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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 7 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 WDS WOODSIDE ENERGY GROUP LTD Energy 15,710.0 $304K 0.05% -35K -68.9% $19.32 +25.9%
122 RTX RTX CORPORATION Industrials 1,594.0 $302K 0.05% -652.0 -29.0% $189.69 +10.7%
123 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 5,646.0 $298K 0.05% -959.0 -14.5% $52.85 +1.2%
124 BEN FRANKLIN RESOURCES INC Financial Services 8,879.0 $295K 0.05% -22K -70.9% $33.27 +3.1%
125 DIEBOLD NIXDORF INC 3,467.0 $295K 0.05% -170.0 -4.7% $85.02
126 DFSD DIMENSIONAL ETF TRUST 6,169.0 $295K 0.05% -72.0 -1.1% $47.75 -0.9%
127 TPC TUTOR PERINI CORP Industrials 3,550.0 $295K 0.05% -66.0 -1.8% $82.97 +10.0%
128 FTAI AVIATION LTD 1,081.0 $292K 0.05% -281.0 -20.6% $270.53
129 SEB SEABOARD CORP DEL Industrials 65.0 $290K 0.05% -4.0 -5.8% $4464.32 -4.6%
130 EHC ENCOMPASS HEALTH CORP Healthcare 2,818.0 $285K 0.05% -70.0 -2.4% $101.08 +19.0%
131 APPS DIGITAL TURBINE INC Technology 22,001.0 $284K 0.05% -565.0 -2.5% $12.90 -15.7%
132 SSRM SSR MINING IN Basic Materials 10,026.0 $284K 0.05% -724.0 -6.7% $28.28 +33.6%
133 MDT MEDTRONIC PLC Healthcare 3,607.0 $282K 0.05% -2K -40.0% $78.23 +19.3%
134 SPOT SPOTIFY TECHNOLOGY S A Communication Services 613.0 $281K 0.05% -140.0 -18.6% $459.13 +16.2%
135 NEM NEWMONT CORP Basic Materials 3,004.0 $281K 0.05% -1K -26.6% $93.41 +40.9%
136 MCD MCDONALDS CORP Consumer Cyclical 1,020.0 $276K 0.05% -2K -61.8% $270.43 +0.2%
137 APG API GROUP CORP Industrials 6,478.0 $274K 0.05% -6K -48.3% $42.35 -2.8%
138 INSM INSMED INC Healthcare 2,566.0 $274K 0.05% -524.0 -17.0% $106.62 +18.0%
139 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 848.0 $269K 0.05% -294.0 -25.7% $317.53 -8.0%
140 LASR NLIGHT INC Technology 3,782.0 $263K 0.04% -189.0 -4.8% $69.62 -31.9%
Page 7 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%