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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 11 of 48  ·  955 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PAYX PAYCHEX INC Industrials 5,765.0 $567K 0.10% NEW $98.33 +28.2%
202 NATH NATHANS FAMOUS INC Consumer Cyclical 5,555.0 $564K 0.10% NEW $101.60 -3.7%
203 AAOI APPLIED OPTOELECTRONICS INC Technology 3,807.0 $564K 0.10% -20.0 -0.5% $148.16 -27.4%
204 MPLX MPLX LP Energy 10,000.0 $563K 0.10% $56.33 +3.8%
205 QBTS D-WAVE QUANTUM INC Technology 23,458.0 $563K 0.10% +1K +6.0% $23.99 -22.1%
206 POWL POWELL INDS INC Industrials 1,959.0 $561K 0.10% +1K +200.5% $286.36 -34.0%
207 AMH AMERICAN HOMES 4 RENT Real Estate 16,690.0 $559K 0.10% NEW $33.52 +3.8%
208 UBSI UNITED BANKSHARES INC WEST V Financial Services 12,157.0 $557K 0.10% +139.0 +1.2% $45.83 +4.3%
209 GPIX GOLDMAN SACHS ETF TR 10,000.0 $556K 0.10% $55.57 +0.7%
210 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,676.0 $554K 0.10% +303.0 +22.1% $330.50 -0.1%
211 TWST TWIST BIOSCIENCE CORP Healthcare 5,323.0 $548K 0.10% +314.0 +6.3% $102.88 +36.9%
212 APLD APPLIED DIGITAL CORP Technology 14,629.0 $546K 0.09% +430.0 +3.0% $37.30 -27.9%
213 HIMS HIMS & HERS HEALTH INC Healthcare 15,724.0 $545K 0.09% +2K +12.6% $34.67 -10.4%
214 BCX BLACKROCK RES & COMMODITIES Financial Services 48,000.0 $543K 0.09% $11.31 +16.1%
215 ITW ILLINOIS TOOL WKS INC Industrials 1,995.0 $540K 0.09% -538.0 -21.2% $270.47 +5.0%
216 FNDE SCHWAB STRATEGIC TR 13,590.0 $539K 0.09% $39.68 +5.1%
217 VZ VERIZON COMMUNICATIONS INC Communication Services 12,678.0 $537K 0.09% -708.0 -5.3% $42.34 +18.4%
218 KYMR KYMERA THERAPEUTICS INC Healthcare 4,681.0 $537K 0.09% -152.0 -3.1% $114.67 +5.6%
219 PLD PROLOGIS INC. Real Estate 3,958.0 $536K 0.09% +54.0 +1.4% $135.48 +5.8%
220 RYN RAYONIER INC Real Estate 24,925.0 $530K 0.09% $21.28 -0.3%
Page 11 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%