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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 14 of 17  ·  324 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 PINE ALPINE INCOME PPTY TR INC Real Estate 10,573.0 $219K 0.04% +79.0 +0.8% $20.76 -5.8%
262 OTTR OTTER TAIL CORP Utilities 2,435.0 $219K 0.04% +34.0 +1.4% $89.98 +1.0%
263 III INFORMATION SVCS GROUP INC Technology 52,151.0 $214K 0.04% +38K +274.3% $4.11 +20.0%
264 HCA HCA HEALTHCARE INC Healthcare 545.0 $213K 0.04% +37.0 +7.3% $389.96 +10.1%
265 FLAGSTAR BANK NATIONAL ASSOC 13,918.0 $208K 0.04% +1K +10.0% $14.94
266 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 11,358.0 $197K 0.03% +828.0 +7.9% $17.31 +3.5%
267 TIC TIC SOLUTIONS INC Industrials 23,937.0 $194K 0.03% +3K +13.2% $8.09 +17.6%
268 VTRS VIATRIS INC Healthcare 12,123.0 $193K 0.03% +69.0 +0.6% $15.88 +2.8%
269 NMR NOMURA HLDGS INC Financial Services 21,433.0 $188K 0.03% +308.0 +1.5% $8.78 +10.7%
270 GO GROCERY OUTLET HLDG CORP Consumer Defensive 18,309.0 $183K 0.03% +1K +6.9% $9.98 +16.2%
271 AESI ATLAS ENERGY SOLUTIONS INC Energy 10,814.0 $180K 0.03% +806.0 +8.1% $16.61 -24.3%
272 PLUG PLUG PWR INC Industrials 62,611.0 $170K 0.03% +398.0 +0.6% $2.71 -16.2%
273 NEWSMAX INC 20,035.0 $166K 0.03% +827.0 +4.3% $8.28
274 CLVT CLARIVATE PLC Technology 76,669.0 $166K 0.03% +22K +41.2% $2.16 -3.7%
275 OLPX OLAPLEX HLDGS INC Consumer Cyclical 77,147.0 $158K 0.03% +48K +169.2% $2.05 +1.0%
276 WEAV WEAVE COMMUNICATIONS INC Technology 26,314.0 $158K 0.03% +1K +4.3% $5.99 +21.7%
277 EEX EMERALD HOLDING INC Communication Services 29,685.0 $150K 0.03% +19K +179.9% $5.04 +0.0%
278 PTEN PATTERSON-UTI ENERGY INC Energy 16,227.0 $149K 0.03% +595.0 +3.8% $9.18 +34.4%
279 BFLY BUTTERFLY NETWORK INC Healthcare 17,473.0 $147K 0.03% +844.0 +5.1% $8.42 +13.4%
280 HOPE HOPE BANCORP INC Financial Services 10,642.0 $146K 0.03% +74.0 +0.7% $13.68 +2.1%
Page 14 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%