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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 28 of 48  ·  955 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 848.0 $269K 0.05% -294.0 -25.7% $317.53 -7.9%
542 ATRO ASTRONICS CORP Industrials 3,306.0 $269K 0.05% $81.26 -8.3%
543 GNRC GENERAC HLDGS INC Industrials 912.0 $267K 0.05% NEW $292.81 -31.1%
544 FITB FIFTH THIRD BANCORP Financial Services 4,736.0 $267K 0.05% +142.0 +3.1% $56.37 -2.6%
545 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 690.0 $267K 0.05% NEW $386.73 +3.1%
546 MITK MITEK SYS INC Technology 13,230.0 $266K 0.05% +177.0 +1.4% $20.13 -10.5%
547 IRM IRON MTN INC DEL Real Estate 2,108.0 $266K 0.05% $126.31 -4.3%
548 BGC BGC GROUP INC Financial Services 24,897.0 $266K 0.05% +518.0 +2.1% $10.69 +10.4%
549 OII OCEANEERING INTL INC Energy 6,557.0 $266K 0.05% $40.52 +23.2%
550 SPYI NEOS ETF TRUST 5,000.0 $265K 0.05% $53.09 +0.8%
551 PERIMETER SOLUTIONS INC 7,443.0 $265K 0.05% NEW $35.65
552 BBSI BARRETT BUSINESS SVCS INC Industrials 7,459.0 $265K 0.05% NEW $35.52 -4.8%
553 KTB KONTOOR BRANDS INC Consumer Cyclical 3,177.0 $265K 0.05% NEW $83.34 -4.0%
554 SKYW SKYWEST INC Industrials 2,662.0 $264K 0.05% NEW $99.33 +4.2%
555 USAC USA COMPRESSION PARTNERS LP Energy 10,000.0 $264K 0.05% $26.39 +1.4%
556 ARW ARROW ELECTRS INC Technology 1,236.0 $264K 0.05% NEW $213.41 -5.1%
557 DLR DIGITAL RLTY TR INC Real Estate 1,467.0 $263K 0.05% +55.0 +3.9% $179.58 +7.1%
558 DCO DUCOMMUN INC DEL Industrials 1,422.0 $263K 0.05% NEW $185.21 -2.1%
559 LASR NLIGHT INC Technology 3,782.0 $263K 0.04% -189.0 -4.8% $69.62 -37.8%
560 MDXG MIMEDX GROUP INC Healthcare 68,289.0 $263K 0.04% NEW $3.85 +12.7%
Page 28 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%