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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 29 of 41  ·  811 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 NVO NOVO-NORDISK A S Healthcare 6,074.0 $223K 0.05% -9K -59.1% $36.75 +20.5%
562 COKE COCA COLA CONS INC Consumer Defensive 1,164.0 $223K 0.05% NEW $191.74 -10.2%
563 LGND LIGAND PHARMACEUTICALS INC Healthcare 1,112.0 $222K 0.05% NEW $199.65 +4.1%
564 THW ABRDN WORLD HEALTHCARE FUND Financial Services 19,000.0 $222K 0.05% $11.67 +9.9%
565 APOS APOLLO GLOBAL MGMT INC Financial Services 1,987.0 $221K 0.05% +65.0 +3.4% $111.42 -76.8%
566 LAND GLADSTONE LD CORP Real Estate 21,704.0 $221K 0.05% +1K +7.4% $10.20 -7.8%
567 MPWR MONOLITHIC PWR SYS INC Technology 202.0 $221K 0.05% NEW $1093.35 +35.9%
568 ATRO ASTRONICS CORP Industrials 3,303.0 $220K 0.05% NEW $66.73 +19.0%
569 RGLD ROYAL GOLD INC Basic Materials 866.0 $220K 0.05% NEW $254.49 -11.1%
570 MSGE SPHERE ENTERTAINMENT CO Communication Services 1,874.0 $220K 0.05% NEW $117.40 -41.2%
571 EW EDWARDS LIFESCIENCES CORP Healthcare 2,745.0 $220K 0.05% NEW $80.08 +2.9%
572 CALM CAL MAINE FOODS INC Consumer Defensive 2,768.0 $219K 0.05% NEW $79.15 -0.7%
573 XPO XPO INC Industrials 1,126.0 $219K 0.05% NEW $194.55 +3.0%
574 DIS DISNEY WALT CO Communication Services 2,269.0 $219K 0.05% -4K -62.4% $96.38 +7.9%
575 OKLO OKLO INC Utilities 4,389.0 $218K 0.05% NEW $49.59 +18.1%
576 PGR PROGRESSIVE CORP Financial Services 1,097.0 $217K 0.05% -2K -58.0% $198.24 +2.9%
577 BC BRUNSWICK CORP Consumer Cyclical 2,985.0 $217K 0.05% NEW $72.76 +1.0%
578 KRP KIMBELL RTY PARTNERS LP Energy 15,000.0 $217K 0.05% $14.47 +6.9%
579 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 4,164.0 $216K 0.05% NEW $51.98 +19.0%
580 LYV LIVE NATION ENTERTAINMENT IN Communication Services 1,416.0 $216K 0.05% NEW $152.51 +9.8%
Page 29 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%