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Portfolio (Quarterly) Guide ↗

Abel Hall, LLC

· CIK 0002013339
13F Portfolio $579M AUM 955 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 283 New 324 Added 204 Reduced 139 Exited
Page 10 of 17  ·  324 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DGCB DIMENSIONAL ETF TRUST 6,747.0 $369K 0.06% +282.0 +4.4% $54.67 -2.5%
182 DE DEERE & CO Industrials 579.0 $367K 0.06% +26.0 +4.7% $634.71 +2.2%
183 TRV TRAVELERS COMPANIES INC Financial Services 1,098.0 $362K 0.06% +183.0 +20.0% $330.12 +12.2%
184 IDCC INTERDIGITAL INC Technology 1,277.0 $362K 0.06% +295.0 +30.0% $283.13 +20.5%
185 PRU PRUDENTIAL FINL INC Financial Services 3,332.0 $360K 0.06% +67.0 +2.0% $107.92 +13.7%
186 AON AON PLC Financial Services 1,081.0 $359K 0.06% +110.0 +11.3% $331.68 +8.3%
187 BCS BARCLAYS PLC Financial Services 13,329.0 $358K 0.06% +958.0 +7.7% $26.86 +0.4%
188 PATHWARD FINANCIAL INC 4,109.0 $358K 0.06% +30.0 +0.7% $87.06
189 NOK NOKIA CORP Technology 26,355.0 $350K 0.06% +212.0 +0.8% $13.28 -25.0%
190 GBCI GLACIER BANCORP INC NEW Financial Services 6,765.0 $349K 0.06% +191.0 +2.9% $51.58 -9.3%
191 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,953.0 $348K 0.06% +2K +2197.7% $178.24 +19.7%
192 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 4,818.0 $346K 0.06% +509.0 +11.8% $71.74 +1.0%
193 AVB AVALONBAY CMNTYS INC Real Estate 1,825.0 $344K 0.06% +34.0 +1.9% $188.69 -65.1%
194 CNX CNX RES CORP Energy 10,140.0 $344K 0.06% +3K +44.1% $33.93 +7.5%
195 TRGP TARGA RES CORP Energy 1,283.0 $344K 0.06% +28.0 +2.2% $268.14 +9.7%
196 RLAY RELAY THERAPEUTICS INC Healthcare 18,362.0 $344K 0.06% +125.0 +0.7% $18.71 +5.6%
197 E ENI SPA Energy 7,315.0 $343K 0.06% +116.0 +1.6% $46.86 +17.8%
198 ADEA ADEIA INC Technology 10,359.0 $341K 0.06% +424.0 +4.3% $32.93 -20.2%
199 ECL ECOLAB INC Basic Materials 1,223.0 $341K 0.06% +444.0 +57.0% $278.61 +3.0%
200 MSGE SPHERE ENTERTAINMENT CO Communication Services 1,959.0 $339K 0.06% +85.0 +4.5% $173.03 -54.0%
Page 10 of 17  ·  324 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.4%
Financial Services 17.5%
Healthcare 11.6%
Industrials 11.0%
Consumer Cyclical 7.2%
Real Estate 6.8%
Energy 5.5%
Consumer Defensive 4.5%
Communication Services 4.0%
Basic Materials 2.5%