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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 7 of 9  ·  164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 NVO NOVO-NORDISK A S Healthcare 6,074.0 $223K 0.05% -9K -59.1% $36.75 +21.7%
122 DIS DISNEY WALT CO Communication Services 2,269.0 $219K 0.05% -4K -62.4% $96.38 +6.6%
123 PGR PROGRESSIVE CORP Financial Services 1,097.0 $217K 0.05% -2K -58.0% $198.24 +0.8%
124 GRMN GARMIN LTD Technology 917.0 $213K 0.04% -195.0 -17.5% $232.01 -2.7%
125 EVR EVERCORE INC Financial Services 705.0 $210K 0.04% -58.0 -7.6% $298.51 +11.7%
126 GHC GRAHAM HLDGS CO Consumer Defensive 198.0 $209K 0.04% -161.0 -44.9% $1057.38 +3.4%
127 AIG AMERICAN INTL GROUP INC Financial Services 2,715.0 $204K 0.04% -426.0 -13.6% $75.25 +4.1%
128 CORZ CORE SCIENTIFIC INC NEW Technology 13,375.0 $200K 0.04% -5K -27.9% $14.96 +61.8%
129 PAGS PAGSEGURO DIGITAL LTD Technology 16,596.0 $166K 0.04% -6K -27.6% $10.02 -11.6%
130 AHRT AH RLTY TR INC Financial Services 25,964.0 $143K 0.03% -18K -41.6% $5.50 +18.0%
131 CLSK CLEANSPARK INC Technology 16,730.0 $142K 0.03% -3K -16.7% $8.51 +57.9%
132 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 10,530.0 $131K 0.03% -9K -45.5% $12.43 -4.1%
133 NG NOVAGOLD RESOURCES INC Basic Materials 12,684.0 $114K 0.02% -15K -54.5% $8.98 -9.5%
134 JOBY JOBY AVIATION INC Industrials 13,139.0 $109K 0.02% -5K -27.4% $8.26 +25.4%
135 GNW GENWORTH FINL INC Financial Services 11,432.0 $93K 0.02% -1K -9.8% $8.12 +11.7%
136 GRFS GRIFOLS S A Healthcare 11,520.0 $92K 0.02% -24K -67.3% $8.02 -4.5%
137 ABUS ARBUTUS BIOPHARMA CORP Healthcare 20,073.0 $90K 0.02% -11K -34.8% $4.50 -7.3%
138 EBS EMERGENT BIOSOLUTIONS INC Healthcare 10,106.0 $84K 0.02% -333.0 -3.2% $8.30 -4.3%
139 OVID OVID THERAPEUTICS INC Healthcare 31,189.0 $69K 0.01% -238.0 -0.8% $2.22 +18.5%
140 SATL SATELLOGIC INC Technology 12,689.0 $69K 0.01% -534.0 -4.0% $5.44 +80.9%
Page 7 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%