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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 9 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TSN TYSON FOODS INC Consumer Defensive 3,297.0 $211K 0.04% NEW $64.07 +2.6%
162 OTTR OTTER TAIL CORP Utilities 2,401.0 $211K 0.04% NEW $87.77 -0.8%
163 DVN DEVON ENERGY CORP NEW Energy 4,185.0 $211K 0.04% NEW $50.32 -1.3%
164 TPL TEXAS PACIFIC LAND CORPORATI Energy 441.0 $209K 0.04% NEW $474.56 -19.1%
165 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 9,101.0 $209K 0.04% NEW $22.95 +3.1%
166 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 719.0 $209K 0.04% NEW $290.37 +1.0%
167 NOVT NOVANTA INC Technology 1,767.0 $209K 0.04% NEW $118.11 +24.1%
168 WT WISDOMTREE INC Financial Services 14,324.0 $209K 0.04% NEW $14.56 +32.3%
169 MORN MORNINGSTAR INC Financial Services 1,233.0 $208K 0.04% NEW $169.05 +5.4%
170 JBL JABIL INC Technology 783.0 $208K 0.04% NEW $265.63 +25.6%
171 DEO DIAGEO PLC Consumer Defensive 2,791.0 $208K 0.04% NEW $74.45 +12.6%
172 ECL ECOLAB INC Basic Materials 779.0 $207K 0.04% NEW $266.02 -8.1%
173 BKR BAKER HUGHES COMPANY Energy 3,385.0 $207K 0.04% NEW $61.05 +8.5%
174 TRP TC ENERGY CORP Energy 3,283.0 $206K 0.04% NEW $62.60 +10.4%
175 BELFA BEL FUSE INC Technology 1,138.0 $205K 0.04% NEW $180.20 +27.3%
176 PCOR PROCORE TECHNOLOGIES INC Technology 3,594.0 $205K 0.04% NEW $57.00 -15.5%
177 MSTR STRATEGY INC Technology 1,640.0 $205K 0.04% NEW $124.80 +33.4%
178 BXP BXP INC Real Estate 3,937.0 $204K 0.04% NEW $51.90 +14.3%
179 ATR APTARGROUP INC Healthcare 1,620.0 $204K 0.04% NEW $126.02 -9.3%
180 PCG PG&E CORP Utilities 11,607.0 $204K 0.04% NEW $17.57 -9.4%
Page 9 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%