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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 9 of 48  ·  955 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BST BLACKROCK SCIENCE & TECHNOLO Financial Services 13,000.0 $659K 0.11% $50.71 -3.4%
162 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 83,600.0 $659K 0.11% $7.88 -4.8%
163 PEP PEPSICO INC Consumer Defensive 4,845.0 $656K 0.11% -1K -20.7% $135.40 +6.8%
164 VSAT VIASAT INC Technology 7,263.0 $652K 0.11% +158.0 +2.2% $89.81 -19.5%
165 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 40,603.0 $651K 0.11% +7K +19.1% $16.03 +13.8%
166 CRS CARPENTER TECHNOLOGY CORP Industrials 1,055.0 $651K 0.11% +17.0 +1.6% $616.84 -22.7%
167 DELL DELL TECHNOLOGIES INC Technology 1,508.0 $651K 0.11% +8.0 +0.5% $431.46 +0.4%
168 RHI ROBERT HALF INC. Industrials 20,981.0 $644K 0.11% +801.0 +4.0% $30.70 +47.0%
169 EQIX EQUINIX INC Real Estate 613.0 $639K 0.11% $1042.39 +1.2%
170 RIOT RIOT PLATFORMS INC Financial Services 23,260.0 $637K 0.11% +768.0 +3.4% $27.38 -27.0%
171 CAG CONAGRA BRANDS INC Consumer Defensive 47,310.0 $637K 0.11% +15K +45.8% $13.46 +23.8%
172 MO ALTRIA GROUP INC Consumer Defensive 8,738.0 $629K 0.11% +483.0 +5.8% $71.95 -4.8%
173 HMC HONDA MOTOR CO LTD Consumer Cyclical 23,130.0 $627K 0.11% NEW $27.11 +20.2%
174 IBM INTERNATIONAL BUSINESS MACHS Technology 2,224.0 $625K 0.11% +240.0 +12.1% $281.21 -17.8%
175 MFG MIZUHO FINANCIAL GROUP INC Financial Services 65,105.0 $624K 0.11% +2K +3.3% $9.58 +6.8%
176 VRT VERTIV HOLDINGS CO Industrials 1,855.0 $621K 0.11% -10.0 -0.5% $334.82 -23.8%
177 BK BANK OF NY MELLON CORP Financial Services 4,254.0 $615K 0.11% +32.0 +0.8% $144.61 -0.6%
178 MAC MACERICH CO Real Estate 24,318.0 $613K 0.11% +507.0 +2.1% $25.19 -3.3%
179 DUK DUKE ENERGY CORP NEW Utilities 4,832.0 $612K 0.11% +1K +34.2% $126.58 -3.6%
180 INVH INVITATION HOMES INC Real Estate 20,143.0 $609K 0.10% +10K +98.7% $30.21 +0.8%
Page 9 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%