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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 5 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AVNT AVIENT CORPORATION Basic Materials 11,811.0 $437K 0.07% -654.0 -5.2% $36.96 +20.8%
82 CTRE CARETRUST REIT INC Real Estate 10,666.0 $430K 0.07% -1K -10.5% $40.35 -1.9%
83 RIG TRANSOCEAN LTD Energy 83,952.0 $411K 0.07% -633.0 -0.8% $4.89 +21.1%
84 SPXC SPX TECHNOLOGIES INC Industrials 1,637.0 $401K 0.07% -164.0 -9.1% $245.17 -15.5%
85 NEE NEXTERA ENERGY INC Utilities 4,468.0 $392K 0.07% -2K -29.7% $87.77 -4.7%
86 AHR AMERICAN HEALTHCARE REIT INC Real Estate 7,510.0 $392K 0.07% -1K -12.1% $52.15 +7.2%
87 COF CAPITAL ONE FINL CORP Financial Services 1,942.0 $390K 0.07% -1K -42.8% $200.60 +8.6%
88 DFIS DIMENSIONAL ETF TRUST 11,100.0 $389K 0.07% -363.0 -3.2% $35.03 +7.2%
89 SCHW SCHWAB CHARLES CORP Financial Services 4,137.0 $382K 0.07% -562.0 -12.0% $92.27 +21.7%
90 CDE COEUR MNG INC Basic Materials 23,236.0 $379K 0.07% -28K -54.8% $16.32 +28.5%
91 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 986.0 $375K 0.07% -23.0 -2.3% $380.37 -29.9%
92 MRCY MERCURY SYS INC Industrials 3,034.0 $371K 0.06% -33.0 -1.1% $122.33 -25.3%
93 FCX FREEPORT MCMORAN INC Basic Materials 5,872.0 $369K 0.06% -81.0 -1.4% $62.89 +21.9%
94 LUMN LUMEN TECHNOLOGIES INC Communication Services 47,963.0 $368K 0.06% -7K -12.8% $7.68 -22.7%
95 YELP YELP INC Communication Services 15,006.0 $368K 0.06% -2K -9.5% $24.52 -4.3%
96 NSC NORFOLK SOUTHN CORP Industrials 1,163.0 $366K 0.06% -58.0 -4.8% $314.59 +11.5%
97 IEMG ISHARES INC 4,331.0 $359K 0.06% -222.0 -4.9% $82.84 -1.5%
98 RKT ROCKET COS INC Financial Services 22,711.0 $358K 0.06% -6K -19.8% $15.75 -11.6%
99 TMUS T-MOBILE US INC Communication Services 2,082.0 $349K 0.06% -375.0 -15.3% $167.73 +9.1%
100 OUTFRONT MEDIA INC 10,613.0 $348K 0.06% -6K -35.8% $32.76
Page 5 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%