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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 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TDW TIDEWATER INC NEW Energy 4,176.0 $349K 0.07% NEW $83.55 -1.4%
42 KMB KIMBERLY-CLARK CORP Consumer Defensive 3,582.0 $346K 0.07% NEW $96.47 -0.6%
43 PHG KONINKLIJKE PHILIPS N V Healthcare 12,459.0 $341K 0.07% NEW $27.40 -7.9%
44 WPC WP CAREY INC Real Estate 5,018.0 $341K 0.07% NEW $67.96 +7.3%
45 DEA EASTERLY GOVT PPTYS INC Real Estate 15,737.0 $337K 0.07% NEW $21.43 +7.4%
46 SANDISK CORP 529.0 $336K 0.07% NEW $635.34
47 KEY KEYCORP Financial Services 16,755.0 $336K 0.07% NEW $20.05 +4.9%
48 CME CME GROUP INC Financial Services 1,131.0 $334K 0.07% NEW $295.41 +3.3%
49 AIR AAR CORP Industrials 3,028.0 $331K 0.07% NEW $109.46 -5.2%
50 PDX PIMCO DYNAMIC INCOME STRATEG Financial Services 15,000.0 $331K 0.07% NEW $22.06 -2.1%
51 VSAT VIASAT INC Technology 7,105.0 $325K 0.07% NEW $45.80 +51.7%
52 AAOI APPLIED OPTOELECTRONICS INC Technology 3,827.0 $324K 0.07% NEW $84.59 +104.8%
53 MPC MARATHON PETE CORP Energy 1,321.0 $323K 0.07% NEW $244.27 +4.4%
54 TPH TRI POINTE HOMES INC Consumer Cyclical 6,877.0 $321K 0.07% NEW $46.73 +0.5%
55 MAR MARRIOTT INTL INC NEW Consumer Cyclical 980.0 $321K 0.07% NEW $327.07 +8.0%
56 ALL ALLSTATE CORP Financial Services 1,542.0 $320K 0.07% NEW $207.34 +4.8%
57 PRU PRUDENTIAL FINL INC Financial Services 3,265.0 $319K 0.07% NEW $97.70 +4.3%
58 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,124.0 $317K 0.07% NEW $282.37 +23.6%
59 SBUX STARBUCKS CORP Consumer Cyclical 3,531.0 $316K 0.07% NEW $89.59 +19.2%
60 SSRM SSR MINING IN Basic Materials 10,750.0 $316K 0.07% NEW $29.40 +6.8%
Page 3 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%