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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 14 of 48  ·  955 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 APP APPLOVIN CORP Technology 914.0 $471K 0.08% +316.0 +52.8% $515.23 -42.0%
262 CCI CROWN CASTLE INC Real Estate 6,208.0 $470K 0.08% -249.0 -3.9% $75.73 +0.9%
263 MXL MAXLINEAR INC Technology 3,650.0 $467K 0.08% NEW $128.03 -51.0%
264 CDNS CADENCE DESIGN SYSTEM INC Technology 1,242.0 $466K 0.08% +57.0 +4.8% $375.32 -15.8%
265 AGNC AGNC INVT CORP Real Estate 42,574.0 $464K 0.08% +955.0 +2.3% $10.90 +0.7%
266 MATX MATSON INC Industrials 2,409.0 $463K 0.08% $192.23 +15.8%
267 WELL WELLTOWER INC Real Estate 2,031.0 $461K 0.08% +305.0 +17.7% $226.92 +5.8%
268 KRG KITE REALTY GROUP TRUST Real Estate 16,137.0 $458K 0.08% -5K -23.5% $28.38 -7.5%
269 VICR VICOR CORP Technology 1,203.0 $457K 0.08% NEW $379.78 -50.0%
270 WULF TERAWULF INC Financial Services 18,436.0 $455K 0.08% -129.0 -0.7% $24.70 -37.3%
271 CSX CSX CORP Industrials 9,578.0 $455K 0.08% +78.0 +0.8% $47.53 +8.2%
272 TRNO TERRENO RLTY CORP Real Estate 7,027.0 $455K 0.08% $64.77 +6.4%
273 CUBE CUBESMART Real Estate 11,439.0 $455K 0.08% $39.77 +2.9%
274 ATI ATI INC Industrials 2,304.0 $454K 0.08% -19.0 -0.8% $197.10 +6.4%
275 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 8,622.0 $454K 0.08% $52.65 +23.8%
276 EGP EASTGROUP PPTYS INC Real Estate 2,241.0 $454K 0.08% $202.53 -0.1%
277 ARGX ARGENX SE Healthcare 489.0 $454K 0.08% NEW $927.77 +9.0%
278 UCTT ULTRA CLEAN HLDGS INC Technology 3,172.0 $452K 0.08% NEW $142.59 -49.0%
279 BA BOEING CO Industrials 2,089.0 $452K 0.08% +111.0 +5.6% $216.47 -2.8%
280 XRN CHIRON REAL ESTATE INC Financial Services 12,048.0 $452K 0.08% $37.52 -0.5%
Page 14 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%