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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 38 of 48  ·  955 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 NGVC NATURAL GROCERS BY VITAMIN Consumer Defensive 6,509.0 $202K 0.04% NEW $31.02 -9.4%
742 SWX SOUTHWEST GAS HLDGS INC Utilities 2,267.0 $201K 0.04% NEW $88.68 +1.0%
743 ATO ATMOS ENERGY CORP Utilities 1,163.0 $200K 0.04% NEW $172.27 -2.6%
744 ADMA ADMA BIOLOGICS INC Healthcare 23,918.0 $200K 0.04% NEW $8.37 +14.1%
745 APLE APPLE HOSPITALITY REIT INC Real Estate 11,716.0 $197K 0.03% -341.0 -2.8% $16.81 -1.3%
746 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 11,358.0 $197K 0.03% +828.0 +7.9% $17.31 +2.7%
747 STWD STARWOOD PPTY TR INC Real Estate 11,985.0 $196K 0.03% NEW $16.38 -0.5%
748 CRK COMSTOCK RES INC Energy 13,114.0 $196K 0.03% NEW $14.92 -4.3%
749 WISE GROUP PLC 16,319.0 $194K 0.03% NEW $11.91
750 PDT HANCOCK JOHN PREM DIVID FD Financial Services 15,000.0 $194K 0.03% $12.95 -3.1%
751 TIC TIC SOLUTIONS INC Industrials 23,937.0 $194K 0.03% +3K +13.2% $8.09 +14.7%
752 VTRS VIATRIS INC Healthcare 12,123.0 $193K 0.03% +69.0 +0.6% $15.88 +4.2%
753 AEF ABRDN EMERGING MARKETS EX CH Financial Services 20,000.0 $192K 0.03% NEW $9.60 -3.4%
754 NATWEST GROUP PLC 10,835.0 $191K 0.03% NEW $17.63
755 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 18,994.0 $190K 0.03% NEW $10.00 -3.2%
756 PCG PG&E CORP Utilities 11,240.0 $189K 0.03% -367.0 -3.2% $16.82 +7.7%
757 NMR NOMURA HLDGS INC Financial Services 21,433.0 $188K 0.03% +308.0 +1.5% $8.78 +11.2%
758 AHRT AH RLTY TR INC Financial Services 26,037.0 $184K 0.03% $7.08 -4.9%
759 GO GROCERY OUTLET HLDG CORP Consumer Defensive 18,309.0 $183K 0.03% +1K +6.9% $9.98 +20.6%
760 HL HECLA MINING COMPANY Basic Materials 11,753.0 $181K 0.03% -17K -59.0% $15.43 +32.2%
Page 38 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%