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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 8 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VCEL VERICEL CORP Healthcare 5,025.0 $224K 0.04% NEW $44.49 -4.9%
142 MAA MID-AMER APT CMNTYS INC Real Estate 1,605.0 $223K 0.04% NEW $138.94 -4.2%
143 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 46,000.0 $223K 0.04% NEW $4.84 +17.4%
144 VTHR VANGUARD SCOTTSDALE FDS 669.0 $222K 0.04% NEW $331.67 +1.8%
145 FTDR FRONTDOOR INC Consumer Cyclical 2,855.0 $222K 0.04% NEW $77.59 +6.7%
146 SYNA SYNAPTICS INC Technology 1,783.0 $222K 0.04% NEW $124.23 -24.6%
147 EPSN EPSILON ENERGY LTD Energy 40,927.0 $221K 0.04% NEW $5.41 +3.7%
148 HPQ HP INC Technology 10,078.0 $221K 0.04% NEW $21.94 +30.3%
149 AVT AVNET INC Technology 2,484.0 $221K 0.04% NEW $88.82 -2.9%
150 NVT NVENT ELEC PLC Industrials 1,294.0 $219K 0.04% NEW $169.61 -9.6%
151 AFL AFLAC INC Financial Services 1,872.0 $219K 0.04% NEW $117.24 +0.8%
152 ACI ALBERTSONS COMPANIES INC Consumer Defensive 16,200.0 $219K 0.04% NEW $13.53 -6.8%
153 IAC PEOPLE INC Technology 4,736.0 $219K 0.04% NEW $46.16 -18.5%
154 EBC EASTERN BANKSHARES INC Financial Services 9,818.0 $218K 0.04% NEW $22.24 +1.8%
155 LII LENNOX INTL INC Industrials 381.0 $218K 0.04% NEW $572.95 -30.3%
156 SHW SHERWIN WILLIAMS CO Basic Materials 633.0 $218K 0.04% NEW $344.05 +0.8%
157 CLDX CELLDEX THERAPEUTICS INC NEW Healthcare 5,838.0 $217K 0.04% NEW $37.21 +9.0%
158 CNK CINEMARK HLDGS INC Communication Services 6,841.0 $217K 0.04% NEW $31.73 +21.0%
159 CALF PACER FDS TR 4,285.0 $217K 0.04% NEW $50.61 +14.4%
160 SEI SOLARIS ENERGY INFRAS INC Energy 2,690.0 $216K 0.04% NEW $80.46 -33.5%
Page 8 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%