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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
Q1 2026 Q4 2025 · All 280 New 289 Added 164 Reduced 183 Exited
Page 10 of 15  ·  289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SFBS SERVISFIRST BANCSHARES INC Financial Services 4,660.0 $339K 0.07% +1K +45.5% $72.83 +4.6%
182 ATI ATI INC Industrials 2,323.0 $338K 0.07% +58.0 +2.6% $145.46 +3.4%
183 CNR CORE NATURAL RESOURCES INC Energy 3,222.0 $337K 0.07% +191.0 +6.3% $104.73 -19.9%
184 FTAI AVIATION LTD 1,362.0 $334K 0.07% +79.0 +6.2% $245.00
185 PG PROCTER & GAMBLE CO Consumer Defensive 2,300.0 $332K 0.07% +795.0 +52.8% $144.42 -1.4%
186 SMTC SEMTECH CORP Technology 4,291.0 $330K 0.07% +586.0 +15.8% $76.89 +72.2%
187 FDX FEDEX CORP Industrials 918.0 $327K 0.07% +132.0 +16.8% $356.18 +3.8%
188 CMI CUMMINS INC Industrials 606.0 $326K 0.07% +81.0 +15.4% $537.62 +22.7%
189 AUB ATLANTIC UN BANKSHARES CORP Financial Services 9,111.0 $326K 0.07% +2K +31.1% $35.74 +2.6%
190 AMT AMERICAN TOWER CORP Real Estate 1,864.0 $322K 0.07% +578.0 +45.0% $172.57 +6.0%
191 KKR KKR & CO INC Financial Services 3,471.0 $321K 0.07% +2K +95.7% $92.50 +3.8%
192 QBTS D-WAVE QUANTUM INC Technology 22,126.0 $319K 0.07% +4K +22.6% $14.43 +32.1%
193 EXR EXTRA SPACE STORAGE INC Real Estate 2,434.0 $319K 0.07% +238.0 +10.8% $131.13 +6.2%
194 HAS HASBRO INC Consumer Cyclical 3,401.0 $318K 0.07% +527.0 +18.3% $93.60 +0.1%
195 ACAD ACADIA PHARMACEUTICALS INC Healthcare 14,255.0 $317K 0.07% +4K +41.5% $22.26 -8.0%
196 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,142.0 $314K 0.07% +378.0 +49.5% $275.18 -8.2%
197 AON AON PLC Financial Services 971.0 $313K 0.07% +215.0 +28.4% $322.77 +0.3%
198 DE DEERE & CO Industrials 553.0 $312K 0.07% +46.0 +9.1% $563.65 +0.1%
199 MEDP MEDPACE HLDGS INC Healthcare 649.0 $312K 0.07% +289.0 +80.3% $480.19 -12.4%
200 BOX BOX INC Technology 13,178.0 $312K 0.07% +3K +30.9% $23.64 +8.7%
Page 10 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 22.7%
Financial Services 17.7%
Healthcare 10.7%
Industrials 10.3%
Energy 9.5%
Real Estate 6.8%
Consumer Cyclical 6.8%
Communication Services 5.3%
Consumer Defensive 4.2%
Basic Materials 3.4%