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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 9 of 17  ·  324 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AMCOR PLC 9,021.0 $391K 0.07% +2K +22.7% $43.35
162 AXSM AXSOME THERAPEUTICS INC. Healthcare 1,597.0 $391K 0.07% +394.0 +32.8% $244.77 -17.8%
163 FBRT FRANKLIN BSP RLTY TR INC Real Estate 48,016.0 $391K 0.07% +7K +16.2% $8.14 +3.4%
164 WMB WILLIAMS COS INC Energy 5,255.0 $391K 0.07% +293.0 +5.9% $74.34 -3.3%
165 AUB ATLANTIC UN BANKSHARES CORP Financial Services 9,227.0 $390K 0.07% +116.0 +1.3% $42.31 -4.4%
166 FFBC 1ST FINL BANCORP Financial Services 11,317.0 $383K 0.07% +59.0 +0.5% $33.83 -3.4%
167 AROC ARCHROCK INC Energy 9,379.0 $382K 0.07% +531.0 +6.0% $40.71 -23.9%
168 CLH CLEAN HARBORS INC Industrials 1,274.0 $381K 0.07% +8.0 +0.6% $298.75 +4.4%
169 JXN JACKSON FINANCIAL INC Financial Services 3,704.0 $379K 0.07% +114.0 +3.2% $102.39 +28.8%
170 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 4,765.0 $379K 0.07% +93.0 +2.0% $79.54 +42.2%
171 CORZ CORE SCIENTIFIC INC NEW Technology 14,728.0 $377K 0.07% +1K +10.1% $25.59 -29.6%
172 APH AMPHENOL CORP Technology 2,136.0 $377K 0.07% +115.0 +5.7% $176.32 -10.0%
173 CI THE CIGNA GROUP Healthcare 1,363.0 $376K 0.07% +388.0 +39.8% $275.68 +0.8%
174 VLYPN VALLEY NATL BANCORP 25,638.0 $376K 0.07% +406.0 +1.6% $14.65
175 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 3,460.0 $375K 0.07% +47.0 +1.4% $108.35 -0.9%
176 FLR FLUOR CORP Industrials 7,152.0 $375K 0.07% +1K +18.5% $52.39 -2.6%
177 LGND LIGAND PHARMACEUTICALS INC Healthcare 1,181.0 $373K 0.07% +69.0 +6.2% $316.09 -11.0%
178 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,004.0 $372K 0.06% +24.0 +2.5% $370.59 -3.1%
179 AME AMETEK INC Industrials 1,531.0 $370K 0.06% +106.0 +7.4% $241.98 -0.0%
180 SBUX STARBUCKS CORP Consumer Cyclical 3,623.0 $370K 0.06% +92.0 +2.6% $102.19 +3.7%
Page 9 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%