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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 2 of 17  ·  324 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DFEV DIMENSIONAL ETF TRUST 56,567.0 $2.4M 0.42% +1K +1.8% $42.67 -1.7%
22 LRCX LAM RESEARCH CORP Technology 5,344.0 $2.3M 0.40% +54.0 +1.0% $433.37 -27.5%
23 KLAC KLA CORP Technology 7,603.0 $2.3M 0.40% +7K +900.4% $301.70 -39.0%
24 NVS NOVARTIS AG Healthcare 14,598.0 $2.3M 0.40% +99.0 +0.7% $156.72 +1.4%
25 AVUS AMERICAN CENTY ETF TR 17,405.0 $2.2M 0.39% +4K +32.1% $128.08 +2.0%
26 AMAT APPLIED MATLS INC Technology 3,043.0 $2.2M 0.38% +42.0 +1.4% $723.00 -31.9%
27 V VISA INC Financial Services 6,409.0 $2.2M 0.38% +855.0 +15.4% $343.08 +8.2%
28 DFCF DIMENSIONAL ETF TRUST 48,945.0 $2.1M 0.36% +250.0 +0.5% $42.21 -1.8%
29 CAT CATERPILLAR INC Industrials 1,752.0 $1.9M 0.32% +19.0 +1.1% $1064.92 -22.3%
30 ABBV ABBVIE INC Healthcare 7,378.0 $1.9M 0.32% +4K +121.1% $251.65 +5.3%
31 INTC INTEL CORP Technology 12,669.0 $1.8M 0.31% +1K +12.6% $139.63 -35.5%
32 DFGR DIMENSIONAL ETF TRUST 56,313.0 $1.6M 0.28% +3K +6.6% $28.97 +1.7%
33 TTMI TTM TECHNOLOGIES INC Technology 8,614.0 $1.6M 0.28% +122.0 +1.4% $187.02 -40.9%
34 ETN EATON CORP PLC Industrials 3,244.0 $1.4M 0.24% +192.0 +6.3% $426.07 -1.6%
35 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 69,120.0 $1.4M 0.24% +1K +2.2% $19.89 +10.8%
36 CSCO CISCO SYS INC Technology 11,583.0 $1.4M 0.23% +267.0 +2.4% $117.46 -5.5%
37 KO COCA COLA CO Consumer Defensive 16,686.0 $1.4M 0.23% +4K +26.7% $81.27 +12.1%
38 AXP AMERICAN EXPRESS CO Financial Services 3,940.0 $1.3M 0.23% +65.0 +1.7% $338.24 -0.7%
39 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,610.0 $1.2M 0.21% +48.0 +1.9% $477.57 -12.3%
40 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,303.0 $1.2M 0.21% +28.0 +2.2% $935.32 +1.3%
Page 2 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%