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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 6 of 15  ·  289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GE GE AEROSPACE Industrials 1,884.0 $535K 0.11% +16.0 +0.9% $283.77 +0.4%
102 PM PHILIP MORRIS INTL INC Consumer Defensive 3,200.0 $529K 0.11% +1K +57.3% $165.34 +15.6%
103 CCI CROWN CASTLE INC Real Estate 6,457.0 $525K 0.11% +207.0 +3.3% $81.31 +8.7%
104 KRG KITE REALTY GROUP TRUST Real Estate 21,104.0 $518K 0.11% +7K +51.0% $24.55 +6.3%
105 ROST ROSS STORES INC Consumer Cyclical 2,389.0 $518K 0.11% +515.0 +27.5% $216.63 -2.8%
106 MOOG INC 1,766.0 $517K 0.11% +287.0 +19.4% $292.64
107 TROW PRICE T ROWE GROUP INC Financial Services 5,690.0 $513K 0.11% +1K +29.4% $90.14 +13.1%
108 RHI ROBERT HALF INC. Industrials 20,180.0 $513K 0.11% +7K +56.7% $25.40 +3.7%
109 HWM HOWMET AEROSPACE INC Industrials 2,221.0 $512K 0.11% +762.0 +52.2% $230.46 +12.1%
110 CAG CONAGRA BRANDS INC Consumer Defensive 32,444.0 $510K 0.11% +17K +112.7% $15.72 -13.2%
111 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,028.0 $505K 0.11% +469.0 +83.9% $491.58 -10.7%
112 INSM INSMED INC Healthcare 3,090.0 $505K 0.11% +471.0 +18.0% $163.52 -35.3%
113 MFG MIZUHO FINANCIAL GROUP INC Financial Services 63,045.0 $501K 0.11% +1K +2.0% $7.94 +5.2%
114 UBSI UNITED BANKSHARES INC WEST V Financial Services 12,018.0 $498K 0.11% +5K +66.0% $41.42 +2.9%
115 INTC INTEL CORP Technology 11,247.0 $496K 0.11% +1K +10.7% $44.13 +141.3%
116 CASY CASEYS GEN STORES INC Consumer Cyclical 676.0 $492K 0.10% +28.0 +4.3% $728.12 +17.6%
117 TXN TEXAS INSTRS INC Technology 2,517.0 $489K 0.10% +576.0 +29.7% $194.15 +55.1%
118 FCFS FIRSTCASH HOLDINGS INC Financial Services 2,597.0 $488K 0.10% +34.0 +1.3% $188.00 +20.9%
119 LITE LUMENTUM HLDGS INC Technology 693.0 $487K 0.10% +36.0 +5.5% $702.76 +26.4%
120 GILD GILEAD SCIENCES INC Healthcare 3,407.0 $475K 0.10% +2K +86.7% $139.37 -6.4%
Page 6 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%