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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 24 of 41  ·  811 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 CNX CNX RES CORP Energy 7,037.0 $271K 0.06% -4K -37.1% $38.55 -5.2%
462 USAC USA COMPRESSION PARTNERS LP Energy 10,000.0 $271K 0.06% $27.12 +11.3%
463 CC CHEMOURS CO Basic Materials 12,267.0 $270K 0.06% +1K +12.6% $22.03 -1.3%
464 CNQ CANADIAN NAT RES LTD MED TER Energy 5,527.0 $269K 0.06% -10K -64.4% $48.73 +0.5%
465 WULF TERAWULF INC Financial Services 18,565.0 $268K 0.06% -4K -17.4% $14.43 +46.5%
466 LAZ LAZARD INC Financial Services 6,285.0 $267K 0.06% NEW $42.48 +8.1%
467 CYTK CYTOKINETICS INC Healthcare 4,050.0 $267K 0.06% +384.0 +10.5% $65.91 +14.1%
468 TRV TRAVELERS COMPANIES INC Financial Services 915.0 $267K 0.06% NEW $291.68 +4.9%
469 HUT 8 CORP 5,681.0 $266K 0.06% +962.0 +20.4% $46.91
470 TRMK TRUSTMARK CORP Financial Services 6,321.0 $266K 0.06% NEW $42.14 +4.2%
471 ROIV ROIVANT SCIENCES LTD Healthcare 9,586.0 $266K 0.06% -8K -44.3% $27.70 +3.1%
472 SMITHFIELD FOODS INC 9,482.0 $265K 0.06% +275.0 +3.0% $27.97
473 BCE BCE INC Communication Services 10,500.0 $265K 0.06% $25.24 -5.0%
474 SOUTHSTATE BK CORP 2,857.0 $264K 0.06% +196.0 +7.4% $92.52
475 PRDO PERDOCEO ED CORP Consumer Defensive 7,059.0 $263K 0.06% +202.0 +3.0% $37.21 -6.8%
476 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 6,157.0 $262K 0.06% NEW $42.61 +33.1%
477 BCS BARCLAYS PLC Financial Services 12,371.0 $262K 0.06% -3K -18.4% $21.16 +6.9%
478 CI THE CIGNA GROUP Healthcare 975.0 $260K 0.06% NEW $266.75 +9.2%
479 MTZ MASTEC INC Industrials 808.0 $260K 0.06% NEW $321.74 +19.8%
480 CIFR CIPHER DIGITAL INC Financial Services 20,140.0 $259K 0.06% +739.0 +3.8% $12.87 +46.1%
Page 24 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%