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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 10 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MGEE MGE ENERGY INC Utilities 2,623.0 $203K 0.04% NEW $77.29 -3.5%
182 CNS COHEN & STEERS INC Financial Services 3,237.0 $202K 0.04% NEW $62.55 +14.9%
183 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 6,662.0 $202K 0.04% NEW $30.36 +2.7%
184 LBRDA LIBERTY BROADBAND CORP Communication Services 4,021.0 $202K 0.04% NEW $50.22 -33.7%
185 LMT LOCKHEED MARTIN CORP Industrials 332.0 $201K 0.04% NEW $604.39 -13.1%
186 DK DELEK US HLDGS INC NEW Energy 4,440.0 $200K 0.04% NEW $45.07 +0.2%
187 PDT HANCOCK JOHN PREM DIVID FD Financial Services 15,000.0 $196K 0.04% NEW $13.10 -2.8%
188 PINE ALPINE INCOME PPTY TR INC Real Estate 10,494.0 $189K 0.04% NEW $18.00 +5.5%
189 OWL BLUE OWL CAPITAL INC Financial Services 20,572.0 $188K 0.04% NEW $9.13 +3.8%
190 XPRO EXPRO GROUP HOLDINGS NV Energy 10,617.0 $185K 0.04% NEW $17.41 -4.0%
191 TFSL TFS FINL CORP Financial Services 12,830.0 $180K 0.04% NEW $14.05 +9.3%
192 MITK MITEK SYS INC Technology 13,053.0 $176K 0.04% NEW $13.50 +5.8%
193 GRND GRINDR INC Technology 14,482.0 $175K 0.04% NEW $12.09 +11.2%
194 DOC HEALTHPEAK PROPERTIES INC Real Estate 10,073.0 $165K 0.04% NEW $16.43 +17.7%
195 LC LENDINGCLUB ISSUANCE TR SER Financial Services 11,105.0 $159K 0.03% NEW $14.32 +6.3%
196 IMMUNITYBIO INC 19,813.0 $152K 0.03% NEW $7.67
197 UMH UMH PPTYS INC Real Estate 10,434.0 $151K 0.03% NEW $14.43 +4.9%
198 SLRC SLR INVESTMENT CORP Financial Services 10,000.0 $143K 0.03% NEW $14.31 -8.6%
199 OFIX ORTHOFIX MED INC Healthcare 12,126.0 $139K 0.03% NEW $11.47 +5.5%
200 APLE APPLE HOSPITALITY REIT INC Real Estate 12,057.0 $139K 0.03% NEW $11.51 +20.7%
Page 10 of 14  ·  280 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%