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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 34 of 48  ·  955 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 HAE HAEMONETICS CORP MASS Healthcare 2,984.0 $224K 0.04% NEW $75.00 +44.5%
662 GRND GRINDR INC Technology 15,568.0 $224K 0.04% +1K +7.5% $14.37 +8.4%
663 VCEL VERICEL CORP Healthcare 5,025.0 $224K 0.04% NEW $44.49 -4.9%
664 GTLS CHART INDS INC Industrials 1,069.0 $223K 0.04% -172.0 -13.9% $208.94 +0.5%
665 BXP BXP INC Real Estate 3,364.0 $223K 0.04% -573.0 -14.6% $66.31 +5.5%
666 MAA MID-AMER APT CMNTYS INC Real Estate 1,605.0 $223K 0.04% NEW $138.94 -4.2%
667 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 46,000.0 $223K 0.04% NEW $4.84 +17.4%
668 PAA PLAINS ALL AMERN PIPELINE L Energy 10,000.0 $223K 0.04% $22.26 +12.1%
669 VTHR VANGUARD SCOTTSDALE FDS 669.0 $222K 0.04% NEW $331.67 +1.8%
670 COKE COCA COLA CONS INC Consumer Defensive 1,161.0 $222K 0.04% $190.92 +0.9%
671 FTDR FRONTDOOR INC Consumer Cyclical 2,855.0 $222K 0.04% NEW $77.59 +6.7%
672 SYNA SYNAPTICS INC Technology 1,783.0 $222K 0.04% NEW $124.23 -24.6%
673 EPSN EPSILON ENERGY LTD Energy 40,927.0 $221K 0.04% NEW $5.41 +3.7%
674 UNF UNIFIRST CORP MASS Industrials 836.0 $221K 0.04% -18.0 -2.1% $264.61 +10.3%
675 HPQ HP INC Technology 10,078.0 $221K 0.04% NEW $21.94 +30.3%
676 AVT AVNET INC Technology 2,484.0 $221K 0.04% NEW $88.82 -2.9%
677 PINE ALPINE INCOME PPTY TR INC Real Estate 10,573.0 $219K 0.04% +79.0 +0.8% $20.76 -3.9%
678 NVT NVENT ELEC PLC Industrials 1,294.0 $219K 0.04% NEW $169.61 -9.6%
679 AFL AFLAC INC Financial Services 1,872.0 $219K 0.04% NEW $117.24 +0.8%
680 ACI ALBERTSONS COMPANIES INC Consumer Defensive 16,200.0 $219K 0.04% NEW $13.53 -6.8%
Page 34 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%