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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 8 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BP BP PLC Energy 7,099.0 $262K 0.04% -10K -57.5% $36.95 +21.1%
142 HCC WARRIOR MET COAL INC Energy 3,201.0 $260K 0.04% -32.0 -1.0% $81.16 +31.5%
143 SNPS SYNOPSYS INC Technology 575.0 $256K 0.04% -69.0 -10.7% $446.07 -10.8%
144 PLTR PALANTIR TECHNOLOGIES INC Technology 2,179.0 $254K 0.04% -5K -69.6% $116.67 +54.2%
145 KNF KNIFE RIVER CORP Basic Materials 3,010.0 $252K 0.04% -624.0 -17.2% $83.65 -20.9%
146 AUR AURORA INNOVATION INC Technology 36,562.0 $249K 0.04% -1K -2.9% $6.82 -8.5%
147 BC BRUNSWICK CORP Consumer Cyclical 2,928.0 $247K 0.04% -57.0 -1.9% $84.24 -4.0%
148 DOV DOVER CORP Industrials 1,039.0 $233K 0.04% -355.0 -25.5% $224.25 -10.0%
149 HR HEALTHCARE RLTY TR Real Estate 11,109.0 $224K 0.04% -12K -51.8% $20.17 -3.9%
150 LBRT LIBERTY ENERGY INC Energy 8,553.0 $224K 0.04% -246.0 -2.8% $26.19 -26.1%
151 GTLS CHART INDS INC Industrials 1,069.0 $223K 0.04% -172.0 -13.9% $208.94 +0.5%
152 BXP BXP INC Real Estate 3,364.0 $223K 0.04% -573.0 -14.6% $66.31 +2.1%
153 UNF UNIFIRST CORP MASS Industrials 836.0 $221K 0.04% -18.0 -2.1% $264.61 +9.7%
154 PGR PROGRESSIVE CORP Financial Services 988.0 $216K 0.04% -109.0 -9.9% $218.45 +0.4%
155 WPC WP CAREY INC Real Estate 3,016.0 $216K 0.04% -2K -39.9% $71.50 -0.4%
156 TRP TC ENERGY CORP Energy 3,249.0 $215K 0.04% -34.0 -1.0% $66.29 -6.4%
157 FANG DIAMONDBACK ENERGY INC Energy 1,204.0 $212K 0.04% -1K -46.1% $175.84 +19.8%
158 AMT AMERICAN TOWER CORP Real Estate 1,292.0 $211K 0.04% -572.0 -30.7% $163.56 +7.5%
159 TEL TE CONNECTIVITY PLC Technology 1,046.0 $211K 0.04% -415.0 -28.4% $201.63 +0.9%
160 MWA MUELLER WTR PRODS INC Industrials 8,145.0 $210K 0.04% -838.0 -9.3% $25.83 -3.4%
Page 8 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%