,952 1,117 52.6 $49.5B Utilities
23 TARGA RESOURCES CORP TRGP 0.99% $167,911 701 27.7 $51.0B Energy
24 DELL TECHNOLOGIES INC CLASS C DELL 0.97% $164,755 1,051 18.5 $106.1B Technology
25 COMFORT SYSTEMS USA INC FIX 0.97% $164,684 114 46.8 $47.9B Industrials
26 OCCIDENTAL PETROLEUM CORP OXY 0.82% $138,524 2,325 26.1 $59.9B Energy
27 CBRE GROUP INC CLASS A CBRE 0.77% $130,812 982 33.9 $39.3B Real Estate
28 SYSCO CORP SYY 0.76% $129,284 1,583 21.7 $39.0B Consumer Defensive
29 DIAMONDBACK ENERGY INC FANG 0.73% $123,321 648 33.0 $54.3B Energy
30 CROWN CASTLE INC CCI 0.72% $121,820 1,432 80.7 $35.9B Real Estate
31 D R HORTON INC DHI 0.71% $120,043 870 11.7 $38.8B Consumer Cyclical
32 KIMBERLY CLARK CORP KMB 0.64% $108,537 1,101 16.2 $32.6B Consumer Defensive
33 NRG ENERGY INC NRG 0.64% $107,977 669 32.1 $31.2B Utilities
34 HALLIBURTON HAL 0.60% $102,148 2,766 23.9 $30.7B Energy
35 TEXAS PACIFIC LAND CORP TPL 0.60% $101,711 191 74.4 $35.8B Energy
36 ATMOS ENERGY CORP ATO 0.58% $97,627 528 23.5 $29.9B Utilities
37 BLK CSH FND TREASURY SL AGENCY Bond 0.58% $98,072 98,072
38 HEWLETT PACKARD ENTERPRISE HPE 0.57% $96,045 4,342 -185.5 $28.8B Technology
39 COPART INC CPRT 0.56% $94,991 2,921 20.4 $31.8B Industrials
40 CENTERPOINT ENERGY INC CNP 0.55% $93,377 2,159 26.1 $27.4B Utilities
41 TECHNIPFMC PLC FTI 0.52% $87,344 1,319 28.4 $26.4B Energy
42 NATERA INC NTRA 0.51% $86,971 429 -128.3 $27.7B Healthcare
43 COTERRA ENERGY INC CTRA 0.50% $84,648 2,497 15.1 $25.8B Energy
44 FLEX LTD FLEX 0.47% $80,264 1,220 27.2 $22.8B Technology
45 AST SPACEMOBILE INC CLASS A ASTS 0.41% $68,592 729 -67.3 $26.9B Technology
46 ATI INC ATI 0.39% $65,508 444 47.7 $19.4B Industrials
47 LYONDELLBASELL INDUSTRIES NV CLASS 0EDD.L 0.37% $62,863 843 -31.8 $24.0B Basic Materials
48 SOUTHWEST AIRLINES LUV 0.37% $62,449 1,528 46.1 $20.4B Industrials
49 TENET HEALTHCARE CORP THC 0.35% $59,277 289 12.5 $17.6B Healthcare
50 KRATOS DEFENSE AND SECURITY SOLUTI KTOS 0.32% $54,926 592 655.8 $15.8B Industrials

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms