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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 1 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 BLK BLACKROCK INC Financial Services 740 $792K 0.18% SOLD
2 TXNM ENERGY INC 12,290 $724K 0.17% SOLD
3 MCO MOODYS CORP Financial Services 1,293 $661K 0.15% SOLD
4 AVIDITY BIOSCIENCES INC 8,596 $620K 0.14% SOLD
5 ASTRAZENECA PLC 6,418 $590K 0.14% SOLD
6 CADENCE BANK 13,298 $570K 0.13% SOLD
7 CTAS CINTAS CORP Industrials 2,989 $562K 0.13% SOLD
8 SPGI S&P GLOBAL INC Financial Services 1,005 $525K 0.12% SOLD
9 MRSH MARSH & MCLENNAN COS INC Financial Services 2,811 $522K 0.12% SOLD
10 SBRA SABRA HEALTH CARE REIT INC Real Estate 25,578 $484K 0.11% SOLD
11 PANW PALO ALTO NETWORKS INC Technology 2,582 $476K 0.11% SOLD
12 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 1,111 $442K 0.10% SOLD
13 BKH BLACK HILLS CORP Utilities 6,335 $440K 0.10% SOLD
14 IVT INVENTRUST PPTYS CORP Real Estate 15,341 $433K 0.10% SOLD
15 ABCB AMERIS BANCORP Financial Services 5,595 $416K 0.10% SOLD
16 OPCH OPTION CARE HEALTH INC Healthcare 12,881 $410K 0.10% SOLD
17 NVR NVR INC Consumer Cyclical 56 $408K 0.10% SOLD
18 ADBE ADOBE INC Technology 1,155 $404K 0.09% SOLD
19 PIPER SANDLER COMPANIES 1,168 $397K 0.09% SOLD
20 CIVITAS RESOURCES INC 14,311 $388K 0.09% SOLD
Page 1 of 10  ·  183 positions
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%