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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 10 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 XMTR XOMETRY INC Industrials 2,135.0 $206K 0.04% NEW $96.52 -12.4%
182 IDA IDACORP INC Utilities 1,358.0 $205K 0.04% NEW $151.30 -8.6%
183 EBAY EBAY INC. Consumer Cyclical 1,839.0 $205K 0.04% NEW $111.73 -4.2%
184 MHK MOHAWK INDS INC Consumer Cyclical 1,693.0 $205K 0.04% NEW $121.33 +10.5%
185 MET METLIFE INC Financial Services 2,427.0 $205K 0.04% NEW $84.61 +13.7%
186 F FORD MTR CO Consumer Cyclical 14,736.0 $205K 0.04% NEW $13.90 +0.2%
187 BWA BORGWARNER INC Consumer Cyclical 3,082.0 $205K 0.04% NEW $66.40 -3.1%
188 LINC LINCOLN EDL SVCS CORP Consumer Defensive 4,090.0 $204K 0.04% NEW $49.90 -50.2%
189 WST WEST PHARMACEUTICAL SVSC INC Healthcare 567.0 $204K 0.04% NEW $359.00 -1.6%
190 HSTM HEALTHSTREAM INC Healthcare 7,466.0 $203K 0.04% NEW $27.25 +5.6%
191 CIEN CIENA CORP Technology 414.0 $203K 0.04% NEW $490.56 -24.2%
192 BLK BLACKROCK INC Financial Services 211.0 $202K 0.04% NEW $959.32 +22.2%
193 ALNT ALLIENT INC Technology 1,964.0 $202K 0.04% NEW $102.93 -9.6%
194 LIVN LIVANOVA PLC Healthcare 2,456.0 $202K 0.04% NEW $82.23 -4.8%
195 NGVC NATURAL GROCERS BY VITAMIN Consumer Defensive 6,509.0 $202K 0.04% NEW $31.02 -9.4%
196 SWX SOUTHWEST GAS HLDGS INC Utilities 2,267.0 $201K 0.04% NEW $88.68 +1.0%
197 ATO ATMOS ENERGY CORP Utilities 1,163.0 $200K 0.04% NEW $172.27 -2.6%
198 ADMA ADMA BIOLOGICS INC Healthcare 23,918.0 $200K 0.04% NEW $8.37 +14.1%
199 STWD STARWOOD PPTY TR INC Real Estate 11,985.0 $196K 0.03% NEW $16.38 -0.5%
200 CRK COMSTOCK RES INC Energy 13,114.0 $196K 0.03% NEW $14.92 -4.3%
Page 10 of 15  ·  283 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%