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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 9  ·  164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SANM SANMINA CORP Technology 2,889.0 $375K 0.08% -435.0 -13.1% $129.64 +81.5%
82 BKNG BOOKING HOLDINGS INC Consumer Cyclical 85.0 $358K 0.08% -51.0 -37.5% $4210.32 -96.3%
83 DGCB DIMENSIONAL ETF TRUST 6,465.0 $350K 0.07% -59.0 -0.9% $54.14 +0.3%
84 ASTS AST SPACEMOBILE INC Technology 4,094.0 $339K 0.07% -172.0 -4.0% $82.87 +4.8%
85 APLD APPLIED DIGITAL CORP Technology 14,199.0 $337K 0.07% -537.0 -3.6% $23.74 +64.9%
86 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 5,581.0 $331K 0.07% -252.0 -4.3% $59.27 -21.1%
87 CDNS CADENCE DESIGN SYSTEM INC Technology 1,185.0 $329K 0.07% -211.0 -15.1% $277.87 +24.5%
88 LOW LOWES COS INC Consumer Cyclical 1,377.0 $325K 0.07% -2K -52.5% $236.24 -7.5%
89 EOG EOG RES INC Energy 2,202.0 $318K 0.07% -654.0 -22.9% $144.60 -3.0%
90 SITM SITIME CORP Technology 921.0 $318K 0.07% -56.0 -5.7% $345.35 +124.1%
91 AX AXOS FINANCIAL INC Financial Services 3,652.0 $311K 0.07% -186.0 -4.8% $85.09 -0.7%
92 CVNA CARVANA CO Consumer Cyclical 968.0 $304K 0.07% -237.0 -19.7% $314.38 -78.6%
93 REET ISHARES TR 12,055.0 $303K 0.07% -518.0 -4.1% $25.15 +7.4%
94 HCC WARRIOR MET COAL INC Energy 3,233.0 $301K 0.06% -422.0 -11.6% $93.15 -8.6%
95 RMBS RAMBUS INC DEL Technology 3,486.0 $300K 0.06% -2K -30.2% $86.03 +47.7%
96 GM GENERAL MTRS CO Consumer Cyclical 4,014.0 $299K 0.06% -268.0 -6.3% $74.50 +0.5%
97 ANET ARISTA NETWORKS INC Technology 2,377.0 $292K 0.06% -563.0 -19.1% $122.78 +15.4%
98 AMP AMERIPRISE FINL INC Financial Services 650.0 $289K 0.06% -47.0 -6.7% $444.66 +6.0%
99 TPC TUTOR PERINI CORP Industrials 3,616.0 $279K 0.06% -575.0 -13.7% $77.19 +3.0%
100 DIEBOLD NIXDORF INC 3,637.0 $274K 0.06% -61.0 -1.6% $75.44
Page 5 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%