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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 2 of 48  ·  955 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DFEM DIMENSIONAL ETF TRUST 81,302.0 $3.3M 0.57% +3K +4.3% $40.64 -1.7%
22 META META PLATFORMS INC Communication Services 5,847.0 $3.3M 0.57% +1K +28.9% $563.29 -2.4%
23 LLY ELI LILLY & CO Healthcare 2,675.0 $3.2M 0.55% +1K +88.7% $1199.22 +4.6%
24 TSLA TESLA INC Consumer Cyclical 7,364.0 $3.1M 0.54% +2K +36.2% $420.60 -13.7%
25 AMD ADVANCED MICRO DEVICES INC Technology 5,132.0 $3.0M 0.52% +281.0 +5.8% $580.91 -18.5%
26 DFGP DIMENSIONAL ETF TRUST 51,673.0 $2.8M 0.49% +6K +12.2% $54.46 -2.2%
27 BERKSHIRE HATHAWAY INC DEL 5,155.0 $2.6M 0.45% -78.0 -1.5% $500.39
28 DFEV DIMENSIONAL ETF TRUST 56,567.0 $2.4M 0.42% +1K +1.8% $42.67 -1.7%
29 DEHP DIMENSIONAL ETF TRUST 56,410.0 $2.4M 0.42% -848.0 -1.5% $42.77 -3.6%
30 DFAT DIMENSIONAL ETF TRUST 33,649.0 $2.4M 0.41% -423.0 -1.2% $69.90 +2.5%
31 JNJ JOHNSON & JOHNSON Healthcare 9,158.0 $2.3M 0.40% -909.0 -9.0% $253.96 +6.4%
32 LRCX LAM RESEARCH CORP Technology 5,344.0 $2.3M 0.40% +54.0 +1.0% $433.37 -27.5%
33 KLAC KLA CORP Technology 7,603.0 $2.3M 0.40% +7K +900.4% $301.70 -39.0%
34 NVS NOVARTIS AG Healthcare 14,598.0 $2.3M 0.40% +99.0 +0.7% $156.72 +1.4%
35 AVUS AMERICAN CENTY ETF TR 17,405.0 $2.2M 0.39% +4K +32.1% $128.08 +2.0%
36 AMAT APPLIED MATLS INC Technology 3,043.0 $2.2M 0.38% +42.0 +1.4% $723.00 -31.9%
37 V VISA INC Financial Services 6,409.0 $2.2M 0.38% +855.0 +15.4% $343.08 +8.2%
38 DFCF DIMENSIONAL ETF TRUST 48,945.0 $2.1M 0.36% +250.0 +0.5% $42.21 -1.8%
39 QUAL ISHARES TR 9,294.0 $2.0M 0.35% -141.0 -1.5% $219.43 +1.7%
40 O REALTY INCOME CORP Real Estate 31,661.0 $2.0M 0.34% -646.0 -2.0% $61.96 +1.0%
Page 2 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%