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Portfolio (Quarterly) Guide ↗

Abel Hall, LLC

· CIK 0002013339
13F Portfolio $428M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 714 New
Page 25 of 36  ·  714 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 KMI KINDER MORGAN INC DEL Energy 8,258.0 $227K 0.05% NEW $27.49 +22.9%
482 KKR KKR & CO INC Financial Services 1,774.0 $226K 0.05% NEW $127.48 -26.3%
483 UDR UDR INC Real Estate 6,159.0 $226K 0.05% NEW $36.68 +2.9%
484 AMT AMERICAN TOWER CORP NEW Real Estate 1,286.0 $226K 0.05% NEW $175.55 +3.6%
485 INDIVIOR PLC 6,287.0 $226K 0.05% NEW $35.88
486 GRMN GARMIN LTD Technology 1,112.0 $226K 0.05% NEW $202.85 +15.1%
487 PLXS PLEXUS CORP Technology 1,533.0 $225K 0.05% NEW $147.00 +74.5%
488 GILD GILEAD SCIENCES INC Healthcare 1,825.0 $224K 0.05% NEW $122.74 +6.1%
489 SBCF SEACOAST BKG CORP FLA Financial Services 7,110.0 $223K 0.05% NEW $31.42 -3.4%
490 PL PLANET LABS PBC Industrials 11,279.0 $222K 0.05% NEW $19.72 +117.2%
491 AME AMETEK INC Industrials 1,082.0 $222K 0.05% NEW $205.35 +9.1%
492 VONG VANGUARD SCOTTSDALE FDS 1,816.0 $221K 0.05% NEW $121.75 +5.0%
493 PAGS PAGSEGURO DIGITAL LTD Technology 22,913.0 $221K 0.05% NEW $9.64 -3.3%
494 HRB BLOCK H & R INC Consumer Cyclical 5,046.0 $220K 0.05% NEW $43.58 -9.2%
495 TEGNA INC 11,325.0 $220K 0.05% NEW $19.41
496 RBC RBC BEARINGS INC Industrials 490.0 $220K 0.05% NEW $448.43 +27.2%
497 DDS DILLARDS INC Consumer Cyclical 362.0 $219K 0.05% NEW $606.34 -11.3%
498 CARR CARRIER GLOBAL CORPORATION Industrials 4,145.0 $219K 0.05% NEW $52.84 +20.2%
499 PATK PATRICK INDS INC Consumer Cyclical 2,017.0 $219K 0.05% NEW $108.43 -18.1%
500 DFP FLAHERTY & CRUMRINE DYNAMIC Financial Services 10,500.0 $218K 0.05% NEW $20.79 -2.4%
Page 25 of 36  ·  714 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 25.2%
Financial Services 20.2%
Healthcare 10.8%
Industrials 9.7%
Consumer Cyclical 8.3%
Energy 6.5%
Real Estate 5.8%
Communication Services 5.6%
Consumer Defensive 3.0%
Basic Materials 2.8%