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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 30 of 48  ·  955 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 PLTR PALANTIR TECHNOLOGIES INC Technology 2,179.0 $254K 0.04% -5K -69.6% $116.67 +48.1%
582 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 4,221.0 $254K 0.04% +57.0 +1.4% $60.22 +22.3%
583 NTAP NETAPP INC Technology 1,639.0 $254K 0.04% NEW $154.76 +21.1%
584 CLSK CLEANSPARK INC Technology 17,429.0 $254K 0.04% +699.0 +4.2% $14.55 -12.4%
585 CC CHEMOURS CO Basic Materials 12,340.0 $253K 0.04% +73.0 +0.6% $20.52 -23.1%
586 POOL POOL CORP Industrials 1,176.0 $253K 0.04% NEW $214.90 -13.3%
587 RELY REMITLY GLOBAL INC Technology 11,257.0 $252K 0.04% NEW $22.41 +17.0%
588 KNF KNIFE RIVER CORP Basic Materials 3,010.0 $252K 0.04% -624.0 -17.2% $83.65 -21.3%
589 OKE ONEOK INC NEW Energy 2,896.0 $252K 0.04% +217.0 +8.1% $86.94 +5.5%
590 RNG RINGCENTRAL INC Technology 6,454.0 $252K 0.04% +92.0 +1.4% $38.98 +68.3%
591 PDI PIMCO DYNAMIC INCOME FD Financial Services 15,000.0 $250K 0.04% $16.70 -7.4%
592 ONTO ONTO INNOVATION INC Technology 661.0 $250K 0.04% NEW $378.45 -22.9%
593 CVCO CAVCO INDS INC DEL Consumer Cyclical 406.0 $249K 0.04% NEW $614.38 -4.3%
594 RXO RXO INC Industrials 9,038.0 $249K 0.04% NEW $27.59 -21.7%
595 AUR AURORA INNOVATION INC Technology 36,562.0 $249K 0.04% -1K -2.9% $6.82 -15.4%
596 HSIC SCHEIN HENRY INC Healthcare 2,976.0 $249K 0.04% NEW $83.52 +7.3%
597 WU WESTERN UN CO Financial Services 32,128.0 $247K 0.04% +9K +38.3% $7.70 -4.7%
598 BC BRUNSWICK CORP Consumer Cyclical 2,928.0 $247K 0.04% -57.0 -1.9% $84.24 -4.6%
599 CNS COHEN & STEERS INC Financial Services 3,238.0 $247K 0.04% $76.14 +9.0%
600 EVEREST GROUP LTD 690.0 $246K 0.04% NEW $357.17
Page 30 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%