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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 11 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SES SES AI CORPORATION Consumer Cyclical 22,647.0 $22K 0.00% -416.0 -1.8% $0.96 -43.7%
202 TEADS HLDG CO 19,025.0 $15K 0.00% -10K -34.5% $0.77
203 MYO MYOMO INC Healthcare 13,264.0 $14K 0.00% -965.0 -6.8% $1.04 +66.3%
204 SLQT SELECTQUOTE INC Financial Services 16,258.0 $14K 0.00% -4K -19.1% $0.84 -1.5%
Page 11 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%