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Portfolio (Quarterly) Guide ↗

Abel Hall, LLC

· CIK 0002013339
13F Portfolio $469M AUM 811 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 280 New 289 Added 164 Reduced 183 Exited
Page 32 of 41  ·  811 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 AXSM AXSOME THERAPEUTICS INC. Healthcare 1,203.0 $203K 0.04% +34.0 +2.9% $169.02 +35.6%
622 WU WESTERN UN CO Financial Services 23,224.0 $203K 0.04% +10K +80.2% $8.73 -2.8%
623 MGEE MGE ENERGY INC Utilities 2,623.0 $203K 0.04% NEW $77.29 -2.0%
624 CNS COHEN & STEERS INC Financial Services 3,237.0 $202K 0.04% NEW $62.55 +14.5%
625 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 6,662.0 $202K 0.04% NEW $30.36 +2.9%
626 LBRDA LIBERTY BROADBAND CORP Communication Services 4,021.0 $202K 0.04% NEW $50.22 -32.0%
627 LMT LOCKHEED MARTIN CORP Industrials 332.0 $201K 0.04% NEW $604.39 -14.2%
628 DK DELEK US HLDGS INC NEW Energy 4,440.0 $200K 0.04% NEW $45.07 -1.6%
629 CORZ CORE SCIENTIFIC INC NEW Technology 13,375.0 $200K 0.04% -5K -27.9% $14.96 +55.3%
630 PDT HANCOCK JOHN PREM DIVID FD Financial Services 15,000.0 $196K 0.04% NEW $13.10 -1.6%
631 OXLC OXFORD LANE CAP CORP Financial Services 20,000.0 $196K 0.04% +10K +100.0% $9.78 +1.7%
632 PINE ALPINE INCOME PPTY TR INC Real Estate 10,494.0 $189K 0.04% NEW $18.00 +6.1%
633 OWL BLUE OWL CAPITAL INC Financial Services 20,572.0 $188K 0.04% NEW $9.13 +5.6%
634 XPRO EXPRO GROUP HOLDINGS NV Energy 10,617.0 $185K 0.04% NEW $17.41 -4.3%
635 RLAY RELAY THERAPEUTICS INC Healthcare 18,237.0 $181K 0.04% +5K +40.5% $9.95 +31.9%
636 TFSL TFS FINL CORP Financial Services 12,830.0 $180K 0.04% NEW $14.05 +11.3%
637 MITK MITEK SYS INC Technology 13,053.0 $176K 0.04% NEW $13.50 +5.5%
638 GRND GRINDR INC Technology 14,482.0 $175K 0.04% NEW $12.09 +8.6%
639 HIGHLAND OPPS & INCOME FD 30,000.0 $171K 0.04% +10K +50.0% $5.71
640 PTEN PATTERSON-UTI ENERGY INC Energy 15,632.0 $169K 0.04% +169.0 +1.1% $10.83 +13.3%
Page 32 of 41  ·  811 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 22.7%
Financial Services 17.7%
Healthcare 10.7%
Industrials 10.3%
Energy 9.5%
Real Estate 6.8%
Consumer Cyclical 6.8%
Communication Services 5.3%
Consumer Defensive 4.2%
Basic Materials 3.4%