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Portfolio (Quarterly) Guide ↗

Abel Hall, LLC

· CIK 0002013339
13F Portfolio $428M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 714 New
Page 15 of 36  ·  714 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 INTU INTUIT Technology 510.0 $338K 0.08% NEW $662.59 -39.2%
282 ROST ROSS STORES INC Consumer Cyclical 1,874.0 $338K 0.08% NEW $180.14 +17.2%
283 REXR REXFORD INDL RLTY INC Real Estate 8,714.0 $337K 0.08% NEW $38.72 -8.9%
284 CARG CARGURUS INC Consumer Cyclical 8,782.0 $337K 0.08% NEW $38.35 -26.0%
285 TXN TEXAS INSTRS INC Technology 1,941.0 $337K 0.08% NEW $173.50 +73.3%
286 ISHARES TR 7,379.0 $335K 0.08% NEW $45.45
287 KRG KITE RLTY GROUP TR Real Estate 13,973.0 $335K 0.08% NEW $23.97 +8.6%
288 PWR QUANTA SVCS INC Industrials 793.0 $335K 0.08% NEW $422.06 +71.3%
289 AX AXOS FINANCIAL INC Financial Services 3,838.0 $331K 0.08% NEW $86.16 -2.9%
290 CWST CASELLA WASTE SYS INC Industrials 3,367.0 $330K 0.08% NEW $97.94 -13.0%
291 GRFS GRIFOLS S A Healthcare 35,256.0 $330K 0.08% NEW $9.35 -15.8%
292 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,147.0 $330K 0.08% NEW $287.30 +10.7%
293 ACA ARCOSA INC Industrials 3,088.0 $328K 0.08% NEW $106.32 +10.3%
294 EVT EATON VANCE TAX ADVT DIV INC Financial Services 13,000.0 $327K 0.08% NEW $25.18 +3.1%
295 PM PHILIP MORRIS INTL INC Consumer Defensive 2,034.0 $326K 0.08% NEW $160.40 +19.4%
296 MSI MOTOROLA SOLUTIONS INC Technology 849.0 $325K 0.08% NEW $383.32 +7.0%
297 INSTALLED BLDG PRODS INC 1,254.0 $325K 0.08% NEW $259.39
298 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,007.0 $325K 0.08% NEW $161.93 -3.7%
299 TMO THERMO FISHER SCIENTIFIC INC Healthcare 559.0 $324K 0.08% NEW $579.55 -23.7%
300 NTAP NETAPP INC Technology 3,022.0 $324K 0.08% NEW $107.09 +12.6%
Page 15 of 36  ·  714 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 25.2%
Financial Services 20.2%
Healthcare 10.8%
Industrials 9.7%
Consumer Cyclical 8.3%
Energy 6.5%
Real Estate 5.8%
Communication Services 5.6%
Consumer Defensive 3.0%
Basic Materials 2.8%