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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 26 of 48  ·  955 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 SKT TANGER INC Real Estate 7,258.0 $286K 0.05% +96.0 +1.3% $39.47 -2.6%
502 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 11,200.0 $286K 0.05% $25.55 +1.4%
503 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 6,049.0 $286K 0.05% +468.0 +8.4% $47.27 +8.8%
504 URBN URBAN OUTFITTERS INC Consumer Cyclical 4,035.0 $286K 0.05% NEW $70.86 +6.9%
505 EHC ENCOMPASS HEALTH CORP Healthcare 2,818.0 $285K 0.05% -70.0 -2.4% $101.08 +18.9%
506 ZION ZIONS BANCORPORATION NATL AS Financial Services 4,115.0 $285K 0.05% $69.19 -2.3%
507 OSCR OSCAR HEALTH INC Healthcare 9,976.0 $285K 0.05% NEW $28.52 +8.5%
508 KMI KINDER MORGAN INC DEL Energy 8,885.0 $284K 0.05% +297.0 +3.5% $31.97 -3.2%
509 APPS DIGITAL TURBINE INC Technology 22,001.0 $284K 0.05% -565.0 -2.5% $12.90 -16.0%
510 SSRM SSR MINING IN Basic Materials 10,026.0 $284K 0.05% -724.0 -6.7% $28.28 +38.6%
511 NUVL NUVALENT INC Healthcare 2,291.0 $283K 0.05% NEW $123.50 +0.4%
512 MDT MEDTRONIC PLC Healthcare 3,607.0 $282K 0.05% -2K -40.0% $78.23 +16.5%
513 DIS DISNEY WALT CO Communication Services 2,929.0 $282K 0.05% +660.0 +29.1% $96.25 +15.6%
514 SPOT SPOTIFY TECHNOLOGY S A Communication Services 613.0 $281K 0.05% -140.0 -18.6% $459.13 +20.4%
515 NEM NEWMONT CORP Basic Materials 3,004.0 $281K 0.05% -1K -26.6% $93.41 +44.7%
516 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 8,208.0 $279K 0.05% NEW $34.00 +10.1%
517 BOH BANK HAWAII CORP Financial Services 3,424.0 $279K 0.05% +75.0 +2.2% $81.49 -6.5%
518 FBNC FIRST BANCORP N C Financial Services 4,364.0 $279K 0.05% $63.93 +0.0%
519 MKSI MKS INC. Technology 627.0 $279K 0.05% NEW $444.80 -39.2%
520 BPOP POPULAR INC Financial Services 1,696.0 $278K 0.05% $164.18 +3.3%
Page 26 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%