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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 17 of 17  ·  324 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 URG UR-ENERGY INC Energy 13,710.0 $19K 0.00% +729.0 +5.6% $1.36 +4.4%
322 SAFX XCF GLOBAL INC Energy 32,186.0 $14K 0.00% +5K +17.4% $0.44 -26.3%
323 DH DEFINITIVE HEALTHCARE CORP Healthcare 15,165.0 $13K 0.00% +544.0 +3.7% $0.83 -14.1%
324 BYND BEYOND MEAT INC Consumer Defensive 16,670.0 $13K 0.00% +5K +38.7% $0.75 +1869.3%
Page 17 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%