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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 16 of 17  ·  324 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 KRO KRONOS WORLDWIDE INC Basic Materials 12,267.0 $78K 0.01% +70.0 +0.6% $6.33 +29.5%
302 SATL SATELLOGIC INC Technology 12,812.0 $73K 0.01% +123.0 +1.0% $5.72 -0.0%
303 ACH ACCENDRA HEALTH INC Healthcare 20,113.0 $69K 0.01% +601.0 +3.1% $3.42 -64.9%
304 CURV TORRID HLDGS INC Consumer Cyclical 34,410.0 $64K 0.01% +1K +3.0% $1.87 +18.2%
305 PGEN PRECIGEN INC Healthcare 11,229.0 $64K 0.01% +168.0 +1.5% $5.70 +26.3%
306 UIS UNISYS CORP Technology 17,024.0 $62K 0.01% +4K +32.4% $3.66 -25.1%
307 AIRJ AIRJOULE TECHNOLOGIES CORP Industrials 11,034.0 $61K 0.01% +343.0 +3.2% $5.54 -9.4%
308 BTMD BIOTE CORP Healthcare 30,427.0 $58K 0.01% +3K +9.0% $1.89 -14.8%
309 IRWD IRONWOOD PHARMACEUTICALS INC Healthcare 13,450.0 $57K 0.01% +542.0 +4.2% $4.21 +1.9%
310 CCCC C4 THERAPEUTICS INC Healthcare 10,233.0 $48K 0.01% +145.0 +1.4% $4.67 -14.3%
311 EDIT EDITAS MEDICINE INC Healthcare 14,703.0 $48K 0.01% +260.0 +1.8% $3.24 -4.0%
312 ESPR ESPERION THERAPEUTICS INC NE Healthcare 14,521.0 $46K 0.01% +2K +16.2% $3.16 +0.6%
313 REI RING ENERGY INC Energy 36,068.0 $39K 0.01% +688.0 +1.9% $1.08 +37.0%
314 SABR SABRE CORP Consumer Cyclical 15,554.0 $33K 0.01% +3K +27.4% $2.09 +0.5%
315 EVEX EVE HLDG INC Industrials 12,820.0 $32K 0.01% +2K +24.0% $2.51 +4.8%
316 BRCC BRC INC Consumer Defensive 27,755.0 $31K 0.01% +17K +164.4% $1.11 -20.7%
317 ALXO ALX ONCOLOGY HLDGS INC Healthcare 12,731.0 $26K 0.01% +133.0 +1.1% $2.07 -1.4%
318 ALIT ALIGHT INC Technology 45,026.0 $25K 0.00% +10K +30.3% $11.20 +27.0%
319 TUHURA BIOSCIENCES INC 10,661.0 $25K 0.00% +634.0 +6.3% $2.34
320 OCGN OCUGEN INC Healthcare 15,206.0 $23K 0.00% +428.0 +2.9% $1.53 -9.1%
Page 16 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%