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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 10 of 41  ·  811 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 RHI ROBERT HALF INC. Industrials 20,180.0 $513K 0.11% +7K +56.7% $25.40 -1.1%
182 DY DYCOM INDS INC Industrials 1,512.0 $512K 0.11% -592.0 -28.1% $338.82 +29.1%
183 HWM HOWMET AEROSPACE INC Industrials 2,221.0 $512K 0.11% +762.0 +52.2% $230.46 +13.0%
184 CHD CHURCH & DWIGHT CO INC Consumer Defensive 5,475.0 $511K 0.11% $93.32 +3.7%
185 CAG CONAGRA BRANDS INC Consumer Defensive 32,444.0 $510K 0.11% +17K +112.7% $15.72 -12.3%
186 VALE VALE S A Basic Materials 32,000.0 $509K 0.11% $15.91 +2.6%
187 DFAE DIMENSIONAL ETF TRUST 14,995.0 $508K 0.11% $33.86 +13.6%
188 APG API GROUP CORP Industrials 12,525.0 $508K 0.11% -2K -12.7% $40.52 +4.2%
189 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,028.0 $505K 0.11% +469.0 +83.9% $491.58 -10.8%
190 INSM INSMED INC Healthcare 3,090.0 $505K 0.11% +471.0 +18.0% $163.52 -33.3%
191 EMN EASTMAN CHEM CO Basic Materials 6,601.0 $504K 0.11% NEW $76.32 -6.2%
192 BK BANK NEW YORK MELLON CORP Financial Services 4,222.0 $501K 0.11% -145.0 -3.3% $118.63 +15.1%
193 MFG MIZUHO FINANCIAL GROUP INC Financial Services 63,045.0 $501K 0.11% +1K +2.0% $7.94 +9.4%
194 GPIX GOLDMAN SACHS ETF TR 10,000.0 $500K 0.11% $50.04 +9.9%
195 ING ING GROEP N.V. Financial Services 19,195.0 $500K 0.11% -876.0 -4.4% $26.05 +12.9%
196 UBSI UNITED BANKSHARES INC WEST V Financial Services 12,018.0 $498K 0.11% +5K +66.0% $41.42 +0.8%
197 DKL DELEK LOGISTICS PARTNERS LP Energy 10,000.0 $498K 0.11% $49.76 +3.9%
198 INTC INTEL CORP Technology 11,247.0 $496K 0.11% +1K +10.7% $44.13 +146.5%
199 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 7,910.0 $496K 0.11% -909.0 -10.3% $62.70 +17.9%
200 CASY CASEYS GEN STORES INC Consumer Cyclical 676.0 $492K 0.10% +28.0 +4.3% $728.12 +17.5%
Page 10 of 41  ·  811 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%