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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 23 of 48  ·  955 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 VTS VITESSE ENERGY INC Energy 20,540.0 $324K 0.06% NEW $15.77 +7.2%
442 SOUTHSTATE BK CORP 3,217.0 $321K 0.06% +360.0 +12.6% $99.90
443 NOG NORTHERN OIL & GAS INC Energy 17,703.0 $321K 0.06% -6K -24.4% $18.15 +44.7%
444 ACAD ACADIA PHARMACEUTICALS INC Healthcare 12,694.0 $321K 0.06% -2K -10.9% $25.30 +20.0%
445 HONEYWELL INTL INC 1,429.0 $320K 0.06% NEW $223.90
446 CVNA CARVANA CO Consumer Cyclical 4,851.0 $319K 0.06% +4K +401.1% $65.82 +13.9%
447 SEVN SEVEN HILLS REALTY TRUST Real Estate 37,849.0 $319K 0.06% NEW $8.43 -8.9%
448 MUR MURPHY OIL CORP Energy 9,793.0 $319K 0.06% -646.0 -6.2% $32.56 +7.4%
449 INDB INDEPENDENT BK CORP MASS Financial Services 3,806.0 $319K 0.06% +25.0 +0.7% $83.72 -0.6%
450 MSI MOTOROLA SOLUTIONS INC Technology 763.0 $317K 0.06% -158.0 -17.2% $415.29 +16.9%
451 WSBC WESBANCO INC Financial Services 8,118.0 $317K 0.06% -370.0 -4.4% $39.03 +3.7%
452 HONEYWELL AEROSPACE INC 1,431.0 $316K 0.06% NEW $221.08
453 GATX GATX CORP Industrials 1,783.0 $316K 0.06% +121.0 +7.3% $177.19 +1.3%
454 BTO HANCOCK JOHN FINL OPPTYS Financial Services 8,000.0 $315K 0.05% $39.42 +0.6%
455 NVST ENVISTA HOLDINGS CORPORATION Healthcare 11,951.0 $315K 0.05% -133.0 -1.1% $26.35 +3.1%
456 SLB SLB LIMITED Energy 6,753.0 $314K 0.05% -782.0 -10.4% $46.49 +15.4%
457 PDX PIMCO DYNAMIC INCOME STRATEG Financial Services 15,000.0 $312K 0.05% $20.82 +4.2%
458 TDW TIDEWATER INC NEW Energy 4,666.0 $311K 0.05% +490.0 +11.7% $66.63 +37.9%
459 GTX GARRETT MOTION INC Consumer Cyclical 8,570.0 $310K 0.05% NEW $36.23 -28.1%
460 GDV GABELLI DIVID & INCOME TR Financial Services 10,560.0 $310K 0.05% $29.40 +4.1%
Page 23 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%