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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 42 of 48  ·  955 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 GNW GENWORTH FINL INC Financial Services 11,912.0 $113K 0.02% +480.0 +4.2% $9.47 +4.4%
822 EVN EATON VANCE MUN INCOME TR Financial Services 10,000.0 $113K 0.02% $11.26 -4.9%
823 CNDT CONDUENT INC Technology 77,030.0 $112K 0.02% +46K +151.3% $1.46 +10.3%
824 ZIP ZIPRECRUITER INC Industrials 29,826.0 $112K 0.02% +3K +13.3% $3.75 +21.1%
825 ARCT ARCTURUS THERAPEUTICS HLDGS Healthcare 16,142.0 $108K 0.02% NEW $6.72 +113.4%
826 AVTR AVANTOR INC Healthcare 10,875.0 $108K 0.02% NEW $9.90 +44.0%
827 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 10,835.0 $107K 0.02% $9.90 -31.3%
828 FRSH FRESHWORKS INC Technology 10,428.0 $106K 0.02% NEW $10.12 +30.3%
829 GDYN GRID DYNAMICS HLDGS INC Technology 18,522.0 $105K 0.02% NEW $5.68 +38.4%
830 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 25,119.0 $104K 0.02% +713.0 +2.9% $4.16 +93.8%
831 BLUE OWL TECHNOLOGY FIN CORP 10,000.0 $104K 0.02% $10.35
832 SBET SHARPLINK INC Financial Services 21,512.0 $103K 0.02% NEW $4.80 +72.3%
833 NAVI NAVIENT CORPORATION Financial Services 12,082.0 $103K 0.02% -3K -19.9% $8.51 +11.3%
834 LZ LEGALZOOM COM INC Industrials 16,430.0 $101K 0.02% NEW $6.13 -2.1%
835 ARDT ARDENT HEALTH INC Healthcare 10,196.0 $100K 0.02% $9.84 +14.3%
836 NXDR NEXTDOOR HOLDINGS INC Communication Services 43,892.0 $100K 0.02% -8K -16.1% $2.27 +4.4%
837 IMMUNITYBIO INC 11,204.0 $98K 0.02% -9K -43.5% $8.76
838 FATE FATE THERAPEUTICS INC Healthcare 35,872.0 $97K 0.02% -876.0 -2.4% $2.70 -9.6%
839 CRCT CRICUT INC Technology 21,973.0 $96K 0.02% NEW $4.39 +28.7%
840 EATON VANCE TAX-MANAGED GLOB 10,000.0 $96K 0.02% $9.64
Page 42 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%