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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 10 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BORR DRILLING LTD 22,608.0 $93K 0.02% -3K -10.5% $4.13
182 EVGO EVGO INC Consumer Cyclical 47,732.0 $91K 0.02% -3K -6.0% $1.91 -20.9%
183 ABUS ARBUTUS BIOPHARMA CORP Healthcare 18,300.0 $88K 0.01% -2K -8.8% $4.80 +8.5%
184 OEC ORION S.A. Basic Materials 11,962.0 $79K 0.01% -361.0 -2.9% $6.63 -7.7%
185 OVID OVID THERAPEUTICS INC Healthcare 28,324.0 $76K 0.01% -3K -9.2% $2.69 +4.1%
186 MRVI MARAVAI LIFESCIENCES HLDGS I Healthcare 12,097.0 $75K 0.01% -811.0 -6.3% $6.24 +38.5%
187 TROX TRONOX HOLDINGS PLC Basic Materials 11,602.0 $73K 0.01% -817.0 -6.6% $6.30 -11.7%
188 NKTX NKARTA INC Healthcare 23,245.0 $66K 0.01% -868.0 -3.6% $2.83 -6.0%
189 RCEL AVITA MEDICAL INC Healthcare 15,779.0 $65K 0.01% -1K -6.1% $4.13 +143.6%
190 INDI INDIE SEMICONDUCTOR INC Technology 13,058.0 $59K 0.01% -747.0 -5.4% $4.49 -7.6%
191 ALLO ALLOGENE THERAPEUTICS INC Healthcare 26,348.0 $55K 0.01% -299.0 -1.1% $2.08 +0.5%
192 LAW CS DISCO INC Technology 14,230.0 $54K 0.01% -676.0 -4.5% $3.78 +13.0%
193 DNUT KRISPY KREME INC Consumer Defensive 13,195.0 $47K 0.01% -87.0 -0.7% $3.53 +1.7%
194 GTN GRAY MEDIA INC Communication Services 10,181.0 $40K 0.01% -1K -9.4% $3.97 +24.4%
195 GERN GERON CORP Healthcare 29,469.0 $38K 0.01% -34K -53.7% $1.28 +18.8%
196 CERS CERUS CORP Healthcare 10,398.0 $30K 0.01% -223.0 -2.1% $2.92 -3.8%
197 SVC SERVICE PPTYS TR Real Estate 17,531.0 $30K 0.01% -12K -40.4% $1.69 +377.5%
198 CLPR CLIPPER RLTY INC Real Estate 10,325.0 $28K 0.01% -446.0 -4.1% $2.72 +20.6%
199 PACB PACIFIC BIOSCIENCES CALIF IN Healthcare 14,963.0 $25K 0.00% -8K -34.1% $1.68 -19.6%
200 BZAI BLAIZE HLDGS INC Technology 15,952.0 $22K 0.00% -2K -9.4% $1.38 -65.3%
Page 10 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%