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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 6 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ORCL ORACLE CORP Technology 2,364.0 $346K 0.06% -522.0 -18.1% $146.55 -2.5%
102 TEX TEREX CORP NEW Industrials 4,726.0 $342K 0.06% -41.0 -0.9% $72.39 -8.2%
103 PRAXIS PRECISION MEDICINES I 1,019.0 $341K 0.06% -373.0 -26.8% $334.79
104 ISHARES TR 6,869.0 $340K 0.06% -510.0 -6.9% $49.55
105 EMN EASTMAN CHEM CO Basic Materials 5,010.0 $336K 0.06% -2K -24.1% $66.98 +11.2%
106 SON SONOCO PRODS CO Consumer Cyclical 5,952.0 $335K 0.06% -956.0 -13.8% $56.35 +1.9%
107 ROP ROPER TECHNOLOGIES INC Industrials 980.0 $332K 0.06% -101.0 -9.3% $338.39 +23.3%
108 EQH EQUITABLE HLDGS INC Financial Services 7,427.0 $326K 0.06% -911.0 -10.9% $43.88 +12.2%
109 CARR CARRIER GLOBAL CORPORATION Industrials 4,430.0 $325K 0.06% -38.0 -0.8% $73.35 -18.0%
110 NOG NORTHERN OIL & GAS INC Energy 17,703.0 $321K 0.06% -6K -24.4% $18.15 +47.2%
111 ACAD ACADIA PHARMACEUTICALS INC Healthcare 12,694.0 $321K 0.06% -2K -10.9% $25.30 +15.5%
112 MUR MURPHY OIL CORP Energy 9,793.0 $319K 0.06% -646.0 -6.2% $32.56 +11.5%
113 MSI MOTOROLA SOLUTIONS INC Technology 763.0 $317K 0.06% -158.0 -17.2% $415.29 +15.8%
114 WSBC WESBANCO INC Financial Services 8,118.0 $317K 0.06% -370.0 -4.4% $39.03 +5.2%
115 NVST ENVISTA HOLDINGS CORPORATION Healthcare 11,951.0 $315K 0.05% -133.0 -1.1% $26.35 +4.3%
116 SLB SLB LIMITED Energy 6,753.0 $314K 0.05% -782.0 -10.4% $46.49 +13.7%
117 REET ISHARES TR 11,234.0 $310K 0.05% -821.0 -6.8% $27.62 +2.0%
118 ASTS AST SPACEMOBILE INC Technology 3,467.0 $308K 0.05% -627.0 -15.3% $88.86 -25.6%
119 MAX MEDIAALPHA INC Communication Services 24,473.0 $308K 0.05% -951.0 -3.7% $12.57 +3.4%
120 ERAS ERASCA INC Healthcare 16,724.0 $306K 0.05% -223.0 -1.3% $18.32 -6.3%
Page 6 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%