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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 26 of 41  ·  811 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 BRZE BRAZE INC Technology 10,523.0 $248K 0.05% NEW $23.61 -7.8%
502 KGS KODIAK GAS SVCS INC Energy 4,259.0 $248K 0.05% NEW $58.32 +30.7%
503 MWA MUELLER WTR PRODS INC Industrials 8,983.0 $247K 0.05% NEW $27.49 -8.2%
504 SPYI NEOS ETF TRUST 5,000.0 $247K 0.05% $49.37 +8.3%
505 KREF KKR REAL ESTATE FIN TR INC Real Estate 40,264.0 $246K 0.05% +20K +99.4% $6.12 +2.5%
506 DELL DELL TECHNOLOGIES INC Technology 1,500.0 $246K 0.05% NEW $164.13 +44.7%
507 FBNC FIRST BANCORP N C Financial Services 4,363.0 $246K 0.05% NEW $56.35 +3.5%
508 ACRE ARES COML REAL ESTATE CORP Real Estate 51,216.0 $246K 0.05% +19K +61.1% $4.80 -3.6%
509 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 11,200.0 $245K 0.05% $21.89 +12.7%
510 ACLS AXCELIS TECHNOLOGIES INC Technology 2,617.0 $244K 0.05% $93.08 +53.3%
511 SKT TANGER INC Real Estate 7,162.0 $243K 0.05% NEW $33.98 +4.1%
512 VAL VALARIS LTD Energy 2,482.0 $243K 0.05% NEW $98.04 +14.0%
513 PHIN PHINIA INC Consumer Cyclical 3,551.0 $243K 0.05% NEW $68.44 +5.9%
514 FIS FIDELITY NATL INFORMATION SV Technology 5,177.0 $243K 0.05% NEW $46.91 -8.1%
515 OKE ONEOK INC NEW Energy 2,679.0 $242K 0.05% NEW $90.39 +4.9%
516 SILA SILA REALTY TRUST INC Real Estate 10,226.0 $242K 0.05% +167.0 +1.7% $23.68 +29.0%
517 TNK TEEKAY TANKERS LTD Energy 3,291.0 $241K 0.05% NEW $73.32 +4.2%
518 HCA HCA HEALTHCARE INC Healthcare 508.0 $240K 0.05% +69.0 +15.7% $473.34 -13.9%
519 CEG CONSTELLATION ENERGY CORP Utilities 860.0 $240K 0.05% -489.0 -36.2% $279.25 -7.3%
520 KAI KADANT INC Industrials 820.0 $240K 0.05% NEW $292.36 +4.9%
Page 26 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%