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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 17 of 48  ·  955 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 13,077.0 $408K 0.07% NEW $31.20 +6.9%
322 UTG REAVES UTIL INCOME FD Financial Services 10,000.0 $407K 0.07% $40.72 -6.0%
323 ANET ARISTA NETWORKS INC Technology 2,396.0 $407K 0.07% +19.0 +0.8% $169.88 +12.4%
324 AX AXOS FINANCIAL INC Financial Services 4,176.0 $407K 0.07% +524.0 +14.3% $97.39 +1.5%
325 RNP COHEN & STEERS REIT & PFD & Financial Services 20,000.0 $406K 0.07% NEW $20.30 +0.8%
326 SUN SUNOCO LP/SUNOCO FIN CORP Energy 6,000.0 $405K 0.07% $67.50 +10.5%
327 EPD ENTERPRISE PRODS PARTNERS L 10,952.0 $403K 0.07% $36.76
328 GD GENERAL DYNAMICS CORP Industrials 1,136.0 $403K 0.07% +262.0 +30.0% $354.33 +6.3%
329 SPXC SPX TECHNOLOGIES INC Industrials 1,637.0 $401K 0.07% -164.0 -9.1% $245.17 -18.0%
330 BOE BLACKROCK ENHANCED GLOBAL Financial Services 33,000.0 $399K 0.07% $12.09 +3.2%
331 GM GENERAL MTRS CO Consumer Cyclical 5,161.0 $398K 0.07% +1K +28.6% $77.08 +11.3%
332 JEPI J P MORGAN EXCHANGE TRADED F 7,000.0 $395K 0.07% $56.48 +2.9%
333 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,127.0 $395K 0.07% $350.07 -8.6%
334 NTRS NORTHERN TR CORP Financial Services 2,260.0 $393K 0.07% $173.84 +7.5%
335 ALL ALLSTATE CORP Financial Services 1,651.0 $393K 0.07% +109.0 +7.1% $237.94 +8.3%
336 BR BROADRIDGE FINL SOLUTIONS IN Technology 2,867.0 $393K 0.07% NEW $136.95 +35.0%
337 DEA EASTERLY GOVT PPTYS INC Real Estate 15,747.0 $393K 0.07% $24.93 +0.7%
338 EOG EOG RES INC Energy 3,024.0 $392K 0.07% +822.0 +37.3% $129.75 +13.2%
339 NEE NEXTERA ENERGY INC Utilities 4,468.0 $392K 0.07% -2K -29.7% $87.77 -4.0%
340 AHR AMERICAN HEALTHCARE REIT INC Real Estate 7,510.0 $392K 0.07% -1K -12.1% $52.15 +9.4%
Page 17 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%