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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 39 of 48  ·  955 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 AESI ATLAS ENERGY SOLUTIONS INC Energy 10,814.0 $180K 0.03% +806.0 +8.1% $16.61 -28.4%
762 PBI PITNEY BOWES INC Industrials 10,207.0 $179K 0.03% NEW $17.52 -5.7%
763 OWL BLUE OWL CAPITAL INC Financial Services 20,315.0 $178K 0.03% -257.0 -1.2% $8.75 +33.5%
764 LAND GLADSTONE LD CORP Real Estate 20,633.0 $176K 0.03% -1K -4.9% $8.53 +3.5%
765 OXLC OXFORD LANE CAP CORP Financial Services 20,000.0 $175K 0.03% $8.76 +8.8%
766 LMNR LIMONEIRA CO Consumer Defensive 13,261.0 $174K 0.03% NEW $13.13 +6.7%
767 ORGO ORGANOGENESIS HLDGS INC Healthcare 71,653.0 $174K 0.03% NEW $2.43 -31.3%
768 SGRY SURGERY PARTNERS INC Healthcare 10,315.0 $173K 0.03% NEW $16.80 -17.0%
769 RXT RACKSPACE TECHNOLOGY INC Technology 26,334.0 $172K 0.03% -4K -13.8% $6.53 -52.2%
770 PLUG PLUG PWR INC Industrials 62,611.0 $170K 0.03% +398.0 +0.6% $2.71 -19.9%
771 NEWSMAX INC 20,035.0 $166K 0.03% +827.0 +4.3% $8.28
772 SIGA SIGA TECHNOLOGIES INC Healthcare 45,563.0 $166K 0.03% NEW $3.64 -19.2%
773 NVAX NOVAVAX INC Healthcare 17,593.0 $166K 0.03% -457.0 -2.5% $9.42 -5.9%
774 CLVT CLARIVATE PLC Technology 76,669.0 $166K 0.03% +22K +41.2% $2.16 -1.4%
775 COTY COTY INC Consumer Defensive 76,152.0 $164K 0.03% NEW $2.16 +29.2%
776 BKD BROOKDALE SR LIVING INC Healthcare 10,186.0 $164K 0.03% NEW $16.09 -24.7%
777 BLUE OWL CAPITAL CORPORATION 15,000.0 $163K 0.03% $10.87
778 GRNT GRANITE RIDGE RESOURCES INC Energy 36,602.0 $161K 0.03% NEW $4.41 +14.5%
779 NMZ NUVEEN MUN HIGH INCOME OPPOR Financial Services 15,000.0 $159K 0.03% $10.57 -4.8%
780 OLPX OLAPLEX HLDGS INC Consumer Cyclical 77,147.0 $158K 0.03% +48K +169.2% $2.05 +1.0%
Page 39 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%