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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 14 of 15  ·  289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 BLUE OWL CAPITAL CORPORATION 15,000.0 $166K 0.04% +5K +50.0% $11.06
262 AUR AURORA INNOVATION INC Technology 37,638.0 $155K 0.03% +24K +176.8% $4.12 +68.4%
263 NVAX NOVAVAX INC Healthcare 18,050.0 $147K 0.03% +4K +30.7% $8.14 +11.3%
264 BORR DRILLING LTD 25,262.0 $146K 0.03% +3K +11.3% $5.77
265 PLUG PLUG PWR INC Industrials 62,213.0 $141K 0.03% +5K +9.2% $2.26 +52.7%
266 TIC TIC SOLUTIONS INC Industrials 21,138.0 $139K 0.03% +11K +103.1% $6.58 +36.8%
267 CLVT CLARIVATE PLC Technology 54,302.0 $137K 0.03% +6K +12.4% $2.53 -2.0%
268 ACHR ARCHER AVIATION INC Industrials 26,340.0 $136K 0.03% +914.0 +3.6% $5.17 +14.3%
269 SB SAFE BULKERS INC Industrials 21,360.0 $135K 0.03% +201.0 +0.9% $6.33 +10.7%
270 COMP COMPASS INC Technology 14,467.0 $106K 0.02% +2K +16.0% $7.31 +8.2%
271 TDAY USA TODAY CO INC Communication Services 14,516.0 $102K 0.02% +2K +12.9% $7.05 +7.9%
272 MQ MARQETA INC Technology 23,630.0 $96K 0.02% +10K +67.6% $4.08 -3.4%
273 GERN GERON CORP Healthcare 63,642.0 $95K 0.02% +20K +45.9% $1.49 -17.5%
274 EVGO EVGO INC Consumer Cyclical 50,759.0 $87K 0.02% +22K +78.4% $1.72 +11.6%
275 NWL NEWELL BRANDS INC Consumer Defensive 21,760.0 $75K 0.02% +10K +91.3% $3.43 +6.4%
276 PBYI PUMA BIOTECHNOLOGY INC Healthcare 11,474.0 $73K 0.02% +681.0 +6.3% $6.39 +6.6%
277 NXDR NEXTDOOR HOLDINGS INC Communication Services 52,337.0 $73K 0.02% +17K +49.4% $1.40 +48.6%
278 ACTG ACACIA RESH CORP Industrials 14,452.0 $70K 0.01% +804.0 +5.9% $4.81 -4.6%
279 ALLO ALLOGENE THERAPEUTICS INC Healthcare 26,647.0 $65K 0.01% +10K +56.4% $2.44 -22.5%
280 OLPX OLAPLEX HLDGS INC Consumer Cyclical 28,663.0 $58K 0.01% +9K +44.6% $2.03 -0.0%
Page 14 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%