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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 10 of 48  ·  955 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 FORTINET INC 3,959.0 $608K 0.10% -331.0 -7.7% $153.62
182 VIAV VIAVI SOLUTIONS INC Technology 12,730.0 $608K 0.10% $47.75 -22.6%
183 ING ING GROEP N.V. Financial Services 19,233.0 $604K 0.10% $31.38 +11.6%
184 USA LIBERTY ALL STAR EQUITY FD Financial Services 103,000.0 $598K 0.10% $5.81 +3.3%
185 CRWD CROWDSTRIKE HLDGS INC Technology 782.0 $597K 0.10% NEW $190.78 -0.1%
186 KN KNOWLES CORP Technology 14,366.0 $596K 0.10% $41.48 -21.4%
187 BAC BANK OF AMER CORP Financial Services 10,381.0 $592K 0.10% +733.0 +7.6% $56.98 +9.4%
188 DFAE DIMENSIONAL ETF TRUST 14,675.0 $590K 0.10% -320.0 -2.1% $40.21 -2.9%
189 QCOM QUALCOMM INC Technology 3,180.0 $588K 0.10% -62.0 -1.9% $184.79 -14.2%
190 HQY HEALTHEQUITY INC Healthcare 6,489.0 $586K 0.10% +795.0 +14.0% $90.32 +16.7%
191 BBY BEST BUY INC Consumer Cyclical 7,721.0 $586K 0.10% +598.0 +8.4% $75.88 +15.3%
192 HWM HOWMET AEROSPACE INC Industrials 2,172.0 $584K 0.10% -49.0 -2.2% $268.86 -2.1%
193 ACIW ACI WORLDWIDE INC Technology 11,546.0 $581K 0.10% +354.0 +3.2% $50.29 +4.2%
194 GILD GILEAD SCIENCES INC Healthcare 4,595.0 $581K 0.10% +1K +34.9% $126.34 +16.1%
195 AGX ARGAN INC Industrials 725.0 $579K 0.10% +22.0 +3.1% $798.55 -41.3%
196 LITE LUMENTUM HLDGS INC Technology 672.0 $577K 0.10% -21.0 -3.0% $858.06 -3.3%
197 GVA GRANITE CONSTR INC Industrials 3,646.0 $576K 0.10% +44.0 +1.2% $158.08 -22.1%
198 AZN ASTRAZENECA PLC Healthcare 3,006.0 $570K 0.10% -4K -54.9% $189.63 -12.1%
199 AMGN AMGEN INC Healthcare 1,570.0 $569K 0.10% -861.0 -35.4% $362.12 +22.6%
200 FCFS FIRSTCASH HOLDINGS INC Financial Services 2,622.0 $567K 0.10% +25.0 +1.0% $216.32 +9.3%
Page 10 of 48  ·  955 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%