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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 4 of 48  ·  955 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 4,445.0 $1.2M 0.21% -85.0 -1.9% $271.95 -15.2%
62 BMY BRISTOL-MYERS SQUIBB CO Healthcare 20,767.0 $1.2M 0.21% -333.0 -1.6% $57.62 +16.3%
63 GH GUARDANT HEALTH INC Healthcare 7,960.0 $1.2M 0.21% +3K +74.9% $150.03 +13.8%
64 FIX COMFORT SYS USA INC Industrials 601.0 $1.2M 0.21% -39.0 -6.1% $1983.48 -16.5%
65 UNH UNITEDHEALTH GROUP INC Healthcare 2,865.0 $1.2M 0.21% +596.0 +26.3% $415.62 -6.1%
66 GE GE AEROSPACE Industrials 3,047.0 $1.1M 0.20% +1K +61.7% $373.73 -6.8%
67 ADI ANALOG DEVICES INC Technology 2,848.0 $1.1M 0.20% $397.17 -6.1%
68 SNDK SANDISK CORP Technology 493.0 $1.1M 0.19% -36.0 -6.8% $2273.73 -29.8%
69 GLW CORNING INC Technology 4,358.0 $1.1M 0.19% -431.0 -9.0% $255.43 -41.4%
70 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 40,000.0 $1.1M 0.19% $27.59 -2.1%
71 WES WESTERN MIDSTREAM PARTNERS L Energy 25,188.0 $1.1M 0.19% $43.76 +10.5%
72 SHEL SHELL PLC Energy 14,148.0 $1.1M 0.19% -5K -25.4% $77.54 +20.4%
73 GEV GE VERNOVA INC Utilities 921.0 $1.1M 0.19% +14.0 +1.5% $1174.85 -18.6%
74 KIM KIMCO REALTY CORP Real Estate 42,581.0 $1.1M 0.19% $25.35 -5.2%
75 BX BLACKSTONE INC Financial Services 9,119.0 $1.1M 0.18% -138.0 -1.5% $117.67 +21.8%
76 WDC WESTERN DIGITAL CORP Technology 1,661.0 $1.1M 0.18% $638.72 -28.1%
77 BHP BHP BILLITON LIMITED Basic Materials 12,639.0 $1.1M 0.18% -4K -25.8% $83.31 +16.5%
78 JEPQ J P MORGAN EXCHANGE TRADED F 17,100.0 $1.1M 0.18% $61.46 -2.6%
79 SM SM ENERGY COMPANY Energy 38,994.0 $1.0M 0.18% -15K -27.9% $26.10 +42.5%
80 RVT ROYCE SMALL CAP TRUST INC Financial Services 55,000.0 $1.0M 0.18% $18.47 +1.3%
Page 4 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%