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TEXX - ETF AI Analysis

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TEXX

Horizon Kinetics Texas ETF (TEXX)

Rating:57Neutral
Price Target:
TEXX, the Horizon Kinetics Texas ETF, has a solid but not top-tier rating, reflecting a mix of strong energy and infrastructure holdings alongside a few more mixed names. Standout positions like Diamondback Energy (FANG), Texas Pacific Land (TPL), Quanta Services (PWR), EOG Resources (EOG), and Schlumberger (SLB) support the fund’s quality through strong financial performance, positive earnings calls, and generally favorable technical trends, even though some appear potentially overvalued. The rating is held back somewhat by holdings like Fluor (FLR) and LGI Homes (LGIH), which face revenue, cash flow, and execution challenges, and the fund’s heavy exposure to Texas-focused energy and related sectors is a key risk if that region or industry faces a downturn.
Positive Factors
Strong Top Holdings
Many of the largest positions, especially in energy and infrastructure names, have shown strong performance this year, helping lift the ETF’s overall results.
Energy-Focused Exposure
The heavy tilt toward energy companies gives investors targeted exposure to a sector that has been performing well recently.
Positive Year-to-Date Performance
Despite some recent short-term weakness, the fund’s overall performance so far this year has been positive, indicating solid momentum over the longer recent period.
Negative Factors
High Sector Concentration
More than half of the portfolio is in energy stocks, which means the ETF can be heavily affected if that single sector runs into trouble.
Short-Term Performance Weakness
The ETF has shown slightly negative performance over the past month and three months, suggesting recent returns have been softer than earlier in the year.
Relatively High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which can eat into investor returns over time compared with lower-cost options.

TEXX vs. SPDR S&P 500 ETF (SPY)

TEXX Summary

Horizon Kinetics Texas ETF (TEXX) is an actively managed fund that focuses on companies with strong ties to Texas, rather than following a broad market index. It leans heavily into energy and related services, along with industrial and utility businesses that benefit from Texas’s growth, population inflows, and infrastructure expansion. Well-known holdings include Schlumberger and Occidental Petroleum. An investor might consider TEXX for targeted growth exposure to the Texas economy instead of owning a nationwide mix of stocks. A key risk is that it is concentrated in Texas and energy names, so its value can swing more sharply than a diversified U.S. stock fund.
How much will it cost me?This ETF has an expense ratio of 0.85%, which means you’ll pay about $8.50 per year for every $1,000 invested. That’s higher than the average ETF cost because TEXX is actively managed and runs a more specialized, concentrated portfolio instead of simply tracking a broad market index.
What would affect this ETF?This ETF is heavily focused on Texas energy and related infrastructure, so it could benefit if oil and gas demand stays strong, Texas continues to attract people and businesses, and local projects and regulations support drilling and construction activity. On the downside, it could be hurt by falling energy prices, stricter environmental rules, or a slowdown in the Texas economy, and its concentrated, Texas-only approach means it may swing more than a broadly diversified U.S. stock fund.

TEXX Top 10 Holdings

This Texas‑focused ETF is powered by a heavy bet on energy, with names like Texas Pacific Land, Diamondback, EOG Resources, and Occidental Petroleum setting the tone. Lately, many of these energy plays have been lagging or showing mixed momentum, which has taken some wind out of the fund’s sails. On the brighter side, infrastructure and services names such as Quanta Services and Waterbridge Infrastructure have been rising, helping offset the drag. With almost all holdings tied to U.S. companies and Texas in particular, the fund is a concentrated play on the state’s energy‑driven economy.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Permian Basin6.87%$194.72K$1.16B109.63%
LandBridge Company LLC Class A6.02%$170.61K$4.93B-7.03%
67
Neutral
Texas Pacific Land4.82%$136.55K$24.49B3.17%
76
Outperform
Diamondback4.26%$120.90K$51.62B33.05%
81
Outperform
Quanta Services3.88%$110.06K$105.38B102.36%
78
Outperform
Waterbridge Infrastructure LLC Class A3.75%$106.38K$4.10B
Schlumberger3.57%$101.14K$71.90B42.16%
75
Outperform
Fluor3.30%$93.55K$7.49B10.81%
64
Neutral
EOG Resources3.29%$93.35K$69.23B8.88%
78
Outperform
LGI Homes3.24%$91.91K$1.32B11.44%
65
Neutral

TEXX Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
28.66
Positive
100DMA
28.30
Positive
200DMA
Market Momentum
MACD
-0.01
Negative
RSI
53.20
Neutral
STOCH
76.75
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For TEXX, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 28.38, equal to the 50-day MA of 28.66, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.01 indicates Negative momentum. The RSI at 53.20 is Neutral, neither overbought nor oversold. The STOCH value of 76.75 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for TEXX.

TEXX Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$2.88M0.85%
57
Neutral
$97.05M0.89%
71
Outperform
$94.97M0.75%
68
Neutral
$93.34M0.85%
68
Neutral
$89.19M0.65%
66
Neutral
$87.66M0.52%
71
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
TEXX
Horizon Kinetics Texas ETF
28.67
3.09
12.08%
BAMD
Brookstone Dividend Stock ETF
SOVF
Sovereign's Capital Flourish Fund
STNC
Stance Equity ESG Large Cap Core ETF
YALL
God Bless America ETF
RFDA
RiverFront Dynamic US Dividend Advantage ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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