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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 46 of 48  ·  955 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 DNUT KRISPY KREME INC Consumer Defensive 13,195.0 $47K 0.01% -87.0 -0.7% $3.53 +1.7%
902 ESPR ESPERION THERAPEUTICS INC NE Healthcare 14,521.0 $46K 0.01% +2K +16.2% $3.16 +0.6%
903 BDN BRANDYWINE RLTY TR Real Estate 14,046.0 $45K 0.01% NEW $3.17 -4.4%
904 GTM ZOOMINFO TECHNOLOGIES INC Technology 15,101.0 $44K 0.01% NEW $2.93 +35.5%
905 ATLANTIC INTL CORP 46,412.0 $43K 0.01% NEW $0.92
906 GTN GRAY MEDIA INC Communication Services 10,181.0 $40K 0.01% -1K -9.4% $3.97 +24.4%
907 INMB INMUNE BIO INC Healthcare 24,559.0 $40K 0.01% NEW $1.63 +42.3%
908 REI RING ENERGY INC Energy 36,068.0 $39K 0.01% +688.0 +1.9% $1.08 +37.0%
909 XRX XEROX HOLDINGS CORP Technology 12,070.0 $38K 0.01% NEW $3.13 -7.3%
910 GERN GERON CORP Healthcare 29,469.0 $38K 0.01% -34K -53.7% $1.28 +18.8%
911 TTGT TECHTARGET INC Communication Services 10,278.0 $37K 0.01% NEW $3.60 +6.1%
912 OPAL OPAL FUELS INC Utilities 16,611.0 $37K 0.01% NEW $2.20 -3.6%
913 AMC ENTMT HLDGS INC 19,176.0 $36K 0.01% NEW $1.90
914 AGEN AGENUS INC Healthcare 11,760.0 $36K 0.01% NEW $3.06 +164.4%
915 VENU HLDG CORP 15,647.0 $36K 0.01% NEW $2.27
916 ALT ALTIMMUNE INC Healthcare 11,527.0 $35K 0.01% NEW $3.04 +2.3%
917 GOGO GOGO INC Communication Services 11,260.0 $35K 0.01% NEW $3.10 -13.5%
918 LVWR LIVEWIRE GROUP INC Consumer Cyclical 30,814.0 $35K 0.01% NEW $1.12 +7.1%
919 RENT THE RUNWAY INC 10,582.0 $33K 0.01% NEW $3.15
920 VERI VERITONE INC Technology 23,907.0 $33K 0.01% NEW $1.37 -37.3%
Page 46 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%