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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 11 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 WISE GROUP PLC 16,319.0 $194K 0.03% NEW $11.91
202 AEF ABRDN EMERGING MARKETS EX CH Financial Services 20,000.0 $192K 0.03% NEW $9.60 -3.4%
203 NATWEST GROUP PLC 10,835.0 $191K 0.03% NEW $17.63
204 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 18,994.0 $190K 0.03% NEW $10.00 -3.2%
205 PBI PITNEY BOWES INC Industrials 10,207.0 $179K 0.03% NEW $17.52 -5.7%
206 LMNR LIMONEIRA CO Consumer Defensive 13,261.0 $174K 0.03% NEW $13.13 +6.7%
207 ORGO ORGANOGENESIS HLDGS INC Healthcare 71,653.0 $174K 0.03% NEW $2.43 -31.3%
208 SGRY SURGERY PARTNERS INC Healthcare 10,315.0 $173K 0.03% NEW $16.80 -17.0%
209 SIGA SIGA TECHNOLOGIES INC Healthcare 45,563.0 $166K 0.03% NEW $3.64 -19.2%
210 COTY COTY INC Consumer Defensive 76,152.0 $164K 0.03% NEW $2.16 +29.2%
211 BKD BROOKDALE SR LIVING INC Healthcare 10,186.0 $164K 0.03% NEW $16.09 -24.7%
212 GRNT GRANITE RIDGE RESOURCES INC Energy 36,602.0 $161K 0.03% NEW $4.41 +14.5%
213 PROK PROKIDNEY CORP Healthcare 75,934.0 $155K 0.03% NEW $2.04 -21.1%
214 NUS NU SKIN ENTERPRISES INC Consumer Defensive 28,241.0 $149K 0.03% NEW $5.28 -9.7%
215 AVXL ANAVEX LIFE SCIENCES CORP Healthcare 56,832.0 $147K 0.03% NEW $2.59 +20.1%
216 STUBHUB HLDGS INC 11,088.0 $143K 0.03% NEW $12.87
217 XRAY DENTSPLY SIRONA INC Healthcare 12,674.0 $134K 0.02% NEW $10.61 +2.6%
218 PRGO PERRIGO CO PLC Healthcare 12,833.0 $133K 0.02% NEW $10.39 +37.3%
219 HCKT HACKETT GROUP INC Technology 12,371.0 $133K 0.02% NEW $10.77 +3.0%
220 CLNE CLEAN ENERGY FUELS CORP Energy 63,219.0 $130K 0.02% NEW $2.05 -22.4%
Page 11 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%