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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 12 of 41  ·  811 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ACIW ACI WORLDWIDE INC Technology 11,192.0 $459K 0.10% NEW $41.01 +4.4%
222 BBY BEST BUY INC Consumer Cyclical 7,123.0 $457K 0.10% -58.0 -0.8% $64.20 -9.8%
223 LYG LLOYDS BANKING GROUP PLC Financial Services 90,523.0 $455K 0.10% +7K +8.6% $5.03 +0.4%
224 AVNT AVIENT CORPORATION Basic Materials 12,465.0 $452K 0.10% NEW $36.30 -7.6%
225 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,871.0 $451K 0.10% +864.0 +43.0% $157.26 -1.8%
226 MAC MACERICH CO Real Estate 23,811.0 $450K 0.10% +3K +14.1% $18.90 +14.3%
227 RLJ RLJ LODGING TR Real Estate 60,599.0 $450K 0.10% NEW $7.42 +20.6%
228 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 4,258.0 $449K 0.10% NEW $105.40 -3.1%
229 PRAXIS PRECISION MEDICINES I 1,392.0 $448K 0.10% +360.0 +34.9% $322.19
230 WDC WESTERN DIGITAL CORP Technology 1,655.0 $448K 0.10% +141.0 +9.3% $270.49 +78.2%
231 PTC PTC INC Technology 3,136.0 $447K 0.10% NEW $142.49 -0.4%
232 ACN ACCENTURE PLC IRELAND Technology 2,251.0 $446K 0.10% +411.0 +22.3% $198.27 -10.5%
233 JCI JOHNSON CONTROLS INTERNATION Industrials 3,392.0 $444K 0.10% -2K -39.6% $130.95 +9.3%
234 AGG ISHARES TR 4,467.0 $443K 0.09% $99.27 -1.3%
235 NEM NEWMONT CORP Basic Materials 4,094.0 $443K 0.09% -142.0 -3.4% $108.26 +0.7%
236 HWC HANCOCK WHITNEY CORPORATION Financial Services 6,951.0 $442K 0.09% +1K +22.2% $63.59 +0.9%
237 SCHW SCHWAB CHARLES CORP Financial Services 4,699.0 $442K 0.09% -1K -20.4% $93.98 -3.3%
238 FANG DIAMONDBACK ENERGY INC Energy 2,232.0 $442K 0.09% -498.0 -18.2% $197.83 +2.9%
239 OUTFRONT MEDIA INC 16,518.0 $438K 0.09% +926.0 +5.9% $26.50
240 CTRE CARETRUST REIT INC Real Estate 11,923.0 $437K 0.09% -4K -27.0% $36.65 +12.3%
Page 12 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%