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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 29 of 48  ·  955 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 BCPC BALCHEM CORP Basic Materials 1,555.0 $263K 0.04% NEW $168.95 +6.2%
562 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 901.0 $262K 0.04% NEW $291.17 -9.1%
563 BP BP PLC Energy 7,099.0 $262K 0.04% -10K -57.5% $36.95 +16.0%
564 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 22,000.0 $262K 0.04% NEW $11.90 -3.6%
565 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 3,135.0 $262K 0.04% NEW $83.48 +9.6%
566 QLYS QUALYS INC Technology 1,901.0 $261K 0.04% NEW $137.49 +28.0%
567 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 9,237.0 $261K 0.04% +136.0 +1.5% $28.24 -7.0%
568 POWI POWER INTEGRATIONS INC Technology 3,114.0 $261K 0.04% NEW $83.76 -34.8%
569 LYV LIVE NATION ENTERTAINMENT IN Communication Services 1,424.0 $261K 0.04% +8.0 +0.6% $183.11 +2.0%
570 CBT CABOT CORP Basic Materials 2,870.0 $261K 0.04% +59.0 +2.1% $90.82 -7.9%
571 HCC WARRIOR MET COAL INC Energy 3,201.0 $260K 0.04% -32.0 -1.0% $81.16 +29.7%
572 REXR REXFORD INDL RLTY INC Real Estate 7,751.0 $260K 0.04% +44.0 +0.6% $33.50 +12.3%
573 VSH VISHAY INTERTECHNOLOGY INC Technology 4,824.0 $259K 0.04% NEW $53.78 -41.8%
574 SLG SL GREEN RLTY CORP Real Estate 4,993.0 $258K 0.04% NEW $51.77 +15.6%
575 OPLN OPENLANE INC Consumer Cyclical 6,258.0 $258K 0.04% NEW $41.24 -16.8%
576 CCD CALAMOS DYNAMIC CONV & INCOM Financial Services 10,000.0 $258K 0.04% $25.77 -2.8%
577 SNPS SYNOPSYS INC Technology 575.0 $256K 0.04% -69.0 -10.7% $446.07 -8.4%
578 COHU COHU INC Technology 3,469.0 $256K 0.04% NEW $73.91 -31.5%
579 MQY BLACKROCK MUNIYILD QULT FD I Financial Services 22,000.0 $255K 0.04% NEW $11.60 -3.9%
580 THW ABRDN WORLD HEALTHCARE FUND Financial Services 19,000.0 $255K 0.04% $13.40 +6.1%
Page 29 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%