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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 4 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VZ VERIZON COMMUNICATIONS INC Communication Services 12,678.0 $537K 0.09% -708.0 -5.3% $42.34 +16.8%
62 KYMR KYMERA THERAPEUTICS INC Healthcare 4,681.0 $537K 0.09% -152.0 -3.1% $114.67 +4.5%
63 CASY CASEYS GEN STORES INC Consumer Cyclical 666.0 $530K 0.09% -10.0 -1.5% $795.08 +5.1%
64 CHD CHURCH & DWIGHT CO INC Consumer Defensive 5,430.0 $526K 0.09% -45.0 -0.8% $96.88 +2.0%
65 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,050.0 $522K 0.09% -424.0 -28.8% $496.73 +10.3%
66 LYG LLOYDS BANKING GROUP PLC Financial Services 89,084.0 $519K 0.09% -1K -1.6% $5.83 +3.3%
67 COP CONOCOPHILLIPS Energy 4,988.0 $519K 0.09% -548.0 -9.9% $103.96 +29.7%
68 HBAN HUNTINGTON BANCSHARES INC Financial Services 28,835.0 $511K 0.09% -1K -3.8% $17.73 -3.9%
69 UMBF UMB FINL CORP Financial Services 3,486.0 $498K 0.09% -117.0 -3.2% $142.76 +1.7%
70 PSX PHILLIPS 66 Energy 2,906.0 $491K 0.09% -28.0 -0.9% $169.05 +43.7%
71 CARG CARGURUS INC Consumer Cyclical 14,048.0 $479K 0.08% -2K -12.2% $34.09 +8.1%
72 TROW PRICE T ROWE GROUP INC Financial Services 4,191.0 $476K 0.08% -1K -26.3% $113.69 -1.9%
73 CCI CROWN CASTLE INC Real Estate 6,208.0 $470K 0.08% -249.0 -3.9% $75.73 -0.3%
74 KRG KITE REALTY GROUP TRUST Real Estate 16,137.0 $458K 0.08% -5K -23.5% $28.38 -7.9%
75 WULF TERAWULF INC Financial Services 18,436.0 $455K 0.08% -129.0 -0.7% $24.70 -36.7%
76 ATI ATI INC Industrials 2,304.0 $454K 0.08% -19.0 -0.8% $197.10 +5.0%
77 RIO RIO TINTO PLC Basic Materials 4,705.0 $447K 0.08% -5K -52.8% $94.93 +10.9%
78 PL PLANET LABS PBC Industrials 13,402.0 $444K 0.08% -2K -11.3% $33.13 -32.7%
79 TJX TJX COS INC NEW Consumer Cyclical 2,897.0 $439K 0.08% -3K -51.0% $151.50 -7.3%
80 AGG ISHARES TR 4,417.0 $437K 0.08% -50.0 -1.1% $98.98 -1.6%
Page 4 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%