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Portfolio (Quarterly) Guide ↗

Abel Hall, LLC

· CIK 0002013339
13F Portfolio $428M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 714 New
Page 24 of 36  ·  714 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 2,873.0 $236K 0.06% NEW $82.02 -22.6%
462 CVSA ADTALEM GLOBAL ED INC Consumer Cyclical 2,277.0 $236K 0.06% NEW $103.47 +20.0%
463 SILA SILA REALTY TRUST INC Real Estate 10,059.0 $234K 0.06% NEW $23.31 +29.6%
464 SFM SPROUTS FMRS MKT INC Consumer Defensive 2,940.0 $234K 0.06% NEW $79.67 +11.8%
465 HOOD ROBINHOOD MKTS INC Financial Services 2,062.0 $233K 0.05% NEW $113.10 -33.0%
466 CYTK CYTOKINETICS INC Healthcare 3,666.0 $233K 0.05% NEW $63.54 +23.2%
467 PAYX PAYCHEX INC Industrials 2,066.0 $232K 0.05% NEW $112.18 -16.0%
468 NEU NEWMARKET CORP Basic Materials 335.0 $230K 0.05% NEW $687.83 +2.6%
469 NEE NEXTERA ENERGY INC Utilities 2,868.0 $230K 0.05% NEW $80.29 +10.5%
470 USAC USA COMPRESSION PARTNERS LP Energy 10,000.0 $230K 0.05% NEW $23.00 +28.9%
471 SFBS SERVISFIRST BANCSHARES INC Financial Services 3,203.0 $230K 0.05% NEW $71.79 +6.9%
472 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 2,140.0 $229K 0.05% NEW $107.04 -15.6%
473 JEPI J P MORGAN EXCHANGE TRADED F 4,000.0 $229K 0.05% NEW $57.24 -1.9%
474 CSW INDUSTRIALS INC 779.0 $229K 0.05% NEW $293.53
475 RRR RED ROCK RESORTS INC Consumer Cyclical 3,683.0 $228K 0.05% NEW $61.95 -15.4%
476 MCK MCKESSON CORP Healthcare 278.0 $228K 0.05% NEW $820.29 -8.0%
477 LNC LINCOLN NATL CORP IND Financial Services 5,113.0 $228K 0.05% NEW $44.53 -20.3%
478 DUK DUKE ENERGY CORP NEW Utilities 1,942.0 $228K 0.05% NEW $117.21 +6.2%
479 EXP EAGLE MATLS INC Basic Materials 1,100.0 $227K 0.05% NEW $206.71 -5.3%
480 FDX FEDEX CORP Industrials 786.0 $227K 0.05% NEW $288.86 +33.9%
Page 24 of 36  ·  714 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 25.2%
Financial Services 20.2%
Healthcare 10.8%
Industrials 9.7%
Consumer Cyclical 8.3%
Energy 6.5%
Real Estate 5.8%
Communication Services 5.6%
Consumer Defensive 3.0%
Basic Materials 2.8%