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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 6 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 9,237.0 $249K 0.05% NEW $26.94 +25.2%
102 BOH BANK HAWAII CORP Financial Services 3,349.0 $249K 0.05% NEW $74.25 +3.6%
103 BRZE BRAZE INC Technology 10,523.0 $248K 0.05% NEW $23.61 -8.6%
104 KGS KODIAK GAS SVCS INC Energy 4,259.0 $248K 0.05% NEW $58.32 +26.0%
105 MWA MUELLER WTR PRODS INC Industrials 8,983.0 $247K 0.05% NEW $27.49 -7.2%
106 DELL DELL TECHNOLOGIES INC Technology 1,500.0 $246K 0.05% NEW $164.13 +47.5%
107 FBNC FIRST BANCORP N C Financial Services 4,363.0 $246K 0.05% NEW $56.35 +1.8%
108 SKT TANGER INC Real Estate 7,162.0 $243K 0.05% NEW $33.98 +3.8%
109 VAL VALARIS LTD Energy 2,482.0 $243K 0.05% NEW $98.04 +7.5%
110 PHIN PHINIA INC Consumer Cyclical 3,551.0 $243K 0.05% NEW $68.44 +11.1%
111 FIS FIDELITY NATL INFORMATION SV Technology 5,177.0 $243K 0.05% NEW $46.91 -10.9%
112 OKE ONEOK INC NEW Energy 2,679.0 $242K 0.05% NEW $90.39 +2.1%
113 TNK TEEKAY TANKERS LTD Energy 3,291.0 $241K 0.05% NEW $73.32 +5.3%
114 KAI KADANT INC Industrials 820.0 $240K 0.05% NEW $292.36 +8.7%
115 KFY KORN FERRY Industrials 3,794.0 $239K 0.05% NEW $62.95 +1.4%
116 ADEA ADEIA INC Technology 9,935.0 $239K 0.05% NEW $24.03 +14.0%
117 TWST TWIST BIOSCIENCE CORP Healthcare 5,009.0 $238K 0.05% NEW $47.52 +3.5%
118 GPOR GULFPORT ENERGY CORP Energy 1,121.0 $237K 0.05% NEW $211.57 -13.6%
119 RNG RINGCENTRAL INC Technology 6,362.0 $237K 0.05% NEW $37.19 +10.4%
120 MAX MEDIAALPHA INC Communication Services 25,424.0 $236K 0.05% NEW $9.30 -13.3%
Page 6 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%