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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 47 of 48  ·  955 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 SBC MED GROUP HLDGS INC 10,607.0 $33K 0.01% NEW $3.08
922 SOC SABLE OFFSHORE CORP Energy 10,583.0 $33K 0.01% NEW $3.08 +65.6%
923 SABR SABRE CORP Consumer Cyclical 15,554.0 $33K 0.01% +3K +27.4% $2.09 +0.5%
924 EVEX EVE HLDG INC Industrials 12,820.0 $32K 0.01% +2K +24.0% $2.51 +4.8%
925 CNTN CANTON STRATEGIC HOLDINGS IN Healthcare 11,175.0 $32K 0.01% NEW $2.82 -22.3%
926 BRCC BRC INC Consumer Defensive 27,755.0 $31K 0.01% +17K +164.4% $1.11 -20.7%
927 CERS CERUS CORP Healthcare 10,398.0 $30K 0.01% -223.0 -2.1% $2.92 -3.8%
928 SVC SERVICE PPTYS TR Real Estate 17,531.0 $30K 0.01% -12K -40.4% $1.69 +377.5%
929 CLPR CLIPPER RLTY INC Real Estate 10,325.0 $28K 0.01% -446.0 -4.1% $2.72 +20.6%
930 AMTX AEMETIS INC Energy 16,501.0 $27K 0.01% NEW $1.64 +26.2%
931 CDXS CODEXIS INC Healthcare 11,916.0 $27K 0.01% NEW $2.26 -26.1%
932 PLBY PLAYBOY INC Consumer Cyclical 22,047.0 $27K 0.01% NEW $1.22 +0.0%
933 IVVD INVIVYD INC Healthcare 30,772.0 $27K 0.01% NEW $0.87 +14.2%
934 ALXO ALX ONCOLOGY HLDGS INC Healthcare 12,731.0 $26K 0.01% +133.0 +1.1% $2.07 -1.4%
935 ALIT ALIGHT INC Technology 45,026.0 $25K 0.00% +10K +30.3% $11.20 +27.0%
936 PACB PACIFIC BIOSCIENCES CALIF IN Healthcare 14,963.0 $25K 0.00% -8K -34.1% $1.68 -19.6%
937 TUHURA BIOSCIENCES INC 10,661.0 $25K 0.00% +634.0 +6.3% $2.34
938 OCGN OCUGEN INC Healthcare 15,206.0 $23K 0.00% +428.0 +2.9% $1.53 -9.1%
939 BZAI BLAIZE HLDGS INC Technology 15,952.0 $22K 0.00% -2K -9.4% $1.38 -65.3%
940 SES SES AI CORPORATION Consumer Cyclical 22,647.0 $22K 0.00% -416.0 -1.8% $0.96 -43.7%
Page 47 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%