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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 25 of 48  ·  955 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 BGY BLACKROCK ENHANCED INTL DIV Financial Services 52,000.0 $298K 0.05% $5.74 +2.6%
482 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 5,646.0 $298K 0.05% -959.0 -14.5% $52.85 +0.1%
483 RMM RIVERNORTH MANAGED DUR MUN I Financial Services 20,000.0 $296K 0.05% $14.78 -3.9%
484 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 2,298.0 $295K 0.05% NEW $128.55 +3.4%
485 BEN FRANKLIN RESOURCES INC Financial Services 8,879.0 $295K 0.05% -22K -70.9% $33.27 +5.3%
486 DIEBOLD NIXDORF INC 3,467.0 $295K 0.05% -170.0 -4.7% $85.02
487 DFSD DIMENSIONAL ETF TRUST 6,169.0 $295K 0.05% -72.0 -1.1% $47.75 -0.7%
488 TPC TUTOR PERINI CORP Industrials 3,550.0 $295K 0.05% -66.0 -1.8% $82.97 +5.1%
489 MPWR MONOLITHIC PWR SYS INC Technology 212.0 $293K 0.05% +10.0 +5.0% $1382.36 -5.7%
490 PLMR PALOMAR HLDGS INC Financial Services 2,314.0 $292K 0.05% NEW $126.39 +4.2%
491 FTAI AVIATION LTD 1,081.0 $292K 0.05% -281.0 -20.6% $270.53
492 PHIN PHINIA INC Consumer Cyclical 3,546.0 $292K 0.05% $82.37 -13.9%
493 TRMK TRUSTMARK CORP Financial Services 6,344.0 $292K 0.05% $46.01 +0.2%
494 SNOW SNOWFLAKE INC Technology 1,145.0 $291K 0.05% NEW $254.50 +24.6%
495 COOPER COS INC 4,056.0 $291K 0.05% NEW $71.71
496 SEB SEABOARD CORP DEL Industrials 65.0 $290K 0.05% -4.0 -5.8% $4464.32 -7.4%
497 FDX FEDEX CORP Industrials 923.0 $289K 0.05% +5.0 +0.5% $313.13 +6.5%
498 KREF KKR REAL ESTATE FIN TR INC Real Estate 42,250.0 $289K 0.05% +2K +4.9% $6.84 +11.2%
499 TDG TRANSDIGM GROUP INC Industrials 216.0 $288K 0.05% NEW $1332.04 -10.5%
500 DIOD DIODES INC Technology 2,622.0 $287K 0.05% NEW $109.44 -15.1%
Page 25 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%