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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 4 of 36  ·  714 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JEPQ J P MORGAN EXCHANGE TRADED F 17,100.0 $994K 0.23% NEW $58.12 +2.7%
62 MU MICRON TECHNOLOGY INC Technology 3,436.0 $981K 0.23% NEW $285.41 +153.9%
63 MUFG MITSUBISHI UFJ FINL GROUP IN Financial Services 61,535.0 $976K 0.23% NEW $15.86 +18.8%
64 TJX TJX COS INC NEW Consumer Cyclical 6,131.0 $942K 0.22% NEW $153.61 -4.0%
65 BE BLOOM ENERGY CORP Industrials 10,762.0 $935K 0.22% NEW $86.89 +197.7%
66 ETN EATON CORP PLC Industrials 2,907.0 $926K 0.22% NEW $318.47 +25.4%
67 IBM INTERNATIONAL BUSINESS MACHS Technology 3,120.0 $924K 0.22% NEW $296.21 -26.0%
68 BHP BHP GROUP LTD Basic Materials 15,221.0 $919K 0.21% NEW $60.37 +39.2%
69 VZ VERIZON COMMUNICATIONS INC Communication Services 22,377.0 $911K 0.21% NEW $40.73 +13.8%
70 RVT ROYCE SMALL CAP TRUST INC Financial Services 56,300.0 $906K 0.21% NEW $16.10 +10.2%
71 LRCX LAM RESEARCH CORP Technology 5,274.0 $903K 0.21% NEW $171.19 +66.3%
72 AMD ADVANCED MICRO DEVICES INC Technology 4,197.0 $899K 0.21% NEW $214.16 +96.6%
73 KLAC KLA CORP Technology 737.0 $895K 0.21% NEW $1214.86 +48.5%
74 ORCL ORACLE CORP Technology 4,487.0 $875K 0.20% NEW $194.91 -1.0%
75 SAN BANCO SANTANDER SA Financial Services 74,309.0 $872K 0.20% NEW $11.73 +0.1%
76 SATS ECHOSTAR CORP Technology 7,930.0 $862K 0.20% NEW $108.70 +26.2%
77 V VISA INC Financial Services 2,458.0 $862K 0.20% NEW $350.67 -7.1%
78 CAT CATERPILLAR INC Industrials 1,484.0 $850K 0.20% NEW $572.88 +50.8%
79 GS GOLDMAN SACHS GROUP INC Financial Services 966.0 $849K 0.20% NEW $879.37 +7.9%
80 PLD PROLOGIS INC. Real Estate 6,651.0 $849K 0.20% NEW $127.66 +10.1%
Page 4 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%