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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 11 of 41  ·  811 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CSR CENTERSPACE Real Estate 8,565.0 $492K 0.10% -385.0 -4.3% $57.45 +16.6%
202 PAX PATRIA INVESTMENTS LIMITED Financial Services 39,009.0 $492K 0.10% -352.0 -0.9% $12.60 -9.8%
203 TXN TEXAS INSTRS INC Technology 2,517.0 $489K 0.10% +576.0 +29.7% $194.15 +55.9%
204 FCFS FIRSTCASH HOLDINGS INC Financial Services 2,597.0 $488K 0.10% +34.0 +1.3% $188.00 +20.5%
205 LITE LUMENTUM HLDGS INC Technology 693.0 $487K 0.10% +36.0 +5.5% $702.76 +38.1%
206 IBM INTERNATIONAL BUSINESS MACHS Technology 1,984.0 $481K 0.10% -1K -36.4% $242.39 -9.5%
207 HQY HEALTHEQUITY INC Healthcare 5,694.0 $476K 0.10% NEW $83.57 -1.7%
208 GILD GILEAD SCIENCES INC Healthcare 3,407.0 $475K 0.10% +2K +86.7% $139.37 -7.0%
209 TRMB TRIMBLE INC Technology 7,277.0 $475K 0.10% +4K +101.8% $65.23 -15.5%
210 MYRG MYR GROUP INC Industrials 1,680.0 $474K 0.10% +291.0 +20.9% $282.32 +65.6%
211 BST BLACKROCK SCIENCE & TECHNOLO Financial Services 13,000.0 $473K 0.10% $36.35 +21.9%
212 RKLB ROCKET LAB CORP Industrials 7,356.0 $472K 0.10% -95.0 -1.3% $64.22 +94.3%
213 DUK DUKE ENERGY CORP NEW Utilities 3,601.0 $472K 0.10% +2K +85.4% $130.94 -7.6%
214 BAC BANK AMERICA CORP Financial Services 9,648.0 $470K 0.10% -16K -61.7% $48.75 +2.1%
215 PLXS PLEXUS CORP Technology 2,321.0 $470K 0.10% +788.0 +51.4% $202.54 +27.6%
216 HBAN HUNTINGTON BANCSHARES INC Financial Services 29,957.0 $469K 0.10% +18K +147.5% $15.65 -1.5%
217 VRT VERTIV HOLDINGS CO Industrials 1,865.0 $467K 0.10% -91.0 -4.7% $250.58 +48.0%
218 FRT FEDERAL RLTY INVT TR NEW Real Estate 4,361.0 $463K 0.10% +172.0 +4.1% $106.21 +6.5%
219 MCK MCKESSON CORP Healthcare 533.0 $461K 0.10% +255.0 +91.7% $865.36 -12.1%
220 CRM SALESFORCE INC Technology 2,464.0 $460K 0.10% +168.0 +7.3% $186.67 -7.0%
Page 11 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%