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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 13 of 48  ·  955 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 MMSI MERIT MED SYS INC Healthcare 7,260.0 $503K 0.09% NEW $69.34 +30.2%
242 ENS ENERSYS Industrials 2,147.0 $502K 0.09% $233.82 -19.8%
243 CTO CTO RLTY GROWTH INC NEW Real Estate 23,243.0 $500K 0.09% +695.0 +3.1% $21.51 +2.3%
244 UMBF UMB FINL CORP Financial Services 3,486.0 $498K 0.09% -117.0 -3.2% $142.76 +0.8%
245 ACLS AXCELIS TECHNOLOGIES INC Technology 2,622.0 $497K 0.09% $189.45 -34.8%
246 CIFR CIPHER DIGITAL INC Financial Services 20,250.0 $496K 0.09% +110.0 +0.6% $24.50 -37.3%
247 JCI JOHNSON CONTROLS INTERNATION Industrials 3,393.0 $496K 0.09% $146.11 -2.1%
248 BBIO BRIDGEBIO PHARMA INC Healthcare 6,619.0 $493K 0.09% +2K +30.1% $74.48 +8.8%
249 PSX PHILLIPS 66 Energy 2,906.0 $491K 0.09% -28.0 -0.9% $169.05 +43.1%
250 LFUS LITTELFUSE INC Technology 1,071.0 $488K 0.08% $455.33 -11.4%
251 KMB KIMBERLY-CLARK CORP Consumer Defensive 4,419.0 $485K 0.08% +837.0 +23.4% $109.77 +1.5%
252 VALE VALE S A Basic Materials 32,000.0 $481K 0.08% $15.04 +0.0%
253 NSA NATIONAL STORAGE AFFILIATES Real Estate 10,818.0 $481K 0.08% $44.47 -2.4%
254 ARLP ALLIANCE RESOURCE PARTNERS L Energy 20,000.0 $480K 0.08% +10K +100.0% $23.98 +10.0%
255 CARG CARGURUS INC Consumer Cyclical 14,048.0 $479K 0.08% -2K -12.2% $34.09 +9.2%
256 ATEN A10 NETWORKS INC Technology 12,782.0 $478K 0.08% +119.0 +0.9% $37.36 -32.5%
257 TROW PRICE T ROWE GROUP INC Financial Services 4,191.0 $476K 0.08% -1K -26.3% $113.69 -1.2%
258 ENSG ENSIGN GROUP INC Healthcare 2,965.0 $475K 0.08% +1K +73.4% $160.32 +11.9%
259 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 4,258.0 $473K 0.08% +243.0 +6.0% $111.03 +0.4%
260 MTCH MATCH GROUP INC NEW Communication Services 12,387.0 $471K 0.08% +254.0 +2.1% $38.05 +9.7%
Page 13 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%