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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 44 of 48  ·  955 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 CATX PERSPECTIVE THERAPEUTICS INC Healthcare 22,994.0 $78K 0.01% +11K +95.0% $3.41 -3.2%
862 ZURA BIO LTD 13,229.0 $78K 0.01% $5.90
863 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 16,828.0 $78K 0.01% +6K +55.9% $4.62 -23.6%
864 HNST HONEST CO INC Consumer Cyclical 21,225.0 $78K 0.01% +280.0 +1.3% $3.66 +38.0%
865 KRO KRONOS WORLDWIDE INC Basic Materials 12,267.0 $78K 0.01% +70.0 +0.6% $6.33 +29.5%
866 EVH EVOLENT HEALTH INC Healthcare 14,150.0 $77K 0.01% NEW $5.42 -12.5%
867 OVID OVID THERAPEUTICS INC Healthcare 28,324.0 $76K 0.01% -3K -9.2% $2.69 +4.1%
868 NG NOVAGOLD RESOURCES INC Basic Materials 12,693.0 $76K 0.01% $5.97 +46.1%
869 MRVI MARAVAI LIFESCIENCES HLDGS I Healthcare 12,097.0 $75K 0.01% -811.0 -6.3% $6.24 +38.5%
870 UAA UNDER ARMOUR INC Consumer Cyclical 11,735.0 $75K 0.01% NEW $6.39 -15.6%
871 SATL SATELLOGIC INC Technology 12,812.0 $73K 0.01% +123.0 +1.0% $5.72 -0.0%
872 TROX TRONOX HOLDINGS PLC Basic Materials 11,602.0 $73K 0.01% -817.0 -6.6% $6.30 -11.7%
873 RC READY CAPITAL CORP Real Estate 40,733.0 $71K 0.01% NEW $1.75 +7.4%
874 ACH ACCENDRA HEALTH INC Healthcare 20,113.0 $69K 0.01% +601.0 +3.1% $3.42 -64.9%
875 ACTG ACACIA RESH CORP Industrials 14,416.0 $67K 0.01% $4.66 -3.2%
876 EOSE EOS ENERGY ENTERPRISES INC Industrials 11,380.0 $67K 0.01% $5.88 -35.2%
877 NKTX NKARTA INC Healthcare 23,245.0 $66K 0.01% -868.0 -3.6% $2.83 -6.0%
878 RCEL AVITA MEDICAL INC Healthcare 15,779.0 $65K 0.01% -1K -6.1% $4.13 +143.6%
879 CURV TORRID HLDGS INC Consumer Cyclical 34,410.0 $64K 0.01% +1K +3.0% $1.87 +18.2%
880 PGEN PRECIGEN INC Healthcare 11,229.0 $64K 0.01% +168.0 +1.5% $5.70 +26.3%
Page 44 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%