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Portfolio (Quarterly) Guide ↗

Abel Hall, LLC

· CIK 0002013339
13F Portfolio $469M AUM 811 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 280 New 289 Added 164 Reduced 183 Exited
Page 17 of 41  ·  811 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 WMB WILLIAMS COS INC Energy 4,962.0 $361K 0.08% +260.0 +5.5% $72.78 +6.7%
322 SPXC SPX TECHNOLOGIES INC Industrials 1,801.0 $360K 0.08% +475.0 +35.8% $199.94 +0.3%
323 BKNG BOOKING HOLDINGS INC Consumer Cyclical 85.0 $358K 0.08% -51.0 -37.5% $4210.32 -96.3%
324 CVSA COVISTA INC Consumer Cyclical 3,090.0 $356K 0.08% +813.0 +35.7% $115.25 +10.9%
325 PK PARK HOTELS & RESORTS INC Real Estate 33,764.0 $356K 0.08% +15K +79.7% $10.53 +5.3%
326 HIG HARTFORD INSURANCE GROUP INC Financial Services 2,623.0 $355K 0.08% NEW $135.23 +1.0%
327 POWL POWELL INDS INC Industrials 652.0 $353K 0.07% NEW $541.08 -50.7%
328 BDC BELDEN INC Technology 3,069.0 $352K 0.07% +1K +51.3% $114.83 -11.2%
329 FBRT FRANKLIN BSP RLTY TR INC Real Estate 41,326.0 $351K 0.07% +16K +65.6% $8.49 +7.7%
330 FORTINET INC 4,290.0 $351K 0.07% +1K +33.0% $81.72
331 NSC NORFOLK SOUTHN CORP Industrials 1,221.0 $350K 0.07% NEW $287.00 +11.5%
332 DGCB DIMENSIONAL ETF TRUST 6,465.0 $350K 0.07% -59.0 -0.9% $54.14 -0.5%
333 FCX FREEPORT MCMORAN INC Basic Materials 5,953.0 $350K 0.07% +1K +24.1% $58.78 +2.9%
334 ROAD CONSTRUCTION PARTNERS INC Industrials 3,146.0 $350K 0.07% $111.12 +3.4%
335 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 4,015.0 $349K 0.07% +2K +87.6% $86.97 -0.1%
336 TDW TIDEWATER INC NEW Energy 4,176.0 $349K 0.07% NEW $83.55 +2.1%
337 KMB KIMBERLY-CLARK CORP Consumer Defensive 3,582.0 $346K 0.07% NEW $96.47 +0.1%
338 ENSG ENSIGN GROUP INC Healthcare 1,710.0 $345K 0.07% +144.0 +9.2% $201.55 -12.4%
339 IX ORIX CORP Financial Services 11,447.0 $343K 0.07% +2K +25.7% $29.99 +23.0%
340 INSTALLED BLDG PRODS INC 1,289.0 $342K 0.07% +35.0 +2.8% $265.15
Page 17 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%