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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 2 of 41  ·  811 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DFGP DIMENSIONAL ETF TRUST 46,065.0 $2.5M 0.53% $53.99 -0.0%
22 JNJ JOHNSON & JOHNSON Healthcare 10,067.0 $2.5M 0.52% +3K +33.3% $244.43 -5.6%
23 NVS NOVARTIS AG Healthcare 14,499.0 $2.2M 0.47% +2K +16.8% $152.75 -2.0%
24 DFAT DIMENSIONAL ETF TRUST 34,072.0 $2.1M 0.45% -887.0 -2.5% $62.45 +4.6%
25 JPM JPMORGAN CHASE & CO Financial Services 7,096.0 $2.1M 0.45% -4K -36.9% $294.16 +2.0%
26 DFCF DIMENSIONAL ETF TRUST 48,695.0 $2.1M 0.44% -1K -2.8% $42.22 -0.7%
27 WMT WALMART INC Consumer Defensive 16,331.0 $2.0M 0.43% +491.0 +3.1% $124.28 +6.6%
28 TSLA TESLA INC Consumer Cyclical 5,407.0 $2.0M 0.43% -3K -36.2% $371.75 +19.2%
29 DFEV DIMENSIONAL ETF TRUST 55,563.0 $2.0M 0.42% -534.0 -0.9% $35.78 +14.2%
30 O REALTY INCOME CORP Real Estate 32,307.0 $2.0M 0.42% +3K +10.2% $61.18 +1.3%
31 DEHP DIMENSIONAL ETF TRUST 57,258.0 $1.9M 0.41% -1K -2.0% $33.79 +19.0%
32 MRK MERCK & CO INC Healthcare 15,909.0 $1.9M 0.41% +5K +39.7% $120.29 -5.7%
33 QUAL ISHARES TR 9,435.0 $1.8M 0.39% $191.81 +9.7%
34 SHEL SHELL PLC Energy 18,962.0 $1.8M 0.38% -3K -12.9% $93.00 -9.1%
35 BE BLOOM ENERGY CORP Industrials 12,816.0 $1.7M 0.37% +2K +19.1% $135.49 +103.7%
36 SM SM ENERGY COMPANY Energy 54,094.0 $1.7M 0.36% NEW $31.18 +0.6%
37 NGG NATIONAL GRID PLC Utilities 19,926.0 $1.7M 0.36% +4K +24.4% $84.60 +3.3%
38 V VISA INC Financial Services 5,554.0 $1.7M 0.36% +3K +126.0% $302.23 +6.7%
39 HSBC HSBC HLDGS PLC Financial Services 20,017.0 $1.7M 0.35% -2K -10.4% $82.49 +10.0%
40 CVX CHEVRON CORPORATION Energy 7,768.0 $1.6M 0.34% -65.0 -0.8% $206.90 -9.8%
Page 2 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%