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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 36 of 48  ·  955 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 INTERNATIONAL BANCSHARES COR 2,812.0 $214K 0.04% NEW $75.95
702 WK WORKIVA INC Technology 4,400.0 $213K 0.04% NEW $48.51 +54.4%
703 TMDX TRANSMEDICS GROUP INC Healthcare 3,203.0 $213K 0.04% NEW $66.42 +40.9%
704 LAD LITHIA MTRS INC Consumer Cyclical 732.0 $213K 0.04% NEW $290.49 +26.9%
705 HCA HCA HEALTHCARE INC Healthcare 545.0 $213K 0.04% +37.0 +7.3% $389.96 +10.1%
706 FANG DIAMONDBACK ENERGY INC Energy 1,204.0 $212K 0.04% -1K -46.1% $175.84 +16.9%
707 AMT AMERICAN TOWER CORP Real Estate 1,292.0 $211K 0.04% -572.0 -30.7% $163.56 +9.1%
708 TEL TE CONNECTIVITY PLC Technology 1,046.0 $211K 0.04% -415.0 -28.4% $201.63 +0.4%
709 MWA MUELLER WTR PRODS INC Industrials 8,145.0 $210K 0.04% -838.0 -9.3% $25.83 -2.6%
710 NIC NICOLET BANKSHARES INC Financial Services 1,272.0 $210K 0.04% NEW $165.39 +4.6%
711 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 5,804.0 $210K 0.04% NEW $36.24 +4.4%
712 WAB WABTEC Industrials 780.0 $210K 0.04% NEW $269.60 +10.4%
713 MLI MUELLER INDS INC Industrials 1,703.0 $209K 0.04% NEW $122.93 -48.4%
714 MNDY MONDAY COM LTD Technology 2,891.0 $209K 0.04% NEW $72.39 +30.2%
715 ALMS ALUMIS INC Healthcare 7,437.0 $209K 0.04% NEW $28.14 -18.2%
716 INCY INCYTE CORP Healthcare 1,846.0 $209K 0.04% NEW $113.36 +12.9%
717 KNSL KINSALE CAP GROUP INC Financial Services 634.0 $209K 0.04% NEW $329.81 +19.9%
718 POR PORTLAND GEN ELEC CO Utilities 4,031.0 $209K 0.04% NEW $51.83 -4.1%
719 FLAGSTAR BANK NATIONAL ASSOC 13,918.0 $208K 0.04% +1K +10.0% $14.94
720 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 1,858.0 $208K 0.04% NEW $111.79 -5.4%
Page 36 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%