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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 2 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ALKS ALKERMES PLC Healthcare 8,340.0 $437K 0.08% NEW $52.40 -7.8%
22 EOS EATON VANCE ENHANCED EQUITY Financial Services 19,000.0 $419K 0.07% NEW $22.04 -2.8%
23 UDR UDR INC Real Estate 10,485.0 $419K 0.07% NEW $39.92 -5.4%
24 MTRN MATERION CORP Basic Materials 1,390.0 $413K 0.07% NEW $297.39 -22.0%
25 IPAR INTERPARFUMS INC Consumer Defensive 3,656.0 $409K 0.07% NEW $111.86 +3.3%
26 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 13,077.0 $408K 0.07% NEW $31.20 +3.8%
27 RNP COHEN & STEERS REIT & PFD & Financial Services 20,000.0 $406K 0.07% NEW $20.30 -0.1%
28 BR BROADRIDGE FINL SOLUTIONS IN Technology 2,867.0 $393K 0.07% NEW $136.95 +33.0%
29 SCD LMP CAP & INCOME FD INC Financial Services 25,000.0 $391K 0.07% NEW $15.65 -0.1%
30 MHO M/I HOMES INC Consumer Cyclical 2,381.0 $383K 0.07% NEW $160.79 -5.2%
31 LNG CHENIERE ENERGY INC Energy 1,601.0 $383K 0.07% NEW $239.01 +16.1%
32 LQDA LIQUIDIA CORPORATION Healthcare 4,705.0 $375K 0.07% NEW $79.73 -13.9%
33 ACMR ACM RESH INC Technology 2,956.0 $375K 0.07% NEW $126.89 -37.4%
34 VCYT VERACYTE INC Healthcare 6,282.0 $369K 0.06% NEW $58.73 -28.0%
35 EXPO EXPONENT INC Industrials 6,059.0 $356K 0.06% NEW $58.76 +19.5%
36 DFTX DEFINIUM THERAPEUTICS INC Healthcare 7,551.0 $355K 0.06% NEW $47.04 -4.5%
37 TVTX TRAVERE THERAPEUTICS INC Healthcare 6,195.0 $352K 0.06% NEW $56.81 +15.7%
38 PDFS PDF SOLUTIONS INC Technology 4,960.0 $351K 0.06% NEW $70.79 -35.5%
39 DDOG DATADOG INC Technology 1,338.0 $348K 0.06% NEW $260.36 -9.5%
40 KLIC KULICKE & SOFFA INDS INC Technology 2,566.0 $343K 0.06% NEW $133.76 -35.9%
Page 2 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%