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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 8 of 48  ·  955 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 C CITIGROUP INC Financial Services 5,136.0 $719K 0.12% +251.0 +5.1% $139.96 -5.9%
142 PSMT PRICESMART INC Consumer Defensive 3,657.0 $714K 0.12% +44.0 +1.2% $195.34 -11.5%
143 HUT 8 CORP 6,117.0 $706K 0.12% +436.0 +7.7% $115.44
144 SMTC SEMTECH CORP Technology 4,340.0 $702K 0.12% +49.0 +1.1% $161.85 -23.3%
145 PLXS PLEXUS CORP Technology 2,326.0 $699K 0.12% $300.67 -20.1%
146 PM PHILIP MORRIS INTL INC Consumer Defensive 3,846.0 $696K 0.12% +646.0 +20.2% $180.91 +4.0%
147 CPB THE CAMPBELLS COMPANY Consumer Defensive 31,206.0 $695K 0.12% -438.0 -1.4% $22.27 +7.5%
148 RKLB ROCKET LAB CORP Industrials 6,817.0 $693K 0.12% -539.0 -7.3% $101.65 -28.6%
149 BTI BRITISH AMERN TOB PLC Consumer Defensive 11,151.0 $689K 0.12% +303.0 +2.8% $61.76 -9.0%
150 EPR EPR PPTYS Real Estate 11,861.0 $688K 0.12% $58.01 +4.0%
151 SITM SITIME CORP Technology 920.0 $686K 0.12% $745.56 -17.5%
152 EME EMCOR GROUP INC Industrials 824.0 $684K 0.12% -9.0 -1.1% $830.03 -6.4%
153 ES EVERSOURCE ENERGY Utilities 9,428.0 $681K 0.12% -118.0 -1.2% $72.27 -2.9%
154 HD HOME DEPOT INC Consumer Cyclical 1,930.0 $681K 0.12% +741.0 +62.3% $352.62 -4.8%
155 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 8,329.0 $679K 0.12% +419.0 +5.3% $81.51 +6.9%
156 GLPI GAMING & LEISURE P Real Estate 15,129.0 $674K 0.12% -1K -8.1% $44.53 -2.2%
157 SAP SAP SE Technology 4,340.0 $669K 0.12% +2K +90.4% $154.10 +41.9%
158 PANW PALO ALTO NETWORKS INC Technology 1,958.0 $668K 0.12% NEW $341.02 +4.9%
159 TOTALENERGIES SE 8,522.0 $663K 0.12% -7K -45.9% $77.76
160 SNEX STONEX GROUP INC Financial Services 5,564.0 $659K 0.11% +250.0 +4.7% $118.50 -42.2%
Page 8 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%