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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 18 of 48  ·  955 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 SCD LMP CAP & INCOME FD INC Financial Services 25,000.0 $391K 0.07% NEW $15.65 -0.9%
342 AMCOR PLC 9,021.0 $391K 0.07% +2K +22.7% $43.35
343 AXSM AXSOME THERAPEUTICS INC. Healthcare 1,597.0 $391K 0.07% +394.0 +32.8% $244.77 -16.1%
344 FBRT FRANKLIN BSP RLTY TR INC Real Estate 48,016.0 $391K 0.07% +7K +16.2% $8.14 +3.7%
345 WMB WILLIAMS COS INC Energy 5,255.0 $391K 0.07% +293.0 +5.9% $74.34 -4.5%
346 AUB ATLANTIC UN BANKSHARES CORP Financial Services 9,227.0 $390K 0.07% +116.0 +1.3% $42.31 -3.3%
347 COF CAPITAL ONE FINL CORP Financial Services 1,942.0 $390K 0.07% -1K -42.8% $200.60 +7.8%
348 DFIS DIMENSIONAL ETF TRUST 11,100.0 $389K 0.07% -363.0 -3.2% $35.03 +6.9%
349 KEY KEYCORP Financial Services 16,812.0 $388K 0.07% $23.05 -5.1%
350 CVSA COVISTA INC Consumer Cyclical 3,101.0 $387K 0.07% $124.66 +6.5%
351 FFBC 1ST FINL BANCORP Financial Services 11,317.0 $383K 0.07% +59.0 +0.5% $33.83 -2.6%
352 MHO M/I HOMES INC Consumer Cyclical 2,381.0 $383K 0.07% NEW $160.79 -5.4%
353 LNG CHENIERE ENERGY INC Energy 1,601.0 $383K 0.07% NEW $239.01 +17.5%
354 AROC ARCHROCK INC Energy 9,379.0 $382K 0.07% +531.0 +6.0% $40.71 -24.6%
355 SCHW SCHWAB CHARLES CORP Financial Services 4,137.0 $382K 0.07% -562.0 -12.0% $92.27 +23.2%
356 CLH CLEAN HARBORS INC Industrials 1,274.0 $381K 0.07% +8.0 +0.6% $298.75 +5.0%
357 JXN JACKSON FINANCIAL INC Financial Services 3,704.0 $379K 0.07% +114.0 +3.2% $102.39 +29.2%
358 CDE COEUR MNG INC Basic Materials 23,236.0 $379K 0.07% -28K -54.8% $16.32 +27.9%
359 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 4,765.0 $379K 0.07% +93.0 +2.0% $79.54 +44.1%
360 CORZ CORE SCIENTIFIC INC NEW Technology 14,728.0 $377K 0.07% +1K +10.1% $25.59 -32.5%
Page 18 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%