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Portfolio (Quarterly) Guide ↗

Abel Hall, LLC

· CIK 0002013339
13F Portfolio $469.5B AUM 811 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 280 New 289 Added 164 Reduced 183 Exited
Page 13 of 15  ·  289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SILA SILA REALTY TRUST INC Real Estate 10,226.0 $242K 0.05% +167.0 +1.7% $23.68 +29.0%
242 HCA HCA HEALTHCARE INC Healthcare 508.0 $240K 0.05% +69.0 +15.7% $473.34 -10.6%
243 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 1,222.0 $239K 0.05% +101.0 +9.0% $195.41 -9.8%
244 VISN VISTANCE NETWORKS INC Technology 13,116.0 $239K 0.05% +2K +16.1% $18.20 -37.5%
245 BGC BGC GROUP INC Financial Services 24,379.0 $238K 0.05% +4K +21.6% $9.78 +16.5%
246 NOW SERVICENOW INC Technology 2,238.0 $234K 0.05% +927.0 +70.7% $104.55 -9.1%
247 ENVA ENOVA INTL INC Financial Services 1,657.0 $225K 0.05% +317.0 +23.7% $135.83 +20.8%
248 SBAC SBA COMMUNICATIONS CORP Real Estate 1,302.0 $224K 0.05% +266.0 +25.7% $172.11 +16.0%
249 APOS APOLLO GLOBAL MGMT INC Financial Services 1,987.0 $221K 0.05% +65.0 +3.4% $111.42 -76.8%
250 LAND GLADSTONE LD CORP Real Estate 21,704.0 $221K 0.05% +1K +7.4% $10.20 -7.8%
251 NOK NOKIA CORP Technology 26,143.0 $210K 0.04% +769.0 +3.0% $8.04 +73.5%
252 ZETA ZETA GLOBAL HOLDINGS CORP Technology 13,045.0 $208K 0.04% +3K +31.6% $15.92 +8.0%
253 AXSM AXSOME THERAPEUTICS INC. Healthcare 1,203.0 $203K 0.04% +34.0 +2.9% $169.02 +34.5%
254 WU WESTERN UN CO Financial Services 23,224.0 $203K 0.04% +10K +80.2% $8.73 -4.5%
255 OXLC OXFORD LANE CAP CORP Financial Services 20,000.0 $196K 0.04% +10K +100.0% $9.78 +1.9%
256 RLAY RELAY THERAPEUTICS INC Healthcare 18,237.0 $181K 0.04% +5K +40.5% $9.95 +22.6%
257 HIGHLAND OPPS & INCOME FD 30,000.0 $171K 0.04% +10K +50.0% $5.71
258 PTEN PATTERSON-UTI ENERGY INC Energy 15,632.0 $169K 0.04% +169.0 +1.1% $10.83 +14.7%
259 LIONSGATE STUDIOS CORP 17,397.0 $167K 0.04% +6K +52.2% $9.59
260 NMR NOMURA HLDGS INC Financial Services 21,125.0 $167K 0.04% +1K +7.0% $7.89 +1.4%
Page 13 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%