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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
Q2 2026 Q1 2026 · All 280 New 289 Added 164 Reduced
Page 23 of 41  ·  811 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 FLR FLUOR CORP Industrials 6,034.0 $281K 0.06% +861.0 +16.6% $46.65 +17.7%
442 BGY BLACKROCK ENHANCED INTL DIV Financial Services 52,000.0 $281K 0.06% $5.41 +6.8%
443 DGX QUEST DIAGNOSTICS INC Healthcare 1,429.0 $280K 0.06% NEW $195.98 +25.8%
444 EHC ENCOMPASS HEALTH CORP Healthcare 2,888.0 $279K 0.06% NEW $96.73 +25.9%
445 CFG CITIZENS FINL GROUP INC Financial Services 4,657.0 $279K 0.06% NEW $59.97 +11.8%
446 TPC TUTOR PERINI CORP Industrials 3,616.0 $279K 0.06% -575.0 -13.7% $77.19 +10.1%
447 FOLD AMICUS THERAPEUTIC Healthcare 19,286.0 $279K 0.06% NEW $14.46 +0.2%
448 SONY SONY GROUP CORP Technology 13,437.0 $278K 0.06% +2K +22.3% $20.70 +13.3%
449 RIOT RIOT PLATFORMS INC Financial Services 22,492.0 $278K 0.06% +682.0 +3.1% $12.36 +92.2%
450 OZK BANK OZK LITTLE ROCK ARK Financial Services 6,038.0 $277K 0.06% NEW $45.89 +4.3%
451 ARLP ALLIANCE RESOURCE PARTNERS L Energy 10,000.0 $276K 0.06% NEW $27.65 -6.4%
452 YOU CLEAR SECURE INC Technology 5,706.0 $276K 0.06% NEW $48.41 -21.3%
453 DIEBOLD NIXDORF INC 3,637.0 $274K 0.06% -61.0 -1.6% $75.44
454 ERAS ERASCA INC Healthcare 16,947.0 $274K 0.06% +1K +8.1% $16.18 -8.7%
455 RBC RBC BEARINGS INC Industrials 504.0 $274K 0.06% +14.0 +2.9% $543.12 -7.8%
456 IESC IES HOLDINGS INC Industrials 573.0 $273K 0.06% -250.0 -30.4% $476.47 -32.4%
457 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 4,805.0 $273K 0.06% +696.0 +16.9% $56.77 -22.7%
458 RMM RIVERNORTH MANAGED DUR MUN I Financial Services 20,000.0 $273K 0.06% $13.63 -1.5%
459 STZ CONSTELLATION BRANDS INC Consumer Defensive 1,814.0 $272K 0.06% NEW $150.00 -20.7%
460 BTU PEABODY ENGR CORP Energy 8,249.0 $272K 0.06% +227.0 +2.8% $32.95 -23.5%
Page 23 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 23.1%
Financial Services 17.7%
Healthcare 10.9%
Industrials 10.5%
Energy 9.5%
Real Estate 6.9%
Consumer Cyclical 6.9%
Consumer Defensive 4.3%
Communication Services 4.2%
Basic Materials 3.5%