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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 5 of 48  ·  955 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RLJ RLJ LODGING TR Real Estate 85,652.0 $1.0M 0.17% +25K +41.3% $11.85 -3.0%
82 RVMD REVOLUTION MEDICINES INC Healthcare 5,394.0 $1.0M 0.17% -448.0 -7.7% $187.28 +11.8%
83 MRK MERCK & CO INC Healthcare 7,789.0 $1.0M 0.17% -8K -51.0% $128.50 +18.7%
84 SAN BANCO SANTANDER SA Financial Services 71,943.0 $993K 0.17% +1K +1.9% $13.80 +5.7%
85 PK PARK HOTELS & RESORTS INC Real Estate 69,076.0 $984K 0.17% +35K +104.6% $14.25 +10.7%
86 PFE PFIZER INC Healthcare 40,621.0 $978K 0.17% -3K -7.1% $24.08 +16.6%
87 PFFA ETFIS SER TR I 47,500.0 $977K 0.17% $20.57 +1.6%
88 UPS UNITED PARCEL SVCS INC Industrials 9,082.0 $976K 0.17% +168.0 +1.9% $107.50 -5.1%
89 BHF BRIGHTHOUSE FINL INC Financial Services 15,398.0 $975K 0.17% NEW $63.30 -17.4%
90 FN FABRINET Technology 1,709.0 $961K 0.17% -647.0 -27.5% $562.08 -22.3%
91 FORM FORMFACTOR INC Technology 5,990.0 $958K 0.17% +93.0 +1.6% $159.93 -28.6%
92 INN SUMMIT HOTEL PPTYS Real Estate 135,250.0 $948K 0.16% NEW $7.01 -12.1%
93 RQI COHEN & STEERS QUALITY INCOM Financial Services 76,000.0 $936K 0.16% $12.31 +0.6%
94 NVO NOVO-NORDISK A S Healthcare 19,198.0 $920K 0.16% +13K +216.1% $47.94 -2.5%
95 GS GOLDMAN SACHS GROUP INC Financial Services 889.0 $900K 0.15% +15.0 +1.7% $1011.83 +2.7%
96 UNP UNION PAC CORP Industrials 3,263.0 $888K 0.15% +35.0 +1.1% $272.00 +13.3%
97 SO SOUTHERN CO Utilities 9,189.0 $879K 0.15% -587.0 -6.0% $95.71 -7.1%
98 LIN LINDE PLC Basic Materials 1,687.0 $875K 0.15% +151.0 +9.8% $518.83 -6.0%
99 IONQ IONQ INC Technology 16,239.0 $865K 0.15% -3K -14.8% $53.26 -15.8%
100 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 36,491.0 $860K 0.15% +2K +4.6% $23.58 +6.2%
Page 5 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%