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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 2 of 9  ·  164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RIO RIO TINTO PLC Basic Materials 9,957.0 $929K 0.20% -4K -28.8% $93.29 +11.1%
22 RVT ROYCE SMALL CAP TRUST INC Financial Services 55,000.0 $913K 0.19% -1K -2.3% $16.60 +6.9%
23 CSCO CISCO SYS INC Technology 11,316.0 $878K 0.19% -2K -14.9% $77.59 +52.3%
24 GSK GSK PLC Healthcare 14,816.0 $818K 0.17% -9K -37.5% $55.19 -10.0%
25 SAN BANCO SANTANDER SA Financial Services 70,604.0 $796K 0.17% -4K -5.0% $11.28 +4.1%
26 BP BP PLC Energy 16,719.0 $786K 0.17% -5K -22.5% $47.00 -2.8%
27 GS GOLDMAN SACHS GROUP INC Financial Services 874.0 $740K 0.16% -92.0 -9.5% $846.38 +12.1%
28 MA MASTERCARD INCORPORATED Financial Services 1,476.0 $737K 0.16% -2K -59.5% $499.66 -1.1%
29 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 8,583.0 $691K 0.15% -5K -36.6% $80.56 -6.8%
30 ISCV ISHARES TR 9,817.0 $682K 0.14% -87.0 -0.9% $69.51 +5.3%
31 VZ VERIZON COMMUNICATIONS INC Communication Services 13,386.0 $672K 0.14% -9K -40.2% $50.20 -7.6%
32 ES EVERSOURCE ENERGY Utilities 9,546.0 $661K 0.14% -2K -19.0% $69.28 -3.0%
33 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 29,967.0 $649K 0.14% -6K -16.4% $21.66 +1.8%
34 BTI BRITISH AMERN TOB PLC Consumer Defensive 10,848.0 $634K 0.14% -8K -42.1% $58.47 +13.5%
35 UNH UNITEDHEALTH GROUP INC Healthcare 2,269.0 $614K 0.13% -2K -42.3% $270.58 +45.6%
36 PR PERMIAN RESOURCES CORP Energy 27,454.0 $585K 0.12% -18K -40.1% $21.32 -2.3%
37 MS MORGAN STANLEY Financial Services 3,537.0 $582K 0.12% -2K -37.8% $164.55 +17.0%
38 C CITIGROUP INC Financial Services 4,885.0 $554K 0.12% -869.0 -15.1% $113.41 +7.9%
39 MO ALTRIA GROUP INC Consumer Defensive 8,255.0 $545K 0.12% -619.0 -7.0% $65.99 +10.8%
40 ADSK AUTODESK INC Technology 2,266.0 $542K 0.12% -120.0 -5.0% $239.40 +1.7%
Page 2 of 9  ·  164 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%