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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 22 of 48  ·  955 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 BELFA BEL FUSE INC 1,156.0 $337K 0.06% +18.0 +1.6% $291.23
422 KGS KODIAK GAS SVCS INC Energy 4,479.0 $337K 0.06% +220.0 +5.2% $75.13 -21.9%
423 VECO VEECO INSTRS INC DEL Technology 4,437.0 $336K 0.06% NEW $75.80 -37.3%
424 EMN EASTMAN CHEM CO Basic Materials 5,010.0 $336K 0.06% -2K -24.1% $66.98 +7.0%
425 SON SONOCO PRODS CO Consumer Cyclical 5,952.0 $335K 0.06% -956.0 -13.8% $56.35 +2.5%
426 WDFC WD 40 CO Basic Materials 1,368.0 $333K 0.06% NEW $243.64 -12.0%
427 CFG CITIZENS FINL GROUP INC Financial Services 4,753.0 $333K 0.06% +96.0 +2.1% $70.07 -0.1%
428 CFR CULLEN FROST BANKERS INC Financial Services 2,153.0 $333K 0.06% +95.0 +4.6% $154.52 +5.8%
429 ROP ROPER TECHNOLOGIES INC Industrials 980.0 $332K 0.06% -101.0 -9.3% $338.39 +21.7%
430 AWP ABRDN GLOBAL PREMIER PPTYS F Financial Services 27,999.0 $332K 0.06% $11.84 -0.3%
431 PBR PETROLEO BRASILEIRO S A Energy 20,500.0 $331K 0.06% $16.16 +9.8%
432 OZK BANK OZK LITTLE ROCK ARK Financial Services 6,350.0 $331K 0.06% +312.0 +5.2% $52.09 -5.5%
433 RBC RBC BEARINGS INC Industrials 512.0 $330K 0.06% +8.0 +1.6% $644.06 -22.8%
434 ACA ARCOSA INC Industrials 2,253.0 $327K 0.06% +124.0 +5.8% $145.29 +0.1%
435 EQH EQUITABLE HLDGS INC Financial Services 7,427.0 $326K 0.06% -911.0 -10.9% $43.88 +11.6%
436 MRVL MARVELL TECHNOLOGY INC Technology 1,093.0 $326K 0.06% NEW $297.90 -19.7%
437 CARR CARRIER GLOBAL CORPORATION Industrials 4,430.0 $325K 0.06% -38.0 -0.8% $73.35 -20.4%
438 KRYS KRYSTAL BIOTECH INC Healthcare 874.0 $325K 0.06% NEW $371.67 -4.1%
439 YOU CLEAR SECURE INC Technology 5,813.0 $324K 0.06% +107.0 +1.9% $55.73 -21.1%
440 AIT APPLIED INDL TECHNOLOGIES IN Industrials 958.0 $324K 0.06% $338.15 -0.5%
Page 22 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%