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Portfolio (Quarterly) Guide ↗

Abel Hall, LLC

· CIK 0002013339
13F Portfolio $469M AUM 811 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 280 New 289 Added 164 Reduced
Page 1 of 15  ·  289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DFAC DIMENSIONAL ETF TRUST 1,109,445.0 $43.1M 9.18% +51K +4.8% $38.86 +15.5%
2 NVDA NVIDIA CORPORATION Technology 68,401.0 $11.9M 2.54% +2K +2.7% $174.40 +25.8%
3 DFSV DIMENSIONAL ETF TRUST 325,397.0 $11.4M 2.43% +6K +1.8% $35.04 +11.9%
4 DUHP DIMENSIONAL ETF TRUST 290,952.0 $10.7M 2.28% +8K +2.9% $36.76 +13.5%
5 AAPL APPLE INC Technology 39,696.0 $10.1M 2.15% +6K +16.2% $253.79 +32.8%
6 AMZN AMAZON COM INC Consumer Cyclical 28,286.0 $5.9M 1.25% +171.0 +0.6% $208.27 +20.6%
7 GOOGL ALPHABET INC Communication Services 13,838.0 $4.0M 0.85% +3K +27.6% $287.56 +20.8%
8 GOOG ALPHABET INC 12,697.0 $3.6M 0.78% +821.0 +6.9% $286.86
9 ASML ASML HLDG NV Technology 1,915.0 $2.5M 0.54% +140.0 +7.9% $1320.87 +23.4%
10 BERKSHIRE HATHAWAY INC DEL 5,233.0 $2.5M 0.53% +2K +63.8% $479.20
11 JNJ JOHNSON & JOHNSON Healthcare 10,067.0 $2.5M 0.52% +3K +33.3% $244.43 +10.6%
12 NVS NOVARTIS AG Healthcare 14,499.0 $2.2M 0.47% +2K +16.8% $152.75 -7.7%
13 WMT WALMART INC Consumer Defensive 16,331.0 $2.0M 0.43% +491.0 +3.1% $124.28 -14.1%
14 O REALTY INCOME CORP Real Estate 32,307.0 $2.0M 0.42% +3K +10.2% $61.18 -6.3%
15 MRK MERCK & CO INC Healthcare 15,909.0 $1.9M 0.41% +5K +39.7% $120.29 +22.3%
16 BE BLOOM ENERGY CORP Industrials 12,816.0 $1.7M 0.37% +2K +19.1% $135.49 +107.2%
17 NGG NATIONAL GRID PLC Utilities 19,926.0 $1.7M 0.36% +4K +24.4% $84.60 -8.3%
18 V VISA INC Financial Services 5,554.0 $1.7M 0.36% +3K +126.0% $302.23 +22.4%
19 LLY ELI LILLY & CO Healthcare 1,418.0 $1.3M 0.28% +44.0 +3.2% $919.47 +25.3%
20 BMY BRISTOL-MYERS SQUIBB CO Healthcare 21,100.0 $1.3M 0.27% +735.0 +3.6% $60.65 +3.6%
Page 1 of 15  ·  289 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 23.1%
Financial Services 17.7%
Healthcare 10.9%
Industrials 10.5%
Energy 9.5%
Real Estate 6.9%
Consumer Cyclical 6.9%
Consumer Defensive 4.3%
Communication Services 4.2%
Basic Materials 3.5%