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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 33 of 48  ·  955 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 XSMO INVESCO EXCHANGE TRADED FD T 2,447.0 $229K 0.04% NEW $93.63 -9.0%
642 NUE NUCOR CORP Basic Materials 1,027.0 $229K 0.04% NEW $222.78 +10.8%
643 HPE HEWLETT PACKARD ENTERPRISE C Technology 5,072.0 $229K 0.04% NEW $45.11 +19.0%
644 BRZE BRAZE INC Technology 10,532.0 $228K 0.04% $21.69 +42.4%
645 VPG VISHAY PRECISION GROUP INC Technology 1,521.0 $228K 0.04% NEW $149.91 -56.6%
646 EXPAND ENERGY CORPORATION 2,498.0 $228K 0.04% NEW $91.19
647 LGN LEGENCE CORP Industrials 2,666.0 $227K 0.04% NEW $85.23 -31.6%
648 TFSL TFS FINL CORP Financial Services 12,821.0 $227K 0.04% $17.72 +0.3%
649 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 2,600.0 $226K 0.04% NEW $87.04 +9.1%
650 TPR TAPESTRY INC Consumer Cyclical 1,546.0 $226K 0.04% +40.0 +2.7% $146.38 -11.1%
651 PBF PBF ENERGY INC Energy 4,971.0 $226K 0.04% +127.0 +2.6% $45.52 +49.9%
652 PRDO PERDOCEO ED CORP Consumer Defensive 7,069.0 $226K 0.04% $32.00 +2.9%
653 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 41,481.0 $226K 0.04% $5.45 -10.6%
654 BCE BCE INC Communication Services 10,500.0 $226K 0.04% $21.51 +9.6%
655 MADISON SQUARE GARDEN ENTMT 2,791.0 $226K 0.04% NEW $80.89
656 RDN RADIAN GROUP INC Financial Services 5,983.0 $225K 0.04% NEW $37.67 -3.1%
657 UPST UPSTART HLDGS INC Financial Services 6,354.0 $225K 0.04% NEW $35.43 -14.8%
658 EQT EQT CORP Energy 4,220.0 $224K 0.04% NEW $53.17 +2.3%
659 HR HEALTHCARE RLTY TR Real Estate 11,109.0 $224K 0.04% -12K -51.8% $20.17 -4.0%
660 LBRT LIBERTY ENERGY INC Energy 8,553.0 $224K 0.04% -246.0 -2.8% $26.19 -28.9%
Page 33 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%