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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 9 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ISRG INTUITIVE SURGICAL INC Healthcare 512.0 $204K 0.04% -363.0 -41.5% $397.68 -4.7%
162 ACN ACCENTURE PLC IRELAND Technology 1,628.0 $203K 0.04% -623.0 -27.7% $124.44 +48.9%
163 APLE APPLE HOSPITALITY REIT INC Real Estate 11,716.0 $197K 0.03% -341.0 -2.8% $16.81 -0.8%
164 PCG PG&E CORP Utilities 11,240.0 $189K 0.03% -367.0 -3.2% $16.82 +4.6%
165 HL HECLA MINING COMPANY Basic Materials 11,753.0 $181K 0.03% -17K -59.0% $15.43 +34.3%
166 OWL BLUE OWL CAPITAL INC Financial Services 20,315.0 $178K 0.03% -257.0 -1.2% $8.75 +33.4%
167 LAND GLADSTONE LD CORP Real Estate 20,633.0 $176K 0.03% -1K -4.9% $8.53 +1.4%
168 RXT RACKSPACE TECHNOLOGY INC Technology 26,334.0 $172K 0.03% -4K -13.8% $6.53 -49.2%
169 NVAX NOVAVAX INC Healthcare 17,593.0 $166K 0.03% -457.0 -2.5% $9.42 -5.1%
170 XPRO EXPRO GROUP HOLDINGS NV Energy 10,301.0 $152K 0.03% -316.0 -3.0% $14.77 +23.4%
171 VISN VISTANCE NETWORKS INC Technology 11,882.0 $152K 0.03% -1K -9.4% $12.78 -12.3%
172 COMP COMPASS INC Technology 12,147.0 $150K 0.03% -2K -16.0% $12.33 -4.7%
173 TMCI TREACE MED CONCEPTS INC Healthcare 37,219.0 $148K 0.03% -1K -3.7% $3.98 +9.0%
174 SB SAFE BULKERS INC Industrials 21,189.0 $134K 0.02% -171.0 -0.8% $6.31 +35.2%
175 NWL NEWELL BRANDS INC Consumer Defensive 19,741.0 $121K 0.02% -2K -9.3% $6.14 -0.8%
176 ATOM ATOMERA INC Technology 13,027.0 $113K 0.02% -808.0 -5.8% $8.71 -45.1%
177 NAVI NAVIENT CORPORATION Financial Services 12,082.0 $103K 0.02% -3K -19.9% $8.51 +11.0%
178 NXDR NEXTDOOR HOLDINGS INC Communication Services 43,892.0 $100K 0.02% -8K -16.1% $2.27 +5.3%
179 IMMUNITYBIO INC 11,204.0 $98K 0.02% -9K -43.5% $8.76
180 FATE FATE THERAPEUTICS INC Healthcare 35,872.0 $97K 0.02% -876.0 -2.4% $2.70 -13.7%
Page 9 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%