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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 19 of 41  ·  811 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 FDX FEDEX CORP Industrials 918.0 $327K 0.07% +132.0 +16.8% $356.18 +3.8%
362 CMI CUMMINS INC Industrials 606.0 $326K 0.07% +81.0 +15.4% $537.62 +22.7%
363 AUB ATLANTIC UN BANKSHARES CORP Financial Services 9,111.0 $326K 0.07% +2K +31.1% $35.74 +2.6%
364 VSAT VIASAT INC Technology 7,105.0 $325K 0.07% NEW $45.80 +56.2%
365 LOW LOWES COS INC Consumer Cyclical 1,377.0 $325K 0.07% -2K -52.5% $236.24 -7.7%
366 AAOI APPLIED OPTOELECTRONICS INC Technology 3,827.0 $324K 0.07% NEW $84.59 +102.5%
367 MPC MARATHON PETE CORP Energy 1,321.0 $323K 0.07% NEW $244.27 +6.2%
368 AMT AMERICAN TOWER CORP Real Estate 1,864.0 $322K 0.07% +578.0 +45.0% $172.57 +6.0%
369 TPH TRI POINTE HOMES INC Consumer Cyclical 6,877.0 $321K 0.07% NEW $46.73 +0.5%
370 KKR KKR & CO INC Financial Services 3,471.0 $321K 0.07% +2K +95.7% $92.50 +3.8%
371 MAR MARRIOTT INTL INC NEW Consumer Cyclical 980.0 $321K 0.07% NEW $327.07 +9.8%
372 ALL ALLSTATE CORP Financial Services 1,542.0 $320K 0.07% NEW $207.34 +8.3%
373 QBTS D-WAVE QUANTUM INC Technology 22,126.0 $319K 0.07% +4K +22.6% $14.43 +32.1%
374 EXR EXTRA SPACE STORAGE INC Real Estate 2,434.0 $319K 0.07% +238.0 +10.8% $131.13 +6.2%
375 EVT EATON VANCE TAX ADVT DIV INC Financial Services 13,000.0 $319K 0.07% $24.55 +5.7%
376 PRU PRUDENTIAL FINL INC Financial Services 3,265.0 $319K 0.07% NEW $97.70 +5.4%
377 UEC URANIUM ENERGY CORP Energy 23,624.0 $319K 0.07% $13.50 -2.2%
378 EOG EOG RES INC Energy 2,202.0 $318K 0.07% -654.0 -22.9% $144.60 -1.1%
379 HAS HASBRO INC Consumer Cyclical 3,401.0 $318K 0.07% +527.0 +18.3% $93.60 +0.1%
380 SITM SITIME CORP Technology 921.0 $318K 0.07% -56.0 -5.7% $345.35 +110.1%
Page 19 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%