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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 20 of 41  ·  811 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 IEMG ISHARES INC 4,553.0 $318K 0.07% $69.75 +12.6%
382 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,124.0 $317K 0.07% NEW $282.37 +20.6%
383 ACAD ACADIA PHARMACEUTICALS INC Healthcare 14,255.0 $317K 0.07% +4K +41.5% $22.26 -8.0%
384 SBUX STARBUCKS CORP Consumer Cyclical 3,531.0 $316K 0.07% NEW $89.59 +19.0%
385 SSRM SSR MINING IN Basic Materials 10,750.0 $316K 0.07% NEW $29.40 +4.5%
386 NTRS NORTHERN TR CORP Financial Services 2,261.0 $316K 0.07% NEW $139.57 +18.4%
387 TRGP TARGA RES CORP Energy 1,255.0 $315K 0.07% NEW $250.73 +9.6%
388 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,142.0 $314K 0.07% +378.0 +49.5% $275.18 -8.2%
389 FFBC 1ST FINL BANCORP Financial Services 11,258.0 $314K 0.07% NEW $27.88 +7.2%
390 AON AON PLC Financial Services 971.0 $313K 0.07% +215.0 +28.4% $322.77 +0.3%
391 DE DEERE & CO Industrials 553.0 $312K 0.07% +46.0 +9.1% $563.65 +0.1%
392 MEDP MEDPACE HLDGS INC Healthcare 649.0 $312K 0.07% +289.0 +80.3% $480.19 -12.4%
393 BOX BOX INC Technology 13,178.0 $312K 0.07% +3K +30.9% $23.64 +8.7%
394 PTCT PTC THERAPEUTICS INC Healthcare 4,562.0 $311K 0.07% NEW $68.13 +3.0%
395 AX AXOS FINANCIAL INC Financial Services 3,652.0 $311K 0.07% -186.0 -4.8% $85.09 -1.7%
396 VLYPN VALLEY NATL BANCORP Financial Services 25,232.0 $310K 0.07% +3K +14.6% $12.28 +111.2%
397 EQH EQUITABLE HLDGS INC Financial Services 8,338.0 $309K 0.07% NEW $37.11 +15.3%
398 AWP ABRDN GLOBAL PREMIER PPTYS F Financial Services 27,999.0 $309K 0.07% NEW $11.05 +6.2%
399 AROC ARCHROCK INC Energy 8,848.0 $308K 0.07% NEW $34.80 +9.3%
400 PATK PATRICK INDS INC Consumer Cyclical 2,767.0 $307K 0.07% +750.0 +37.2% $111.07 -18.7%
Page 20 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%