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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 3 of 15  ·  289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 KO COCA COLA CO Consumer Defensive 13,169.0 $1.0M 0.21% +5K +53.2% $76.05 +5.8%
42 AMD ADVANCED MICRO DEVICES INC Technology 4,851.0 $987K 0.21% +654.0 +15.6% $203.43 +113.8%
43 CDE COEUR MNG INC Basic Materials 51,445.0 $966K 0.21% +13K +32.8% $18.77 -4.0%
44 KIM KIMCO REALTY CORP Real Estate 42,602.0 $957K 0.20% +21K +92.8% $22.47 +3.7%
45 PEP PEPSICO INC Consumer Defensive 6,112.0 $949K 0.20% +2K +47.1% $155.29 -4.3%
46 SO SOUTHERN CO Utilities 9,776.0 $944K 0.20% +3K +34.8% $96.52 -4.1%
47 USB US BANCORP Financial Services 17,799.0 $926K 0.20% +7K +70.7% $52.01 +2.4%
48 RQI COHEN & STEERS QUALITY INCOM Financial Services 76,000.0 $916K 0.20% +25K +49.0% $12.05 +8.2%
49 ADI ANALOG DEVICES INC Technology 2,857.0 $909K 0.19% +623.0 +27.9% $318.14 +34.0%
50 COLD AMERICOLD REALTY TRUST INC Real Estate 78,819.0 $903K 0.19% +64K +429.2% $11.46 +25.2%
51 FIX COMFORT SYS USA INC Industrials 640.0 $883K 0.19% +11.0 +1.8% $1379.99 +40.1%
52 UPS UNITED PARCEL SVCS INC Industrials 8,914.0 $877K 0.19% +1K +18.0% $98.38 -2.8%
53 AMGN AMGEN INC Healthcare 2,431.0 $855K 0.18% +1K +150.4% $351.85 -8.4%
54 MCD MCDONALDS CORP Consumer Cyclical 2,672.0 $830K 0.18% +1K +77.3% $310.76 -11.1%
55 TTMI TTM TECHNOLOGIES INC Technology 8,492.0 $827K 0.18% +853.0 +11.2% $97.42 +68.8%
56 EIX EDISON INTL Utilities 11,154.0 $816K 0.17% +323.0 +3.0% $73.18 -5.0%
57 T AT&T INC Communication Services 27,878.0 $808K 0.17% +16K +142.2% $28.99 -17.0%
58 PH PARKER-HANNIFIN CORP Industrials 895.0 $801K 0.17% +13.0 +1.5% $894.89 -3.7%
59 GEV GE VERNOVA INC Utilities 907.0 $792K 0.17% +180.0 +24.8% $872.90 +18.2%
60 UNP UNION PAC CORP Industrials 3,228.0 $783K 0.17% +1K +52.7% $242.62 +11.4%
Page 3 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%