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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 37 of 48  ·  955 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 ALRM ALARM COM HLDGS INC Technology 4,444.0 $208K 0.04% NEW $46.72 +23.2%
722 NMIH NMI HLDGS INC Financial Services 5,047.0 $207K 0.04% NEW $41.09 +10.7%
723 CRH PLC 1,930.0 $207K 0.04% NEW $107.00
724 XMTR XOMETRY INC Industrials 2,135.0 $206K 0.04% NEW $96.52 -12.4%
725 IDA IDACORP INC Utilities 1,358.0 $205K 0.04% NEW $151.30 -8.6%
726 EBAY EBAY INC. Consumer Cyclical 1,839.0 $205K 0.04% NEW $111.73 -4.2%
727 MHK MOHAWK INDS INC Consumer Cyclical 1,693.0 $205K 0.04% NEW $121.33 +10.5%
728 MET METLIFE INC Financial Services 2,427.0 $205K 0.04% NEW $84.61 +13.7%
729 F FORD MTR CO Consumer Cyclical 14,736.0 $205K 0.04% NEW $13.90 +0.2%
730 BWA BORGWARNER INC Consumer Cyclical 3,082.0 $205K 0.04% NEW $66.40 -3.1%
731 LINC LINCOLN EDL SVCS CORP Consumer Defensive 4,090.0 $204K 0.04% NEW $49.90 -50.2%
732 ISRG INTUITIVE SURGICAL INC Healthcare 512.0 $204K 0.04% -363.0 -41.5% $397.68 -6.1%
733 WST WEST PHARMACEUTICAL SVSC INC Healthcare 567.0 $204K 0.04% NEW $359.00 -1.6%
734 HSTM HEALTHSTREAM INC Healthcare 7,466.0 $203K 0.04% NEW $27.25 +5.6%
735 CIEN CIENA CORP Technology 414.0 $203K 0.04% NEW $490.56 -24.2%
736 NML NEUBERGER ENGY INFRSTR & INC Financial Services 20,000.0 $203K 0.04% $10.14 +2.7%
737 ACN ACCENTURE PLC IRELAND Technology 1,628.0 $203K 0.04% -623.0 -27.7% $124.44 +49.9%
738 BLK BLACKROCK INC Financial Services 211.0 $202K 0.04% NEW $959.32 +22.2%
739 ALNT ALLIENT INC Technology 1,964.0 $202K 0.04% NEW $102.93 -9.6%
740 LIVN LIVANOVA PLC Healthcare 2,456.0 $202K 0.04% NEW $82.23 -4.8%
Page 37 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%