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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 16 of 48  ·  955 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 PAX PATRIA INVESTMENTS LIMITED Financial Services 39,027.0 $429K 0.07% $10.98 +4.6%
302 ABNB AIRBNB INC Consumer Cyclical 2,992.0 $428K 0.07% $143.10 +32.9%
303 NUVEEN REAL ASSET INCOME & G 33,000.0 $428K 0.07% $12.96
304 IESC IES HOLDINGS INC Industrials 582.0 $428K 0.07% +9.0 +1.6% $734.66 -55.9%
305 EXR EXTRA SPACE STORAGE INC Real Estate 2,888.0 $420K 0.07% +454.0 +18.6% $145.30 +0.7%
306 VICI VICI PPTYS INC Real Estate 15,795.0 $419K 0.07% +353.0 +2.3% $26.55 +0.9%
307 PG PROCTER & GAMBLE CO Consumer Defensive 2,859.0 $419K 0.07% +559.0 +24.3% $146.65 -0.0%
308 RELX RELX PLC Communication Services 13,233.0 $419K 0.07% +2K +14.2% $31.67 +14.9%
309 PTCT PTC THERAPEUTICS INC Healthcare 5,134.0 $419K 0.07% +572.0 +12.5% $81.57 -12.9%
310 EOS EATON VANCE ENHANCED EQUITY Financial Services 19,000.0 $419K 0.07% NEW $22.04 -2.9%
311 UDR UDR INC Real Estate 10,485.0 $419K 0.07% NEW $39.92 -3.8%
312 CTVA CORTEVA INC Basic Materials 4,936.0 $418K 0.07% +152.0 +3.2% $84.69 -2.2%
313 CMC COMMERCIAL METALS CO Basic Materials 6,627.0 $416K 0.07% +110.0 +1.7% $62.75 +3.4%
314 SFBS SERVISFIRST BANCSHARES INC Financial Services 4,789.0 $415K 0.07% +129.0 +2.8% $86.75 -49.3%
315 UBER UBER TECHNOLOGIES INC Technology 5,733.0 $414K 0.07% +294.0 +5.4% $72.16 +9.9%
316 MTRN MATERION CORP Basic Materials 1,390.0 $413K 0.07% NEW $297.39 -22.7%
317 RIG TRANSOCEAN LTD Energy 83,952.0 $411K 0.07% -633.0 -0.8% $4.89 +18.0%
318 NNN NNN REIT INC Real Estate 8,817.0 $410K 0.07% +51.0 +0.6% $46.53 -0.4%
319 IPAR INTERPARFUMS INC Consumer Defensive 3,656.0 $409K 0.07% NEW $111.86 +4.4%
320 ENVA ENOVA INTL INC Financial Services 1,696.0 $408K 0.07% +39.0 +2.4% $240.73 +2.9%
Page 16 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%