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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 1 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 38,715.0 $11.2M 1.94% -981.0 -2.5% $289.36 +6.9%
2 DFAU DIMENSIONAL ETF TRUST 175,068.0 $9.0M 1.56% -6K -3.1% $51.69 +2.7%
3 XOM EXXON MOBIL CORP Energy 24,851.0 $3.4M 0.59% -4K -13.9% $136.72 +20.8%
4 BE BLOOM ENERGY CORP Industrials 10,934.0 $3.3M 0.57% -2K -14.7% $302.70 -33.4%
5 BERKSHIRE HATHAWAY INC DEL 5,155.0 $2.6M 0.45% -78.0 -1.5% $500.39
6 DEHP DIMENSIONAL ETF TRUST 56,410.0 $2.4M 0.42% -848.0 -1.5% $42.77 -3.6%
7 DFAT DIMENSIONAL ETF TRUST 33,649.0 $2.4M 0.41% -423.0 -1.2% $69.90 +2.5%
8 JNJ JOHNSON & JOHNSON Healthcare 9,158.0 $2.3M 0.40% -909.0 -9.0% $253.96 +6.4%
9 QUAL ISHARES TR 9,294.0 $2.0M 0.35% -141.0 -1.5% $219.43 +1.7%
10 O REALTY INCOME CORP Real Estate 31,661.0 $2.0M 0.34% -646.0 -2.0% $61.96 +1.0%
11 WMT WALMART INC Consumer Defensive 14,614.0 $1.7M 0.29% -2K -10.5% $113.26 -8.4%
12 STRL STERLING INFRASTRUCTURE INC Industrials 1,582.0 $1.3M 0.23% -11.0 -0.7% $839.36 -38.4%
13 DFAI DIMENSIONAL ETF TRUST 31,522.0 $1.3M 0.23% -3K -7.4% $41.25 +5.1%
14 CVX CHEVRON CORPORATION Energy 7,487.0 $1.2M 0.21% -281.0 -3.6% $165.76 +23.8%
15 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 4,445.0 $1.2M 0.21% -85.0 -1.9% $271.95 -15.2%
16 BMY BRISTOL-MYERS SQUIBB CO Healthcare 20,767.0 $1.2M 0.21% -333.0 -1.6% $57.62 +16.3%
17 FIX COMFORT SYS USA INC Industrials 601.0 $1.2M 0.21% -39.0 -6.1% $1983.48 -16.5%
18 SNDK SANDISK CORP Technology 493.0 $1.1M 0.19% -36.0 -6.8% $2273.73 -29.8%
19 GLW CORNING INC Technology 4,358.0 $1.1M 0.19% -431.0 -9.0% $255.43 -41.4%
20 SHEL SHELL PLC Energy 14,148.0 $1.1M 0.19% -5K -25.4% $77.54 +20.4%
Page 1 of 11  ·  204 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%