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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 43 of 48  ·  955 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 WVE WAVE LIFE SCIENCES LTD Healthcare 16,569.0 $96K 0.02% NEW $5.81 -11.4%
842 NIQ GLOBAL INTELLIGENCE PLC 10,140.0 $95K 0.02% NEW $9.35
843 INHIBIKASE THERAPEUTICS INC 46,352.0 $94K 0.02% +32K +218.3% $2.03
844 ABR ARBOR REALTY TRUST INC Real Estate 17,277.0 $94K 0.02% NEW $5.42 -3.1%
845 BTG B2GOLD CORP Basic Materials 25,000.0 $94K 0.02% $3.74 +51.6%
846 PBYI PUMA BIOTECHNOLOGY INC Healthcare 11,520.0 $93K 0.02% $8.11 +12.6%
847 BORR DRILLING LTD 22,608.0 $93K 0.02% -3K -10.5% $4.13
848 BBAI BIGBEAR AI HLDGS INC Technology 25,200.0 $92K 0.02% NEW $3.67 -15.3%
849 EVGO EVGO INC Consumer Cyclical 47,732.0 $91K 0.02% -3K -6.0% $1.91 -22.3%
850 HRTX HERON THERAPEUTICS INC Healthcare 213,185.0 $91K 0.02% +196K +1160.9% $0.43 -26.3%
851 LENZ LENZ THERAPEUTICS INC Healthcare 15,876.0 $90K 0.02% NEW $5.68 -18.0%
852 ABUS ARBUTUS BIOPHARMA CORP Healthcare 18,300.0 $88K 0.01% -2K -8.8% $4.80 +8.4%
853 TRON TRON INC Consumer Cyclical 54,473.0 $88K 0.01% NEW $1.61 +30.7%
854 AKBA AKEBIA THREAPEUTICS INC Healthcare 75,438.0 $86K 0.01% NEW $1.14 -22.4%
855 SPRY ARS PHARMACEUTICALS INC Healthcare 10,536.0 $84K 0.01% NEW $8.01 -33.9%
856 BTBT BIT DIGITAL INC Financial Services 46,551.0 $84K 0.01% +16K +54.3% $1.80 -12.2%
857 SABA SABA CAPITAL INCOME & OPPORT Financial Services 10,000.0 $84K 0.01% $8.35 -1.7%
858 TDUP THREDUP INC Consumer Cyclical 11,997.0 $82K 0.01% +179.0 +1.5% $6.85 -59.5%
859 OPRT OPORTUN FINL CORP Financial Services 14,290.0 $82K 0.01% +2K +15.7% $5.71 +32.8%
860 OEC ORION S.A. Basic Materials 11,962.0 $79K 0.01% -361.0 -2.9% $6.63 -6.3%
Page 43 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%