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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 27 of 41  ·  811 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 KFY KORN FERRY Industrials 3,794.0 $239K 0.05% NEW $62.95 +4.3%
522 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 1,222.0 $239K 0.05% +101.0 +9.0% $195.41 -9.2%
523 ADEA ADEIA INC Technology 9,935.0 $239K 0.05% NEW $24.03 +9.9%
524 VISN VISTANCE NETWORKS INC Technology 13,116.0 $239K 0.05% +2K +16.1% $18.20 -38.7%
525 BGC BGC GROUP INC Financial Services 24,379.0 $238K 0.05% +4K +21.6% $9.78 +15.6%
526 TWST TWIST BIOSCIENCE CORP Healthcare 5,009.0 $238K 0.05% NEW $47.52 +4.8%
527 APP APPLOVIN CORP Technology 598.0 $238K 0.05% -287.0 -32.4% $398.00 +19.8%
528 GPOR GULFPORT ENERGY CORP Energy 1,121.0 $237K 0.05% NEW $211.57 -13.6%
529 RL RALPH LAUREN CORP Consumer Cyclical 688.0 $237K 0.05% -186.0 -21.3% $343.99 -5.3%
530 RNG RINGCENTRAL INC Technology 6,362.0 $237K 0.05% NEW $37.19 +9.4%
531 MAX MEDIAALPHA INC Communication Services 25,424.0 $236K 0.05% NEW $9.30 -10.9%
532 CELC CELCUITY INC Healthcare 2,069.0 $236K 0.05% NEW $114.14 +14.7%
533 ZION ZIONS BANCORPORATION NATL AS Financial Services 4,098.0 $236K 0.05% NEW $57.62 +4.3%
534 DX DYNEX CAP INC Real Estate 18,489.0 $236K 0.05% -1K -5.4% $12.76 +1.8%
535 SOUN SOUNDHOUND AI INC Technology 34,306.0 $236K 0.05% NEW $6.87 +21.5%
536 GKOS GLAUKOS CORP Healthcare 2,185.0 $235K 0.05% -654.0 -23.0% $107.66 +32.1%
537 BUSE FIRST BUSEY CORP Financial Services 9,262.0 $234K 0.05% NEW $25.27 +3.7%
538 NOW SERVICENOW INC Technology 2,238.0 $234K 0.05% +927.0 +70.7% $104.55 -1.1%
539 OII OCEANEERING INTL INC Energy 6,581.0 $233K 0.05% NEW $35.47 +8.7%
540 FCPT FOUR CORNERS PPTY TR INC Real Estate 9,828.0 $232K 0.05% NEW $23.65 +5.2%
Page 27 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%