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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 4 of 17  ·  324 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 19,833.0 $774K 0.13% +471.0 +2.4% $39.05 +1.1%
62 SANM SANMINA CORP Technology 3,057.0 $774K 0.13% +168.0 +5.8% $253.08 -25.4%
63 DOCN DIGITALOCEAN HLDGS INC Technology 4,858.0 $763K 0.13% +125.0 +2.6% $157.03 -26.4%
64 SNY SANOFI SA Healthcare 17,821.0 $760K 0.13% +3K +24.1% $42.66 +7.5%
65 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 9,178.0 $756K 0.13% +330.0 +3.7% $82.40 -4.2%
66 CSR CENTERSPACE Real Estate 13,370.0 $751K 0.13% +5K +56.1% $56.19 -4.0%
67 NXRT NEXPOINT RESIDENTIAL TR INC Real Estate 26,787.0 $748K 0.13% +11K +71.7% $27.92 -12.2%
68 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 1,389.0 $746K 0.13% +118.0 +9.3% $536.95 -3.8%
69 TGTX TG THERAPEUTICS INC Healthcare 13,570.0 $746K 0.13% +828.0 +6.5% $54.94 -1.2%
70 HWC HANCOCK WHITNEY CORPORATION Financial Services 9,835.0 $735K 0.13% +3K +41.5% $74.72 +0.9%
71 C CITIGROUP INC Financial Services 5,136.0 $719K 0.12% +251.0 +5.1% $139.96 -5.9%
72 PSMT PRICESMART INC Consumer Defensive 3,657.0 $714K 0.12% +44.0 +1.2% $195.34 -11.5%
73 HUT 8 CORP 6,117.0 $706K 0.12% +436.0 +7.7% $115.44
74 SMTC SEMTECH CORP Technology 4,340.0 $702K 0.12% +49.0 +1.1% $161.85 -23.3%
75 PM PHILIP MORRIS INTL INC Consumer Defensive 3,846.0 $696K 0.12% +646.0 +20.2% $180.91 +4.0%
76 BTI BRITISH AMERN TOB PLC Consumer Defensive 11,151.0 $689K 0.12% +303.0 +2.8% $61.76 -9.0%
77 HD HOME DEPOT INC Consumer Cyclical 1,930.0 $681K 0.12% +741.0 +62.3% $352.62 -4.8%
78 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 8,329.0 $679K 0.12% +419.0 +5.3% $81.51 +6.9%
79 SAP SAP SE Technology 4,340.0 $669K 0.12% +2K +90.4% $154.10 +41.9%
80 SNEX STONEX GROUP INC Financial Services 5,564.0 $659K 0.11% +250.0 +4.7% $118.50 -42.2%
Page 4 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%