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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 32 of 48  ·  955 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 GPIQ GOLDMAN SACHS ETF TR 4,000.0 $237K 0.04% NEW $59.31 -4.7%
622 CFA VICTORY PORTFOLIOS II 2,400.0 $237K 0.04% NEW $98.80 +2.9%
623 LC HAPPEN INC Financial Services 11,422.0 $237K 0.04% +317.0 +2.9% $20.74 -3.8%
624 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 1,322.0 $237K 0.04% NEW $178.95 +22.8%
625 AAON AAON INC Industrials 1,864.0 $236K 0.04% NEW $126.86 -39.9%
626 GHC GRAHAM HLDGS CO Consumer Defensive 207.0 $236K 0.04% +9.0 +4.5% $1141.55 +3.2%
627 OKTA OKTA INC Technology 1,724.0 $235K 0.04% NEW $136.45 -4.3%
628 PFBC PREFERRED BK LOS ANGELES CA Financial Services 2,209.0 $235K 0.04% NEW $106.26 -2.7%
629 WWD WOODWARD INC Industrials 550.0 $234K 0.04% NEW $425.44 -20.2%
630 CALM CAL MAINE FOODS INC Consumer Defensive 2,894.0 $233K 0.04% +126.0 +4.5% $80.56 +4.4%
631 DOV DOVER CORP Industrials 1,039.0 $233K 0.04% -355.0 -25.5% $224.25 -9.9%
632 VONG VANGUARD SCOTTSDALE FDS 1,816.0 $232K 0.04% NEW $127.81 -1.9%
633 XPO XPO INC Industrials 1,127.0 $231K 0.04% $205.29 -6.5%
634 PBA PEMBINA PIPELINE CORP Energy 5,000.0 $231K 0.04% $46.25 +4.0%
635 SMITHFIELD FOODS INC 9,510.0 $231K 0.04% $24.26
636 ALGT ALLEGIANT TRAVEL CO Industrials 1,958.0 $230K 0.04% NEW $117.60 -30.0%
637 THG HANOVER INS GROUP INC Financial Services 1,075.0 $230K 0.04% NEW $214.12 +6.1%
638 DOC HEALTHPEAK PROPERTIES INC Real Estate 10,756.0 $230K 0.04% +683.0 +6.8% $21.40 +1.2%
639 DK DELEK US HLDGS INC NEW Energy 4,529.0 $230K 0.04% +89.0 +2.0% $50.81 +33.0%
640 XENE XENON PHARMACEUTICALS INC Healthcare 3,809.0 $230K 0.04% NEW $60.36 +0.1%
Page 32 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%