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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 18 of 41  ·  811 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 PHG KONINKLIJKE PHILIPS N V Healthcare 12,459.0 $341K 0.07% NEW $27.40 -4.9%
342 WELL WELLTOWER INC Real Estate 1,726.0 $341K 0.07% +331.0 +23.7% $197.66 +7.6%
343 ISHARES TR 7,379.0 $341K 0.07% $46.23
344 WPC WP CAREY INC Real Estate 5,018.0 $341K 0.07% NEW $67.96 +8.7%
345 SFBS SERVISFIRST BANCSHARES INC Financial Services 4,660.0 $339K 0.07% +1K +45.5% $72.83 +4.6%
346 ASTS AST SPACEMOBILE INC Technology 4,094.0 $339K 0.07% -172.0 -4.0% $82.87 +6.3%
347 ATI ATI INC Industrials 2,323.0 $338K 0.07% +58.0 +2.6% $145.46 +3.4%
348 CNR CORE NATURAL RESOURCES INC Energy 3,222.0 $337K 0.07% +191.0 +6.3% $104.73 -19.9%
349 DEA EASTERLY GOVT PPTYS INC Real Estate 15,737.0 $337K 0.07% NEW $21.43 +10.5%
350 APLD APPLIED DIGITAL CORP Technology 14,199.0 $337K 0.07% -537.0 -3.6% $23.74 +54.3%
351 SANDISK CORP 529.0 $336K 0.07% NEW $635.34
352 KEY KEYCORP Financial Services 16,755.0 $336K 0.07% NEW $20.05 +5.1%
353 CME CME GROUP INC Financial Services 1,131.0 $334K 0.07% NEW $295.41 +2.4%
354 FTAI AVIATION LTD 1,362.0 $334K 0.07% +79.0 +6.2% $245.00
355 PG PROCTER & GAMBLE CO Consumer Defensive 2,300.0 $332K 0.07% +795.0 +52.8% $144.42 -1.4%
356 AIR AAR CORP Industrials 3,028.0 $331K 0.07% NEW $109.46 -7.8%
357 PDX PIMCO DYNAMIC INCOME STRATEG Financial Services 15,000.0 $331K 0.07% NEW $22.06 -2.9%
358 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 5,581.0 $331K 0.07% -252.0 -4.3% $59.27 -21.4%
359 SMTC SEMTECH CORP Technology 4,291.0 $330K 0.07% +586.0 +15.8% $76.89 +72.2%
360 CDNS CADENCE DESIGN SYSTEM INC Technology 1,185.0 $329K 0.07% -211.0 -15.1% $277.87 +21.7%
Page 18 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%