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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 5 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EHC ENCOMPASS HEALTH CORP Healthcare 2,888.0 $279K 0.06% NEW $96.73 +10.2%
82 CFG CITIZENS FINL GROUP INC Financial Services 4,657.0 $279K 0.06% NEW $59.97 +2.0%
83 FOLD AMICUS THERAPEUTIC Healthcare 19,286.0 $279K 0.06% NEW $14.46 +0.2%
84 OZK BANK OZK LITTLE ROCK ARK Financial Services 6,038.0 $277K 0.06% NEW $45.89 +1.8%
85 ARLP ALLIANCE RESOURCE PARTNERS L Energy 10,000.0 $276K 0.06% NEW $27.65 -8.1%
86 YOU CLEAR SECURE INC Technology 5,706.0 $276K 0.06% NEW $48.41 +21.6%
87 STZ CONSTELLATION BRANDS INC Consumer Defensive 1,814.0 $272K 0.06% NEW $150.00 -5.1%
88 LAZ LAZARD INC Financial Services 6,285.0 $267K 0.06% NEW $42.48 +6.5%
89 TRV TRAVELERS COMPANIES INC Financial Services 915.0 $267K 0.06% NEW $291.68 +2.8%
90 TRMK TRUSTMARK CORP Financial Services 6,321.0 $266K 0.06% NEW $42.14 +2.3%
91 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 6,157.0 $262K 0.06% NEW $42.61 +31.8%
92 CI THE CIGNA GROUP Healthcare 975.0 $260K 0.06% NEW $266.75 +7.5%
93 MTZ MASTEC INC Industrials 808.0 $260K 0.06% NEW $321.74 +29.0%
94 PDI PIMCO DYNAMIC INCOME FD Financial Services 15,000.0 $257K 0.06% NEW $17.11 -2.7%
95 BSY BENTLEY SYS INC Technology 7,296.0 $256K 0.06% NEW $35.12 -5.2%
96 DLR DIGITAL RLTY TR INC Real Estate 1,412.0 $254K 0.05% NEW $180.21 +4.6%
97 LBRT LIBERTY ENERGY INC Energy 8,799.0 $253K 0.05% NEW $28.80 +14.4%
98 GLNG GOLAR LNG LTD Energy 4,643.0 $251K 0.05% NEW $54.11 +5.4%
99 AOS SMITH A O CORP Industrials 3,802.0 $251K 0.05% NEW $65.94 -14.0%
100 LHX L3HARRIS TECHNOLOGIES INC Industrials 722.0 $249K 0.05% NEW $345.11 -12.1%
Page 5 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%