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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 13 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SPRY ARS PHARMACEUTICALS INC Healthcare 10,536.0 $84K 0.01% NEW $8.01 -33.2%
242 EVH EVOLENT HEALTH INC Healthcare 14,150.0 $77K 0.01% NEW $5.42 -12.9%
243 UAA UNDER ARMOUR INC Consumer Cyclical 11,735.0 $75K 0.01% NEW $6.39 -16.0%
244 RC READY CAPITAL CORP Real Estate 40,733.0 $71K 0.01% NEW $1.75 +8.0%
245 WOOF PETCO HEALTH & WELLNESS CO I Consumer Cyclical 23,466.0 $64K 0.01% NEW $2.72 +5.9%
246 RMNI RIMINI STR INC DEL Technology 14,531.0 $62K 0.01% NEW $4.26 +22.3%
247 COMMERCE.COM INC 20,857.0 $62K 0.01% NEW $2.96
248 AARD AARDVARK THERAPEUTICS INC Healthcare 10,066.0 $58K 0.01% NEW $5.76 +19.4%
249 KOLIBRI GLOBAL ENERGY INC 11,593.0 $58K 0.01% NEW $4.98
250 GEVO GEVO INC Basic Materials 38,160.0 $57K 0.01% NEW $1.50 +2.0%
251 KLTR KALTURA INC Technology 42,668.0 $55K 0.01% NEW $1.30 +25.4%
252 RXRX RECURSION PHARMACEUTICALS IN Healthcare 13,205.0 $48K 0.01% NEW $3.67 -11.4%
253 NATIONAL CINEMEDIA INC 12,308.0 $47K 0.01% NEW $3.80
254 BDN BRANDYWINE RLTY TR Real Estate 14,046.0 $45K 0.01% NEW $3.17 +0.3%
255 GTM ZOOMINFO TECHNOLOGIES INC Technology 15,101.0 $44K 0.01% NEW $2.93 +33.1%
256 ATLANTIC INTL CORP 46,412.0 $43K 0.01% NEW $0.92
257 INMB INMUNE BIO INC Healthcare 24,559.0 $40K 0.01% NEW $1.63 +44.8%
258 XRX XEROX HOLDINGS CORP Technology 12,070.0 $38K 0.01% NEW $3.13 -8.9%
259 TTGT TECHTARGET INC Communication Services 10,278.0 $37K 0.01% NEW $3.60 +6.1%
260 OPAL OPAL FUELS INC Utilities 16,611.0 $37K 0.01% NEW $2.20 -4.5%
Page 13 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%