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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 21 of 48  ·  955 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,953.0 $348K 0.06% +2K +2197.7% $178.24 +19.3%
402 OUTFRONT MEDIA INC 10,613.0 $348K 0.06% -6K -35.8% $32.76
403 ORCL ORACLE CORP Technology 2,364.0 $346K 0.06% -522.0 -18.1% $146.55 -0.7%
404 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 4,818.0 $346K 0.06% +509.0 +11.8% $71.74 +1.0%
405 AVB AVALONBAY CMNTYS INC Real Estate 1,825.0 $344K 0.06% +34.0 +1.9% $188.69 -2.5%
406 CNX CNX RES CORP Energy 10,140.0 $344K 0.06% +3K +44.1% $33.93 +6.0%
407 TRGP TARGA RES CORP Energy 1,283.0 $344K 0.06% +28.0 +2.2% $268.14 +9.1%
408 RLAY RELAY THERAPEUTICS INC Healthcare 18,362.0 $344K 0.06% +125.0 +0.7% $18.71 +9.6%
409 KLIC KULICKE & SOFFA INDS INC Technology 2,566.0 $343K 0.06% NEW $133.76 -36.9%
410 E ENI SPA Energy 7,315.0 $343K 0.06% +116.0 +1.6% $46.86 +15.5%
411 TEX TEREX CORP NEW Industrials 4,726.0 $342K 0.06% -41.0 -0.9% $72.39 -9.4%
412 PRAXIS PRECISION MEDICINES I 1,019.0 $341K 0.06% -373.0 -26.8% $334.79
413 ADEA ADEIA INC Technology 10,359.0 $341K 0.06% +424.0 +4.3% $32.93 -20.2%
414 ECL ECOLAB INC Basic Materials 1,223.0 $341K 0.06% +444.0 +57.0% $278.61 +3.5%
415 QQQI NEOS ETF TRUST 6,000.0 $341K 0.06% $56.79 -4.8%
416 ISHARES TR 6,869.0 $340K 0.06% -510.0 -6.9% $49.55
417 ROIV ROIVANT SCIENCES LTD Healthcare 9,611.0 $340K 0.06% $35.39 +3.8%
418 MSGE SPHERE ENTERTAINMENT CO Communication Services 1,959.0 $339K 0.06% +85.0 +4.5% $173.03 -53.9%
419 MTZ MASTEC INC Industrials 812.0 $338K 0.06% $416.06 -38.7%
420 MPC MARATHON PETE CORP Energy 1,317.0 $337K 0.06% $255.76 +39.9%
Page 21 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%