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Portfolio (Quarterly) Guide ↗

Abel Hall, LLC

· CIK 0002013339
13F Portfolio $428M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 714 New
Page 3 of 36  ·  714 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DFGR DIMENSIONAL ETF TRUST 52,818.0 $1.4M 0.33% NEW $26.42 +8.1%
42 BAC BANK AMERICA CORP Financial Services 25,218.0 $1.4M 0.32% NEW $55.00 -9.5%
43 UNH UNITEDHEALTH GROUP INC Healthcare 3,935.0 $1.3M 0.30% NEW $330.10 +19.3%
44 DFAI DIMENSIONAL ETF TRUST 34,030.0 $1.3M 0.30% NEW $38.11 +8.0%
45 NGG NATIONAL GRID PLC Utilities 16,019.0 $1.2M 0.29% NEW $77.35 +4.3%
46 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 8,406.0 $1.2M 0.28% NEW $143.89 +19.7%
47 MRK MERCK & CO INC Healthcare 11,389.0 $1.2M 0.28% NEW $105.26 +5.8%
48 CVX CHEVRON CORP NEW Energy 7,833.0 $1.2M 0.28% NEW $152.41 +25.4%
49 HD HOME DEPOT INC Consumer Cyclical 3,426.0 $1.2M 0.28% NEW $344.07 -13.5%
50 GSK GSK PLC Healthcare 23,692.0 $1.2M 0.27% NEW $49.04 +1.3%
51 SAP SAP SE Technology 4,724.0 $1.1M 0.27% NEW $242.89 -30.2%
52 RIO RIO TINTO PLC Basic Materials 13,979.0 $1.1M 0.26% NEW $80.03 +29.6%
53 BMY BRISTOL-MYERS SQUIBB CO Healthcare 20,365.0 $1.1M 0.26% NEW $53.94 +6.2%
54 PLTR PALANTIR TECHNOLOGIES INC Technology 6,088.0 $1.1M 0.25% NEW $177.75 -24.6%
55 BTI BRITISH AMERN TOB PLC Consumer Defensive 18,744.0 $1.1M 0.25% NEW $56.62 +17.2%
56 TOTALENERGIES SE 16,195.0 $1.1M 0.25% NEW $65.42
57 PFFA ETFIS SER TR I 47,553.0 $1.0M 0.24% NEW $21.55 -0.1%
58 CSCO CISCO SYS INC Technology 13,299.0 $1.0M 0.24% NEW $77.03 +53.5%
59 FN FABRINET Technology 2,218.0 $1.0M 0.24% NEW $455.28 +58.6%
60 MS MORGAN STANLEY Financial Services 5,686.0 $1.0M 0.24% NEW $177.52 +8.4%
Page 3 of 36  ·  714 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 25.2%
Financial Services 20.2%
Healthcare 10.8%
Industrials 9.7%
Consumer Cyclical 8.3%
Energy 6.5%
Real Estate 5.8%
Communication Services 5.6%
Consumer Defensive 3.0%
Basic Materials 2.8%